Hi @Micah Timbol-Oracle! Its the out-of-the box Budget vs. Actual Report.

Hi @Jervin Nicholas Teopengco-Oracle !!! Thank you for keeping me informed!

Hi again! I wanted to share something strange that we have notice. Bank charges and Bank Guarantees (Other expenses accounts) are shown with a minus sign in the Budget vs Actual report. I have checked through Transactions Financial Set Up Budgets, if the minus sign was imported manually by a user in the Budget Set Up…

Hi @Jervin Nicholas Teopengco-Oracle, Thank you very much! I followed your steps and it works :) My concern is that, on Items setup, we have imported Items code in field "Item Name/Number", so the item to be searchable by code, and Item's Name in field "Display Name/Code" as shown below: In invoices printing, when "Display…

@Micah Timbol-Oracle so so helpful!! Thanks a lot!

@Micah Timbol-Oracle Many thanks for your input :)

Good morning Micah! The transactions are journal entries and yes, the only change was the value of the class.

Hi @Jervin Nicholas Teopengco-Oracle, Actually when we hit "NEW" a page with NetSuite leaflet opens.

Thank you @Jervin Nicholas Teopengco-Oracle for your input! Unfortunately, we are not allowed to open a new case in NetSuite support on some client environments for sometime now (from November 2023) - we cannot understand why, if you have any idea why this is happening let us know -

Thank you @Clarisa De Torres-Oracle for your insights! Noted! :)

Hi @Veronica Steluta Mincior-Oracle! Thank you for reverting! Attaching requested screenshot:

Good morning @Patrick Fresnosa-Oracle! Your response was so to the point! Thanks a lot for clearing the picture for me :)

Good morning @Angelica Mae Segador-Oracle! Thank you for following up for me! I believe what my client requests is a system limitation for now. If someone could support my understanding on that it would be really a significant reassurance for me.

Thanks a lot @Angela Bayliss for your valuable input! Really appreciate your comments coming from experience! Again many thanks :)

Hi @Micah Timbol-Oracle! Your comment clarified a lot the picture on Budget Import! Thanks a lot :)

Hi @Veronica Steluta Mincior-Oracle! Thank you for following-up! Yes I did it and it worked! Many thanks for your assistance :)

Dear @Patrick Fresnosa-Oracle, We are also trying to export the above report for specific accounting period, thus it would be valuable to view both the selected Location (custom segment) and Accounting period both shown on the generated report. Any ideas how we can manage that?

Hi @Micah Timbol-Oracle and @Angela Bayliss, Actually the issue is that the client exported a COA on 7/2/2024 and the columns that included in the report were the below: In the "Foreign Currency Balance" he could view the Foreign Amount Balance of the transactions to date posted on those accounts. On 8/2/2024, same export,…

Thank you @Jervin Nicholas Teopengco-Oracle for your input :)

Thank @Patrick Fresnosa-Oracle for your insights! Really helpful :)

Thank you both @Elychelle Gulen-Oracle and @Midhun Nath! Yours answers were really helpful! Thank you very much!

Hi @Midhun Nath! Many thanks for your input! I thought about the saved search but its not exactly what I need. I just want a generic email that will act as a reminder to the user so I think the workflow would be the way to go. But I need a specific record to do that and a triggring point right? If you have any other ideas…

Are you using the "Administrator" role? From the environment I see in front of me I can see a customization link for Deposits.

Hi @YVONNE ENTROLIZO! Could you please clarify whether the "Division" is the out-of-the-box classification "Class" renamed?

Hi @Angelica Mae Segador-Oracle! Thank you for following-up! Yes, I have tried the above, but I am still seeing the full list of 'Project/Cost Centre' segment values in the relevant field in Journal Entry's line. Awaiting for any other ideas. Best regards, Elina.

Hi @Jervin Nicholas Teopengco-Oracle ! Thank you for reverting! I have imported the Budgeted amounts for 2024 through import assistance. I then go to Reports -> Banking/Budgeting -> Budget vs Actual In "Column" filter I want to select the custom segment/classification that I have created, but I can't find it in the…

Hi Tigran! Sure! Sharing relevant screenshot:

Hi all! I found the solution for the above: In custom segment set up >Apllication&Sourcing>Transactions Columns uncheck all checkboxes in "application" section.

Hi @Niks Blando-Oracle . Apologies for not reverting. I found the solution for the above. Thank you for your time.

Hi @Angelica Mae Segador-Oracle, Thank you for reverting. My issue specifically remains on expense reports. Attaching screenshot for your reference. When creating an employee expense reports, the values of the custom segments (activity and claim category) are not copied to the lines on the GL Impact, upon approval.