Hi @esabis, May we know what type of custom field is the "NOTES" field on the Project record? As per SuiteAnswers ID 9955, the Import Assistant ignores extra trailing commas and other column separators repeated at the end of fields or rows. The Comma-Separated Value (CSV) rendering extension renders reports as a flattened…

Hi @Matan Shachaf, The system doesn't allow to cancel the allocation and carve out functionality when there are items on the transactions that are candidate for allocation. When the sales prices of all revenue elements in an arrangement are the same as their revenue amounts, reclassification skips the Carve in/carve out…

Hi @KNason76, You mentioned you were not having any success in getting the material number correct. To aid in our investigation, can you kindly share the steps to reproduce the scenario with Actual vs Expected results? Please remove any confidential information on the screenshots you'll attach. Thank you!

Hi @Matan Shachaf, This can be done by creating a revenue element saved search: Navigate to Reports > Saved Searches > All Saved Searches > New Select Revenue Element Input the following filters under the Results tab: This is how the search would look like when ran: Hope this helps! Kindly let me know if the information…

Hi @Matan Shachaf, Upon checking, the manner of allocating the revenue on the Revenue Arrangement is based on the item's allocation type. If the Allocation Type is set to Normal, revenue allocation for the item follows the fair value price list. This is the default value. On the other hand if it is set to Exclude – The…

Hi @Matan Shachaf, Thanks for posting another question here in our community! Kindly allow us to review your concern and we will get back to you with our findings. To our members, please feel free to share your thoughts on the thread.

Hi @Matan Shachaf, 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 other users, feel free join in the discussion as well.

Hi @User_F5KU8, You can try creating a transaction saved search to identify transactions entered/created in a locked period: Navigate to Reports > Saved Searches > All Saved Searches > New Select Transaction Input the following filters under the Criteria tab: Please note that for the System Notes : Date = on or after…

Hi @AndreaK2, I did further checking on our end and unfortunately unmarking the account that you do not wish to be included during the Foreign Currency revaluation is the only available workaround for now. You can submit a case to support team or visit SuiteIdeas to vote for the mentioned enhancement to increase its points…

Hi @User_XQ321, Kindly see details below for the investigation I've done regarding your concern: Scenario 1: "Make Locations Mandatory" = F via Setup > Accounting > Accounting Preference Sample Source Advanced ICJE with Location = Location 2: Run the Task: Eliminate Intercompany Transactions (note that on this, Location…

Hi @User_K7MMP, Welcome to NetSuite Support Community and thank you for posting here. Kindly allow our gurus to review your concern and we'll provide updates in this thread. To our members, feel free to share your insights on this too should you have any.

Hi @Benjamin Paul - USA, Thank you for posting in the community! Our gurus/members will look into your concern and get back with more information. To everyone, feel free to share your insights.

Hi @Benjamin Paul - USA, Thank you for being with us today and for posting your question here. Kindly allow our gurus some time to check this one for you and we will get back to you with our findings. To our members, please feel free to share your thoughts as well.

Hi @Benjamin Paul - USA, With regards to the first one: "Changes to the default value of the custom record" means, for example, disabling the option for the payment due date or changing the displayed "Name". You can see the list of due dates and due months custom records via Customization > Lists, Records, and Fields >…

Hi @SergiG, were you able to check on this? Kindly let us know if you still need assistance on this concern. Thank you! 😊

Hi @Dallas H, Glad to have you with us today! Thank you for creating this thread. Kindly allow our gurus some time to check this one for you and we will get back to you with our findings. To our members, please feel free to share your thoughts as well.

Hi @AndreaK2, were you able to check on this? Kindly let us know if you still need assistance on this concern. Thank you! 😊

Hi @John Robertson Sr., I checked your concern internally and here are the information I've gathered: SuiteTax has no additional subscription/transaction price. If you can implement it by yourselves (this can be tested in Sandbox), then there's no implementation fee either. However, you could get our Advanced Customer…

Hi @SergiG, This the formula I've tried on my end to have the amount on vendor prepayments converted to base currency: TO_NUMBER({transactionlines.foreignamount#converted}) Here's what it looks like: May we know if this is what you're trying to create in workbook? If not, kindly provide us screenshots of the dataset you…

Hi @SergiG, To better understand your concern, would it be possible to send screenshots of the dataset you were trying to create? Please remove any confidential information on the screenshots you'll attach. Thank you! 😊

Hi @User_GY7YY, yes this can be done by customizing the Multi-Book Balance Sheet report. Kindly see details below for your reference: Navigate to Reports > Financial > Multi-Book Balance Sheet Click Customize button Under Edit Columns tab, expand the Multi-Book Financial folder and add Amount (Book 1) and Amount (Book 2):…

Hi @AndreaK2, At this time when creating an A/R type account, it is by design that the Revalue Open Balance for Foreign Currency Transactions box is checked and greyed. Upon checking it is currently a system limitation logged under Enhancement Request #298007 Have the ability to uncheck the "Revalue Open Balance for…

Hi @Patrick Olson, ERRATUM: Upon checking the results of the saved search, Applying Link Type and Applying Transactions Fields under criteria on saved search for Invoices work only for those Related Records under Payments subtab such as Payment and Currency Revaluation. Upon further checking, the ability to create a report…

Hi @Patrick Olson, Per my understanding you wanted to create a saved search for list of invoices with no related revenue arrangements. Kindly see details below of my testing regarding your concern: Navigate to Reports > Saved Searches > All Saved Searches > New Select Transaction Search Title: Enter Title Click on Criteria…

Hi @User_DJ8IA, just checking in if you were able to see my previous comment. Kindly let us know if it helped by marking "Yes" in the "Did this answer your question?" so that other members who might have the same concern can easily refer to it for the solution. Should you need further assistance, feel free to let us know.…

We are now ending today's session. Thank you to everyone who participated! I hope you were able to learn something. Follow AskAGuruLive for more updates. Feel free to post your feedbacks or suggestions to help improve the program. Have a nice day! 😊

Tip #3: Allow users to modify amortization schedule The Amortization Schedule is reliant on the related Amortization Template and Source Transaction. It is an automated system to help users simplify the process. Users will not be able to modify any lines UNLESS the following are ALL satisfied: The accounting preference…

Hi @User_SQM78, my hometown is located around Binan, Laguna. A famous dish in our area is called Puto Binan. It is a rice cake delicacy and has a sweet, cheesy taste. You should try one if you get the chance to visit my hometown ☺️

Tip #2: For missing transactions or transactions not revalued in currency revaluation: Here are the following scenarios which are the common reasons why some transactions are not included in the currency revaluation process: Transaction was already paid Transaction was posted in a different month than that of revaluation…

Tip #1: How to create an Item that posts directly to revenue when Advanced Revenue Management is enabled In order for items to be posted directly to an Income account, user may mark the Direct Revenue Posting checkbox for its item configuration. When this box is checked, posting transactions that include this item post…