Hi Mark, You can find out how to get started from the Help topic 'Customer Payment Import'. Note: A payment can be associated with an invoice through the internal ID or external ID only. The transaction ID is not unique and cannot be used. Thanks, Rob

Maybe you could use the Name as the reference type. The Assistant finds and references text strings (such as “Joe Public”) for the mapped field. See Help topic Selecting Reference Types. Thanks, Rob

The custom record may have the Access Type set to User Permissions. You can assign roles access to the record type under the Permissions tab of the custom record or try giving the role the Custom Record Entries permission. Thanks,

Mass Delete Transactions is not a standard NetSuite feature at this time. Try to import a small file (5-10 SO's) initially and confirm the results before importing.

This is documented in Enhancement Request 82717 : Global Search > Have the Memo Field (on Transactions) be a search-able field when using the Global Search. A couple of alternate solutions are available: [LIST=1] [*]Use a custom field to record the memo instead of using the standard memo field [*]Navigate to Customization…

Here's how I removed the linked records: 1. Edit the child customer record. 2. Remove the value entered in Child Of field. 3. Save the changes. I noticed that transactions by the subcustomer will no longer be available under the Parent Company but the transaction history of subcustomer still remains and subcustomer is now…

Additional information is available in this topic: Continued Support for Tracking of 1099-MISC Payments in NetSuite After this deprecation, NetSuite will continue to support the tracking and reporting of 1099-MISC payments. You can create reports or saved searches for vendor payments using the 1099 Eligible box on the…

Moving your topic to the Financials forum.

I must have missed this. When is it being depreciated? The form will be deprecated when your account is upgraded to 2018.2. You can continue to use this form for 1099-MISC reporting for the 2017 tax year, but Oracle strongly advises you to find another provider as soon as possible. Please visit this SuiteAnswer for details.

Rev Rec Series Part 2: Insights from KPMG on ASC 606 https://www.youtube.com/embed/Aldb1Lg3tjw

Rev Rec Series 4: NetSuite Advanced Revenue Management: https://www.youtube.com/embed/YZ9fzO6j02o

Prepare for the Transition to ASC 606 with NetSuite: https://www.youtube.com/embed/DgeyhRguO94

Rev Rec Series 3: Wall Street's Take on ASC 606 https://www.youtube.com/embed/D2QmcALwKLU

See SuiteAnswers Answer Id: 11844 for possible solutions. The most common reason I've seen is that the field isn't set to display as Normal or it is referenced by a formula - https://netsuite.custhelp.com/app/an...field%20unable

See thread - https://usergroup.netsuite.com/users/forum/product-areas/payment-processing/credit-card-processing/362396-payflow-pro-updating-url-s

Enhancement 62556 was filed for the ability to perform a mass update to close sales orders in bulk. The alternate solution is to perform a csv update. See SuiteAnswers Answer Id: 14445 for details.

This is most likely related to Defect 326027: Advanced Promotions > Issue Return Authorization from Cash Sale > Set a value for Location field. The Coupon Code and Promotion field values disappear. I would contact Support to confirm and attach your case to receive status updates.

Not sure if this is what you're looking for but did the partner mention Avatax? SuiteAnswers Answer Id: 29781 includes a pdf that references enhanced exemption certificate management.

You can customize the Sales Tax on Sale Report to include the tax group: 1. Go to Reports > Sales Tax US > Sales Tax on Sales Report > Customize Summary 2. Set the specific date range in the Filters section 3. Click on Edit Columns 4. Expand Tax Transactions Folder 5. Add column for " Tax Code" 6. Rename the Report 7. Save…

Defect 326027 was resolved and subsequently closed. Please file a Support case to investigate your issue.

I just tried this, albeit with a small number of records. Here's what I did on a test account running 2014.1: Setup > Company > Auto Generated Numbers > Transactions tab > Sales Orders had a current number of 38802 Entered Initial Number of 100000 > Save Create a new sales order > number becomes 100001 Create another sales…

I think you are referring to Answer Id: 9821. Another SuiteAnswer provides a similar use case. See Answer Id: 38158 for an example.

I tried the same steps on the Item Receipt record and it worked for me. Again, this is with a small number of records, and once all IR numbers were re-numbered back into sequence, the current number was correct. Setup > Company > Auto Generated Numbers > Transactions tab > Item Receipt had a current number of 62 Entered…

You can limit the visibility of items for roles using class, department, location, or subsidiary restrictions. See SuiteAnswers Answer Id: 28124 for complete steps.

That should do the trick.

See SuiteAnswers Answer Id: 10054 for detailed voting steps.

Re: Enhancement 78281 - An Alternate Solution is available: Create an item search using the following steps: 1. Go to Lists> Search> Saved Searches> New 2. Select Item 3. On the Criteria tab> Select Name is xxx (Enter the exact Item Name/Number) 4. On the results tab> add the following columns: ---Member Item ---Member…

This should be covered under Enhancement 78281: Lists> Accounting> Items> Assembly Item> Print> To be able to customize the print out for assembly item to add Member Item Description.

Hi fulanku, A scripted solution for this is available in the SuiteAnswers topic titled, "Set default values for Include Transaction checkbox and Type for Messages sent via a transaction record". (Answer Id: 28814) Here's the example: To set the default values for "Include Transaction" checkbox and "Type" select field on…

On the list you want to customize, click the Customize View button. See the Help topic titled, Customizing Sublist Views for detailed steps. Thanks,