Hello William, thank you very much for your thoughts / inputs and yes, for some of our 'services' type sales orders that is exactly the approach we have adopted : closing the sales order lines. Kind regards, Steve

Hi @Patrick Fresnosa-Oracle thanks for your help - if I do not specify a billing schedule then NetSuite assumes I wish to bill the entire sales order immediately. I have since worked through a lengthy procedure raising dummy invoices, return authorisations followed by credit memos and then journals which are applied to the…

Hi @Patrick Fresnosa-Oracle , thank you very much for your response - we are using ARM. I understand what you are saying about revenue plans and creation of revenue recognition journals and I am quite happy with these. To phrase my question another way is there anyway that one can import sales orders to NetSuite that have…

Sorry, should have added this is for the opening positions on a new subsidiary.

Hello, just a wild guess but could you have records where the text field is blank/empty/zero in which case you would need to use NVL or a CASE statement to trap these. Kind regards, Steve

Hi, hope this helps you :- formatAmount(amount,format,separator) Formats a specified amount to be inserted into the payment file. Parameters amount – amount to be formatted Whole numbers or rational numbers Maximum of two decimal places format – the format to be used Accepts any one of the following values…

Sorry, should have been clearer that is the search title for a separate, previous post.

This could help you too :- Combine case statements in Saved Search Formula

Hi Oliver, I think what I would do here is have separate formulae/columns for each of the 6 sales team members. Not quite as elegant as all in 1 column but probably easier to maintain / read ! Otherwise you would need to build a lengthy nested CASE WHEN ...THEN .... ELSE CASE WHEN ... END END up to the 6 team members level…

Hi, I am not sure that you can actually use CTE's. Could you use the 'transaction' table multiple times (with aliases) linked from credit memo to invoice back to sales order ? Hope that helps. Steve

Hi, there are 2 aspects I see to this :- A requirement to add subsidiary "Y" to all the client / vendor records - a CSV import for the client-subsidiary relationship and vendor-subsidiary relationship records could help achieve this. A workflow triggering on 'create' and using 'Transaction' then the relevant types (bill,…

Hi, I think that :- CASE WHEN {quantity}-{quantitybilled}>0 THEN 0 ELSE 1 END and test for this being 0 again would work. Kind regards, Steve

Hi Matan, I find this a little puzzling because the explanation says "direct cloud-to-cloud ODBC" whereas 'DSN' and 'Description' sound like settings you would have locally (either user or system DSN). So for example, the screenshot below shows an ODBC connection I have on my laptop where you see the DSN (Name: below) and…

Hi, I have found this syntax works with SuiteQL so wondered if this might help you ? select * from accountingPeriod where startdate > TO_DATE('2019-04-01','YYYY-MM-DD'); Kind regards, Steve Barrett

Hi Stephen, assuming that the purchase date is in a separate field then I would used the summary feature in NetSuite to 'Group By' all the other fields in your search and use 'Maximum' for the purchase date field. Hope that helps. Steve

Hi, not done this myself but I wonder if using the Type 'Purchase order' and then the relevant option(s) from the 'Status' field might help you ? Kind regards, Steve

Hi, I have found that if I link to the table 'File...' and then use the field 'Name' I can achieve this. If there are multiple files attached then you will see multiple rows in the saved search - 1 for each attachment. Hope this helps you.

Hello Katerina, I will try updating the income account on the other charge type item when we are at a point where we can easily re-open closed periods (since the change will correct all the mis-postings for us in past periods). Thank you for your help and thoughts on this issue. Steve

Hi Katerina, after some further investigation I have found that we have an 'other charge' item called 'Discount on Part' and a 'Discount' item 'Discount on Part'. It is the former that is causing these postings, but strangely when we try to edit the other charge item it takes us to the discount type item ! Kind regards,…

Hello Katerina, thank you very much for carrying out a test on this. Just to be clearer this only happens with credit memo transactions - invoices using the code are posting correctly. Kind regards, Steve

Hi, I may begin to sound like a SuiteQL fanatic soon but using this tool you could write the SQL code to join up your custom tables and then using the 'Format results as' CSV option retrieve the data in a format to easily text import to Excel. Hope that helps some, Steve Barrett

Hi, just a thought but could you adapt the approach highlighted in SuiteAnswers article ID 80347 ? It would mean consolidating the duplicated / multiple item lines prior to the re-import. I cannot say I have ever noticed an extra key / ID available on vendor bill item lines. Hope that helps some. Kind regards, Steve Barrett

Hi, have you tried SuiteQL ? - it is there and ready to use and includes a great table reference feature too : I highly recommend it ! Menu path is Support - Help - SuiteQL Query Tool.