Judith Culanding-Oracle Bronze Crown

Hello @Angela Bayliss, @Able Wilson, and @JAQ-ERP. Thank you all for sharing your insights on this! Hi @User_M40SJ, have you checked their comments? Let us know if you have further questions.

Hi @User_FL4CK, As confirmed, the ability to include the Billing Schedule details of a Sales Order on reports is currently a system limitation. There is already a filed Enhancement request for the feature which is 156014 Search/Reports> Advanced Billing / Billing Schedules > Be able to expose Next Bill Date and Next Bill…

Greetings, everyone! We have a fellow member, @User_6N4XL, 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!

Greetings, everyone! We have a fellow member, @User_IOZ5E, 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 @Jessie P, Per confirmation, the ability to add the Print On Check As field on a Customer Saved Search is not yet possible on NetSuite. This is filed as Enhancement request 166311 Lists > Relationships > Customers. Add the "Print on Check As" field as an available field for Criteria and Results in customer saved search.…

Hi @Pallavi1903, Per further investigation, you can edit and remove the Quick View details from a Transaction or Entity record when Customizing the Form but this feature is only available for certain records, unfortunately, Purchase Orders and Bills are not included. I have found another Enhancement which is 230536 Ability…

Hi @Vernita, Upon investigation, processing EFT through the bundle via Cash Refund type is not yet supported. The Electronic Bank Payments bundle is designed to process payments from receivables and payables transaction payment types. This is why the option is only available on Customer Payments, Bill Payments and Customer…

Hi @Pallavi1903, Per checking, the ability to disable or remove the Quick View is not yet possible. As confirmed, there is already a filed Enhancement request for the ability to disable this which is 204413 Release Preview 2011.2: Home > Set Preference. Be able to set Record Quick View (Enable, Disable and Close button).…

We are now closing today’s session. We hope to see you in the next #AskAGuruLive! I hope the tips I provided will be helpful for you. 😊 Be sure to follow the AskAGuruLive tag for updates. To help us improve this program, feel free to share your feedback with us. Have a good one, everyone! 🎉

TIP 3: Bulk operations are not available on the SuiteBilling module, though, NetSuite created a SuiteApp to include additional features that can be used with the module which is the SuiteBilling Enhancement SuiteApp. The SuiteApp includes the ability to perform bulk operations for deleting, voiding or updating subscription…

TIP 2: In creating the Billing Account, it is a best practice to use the same Subscription Start Date as the Billing Account Start Date. When you use a past dated Start Date, the Next Bill button will not be available on the Billing Account and there will be no invoice that will be created when running the Billing…

https://community.oracle.com/netsuite/english/discussion/comment/16874120#Comment_16874120 Hi @Robert Nedelkow-Oracle, the answer is Yes, SuiteBilling module includes its own set of reports. Here are the reports that will let you track the Subscriptions: Monthly Recurring Revenue Report Total Contract Value Report Billings…

TIP 1: If you have certain Charges that do not want to be Billed or wants to delay the billing, you can manually set the Charge status to Hold or Non-Billable instead of creating a Suspend Change Order. This will stop the charges to be Invoiced unless you change the status back to Ready. To edit the Charge Status, navigate…

Hi @Deano_M, Please let us know if the solution above resolves your concern. 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 answer easier and…

Hi @Deano_M, Application of Invoices to existing Payment record is possible via CSV import, for full details see article 12184 Link an Existing Invoice to an Existing Customer Payment Through CSV Import. If you received the error "Unable to find a matching line for sublist apply with key: [doc,line].", kindly check the…

Hi @Chad C, what is the actual result in running the report? What fields are missing?

Hi @Chad C, sure! Let us know if you have additional questions.

Greetings, everyone! We have a fellow member, @DanishBernadeth, 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 @finding_dory, you're welcome! You can also try what Jenny has mentioned from her last comment but it did not work on my end. Hello @Jenny Shohat, thank you for your additional insight, though per testing on my end, the same error "Please specify either purchase order list or item/expense list in the request but not…

Hi @Chad C, since the fields are only available in the Invoice and not in Payment record, I tried using the Applied To Transaction but it does not return the Discount Amount. You can only source this field if you are using Invoice Transaction Saved Search. Per checking, there is also a filed Enhancement to source the…

Greetings, everyone! We have a fellow member, @Dustin S, 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 @finding_dory, I have tested the solution from the same SuiteAnswer article but I consistently get the error "Please specify either purchase order list or item/expense list in the request but not both", same as the Dominica's testing before. Here's the reason for the error: In the SuiteAnswers ID : 10020 Vendor Bill…

Hi @Chad C, following up on your confirmation for my last comment. Thank you

Hi @KNason76, If you are creating a sales order and you want to enter a new shipping address, you must select either New or Custom in the Ship to Select field. If you select New, the address you enter is also saved to the customer record. If you select Custom, the new address is not saved to the customer record. It is…

Hi @Chad C, can you confirm if the discounttotal and discountrate on the invoice are custom fields? Per checking on a standard Invoice Form, there are no such fields.

Hi @Chad C, can you confirm where the Discount is added and the field ID? Please send a screenshot of sample payment record, just make sure to hide confidential details.

Hi @Chad C, Main line refers to the Primary Information field group in a transaction record. Thus, if Main Line is set to True, only the data from the Primary Information field group can be sourced. Since you are using a Payment Transaction Saved Search and needed to source data from the Invoice, Main Line should be set to…

Hi @finding_dory, following up the exact steps you did and the results. Thank you If you needed to create separate Bills per item, you need to use different External ID number per item row in your CSV file. Note that your External ID used in the CSV file acts as the unique identification in creating records in the system,…

Hi @Chad C, The Sales Rep field from the Invoices can be sourced via Applied To Transaction : Sales Rep field. However, to be able to return this data, Main Line should be set to False. If you find this reply to your question as helpful, others with the same question might find it helpful as well. By marking “Yes” on the…

Hi Paul @User_LL9SJ, I've consulted this with our SuitePeople HR team, and they suggested to file a support case to further check your concern since there's no straightforward answer to your question and they still need to clarify some details of your concern. Apologies for the limited assistance. In the meantime, you…