Hey @Benjamin Paul - USA, You would need to build a Saved Search or Analytics Workbook to get the data you are looking for. You can't do that via standard reports.

Hey @Marie4455, Standard reports don't support join records, where you can select required fields dynamically. The only way to show the "Created From: Date" on the "Sales by Item Summary" report is to first source the Sales Order Date to a custom field on the Invoice/Cash Sale records.

Hey @User_WA9MO, Let's say you are building a Transaction Search. You can use the "Account (join) → Name" = "Contains" → "Your Cash Account Name" as a criteria: That way, only "Cash" bank accounts will show up.

Please double-check the custom role's access to the required record and field. There is a chance something isn't provided correctly. Also, delete the browser cache and try again. So far, I haven't gotten that error message when I correctly provided the access. If nothing works, please open a support case with NetSuite.

Hey @Julie Everett, You should also give the custom role access to the "record type" that is mentioned in the error message.

Hey @MeatHeadPro, You can't do that via workflow. The best option is to do that via scripting.

Hey @User_Aysha, You are probably using "Account: Name" or "Account: Name (GL-style)" as filters. In this case, the AP Register report pulls the account from the transaction main line. Journal entries indicate debit and credit lines on the line level, which is why the transaction is under "Unassigned". The Vendor Bill…

Hey @Mark Silvius, Yes - you can do that via custom approvals workflow. When building the workflow, various things must be considered, such as approval exceptions, overrides, alerts, and thresholds.

Hey @ImeldaSanchez, That error message is typically received when emails sent to customers are bounced. Please double-check to confirm it relates to your inbox. Thank you.

Open invoices and credits are generally offset against the actual customer payment. This is the correct process for migrating the Open AR. I assume the implementation team didn't follow these steps: 1. Create a temporary “Clearing Account (AR)” GL Account with an “Other Current Asset” type. 2. Create an “Open AR”…

The issue is usually related to the original Data Migration Journal Entry. This is why the offsetting of the Invoice and Credit shouldn't matter.

Try adding the Lists → Documents and Files = "View" to the role that has issues and see if that helps.

Sure - these SuiteAnswers article should help: https://suiteanswers.custhelp.com/app/answers/detail/a_id/77560/loc/en_US

Hey @User_KAGURA, Did you consider using "Saved Search Condition" instead of a formula? It might be easier to do with Saved Search.

Hey @User_BD08X, These SAID articles should help: https://suiteanswers.custhelp.com/app/answers/detail/a_id/26739/ https://suiteanswers.custhelp.com/app/answers/detail/a_id/71505/loc/en_US

Hey @Gab JS, Can you open the same image via Admin role? Also, can you mark the "Available Without Login" checkbox on the image file in NetSuite and see if they can view it?

Hey @Vismay Barot, The relationship between Purchase Requisition and Purchase Order is not 1:1; it is "many to many". On each Purchase Order, you can show the related Purchase Requisitions via customization / custom sublist.

Hey @Vismay Barot, Inbound Shipments are only linked to Item Receipts. You can only show it on the PO record via customization.

Hey @User_AY0II, You can export the incorrect entries to Excel and create a CSV import to update all entries in bulk. That way, you don't need to make the corrections for each customer one by one.

Yes - you can copy it to the native Memo field. Please refer to #3 in my previous response. Thanks.

The "unknown" email address is set by the "Suite Solutions CSV Integrator." See if you can define the required email address there via configuration. If not, contact Support and bring this up as a potential defect.

Hey @User_9H51L, Are the CSV imports created via script/integration?

Hey @girieshg and @Kevin Hosea, Some of my customers had a similar issue with MRP scheduling. I confirmed this coincided with the 2024.2 upgrade. To resolve this, you would need to set-up the Billing Operation again. Use the original one as a reference and delete it once the "new" version is created.

Hey @User_9AUJK, Yes, you can do that. Create a custom non-stored field on the JE header Create a Saved Search to display the Line memo on #1. If you have multiple memo lines, you may need to concatenate the memos Create a scheduled workflow to copy the memo from #1 to the native header Memo field.

I personally met with the PSA module's Product Lead a couple of years ago at SuiteWorld and discussed some of its issues, including multi-currency handling and issues with Project Revenue Recognition. I didn't get any clear timelines for resolving these issues. I have worked with 20+ NetSuite customers who used the PSA /…

Thanks for providing the screenshots and the Order of Operations - I see where the issue is. That's a product design deficiency related to multi-currency transactions. The back-end engine that generates the Charges was designed to use the Project's Exchange Rate instead of the "source transaction" Exchange Rate when that…

Hey @Aruna Madabhushi, This can be done via customization. High-level steps are Create a custom Body/Line department field (depending on where the department is populated on Transaction Records). Use the appropriate custom formula to populate the custom department naming to the custom field. There is a chance you may need…

Hey @User_TQMLE, Note that "Est. Unit Cost" is an estimate with no GL impact that is used for reporting purposes. You can manually update the "Est. Unit Cost" by selecting the "Cost Estimate Type" = "Custom" and entering the "Est. Extended Cost".

Do you have screenshots that you can share? In your example, the initial conversion happens at the Project Exchange Rate of 0.82 Later, an Exchange Rate of 0.80 is used. I am not clear on why the 0.82 changed to 0.80.

Hey @PaulWA, The variations might be caused by the difference between the Daily Exchange Rate (e.g., USD/GBP) and the Consolidated Exchange Rate (e.g., USD/GBP). For example, NetSuite uses the Consolidated Exchange Rate to convert the foreign currency employee labor cost to Base Currency. Typically, you have the Daily…