Rachel Sheng

yep, it looks perfect. thank you so much!

in How to print the Quantity Ordered and Current Percent on Advanced PDFs? Comment by Rachel Sheng Oct 20, 2023 8:08PM

Yes, the workflow is from the bundle 392827. I was following instruction and created a copy of the original workflow.

in Dunning: workflow error Customer Dunning Evaluation Comment by Rachel Sheng Oct 17, 2023 7:07PM

We already have this Bulk Emailer in our account. I am just trying to confirm if this is a script created by netsuite and if there are some documentation regarding this. If this is a script created by a third party, then i will try find the documentation via a different route.

in Bulk Email Comment by Rachel Sheng Oct 17, 2023 7:01PM

ok, let me ask it this way, is there a better way to have one item record and reflect the different option for 1 day, 2 day and the price will be populated accordingly? Maybe set the item as matrix item? does Matrix item allow different price for the same item record? Or other than matrix item, is there another way?

in How to add Price level of item/customer pricing? Comment by Rachel Sheng Oct 13, 2023 10:08PM

here you go. let me know if anything else is needed. thanks

in Dunning: workflow error Customer Dunning Evaluation Comment by Rachel Sheng Oct 11, 2023 7:44PM

Hi Angelica Mae Segador-Oracle are you referring to the Base Dunning Saved Search? here it is.

in Dunning: workflow error Customer Dunning Evaluation Comment by Rachel Sheng Oct 9, 2023 6:33PM

That makes sense now, the company does not use VAT/GST. Thank you for your help!

in How to grant access to Manage Tax Periods in NetSuite? Comment by Rachel Sheng Oct 5, 2023 4:06PM

Hello all Michelle Jabanes-Oracle @Dominica Sevilla-Oracle @Elychelle Gulen-Oracle, could you please advise per the result screenshot? Thank you!

in Dunning: workflow error Customer Dunning Evaluation Comment by Rachel Sheng Oct 5, 2023 4:03PM

For some reason, I actually don't see Manage Tax Reporting Period available. Am I missing something? I am using Admin role, and when I click on Manage Tax Period, it says " Notice You do not have permission to perform this operation. ", and I went to research, found this post, and I couldn't locate Manage Tax Reporting…

in How to grant access to Manage Tax Periods in NetSuite? Comment by Rachel Sheng Oct 3, 2023 10:06PM

ok, thank you for confirming.

in AIA Forms for NetSuite Comment by Rachel Sheng Oct 2, 2023 9:35PM

Wondering if there is any progress in all these 7+ years since last post. Is Proscope the way to go for AIA forms, or AIA form could be part of SuiteProject offering very soon? The screenshot below is from one of NetSuite VAR.

in AIA Forms for NetSuite Comment by Rachel Sheng Oct 2, 2023 6:21PM

Mine Dunning Evaluation Result shows blank. How to trouble shoot further? Thank you!

in Dunning: workflow error Customer Dunning Evaluation Comment by Rachel Sheng Oct 2, 2023 6:07PM

We do have dunning module and I'm trying to implement it. There's actually a recent post that I could use your or your team's help Michelle Jabanes-Oracle. I posted under a different account and it's been a week and have not received any response yet. Really appreciate if you have any insights. Thank you!…

in Email Merge Multiple Recipients Include Customer Statement Attachment Comment by Rachel Sheng Oct 2, 2023 3:59PM

I see, thank you for this insights, it makes a lot sense. Thank you!

in service company rev rec Comment by Rachel Sheng Sep 28, 2023 3:41PM

Thank you for the further explanation. What you are saying will work perfectly. My only concern is "ARM will recognize revenue on invoicing", what happens if the project is at a stage that can't be invoiced yet, yet revenue still needs to be recognized, i.e. at month end close?

in service company rev rec Comment by Rachel Sheng Sep 28, 2023 4:05AM

Thank you Tigran Shahnazaryan, your answer is very insightful. I think I'm confused by the word "charge", and wondering if I don't charge or invoice customer anything, will the revenue still be recognized based on the time entry or milestone completed?

in service company rev rec Comment by Rachel Sheng Sep 28, 2023 1:57AM

any idea? Thank you!

in service company rev rec Comment by Rachel Sheng Sep 27, 2023 7:18PM

Here's the screenshot if it helps, what id is missing?

in Dunning: workflow error Customer Dunning Evaluation Comment by Rachel Sheng Sep 27, 2023 6:05PM

The company has basic support level, and getting help from the NetSuite community seems to be the only way. Could anyone take a look the error message and advise what's missing in regards to "Missing a required argument"? Thank you!

in Dunning: workflow error Customer Dunning Evaluation Comment by Rachel Sheng Sep 27, 2023 5:19PM

any idea? Thank you!

in Dunning: workflow error Customer Dunning Evaluation Comment by Rachel Sheng Sep 26, 2023 9:55PM

trying to follow up on this, thank you!

in How to change the Billing Date of a recurring Billing Schedule? Comment by Rachel Sheng Jun 19, 2023 9:10PM

So it sounds like that Billing Operations can possibly help generate invoice automatically. To simplify the setup just so I understand the concept, let's say C-03504 is a customer that has next bill date on 12/1, does this schedule look correct? And is the Next Bill Run As of Date dynamic (meaning on 12/2 (since it's a…

in How to change the Billing Date of a recurring Billing Schedule? Comment by Rachel Sheng Jun 17, 2023 4:24AM

I'm curious to know what "Process Billing Operation" or "Schedule Billing Operation" does? And how about SuiteBilling? With SuiteBilling, can automatic invoicing be accomplished? Thank you!

in How to change the Billing Date of a recurring Billing Schedule? Comment by Rachel Sheng Jun 16, 2023 3:13AM

I see, this is perfect. We had the field now showing on the SO, now it is. One more question, is it possible that once we set up the billing schedule, the system can automatically bill it on the day or a couple days prior or after the billing schedule date? Thank you!

in How to change the Billing Date of a recurring Billing Schedule? Comment by Rachel Sheng Jun 15, 2023 4:22AM

Could you kindly clarify this part "kindly add 09/01 as the Sales Order Start Date." Does this mean to change the sales order date to 9/1? We prefer not to update the sales order date once it's entered into the system. We have commission calculations that are based on sales order report.

in How to change the Billing Date of a recurring Billing Schedule? Comment by Rachel Sheng Jun 14, 2023 12:43AM

Yep, confirming this works great. Thank you thank you!!!

in How to create a Saved Search to show Sales Orders that are closed, with the Total Amount invoiced? Comment by Rachel Sheng May 20, 2023 2:17AM

Hi Ely, thank you, the search works great! I just have one extra question, is it possible to add a formula column to calculate the difference between the sales order total and the total that's invoiced? For example, the third line should show 163680 - 112955.39 = 50724.61 as the difference. Thank you!

in How to create a Saved Search to show Sales Orders that are closed, with the Total Amount invoiced? Comment by Rachel Sheng Apr 18, 2023 4:15AM

any luck on this? Thanks!

in How to sort A/P aging by total balance? Comment by Rachel Sheng Mar 22, 2023 2:24AM

any luck? Thanks,

in Is there a way to sort aging by top level customer balance? Comment by Rachel Sheng Mar 14, 2023 6:18AM

ok, i understand what you are saying, but I'm confused with this preference PER-LINE TAXES ON TRANSACTIONS. What's the benefit of making it true? From your example, it looks like the taxes are still calculated properly based on the tax schedule on the line items, even when the preference PER-LINE TAXES ON TRANSACTIONS is…

in Why is the Taxable field not showing on screen? Comment by Rachel Sheng Feb 24, 2023 8:26PM

Rachel Sheng Red Ribbon

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