Judith Culanding-Oracle Bronze Crown

Hi @User_S6FVQ, Have you seen our last comment? Kindly provide the additional details needed for further investigation.

Hi @User_S6FVQ, Do you mean you need a report for the Available Item Quantity when the transactions are created? Or just the Item and quantity included per transactions?

Hi @User_IJB6M, 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 @User_IJB6M, Are you referring for the Check#? For Electronic Payments, the Document Number will be the Check number and it is Auto-Generated with the bundle. On the other hand, if you manually create a Bill Payment from the standard process, Document Number will be the set value from the Check# field. For Setting up…

Hi @User_IJB6M, Document numbering for standard transactions created depends on your setup, you can check the article Setting Up Auto-Generated Numbering for more details.

Hi @User_IJB6M, In NetSuite UI, if you have the EFT bundle, you can still create a Vendor Bill Payment through Transactions > Payables > Pay Bill or Pay Single Vendor page. For Payments that must be processed through the Electronic Payments to create Payment Files, process through Payments > Payments Processing > Bill…

Greetings, everyone! We have a fellow member, @mardel , 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, @Vernita , 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, @mardel , 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_OGQAD, 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 @KennyM The ability to sort line items is not yet possible on NetSuite. There is already an existing Enhancement filed for the same request which is 3935 Transactions>Allow sorting by columns- manually and default on forms. You can go to SuiteIdeas page to vote for the Enhancement.

Hi @User_OGQAD, NetSuite retains an item-location (or item-bin) association as long as there has ever been quantity there, even if it's now 0. This record persists for accurate transaction/audit trails. There is no standard NetSuite function to "disassociate" or remove an item from a location/bin if the quantity is 0. The…

Hello @KNason76, Blank Credit Limit means no limit while Zero Credit Limit means zero limit. Zero Credit Limit will be enforced if the Credit Hold is set to Auto or On but not when set to Off. Kindly refer to article Managing Customer Credit Limits and Holds.

Greetings, everyone! We have a fellow member, @Tom Dalton , 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 @Inna Gerasimchik , Honey is correct. There is no standard feature to limit the quantity on the Billed PO. Currently, there is a filed Enhancement for the same request which is 208876 Transactions > Purchases/Vendors > Bill Purchase Orders. System preference to disallow bill quantity to be greater than the total P.O.…

Hi @User_FL4CK, 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 @User_PCF01 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 @Vernita, 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 @Vismay Barot 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…

Thank you @Tigran Shahnazaryan for sharing your insights😊 Hi @User_7EKD3, Tigran is correct. The ability to customize the Summary box from transaction forms is currently not possible, you can only achieve this via scripting. Here's the related Enhancement filed for the same request, 217539 Ability to Customize the…

Hi @User_PCF01 You can do it via Mass Delete feature. However, please note that deletion of any records are not recommended in NetSuite. Mass Delete feature is not a standard NetSuite feature and must be enabled in your account. Kindly file a Support Case to request for the feature.

Greetings, everyone! We have a fellow member, @User_PCF01 , 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!

Thank you @Honey Soe for your valuable insights😊 Hi @Vernita, Have you checked the previous comment below? https://community.oracle.com/netsuite/english/discussion/comment/16902149#Comment_16902149 You may also check if the Account records has restriction for Department, Class, and/or Location causing the AP Accounts list…

Hi @User_FL4CK, Kindly check the Approval Process of the Vendor Credits. On a standard approval, Unapproved transactions are Non-posting which means you only need to recreate the Vendor Credit and there is no need to reverse through JE. If the affected Vendor Credit is a Posting transaction then create a JE to reverse the…

Hi @Vismay Barot Use the Criteria and Results below: Criteria Type is any of Invoice, Cash Sale, Credit Memo Main Line is false Status is none of Cash Sale:Unapproved Payment, Credit Memo:Voided, Invoice:Rejected, Invoice:Voided, Invoice:Pending Approval Sales Rep is not - unassigned - Date is within x/x/2025 and x/x/2025…

Hi @IMassawe, 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 @Vismay Barot The “Sales by Sales Rep” report in NetSuite summarizes sales activity attributable to each sales representative within the account. It helps organizations monitor sales team or individual performance over a specific period. By default, the “Sales by Sales Rep” report typically includes the following…

Hi @IMassawe, Create a New Purchase Order for Replacement Items This is the recommended and most auditable method: Create a new Purchase Order to your vendor for the replacement items. Add notes in the PO memo/communication fields stating this PO is for replacements due to defects from original PO [#####]. Price the items…

Hi @Amy C. Here's the explanation on the difference of the two filter: Age As Of Date: This date determines how transactions (bills, credits, etc.) are aged—i.e., in what aging “bucket” they appear (Current, 1-30 Days, 31-60 Days, etc.). It looks at open balances as of the date you specify, and ages them based on…

Hi @IMassawe, Here's what we recommend in such cases: Create Vendor Return Authorization for defective items. Move the defective stock out of available inventory (VRA or inventory adjustment). Receive replacement items when they arrive, against the VRA or as directed by your finance/accounting policy. Ensure proper…