Hi @"Kenny Wise", Thank you for the update. Can you provide screenshots of your current Saved Search as well as the results? (Please hide any confidential information.) @"Shery Lyn Carullo-Oracle"

Hi @"EleniPalmos", Is it okay if you provide screenshots of your current Saved Search? (Please hide any confidential information.) Thanks, @"Shery Lyn Carullo-Oracle"

Hi @"kschraft", May I ask how do they record the transactions in NetSuite? Do they use another record similar to that of the Vendor Bill? Currently, the Electronic Bank Payments in NetSuite would require to have a Vendor Bill on the system to process the payments. (Please refer to SuiteAnswers article 21772 - Processing…

Hi @"mvoith", Thank you for providing screenshots. You can do this one instead: Under the Criteria tab > Standard sub-tab, enter the following filters: Under the Results tab > Columns sub-tab, enter the following fields: This is how the results of my Saved Search looks like: This is the Related Records tab of the Bill I…

Hi @"mvoith", Chris is right, this is possible using a Saved Search. I have listed below steps that you can follow to successfully create a Saved Search with your desired results. 1. Navigate to Lists > Search > Saved Searches > New. 2. Select "Transaction" Search Type. 3. Enter a Search Title. 4. Under the Criteria tab >…

Hi @"Kenny Wise", I have listed below steps that you can follow to successfully create a Saved Search with your desired results. 1. Navigate to Lists > Search > Saved Searches > New. 2. Select "Transaction" Search Type. 3. Enter a Search Title. 4. Under the Criteria tab > Standard sub-tab, enter the following filters:…

Hi @"battk", Upon checking, this feature is currently logged as an Enhancement Request in NetSuite. Enhancement #100216 - Ship To Address > User requested to have an option to add Contact's Address Please file a case for this to add as an additional vote to the said Enhancement Request. Also, to request or vote for other…

Hi ddennison, Upon checking, there is already an issue filed to address this concern. Issue: 517950 Request To Enable Payment Instrument Feature Our QA/Dev team has identified a possible fix. Currently, they are looking to have the roll-out of the fix during Off-Peak hours. There is no specific targeted date as of yet and…

Hi Yusuf, Upon checking, this feature is currently logged as an Enhancement Request in NetSuite. (Enhancement #188313 Setup > Import/ Export > View CSV Import Status > Message column = records imported successfully > CSV Response > show file that was successfully imported.) To request or vote for product enhancement,…

Hi Paul! On the Invoice Sales Order page, you can try using the filter Ship Date. The Ship Date is a field set on the Sales Order record (Sales Order > Shipping Tab > Ship Date). You can match the Ship Date with your Item Fulfillment Date. Therefore, you can invoice Sales Orders that are fulfilled on a different date.…