Clarisa De Torres-Oracle Blue Diamond

thank you for sharing your insight, @Luis G! Hi @User_FVUIO, it is correct that the accounting preference in making classification mandatory would apply to all transactions. For the screen fields/header level Classifications, you can make them mandatory by customizing the form, however, for the sublist or line item level,…

Hi @User_KAGURA, As per SuiteAnswers ID: 84284 The following are possible reasons why there are amounts sitting under the Unplanned Deferred Revenue column in the Deferred Revenue Waterfall Detail report: Sales Order with Revenue Recognition Journal Entry; with NO Invoice; with Actual Revenue Plans. Sales Order with NO…

Hi @Elina Kourouzidou, you can try the workaround I tried below if it's feasible on your end: 1. Navigate to Customization > Scripting > Scripted Records 2. Look for Sales Order and Edit 3. Go to User Event Scripts tab and look for SWV_CR_UE_TranCreateContract 4. Unmark Deployed checkbox 5. Save I tried creating a Sales…

Hello @Elina Kourouzidou, were you able to check Patrick's comment above? Yes, you can recognize revenue via the Schedule Revenue Recognition Journal Entries navigation path. Per further checking, since you have the ARM (Essentials) enabled, the equivalent of Revenue Recognition Template on ARM is Revenue Recognition…

Hi @User_K51C7, this is the new thread we created for your new concern. Did you follow the SAID provided on the previous thread 24086? Are you referring to when editing the Customer Deposit, you can't select your preferred Sales Order? or do you have a different step/navigation path you used when creating the Customer…

Hi @User_K51C7, Thanks for updating this thread. Regarding your new concern, we'll create a separate thread for it as it's advisable to focus on one main concern per question. This practice not only helps us provide more targeted and effective solutions, but it also makes it easier for other members to find relevant…

Hi @User_K51C7 were you able to check Patrick's comment above? :)

Hi @Britbrat, were you able to check Patrick's comment above? :)

Hello @Elina Kourouzidou, were you able to check Patrick's comment above? :)

Hello @User_WQF6A, were you able to check the comment above? :)

Hi @User_6G058, per my initial understanding, you wanted the customer invoice to be deducted with the credit upon payment or checkout - You can do this on the UI by applying the credit memo on the Customer's payment which is discussed under this article - Apply a Credit Memo on a Customer Payment. Per further checking, you…

Hi @Panadick, may we know if the saved search contains thousands of results? If yes, this could be one of the factors and it's expected to take some time to complete loading all of that information for the users to view. Per SAID 106703 Tips to Optimize Performance: Avoid the “Contains” Condition in Searches The contains…

Hi @Elina Kourouzidou, were you able to try Tigran's suggestion above? :)

We would greatly appreciate your valuable insights for our member, @Vernita. Your input would be highly valued. Additionally, if you know of anyone who is new to NetSuite, kindly direct them to our "New to NetSuite" category, where they can find useful information and guidance.

We would greatly appreciate your valuable insights for our member, @User_6G058 Your input would be highly valued. Additionally, if you know of anyone who is new to NetSuite, kindly direct them to our "New to NetSuite" category, where they can find useful information and guidance.

Hi @HX_SUBHANKAR, kindly let us know should you need further assistance on this. Thank you!

Hi @Elina Kourouzidou, were you able to check the comment above? :)

Hi @HX_SUBHANKAR, were you able to check the comment above? :)

Greetings, everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and appreciated! -- In case you know someone who is new to NetSuite, we encourage you to direct them to our newly launched "New to NetSuite"…

Thank you for providing your insights, @Tigran Shahnazaryan! Hi @Elina Kourouzidou, Tigran is right. Contracts and contract items cannot be created manually, but you can import contracts using CSV import. This is also documented under SAID 9093. For more information on the Contracts module, you can check out these help and…

Hi @Able Wilson, you can check out this article to see the differences between legacy tax and SuiteTax in supporting different features: Differences between SuiteTax and Legacy Tax It's recommended to consult your account manager to determine the most suitable feature for your specific business requirements. Hope this…

Hi @User_6G058, were you able to check the comment above? :)

Hi @Elina Kourouzidou! Thank you for the screenshots. Can you also try manually typing "revenue recognition schedule" or "revenue recognition template" on the search bar above and let me know if nothing shows up as well? Thank you!

Hi @User_BD08X, per checking, there's no documented workaround aside from creating separate transactions. You can try using the sourcing and filtering features for custom fields but be aware that these tools have limitations and may not function as intended. To set proper expectations, please note that NetSuite Support…

Hi @User_6G058, we would like to confirm if the mass update has been run on recently and still it didn't apply to all customers? Can you also confirm on the screenshot provided that even though the Tax Item = -Not Taxable-, the transaction is still getting taxed? Looking forward to your response. Thank you!

Hi @Elina Kourouzidou, thanks for checking! Are you using an Admin Role? Can you also screenshot how the Lists menu looks like on your end? :)

Hi @Elina Kourouzidou, can you navigate to Setup > Company > Enable Features > Accounting tab and verify if the Revenue Recognition feature is enabled/available? :)

Hi @User_BD08X, I have tested these in multiple test accounts, unfortunately, you can only select Currency on the main header of the Journal transaction. The ability to have multiple currencies in a Journal entry is not available on the User Interface via Transactions > Financial > Make Journal Entry. Per further checking,…

Hi @Mathias_Netsuite, per checking, the Default Tax Code/Group is not available for mapping from the CSV Import page. This is currently logged as an Enhancement under #642425 SuiteTax > CSV Import > Customer/Vendor Record > No Mapping for Customer Tax Registrations Default Tax Code/Group field and Exempt field. The work…

You're welcome, @Martha Hakes!