My Stuff
Nominate Your Peers for NetSuite Support Community's Choice of the Quarter! Submit your nomination today.
Intelligent Payment Automation version 1.0.3 is now available in the SuiteApp Marketplace. The SuiteApp, powered by BILL, lets you automate payments, manage vendor details, and bank account information within NetSuite. Learn more
No Limits. Just possibilities.
Join us for complimentary one-day events around the world and step into a future fueled by AI and limitless potential. Explore new breakthroughs, sharpen your skills, and connect with experts who are shaping what’s next. Experience bold keynotes, interactive learning, and connections that span the global NetSuite community. Discover what's next at SuiteConnect Tour 2026.
Join us for complimentary one-day events around the world and step into a future fueled by AI and limitless potential. Explore new breakthroughs, sharpen your skills, and connect with experts who are shaping what’s next. Experience bold keynotes, interactive learning, and connections that span the global NetSuite community. Discover what's next at SuiteConnect Tour 2026.
Celebrate Your 2025 Community Recap & Achievements!
We’re excited to announce that the 2025 Community Recap is now available! This special recap highlights the amazing contributions and achievements of our members over the year and celebrates the collective success of our community.
Check your personalized recap to see the impact you made in 2025 and how your efforts helped shape our community’s growth and success.
View Your 2025 Community Recap
Thank you to everyone for your passion, collaboration, and support. Here’s to building an even stronger community together in the year ahead!
We’re excited to announce that the 2025 Community Recap is now available! This special recap highlights the amazing contributions and achievements of our members over the year and celebrates the collective success of our community.
Check your personalized recap to see the impact you made in 2025 and how your efforts helped shape our community’s growth and success.
View Your 2025 Community Recap
Thank you to everyone for your passion, collaboration, and support. Here’s to building an even stronger community together in the year ahead!
Comments
-
I see what you mean, and, in theory, the formula should have worked. At the same time, because you are referencing "WHEN [type] = …", NetSuite should scan all transaction types to find the right types. These roles likely don't have access to all transaction types, which is causing the issue. Can you check whether the…
-
Hey @Dext3r, Most likely, the users don't have access to the records where the Formula is applied. The "Run Unrestricted" can be confusing. It lifts some of the Role restrictions, but you should assign the right permissions to the related Custom Roles. Here is an extract from SAID 8474
-
You can update Vendor Addresses via CSV Import. Choose the "Update" option and map the Address fields you want to update. Test on one vendor first to ensure you are doing it correctly before doing it for the whole set.
-
Yes, that's correct, you should set the Final Conversion Period to Value Based. You may get to a point where you have $1 or $0.1 left on the balance, and you may need to do a Write Off to clear that.
-
Hey @User_HV6EH, I agree that NetSuite's Marketing Automation isn't as easy to use as dedicated Marketing Tools. If you use an external tool, I recommend building an integration to ensure NetSuite Contacts are up to date and that Marketing Campaign results are auto-tagged to the related NetSuite entity and transaction…
-
Hey @ABDUL HANNAN, Great questions and observations. NetSuite Analytics Workbook isn't a full-fledged BI Tool. It covers the basic BI capabilities and something that most ERPs don't have at all. The features you are requesting are standard in BI Tools such as Looker. They aren't available in NetSuite. I don't like the…
-
Hey @Ken Zhang-Oracle, Can you try opening it via the Admin Role and see if that works? If not, you may need to reinstall the SuiteApp as some of its files got corrupted after the original installation.
-
Hey @Prakruti Swain, Do you currently have the "Annual Depreciation, Monthly Posting" (or similar annual-based settings) in the Depreciation Method? When set to "Annual," NetSuite attempts to calculate the depreciation for the full year in advance and then divides it by 12. Since WDV is non-linear (the amount drops every…
-
Hey @Gary Robbins, You can also look into updating the "Color Profiles" for your Monitor. Sometimes, it changes the contrast and intensity of displayed colors and may resolve the issue you are having.
-
Hey @User_K51C7, There is also a global Accounting Preference to make Classes and Departments mandatory on all Transaction Lines.
-
Hey @Daniel P, Typically, you update the Script that is running and enter a line of code that cancels the loop.
-
Hey @User_RQUQG, Yes, you can achieve this by doing the following: Create a custom "Work Instruction" (or any other name) custom field on the Item Record. Via CSV Import, update all applicable items' "Work Instruction" field with the relevant message. Create a Workflow or a Script to display the information from the Custom…
-
Hey @Ashhh, We have built similar solutions for our customers. This can be best accomplished via customization, where the "Sample Item" will be a Custom Record attached to required transactions. Under specific circumstances, any of the "Sample Item" records can be converted to actual Items as part of the solution.
-
Hey @Mei-Oracle, In theory, you can improve the Server Response time only by upgrading your NetSuite Instance to a higher or Custom Tier.
-
Hey @Mega-Tech, Please also note that NetSuite doesn't have the "Ledger" and "Sub-ledger" concept, which is common in other ERPs. For example, in NetSuite, all "AR-related" entries are only posted to the General Ledger, as there is no AR Sub-ledger available.
-
Hey @SylvainG., Are you still having this issue? A corrupt browser cache might have caused it. The RACG works well for me.
-
Hey @User_PCF01, For your solution, you need to create a script that loads a Custom PDF when a Custom Button is pressed. The best is to work with an experienced consultant to do this.
-
Hey @Norman Veger, The Analytics Workbook is quite different from Saved Searches. To find "Applying Transactions" in the Analytics Workbook, you have to use "Related Transactions - Previous" and "Related Transactions - Next". There are also versions for "line" and a few other similar joins.
-
Hey @User_1AF8B, An experienced consultant should be able to build the required feature via script.
-
Hey @User_IRGI3, The Workforce is available with the EPM Premium Edition.
-
Hey @Jet Zhang, How critical to show the diagonal line? Perhaps you can use " \ " text/character as a separator. What do you think?
-
An experienced technical consultant will do this best, and it isn't something I can describe in several steps here.
-
Hey @IAMRAM-Oracle, Standard reports aren't flexible, and you won't be able to exclude the 0 balance transactions. Are those showing up when you run the report for another period? Sometimes, the "0 balance transactions" disappear when the reporting period changes.
-
The Analytics Workbook can sometimes show data related to records that aren't explicitly shared. I am not 100% sure it will work with the shared "SystemNotes v2" dataset. The best is to run a few tests to confirm.
-
Sure - here is everything you need to configure the ODBC Connection: https://docs.oracle.com/en/cloud/saas/netsuite/ns-online-help/section_3990584734.html#subsect_164555712038
-
Hey @User_FL4CK, The best would be to use the available Audit Reports:
-
Hey @User_ETZRS, Yes, you can use CSV imports or the Mass Update feature to do that. Just enter the correct criteria to make the Mass Update. Here is a screenshot to help:
-
Hey @User_OMNIL, The Asset Proposal process specifically looks for journal entries that were generated from a lease record, not manual journal entries. Did you use the "Create Lease Journal" option the create the Journal?
-
Hey @User_S3PB4, You can have a value from a custom field on the Customer record show up on the customized Income Statement. Most probably, you need a field with a "Store Value" checked. You can test it by creating a test field with a sample amount ($100) with "Store Value" checked and see if that shows on your Income…
-
You can share it directly from the Dataset: