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Hi @Benjamin Paul - USA, Please let us know if you have further questions for this thread. Thank you! We would greatly appreciate if you can click "Yes" on “Did this answer the question?” below the comment/s that helped in your concern. Doing so will help other community members who might have the same concern find the…

Hi @User_9VVSQ, Unfortunately, you need to manually check and verify which Journals were created for the Bills. Alternatively, you can make use of the Memo field from the transactions to note which Journal should be applied to those Bills, then make sure to Customize the Bill Payments page to show the Memo field for easy…

Hi @Benjamin Paul - USA, As mentioned, using another account instead of Customer Deposit liability account is still not possible in NetSuite and was filed as an Enhancement request mentioned from the previous comment. Just like what Angela confirms "You cannot have a separate account for each customer deposit." To check…

Greetings, everyone! We have a fellow member, @User_MO40Z, who could use our assistance. Please don't hesitate to share your knowledge and best practices to help them out. Your input is highly valued and appreciated!

Hi User_V2DMI, Customer Deposit is considered as advance payment, you can Print this as check through marking the To be Printed checkbox from the Customer deposit record from the UI. Marking the To be Printed checkbox and printing the Customer Deposit will automatically generate the Document Number. It is a standard…

Hi @User_Q3A12, I think the first three result in your report are the standard Vendor from the system. When you try to open the record for -Accountant-, you will notice that the set Vendor ID is -Accountant- and there is no set Company Name. However, for all other Vendors created in your account, as long as it has the…

Hi @Benjamin Paul - USA, Per checking, the ability to change the Customer deposit account is not yet possible in NetSuite. There is already a filed Enhancement request for the feature which is the 119662 Please add the ability to change the liability account credited when creating a Customer Deposit, other than the default…

Hi @User_D92JB, Just checking in if you were to see the previous comments. Let us know if you need clarifications. Thanks! We would greatly appreciate if you can click "Yes" on “Did this answer the question?” below the comment/s that helped in your concern. Doing so will help other community members who might have the same…

Hi @EarnestC, Just checking in if you were to see the previous comments. Let us know if you need clarifications. Thanks!

Hi @NY_CPA, Just checking in if you were to see the previous comments. Let us know if you need clarifications. Thanks! We would greatly appreciate if you can click "Yes" on “Did this answer the question?” below the comment/s that helped in your concern. Doing so will help other community members who might have the same…

Greetings, everyone! We have a fellow member, @User_6G058, who could use our assistance. Please don't hesitate to share your knowledge and best practices to help them out. Your input is highly valued and appreciated! In the meantime, you might be interested in participating in our Pop Quiz. You only have until November 28,…

Greetings, everyone! We have a fellow member, @User_L8FL9, who could use our assistance. Please don't hesitate to share your knowledge and best practices to help them out. Your input is highly valued and appreciated! In the meantime, you might be interested in participating in our Pop Quiz. You only have until November 28,…

Hi @EarnestC, I have tried replicating the Saved Search using only the standard fields in NetSuite but the results from UI and exported data are the same. You can try isolating the issue by removing the custom fields from the Criteria tab and Results tab one by one and see if the exported data is still different. Since we…

Hi @User_9VREU, Creating Subscriptions for Child Customers are possible, however, invoicing Parent Customer for Child customer subscriptions is still a system limitation. This is filed as an Enhancement request 748909 Suitebilling | Invoice Parent for Child Customer Invoices. Here are some details provided by the Product…

Hi @User_Q3A12, Per testing, using the ID and Name in the results tab will return the data you need regardless if the Entity Type is Individual or Company. If you are experiencing a different result, kindly send a screenshot of the added fields in the Criteria and Results tab, and a sample Vendor record (make sure not to…

Hi @NY_CPA, Here's the link: 69043 Request Audit Report such as SOC 1, SOC 2, ISO, PCI-DSS If you are having issues opening SuiteAnswers article links, you can: Open the SuiteAnswers page by navigating to Support > Go to SuiteAnswers Open any article Change the article ID in the URL section (the article ID is 69043) Please…

Hi @User_D92JB, Since you are using the SuiteApprovals, you can directly assign an Approver in the Approval rule. Navigate to Setup > Approval Process Manager > Approval Rule List Edit the Purchase Approval you are using In the Approval Routing section, select Define custom approval chain From the table, add the Specific…

Hi @User_JAOO4, I mean the custom field setup from as custom Transaction Body Field like the screenshot below. Send the all tabs where you added any setup. Thanks!

Hi @Fartleby, Process flowcharts of transactions may differ from every company, if you are looking for the unique process flow you are following or the process implemented in your account, you may contact your account manager to ask assistance.

Hi @User_D92JB, Is the SAS Supported Records UE script from SuiteApprovals Released and Deployed?

Hi @User_D92JB, To check if there are existing approval scripts or workflow, follow the steps below: Using an Administrator role, navigate to Customization > Scripting > Scripted Records Find the Purchase Order record Click Edit Check if there are approval scripts under User Event Scripts and Client Scripts tab Open also…

Hi @User_D92JB, Do you use additional scripts or workflows for the approval process other than enabling the Approval Process Preference?

Hi @User_JAOO4, Can you send the screenshot of the custom field record/setup used in the report filter? Thanks!

Hi @User_D92JB, Can we confirm what kind of approval process are you using in your Purchase Orders?

Hi @User_OGQAD, Per internal coordination, this might be possible using custom fields and workflows to log/keep track of the value of the Balance field as the Balance field under customer record is not getting logged under System Notes to be used on a Saved Search. If you really needed the report in your account, you may…

Hi @User_OGQAD, Per testing, there is no report that fits your requirements. AR Aging report can be used but it will only show unpaid transactions based on the As Of Date Filter. On the other hand, custom Saved Search can only pull up records based on the set Date and Status Criteria which will pull up Open transactions…

Hi @EarnestC, A gentle follow up on the needed data. Thank you!

Hi @User_PNRDJ, Expand/click the +Sales Transaction under Add Fields, find and expand the +Customer/Project or +Customer/Job then click Name. Follow the navigation from the step#3, make sure to expand the fields. In the Edit Columns tab, add Customer/Project (Sales Transaction > Customer/Project > Name) and Price Level:…

Hi @EarnestC, Have you set any filters from the Filters section of the results page? Kindly send also a screenshot of the Available Filters tab of the Saved Search.

Hi @User_PNRDJ, Just checking in if you were to see the previous comments. Let us know if you need clarifications. Thanks! We would greatly appreciate if you can click "Yes" on “Did this answer the question?” below the comment/s that helped in your concern. Doing so will help other community members who might have the same…