Clarisa De Torres-Oracle Blue Diamond

Hi @NKusiak, apologies but we don't have the means to test it in a Sandbox environment. Since we cannot identify the cause with basic troubleshooting, we recommend that you engage with our support team, who have the necessary tools to further investigate the matter, specific to your account. Please feel free to raise a…

Hi @User_GLL29, can you check under Setup > Company > Enable Features under Transactions tab if Credit Card Payments is enabled? The PRESERVE TRANSACTIONS WHEN PAYMENT IS ON HOLD mentioned in that preference refers to when a payment is held by the credit card payment gateway or the processor. With this, if you are not…

thank you for sharing your insights, @Wee Ming! Hello @Prince Lenin, were you able to check Wee Ming's comment above? :)

Hi @NKusiak, are you using an admin role? You can also check on the role if it has been assigned a preference to ignore the credit limit handling. Please refer to SAID 41438 Set Up a Role to Ignore Customer Credit Limit Warning. Another possible reason could be the Customer is a Sub Customer. If it is, the Credit Limit…

Hi @Sue Carstens, were you also able to check the previous comment above? :)

@Elizabeth Vance Glad to have you with us today and thanks for posting here in the NetSuite Support Community! 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…

@Jessie P Glad to have you with us today and thanks for posting here in the NetSuite Support Community! 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…

Hi @User_GLL29, will you be able to provide screenshot of the available preferences under payment processing on your end just to check? Thank you! :)

Hi @NKusiak, when the Customer Credit Limit Handling is set to Warn Only, the system displays a warning when the new sales order or invoice puts the customer at or above their credit limit. Whoever is entering the transaction must choose whether to continue with the transaction or cancel it. This is how the warning looks…

Hi @Sue Carstens, were you also able tocheck Tigran's comments below? :)

Hi @User_2LD8N, Avalara has custom scripts in-charge of computing the tax based on the state or address of the customer. I could only assist you with Tax Lookup Hierarchy when NetSuite engine is used. With NetSuite, you can set tax exemption usually at the Customer Record or the Tax Schedule on the Item Record. However,…

Hi @User_0XDCX, I'm not sure what your Subsidiary hierarchy is but Items have this "Include Children" checkbox where if it is marked it is shared with other subsidiaries: If you have this marked then it seems that you don't have to update it anymore. Hope this helps!

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

Hi @User_GLL29, Per checking, the ability to set an approval routing for Customer Payments is not yet an available feature in NetSuite. There is a request logged for this feature's availability; the Enhancement number for your reference is 128539 Approvals > Expose approval routing information on transactions so customized…

Hi @User_30DPK, we appreciate you for updating us and apologies for the limited assistance on our end. Thank you!

Thank you for sharing your insights, @Tigran Shahnazaryan! Hi @Sue Carstens, per SAID 50118: The Renew Now button is available for contracts that satisfy the following conditions: Contract is not inactive. Contract status is Active or Renewal Rejected. Contract has at least one item that is not perpetual. Contract has at…

Hi @Tessa, you can try setting up New Year Only then select the start and end dates: Afterwards, you will need to create the Quarter and Base Period manually for that year. Hope this helps! :)

Hi @User_30DPK, May we know if you are using an admin role? This nav path can be seen via here: Hope this helps! :)

Hi @User_30DPK, were you able to check the comment above? :)

Hi @User_0XDCX, do you have OneWorld account with multiple subsidiaries? Would the two entities be under different Subsidiaries? If yes, one possible way you can do is to inactivate the Subsidiary with the old name. As a normal behavior, inactive subsidiaries are not available for selection in creating transactions. A…

O tempo está acontecendo, pessoal! Veja os detalhes abaixo para obter a resposta correta e sua explicação: Resposta Correta: C Explicação: No relatório construtor financeiro na página em Mais opções, há opções adicionais do relatório: Mostrar zeros – indica se deve mostrar linhas com o saldo de zero. Apenas atividade –…

¡Se acabó el tiempo! La respuesta correcta y su explicación figuran a continuación: Respuesta correcta: C Explicación: En el Generador de informes financieros, en la ficha Más opciones, hay opciones de informes adicionales: Mostrar ceros: indica si se deben mostrar las filas con un saldo de cero. Solo actividad: indique si…

Time's up, everyone! Kindly see details below for the correct answer and its explanation: Correct Answer: C Explanation: On the Financial Report Builder under the More Options page, there are additional report options: Show Zeros - indicate whether rows with a zero balance should be displayed. Activity Only - indicate…

Hi @User_CB63L, As a standard behavior of NetSuite, once the Status field of the Secondary Book is set to Active, the Base Currency is no longer editable. The options that the user may consider are: 1. If this is a newly created secondary book, you can still delete the book. 2. Set the subsidiary to inactive, if there are…

Hi @User_569R9, thank you for updating the thread with your findings! This will be helpful to other community members who may have the same concern. 😊

Hi @User_30DPK, you can try customizing the sales by customer report for this: * Navigating to Reports > Sales > Sales by Customer * Clicking Customize * Adding Fields: o Sales > Address > Billing Address State —move this to the left and group with Customer column: * Renaming the Report * Hitting Save This is how it would…

Hi @Benjamin Paul - USA, were you able to check the comment above? :)

Hello, everyone! Feel free to participate in the discussion and share your valuable insights. — In the meantime, you might be interested in participating in our Weekly Quiz. You only have until May 30, 2PM ET to comment on your answers and earn rewards! Click here for more details.”

Hello, everyone! Feel free to participate in the discussion and share your valuable insights. — In the meantime, you might be interested in participating in our Weekly Quiz. You only have until May 30, 2PM ET to comment on your answers and earn rewards! Click here for more details.”

Hi @Benjamin Paul - USA, please see details below on how to import exchange rate: A. Prepare a CSV file which contains the following columns: I. For One World NetSuite Accounts: -- Base Currency -- Currency -- Effective Date -- Exchange Rate B. CSV Import Process: 1. Navigate to Setup > Import/Export > Import CSV Records…