Hello @Vernita, Apologies for the late revert. I had to confirm the behavior first and the information I've provided earlier. Since when you activate the setting in Setup > Company > Enable Features > Payment Instruments, the field which originally name as "Payment Method" will change to "Payment Option" once saved. Given…

Hello @User_TXI1Z, Yes, it's possible to pull a custom date field from a related Payment record into an Invoice record in NetSuite. You can achieve this through a custom field with sourcing, or by using a summary saved search. Here’s how you can do it: Option 1: Custom Field with Sourcing Create a Custom Field on the…

Hi @User_FL4CK Glad to have you with us today and thanks for posting here in the NetSuite Support Community! Greetings, everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and appreciated! -- In case you…

Hi @Naresh_-Oracle Glad to have you with us today and thanks for posting here in the NetSuite Support Community! Greetings, everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and appreciated! -- In case you…

Hi @User_JJC0O, Good day! To help me get a head start and expedite the investigation, I have a couple of questions: Are you using a Wave template? If so, could you please provide the name of the template? Could you share the exact steps you follow to create a sample Packship - Pack Carton? This will allow us to recreate…

Hi @User_JJC0O, Thank you for providing the detailed explanation and the screenshots—they're really helpful! I’ll look into this and see how we can adjust the template to display only the length, as you've requested. If possible, could you please paste your sample template into a Notepad file, save it with any file name,…

Hello @User_44UPO, Hello I'm, glad I help shed light to your concern. Hopefully you will manage to get over that roadblock. And yes I do work at Oracle, unfortunately on our side we can't take calls. However if you want to get intouch with our experts in Oracle-Netsuite you can create a case via SuiteAnswers 2.0. I'm sure…

Hi @Vernita, I hope you’re doing well. I wanted to follow up regarding the "Default Payment Method" issue we discussed earlier. We had provided a step-by-step solution to address your concern. I’m checking in to see if you had a chance to try out the solution and if it resolved the issue for you. If you encountered any…

Hi @User_44UPO, I hope this message finds you well. I wanted to follow up regarding the potential approaches for modifying the approval workflow for PO-based bills with additional expenses. I'm here to help ensure that we find the best solution for your requirements. Looking forward to your response if you still need…

Hi @User_44UPO, Thank you for sharing the screenshot. Unfortunately, based on the information provided in the image, it doesn't appear that there's a direct checkbox to achieve the desired behavior for PO-based bills with additional expenses. To modify the approval workflow to consider only the expense amount for PO-based…

Hello @Vernita, Thanks for raising that question. Would you mind checking your current form by going to any Customer Refund Transaction Record and hovering on the left top side part of the Page. When you're already there please confirm under Screen Fields > Refund Method and take a screenshot of the Payment option. I just…

Thank you, @User_2LD8N and @Tigran Shahnazaryan for your valuable insights. You're both absolutely right. I stand corrected. It seems that the behavior of the transaction body field doesn't automatically propagate to the Sales Order and Invoice. Your suggestions on creating a script or combining values from multiple Item…

Hello @User_2LD8N, Good day to you! That's correct. A transaction body field, when populated on an Item Fulfillment, should ideally reflect its value on both the Sales Order and the Invoice. However, there are potential factors that might influence this behavior: Field Type: The type of field (free-form text, formula,…

Hello @User_DHAQC Good day and thank you for posting this new thread! Hello everyone! We kindly seek your support. Your active participation in aiding a fellow member is genuinely appreciated.

Hello @User_44UPO, Based on my understanding. You've implemented an approval workflow for bills, and it's working correctly for standard expense bills. However, when a bill is created from a matching PO with an additional expense (like freight), the approval workflow is calculating the total bill amount, not just the…

Hi @ImeldaSanchez, Thanks for starting this new thread! We appreciate the community coming together to help each other. Let's work together to support our fellow member. Your insights and expertise are invaluable.

Hi @SeamusMon, Thanks for starting this new thread! We appreciate the community coming together to help each other. Let's work together to support our fellow member. Your insights and expertise are invaluable.

Seeking your valuable knowledge for our member @Tom Dalton Your input is highly appreciated. Also, if you're aware of anyone new to NetSuite, please guide them to our "New to NetSuite" page for helpful information and guidance.