Clarisa De Torres-Oracle NSC Guru

Hi @Eunice_C, Per checking, The values in the saved search are translated to the base currency using the selected consolidated rate type. The Results subtab for these searches includes a Consolidated Exchange Rate field with the following options: Average Current Historical Per-Account None Can you try selecting None on…

Hi @User_8Q0KW, welcome to NetSuite Support Community! Is the Department additional custom field on Transaction records? Can you try clicking the Customize button on the lower left then go to Edit Column, expand the Financial folder, then try to see if you can find the custom made Department field? Hope to hear from you!…

Hi @User_TC8QE, may we know if you are using Advanced Taxes or SuiteTax? You may check it by navigating via Setup > Company > Enable Features then go to Tax tab. Hope to hear from you. Thank you! 😊

Hi @User_SLDIG, may we know what specific account is not tallied with the Balance Sheet Report? will you be able to provide screenshot of the affected reports? Kindly cover confidential information. Thank you! 😊

Hi @Sharon Hirsc, per my understanding you wanted a report/search that would show list of intercompany transactions together with its related item receipt/fulfillment. Per checking, I was able to do this by using Transaction saved search: Under the Criteria tab, input the following: Type = any of Sales Order, Purchase…

Hi @Benjamin Paul - USA, since you mentioned this is a customized BS report, can you also provide screenshots of the Financial Report Builder page so we can gather more information on how it is customized and we could replicate it on our end? Please provide screenshots of Edit Columns and Filters page: Please cover any…

Hi @Wildtype, yes unfortunately right now upon further checking this is a system limitation logged under related Enhancement #155931 Customizing Reports > Have an ability to remove the auto-generated dates on the Column Header if alternate date is specified. For now, what I can suggest is to vote for this enhancement in…

Hi @User_SLDIG, per checking, there is an existing enhancement related to posting discounts used in ARM logged under #480902 ARM: Sales Transactions with Posting Discounts > Discounts are immediately recognized upon billing while for non-discount items Create Revenue Plans On & Revenue Recognition Rule are overwritten.…

Hi @Varonis inc., i was able to show the tax code column on my invoice, can you also try checking the Tax checkbox on your end? I also made the Item - Finance Charge Taxable by going to Accounting tab and set the Tax Schedule to Taxable: On the Tax Schedule, under Non US Nexuses, I included United Kingdom: This is how my…

Hi @User_KKIRX, I would like to follow up on this thread. Please let us know if you need further assistance. Thank you! :)

Hi @Wildtype, just checking in if you were able to see the comment above? Do you still need assistance on this? :)

Hi @Tybrneryan, We're glad to have you here with us today. Thank you for starting a new thread. Our Gurus will review your question and conduct an initial investigation. We'll reach out to you if we have any updates. In the meantime, we invite other users to join the discussion. Thank you! 😊

Hi @Benjamin Paul - USA, is this a customized or standard balance sheet report? I've generated balance sheet report on our test accounts but the footer filter has always been "As Of" and not "From To": It seems that the one on screenshot is an income statement report, can you confirm? Thank you! 😊

Hi @Varonis inc. can you screenshot the form from Customization > Forms > Transaction Forms? I would like to know what type of transaction form is it if it's a journal entry etc. so I could check on my end 😊

Hello @ColinGreener, may we get your insights on the resolution/workaround you've found on this and lend a helping hand with our other member @User_QXSS9? It would be much appreciated and will surely help a lot. Thank you! 😊

Hi @Wildtype, is this a customized income statement? If yes, you can try to click the Customize button and then on the Edit Columns tab: You can input the whole date in here: This is how it would look like: Hope this helps! 😊

Nice to see you posting here, @User_JJC0O. Tagging our gurus who have expertise on this: @Ivy Lopez-Oracle / @Joy Noreen Magoling-Oracle / @Elychelle Gulen-Oracle / @Dominica Sevilla-Oracle / @Niks Blando-Oracle , any insights? To other members of the community, feel free to share your thoughts. In the meantime, you might…

Hi @User_KKIRX, may we clarify what do you mean there are still other taxes in those jurisdictions? On the tax schedule, for us nexus, you can select which specific state you wanted the item to be non taxable. May we know what specific nexus you wanted the item to be non taxable? :)

Hi @User_TO3Q5, Welcome to NetSuite Support Community! Let our gurus check and see what they can do to help! In the meantime, you might be interested to participate in our Pop Quiz. You only have until tomorrow/today, May 16, 11:30AM EDT to comment your answers and earn rewards! Click here for more details. 😊

Hi @User_KKIRX, If you wanted it to be taxable in specific jurisdiction, you may check the tax schedule under the Accounting tab of the item record: When you open the tax schedule, check the states if they were set to taxable or not: Hope this helps! 😊

@Wildtype, how does it look like on your end? What specific report is it? I've tried setting that format on my set preferences page and here's how it looks like on a Balance Sheet Report: It followed the MM/DD/YYYY format 😊

Hi @Wildtype, i think another way to do this is to change the Date Format on the Home > Set Preferences page so it will reflect on the report. Please note that anything you set on the Set Preferences page will only affect the user's account. Can you try changing it to MM/DD/YYYY? 😊

Hi @Varonis inc. do you still need assistance on this concern? Kindly provide us addtional information mentioned on previous comment above. Thank you!  😊 

Hi @User_US7FA, do you still need assistance on this concern? Kindly provide us addtional information mentioned on previous comment above. Thank you! 😊

Hi @Wildtype, per checking you may set the date format to MMDDYYYY on saved search by adding the formula below: Field = Formula (Text) | Formula = TO_CHAR({trandate}, 'MM/DD/YYYY') Hope this helps! 😊

Hi @User_G9KXL, Welcome to NetSuite Support Community! Our Gurus will review your question and conduct an initial investigation. We'll reach out to you if we have any updates. In the meantime, we invite other users to join the discussion. Thank you! 😊

Hi @User_SLI6X, Welcome to NetSuite Support Community! We're glad to have you here. Thank you for creating this thread. Our guru/s will look into your concern and reply to this thread for any updates. To other members who may have insights regarding this topic, feel free to add your comments by replying to this thread.

Hi @User_US7FA, upon checking, revaluations for open currency balances apply exchange rates as of the last day of the accounting period to calculate unrealized gain or loss. If you generate revaluations from the menu prior to the end of the period, the exchange rate for the current date is used. This is also documented…

Hi @Varonis inc., can you check under Customization > Forms > Transaction Forms and see under Type column, what type of form is this? Can you also check if the item used on the transaction has a taxable tax schedule assigned on it? 😊

Hi @User_MWO46, Glad to have you with us today! Thanks for posting your concern here. Kindly allow us to review your concern and we'll provide updates in this thread. To our members, please feel free to share your thoughts as well.