So if the customer was set as taxable and invoice has been created (a few line items are taxable, a few are non taxable), we later know the customer is non taxable, in order to correct the invoice, we will need to uncheck the taxable box on the line items, is that what we should do? Originally I though if there's a taxable…

wonderful, now it shows, thank you so much for the enlightenment!

Hope to have an answer soon, meeting with the client in the afternoon, thank you so much!

"So, as an alternate solution if you wish to show the A/R balance of your customer, you can add a field to the results column of your Revenue Element Saved Search and add Customer Fields...Balance or Balance (Foreign Currency)" I tried this alternative solution, and it works when the revenue element/transactions are set up…

Awesome, thank you so much! That is step 1, so I add the field to the Project, and it's pulling the right customer balance. I'm now trying to add the field to a revenue element search, and couldn't locate the field in the Customer field. I was able to find other custom project field in the list (for example Partial…

any insights please? Thank you!

It's a project search, and here are the fields. I just need a field on the Project to reflect the customer balance. Thank you!

i think i got it figured out. This is due to the fact that the sales order is not fully billed yet. When it is billed in a future period, the deferred revenue amount will be increased, therefore in the current period, the deferred revenue balance does not equal the remaining amount on the revenue plans.

any luck on this? Thank you!

And I checked, in both instances, there is no fair value list set up, so I believe fair value is not the cause for this.

So what is your recommendation for best practice on situation like this? Let's say we have an SO $1200 1/1 for 12 month, so the amount of revenue that will be recognized is $100 each month from the SO, the line item(s) have rev rec rules attached and will go through ARM. We create an invoice from that SO Dr AR $1200 Cr…

I understand your test and agree with you on how the system will behave when processing these test transactions. I have two questions 1) Actions>Make Copy and edited the amount to $600, this also linked to the Sales Order - when we make copy of an existing invoice, I didn't expect it to be linked to the sales order, since…

For the new standalone invoices, I plan to use different item, like a generic one "Billing Correction", and check the box for Direct Revenue Posting, so it does not go through ARM. Correct, the client prefers not to edit the existing invoice once it's been sent out.

Let's say we have an SO $1200 1/1 for 12 month, so the amount of revenue that will be recognized is $100 each month from the SO, the line item(s) have rev rec rules attached and will go through ARM. We create an invoice from that SO Dr AR $1200 Cr Deferred Revenue $1200 We later find out that it should not be billed all up…

Thanks, I probably will pass on the script to my teammate if the client feel the forecast plan is absolute needed.

Thank you, this is helpful, I appreciate it.

ya, it might have been done via a scripted workflow, which is beyond my knowledge. No, we don't have access to that resource. It's done by their previous consulting firm.

Actually, you are right, the dates were there when the actual rev plan was created, and later was removed. I don't know why it was done, but is there any way to put the dates back to the revenue elements?

The forecast start and end date is already mapped. The issue is there is no date on the revenue arrangement. But somehow actual revenue plans are generated with the right dates. I'm asking how can I do the same with forecast plans.

Here are the screenshot. I think the reason forecast plan wasn't generated is because the start/end date on revenue element is missing. I can manually fill the dates on the JE lines, but it's not efficient. And as you can see from the first thread, the actual plans are generated with the right dates, while the date in…

any luck? Thank you!

thanks, the different concept on main line helps to understand this behavior, it makes sense now. Thank you!

The problem is because there was no revenue forecast plans, it does not show up on the bulk editing page; only the actual plans are showing. My question is how to generate the revenue forecast plans. See screenshot below. this JE1725, only one line has the forecast plan, and that's because I manually added the date to the…

Thank you for pointing that out. It was actually updated by a workflow. So I created a test workflow to include both the actual plan and forecast plan, and was able to remove the hold for both at the same time. Thanks for your help, that was brilliant!

That is odd, i assumed when you place an actual plan on hold, the forecast plan will follow that. But i just test a new sales order, put actual plan on hold, and forecast plan does not change (just shows "not started"). So I actually don't know how the forecast plan shows on hold for those transactions.

Ok, it works on the main line, but not the line items. Is there anyway to show on the line items? Thanks,

I see. Upon checking, yes, the internal ID is 1, and per SuiteAnswer, it's a system limitation. I'm good then. I was able to make it inactive. Thanks for looking into it.

I am using the admin role, and there's no transaction for AL, as we are still configuring their NetSuite, no transaction has been created. When you do the test, can you first set the company information to state A, and later try to change it to state B? See if you can delete the Nexus for state A? thanks,

I understand what you are saying, the logic is correct. So here's what I tried. The 1st screenshot is a sales order search, as you can see the custom line field is showing on the line items. The 2nd screenshot is a item fulfillment search, as you can see, it's pulling the created from SO, but the custom field in the…

But Store Value box is checked, so I'm confused...