Mike O.-Oracle Blue Ribbon

One thought: since you still have access to the account before the transition, would it be worth setting up and testing the Claude connector now? That would confirm the connector works with the account in its current state. My expectation is that moving to Caretaker mode (now called Data Retention Mode) shouldn’t…

I couldn’t find any official documentation that specifically addresses the use of the NetSuite AI Connector Service for accounts in Caretaker mode. My current assessment is that there is no obvious technical reason the Claude connector would be inherently unavailable in this environment. However, I wouldn’t take the…

Hi Clarisa, thanks again for checking on this—really appreciate the effort. Since documentation on the functional differences between the WHT types seems limited, I wanted to explore this from a configuration perspective. For those who have implemented WHT in NetSuite (PHL): Do you typically create separate GL accounts per…

Thanks for the response and for pointing me to the ATC codes under TRAIN—that’s helpful from a compliance perspective. Just to clarify, I’m trying to understand the functional differences between the WHT types themselves (WB, WE, WF, WV) within NetSuite—specifically: How each type behaves in terms of calculation or…

Hi Micah, yes, I in fact made sure of that before any attempts. Thanks for this though. And… it looks like making any changes in the template will throw errors — I believe I've found the fix, to not make any changes to the template by keeping any blank columns remain as is 😅

Error message: incorrect number of CSV columns in the header Using recommended template: Yes

Hi Micah, I viewed the webinar recording, but didn't quite see the specific error message being tackled there. Do you have anything else? Thanks!

Hi R. Dieka, I'm not sure by what you meant by "Computer setup to comma", but I am using a CSV UTF-8 formatted file for the import action.

Hi Katerina, yes I have, and thank you. However, it didn't change what's being displayed in the client's NS 😫

For non profit organizations, how do we create events? Is it also through Transactions > Sales > Enter Pledge Order? You create Events through Activities > Scheduling > Events > New However, it seems like you're asking about the org charging a fee for events that they host (i.e. Event Ticket). If that's the case then this…

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