Hey @Rebecca Carter, The "toUpperCase()" is usually used to capitalize a text via script. You are getting a Javascript error related to workflow back-end logic. This appears to be an unhandled error and might be due to a defect. Please open a Support Case with NetSuite and ask them to investigate.

Hey @Sivasubramaniam, There are a few ways to do it; all would require customization. For example, you can write a script to copy the contact information to custom stored fields on the Estimate's Header, which you would then access on the Advanced PDF.

Hey @NRJoyner, You can create a Transaction (Invoice) Saved Search and use the "File : Name" join to include the attached files, which you can extract and attach to invoices: If you want a more automated solution, it can be done via script. For example, the script can auto-attach the receipts to the invoice emails sent to…

This SuiteAnswers article should help: Custom Bill Payment Processing Suitelet

Hey @Vernita, Yes, it is possible. I have built a SuiteLet for a customer to replace the standard "EFT—Bill Payments" page to include features such as a "Bill Reference ID" and "Accounting Period" filters.

Before making any updates to the workflow, please try the following: Instead of Opportunity Saved Search, create a Transaction Saved Search with Type = Opportunity. The Opportunity fields and joins will be slightly different. Still, you should be able to get everything you need. To add the Project, use the "Project (Main…

It would require customization to use Working Calendars for non-WIP Work Orders.

@User_GANMT @DanishBernadeth NetSuite made several updates in the 24.2 to the Manufacturing Module related to the Working Calendars, which may help with your issues. Here are some of the updates:

No worries, you were clear. I have always done the Data Migration using an Item, and you can do that even if you are only using the "Expenses" on the Vendor Bill. Using the item helps to map it to the required GL. Selecting a GL account in the import template should allow you to do the data migration without an item.

The Items are used to map it to the Clearing Account GL Account. The GL account is entered directly when the "Expenses" tab is used. I haven't tried doing this without a temporary item. Theoretically, you can import without the item if you map the Clearing Account GL account. The goal is to create this GL impact on Vendor…

Hey @User_K51C7, I assume you have the Project added to Sales Order lines and not the header, correct? If yes, then you have to change the Saved Search results to Summary type and set Sales Order Document Number formula field to "Maximum".

The Debit and Credit balances of Advanced Intercompany JE should match. Yes - you would use the Advanced Intercompany JE for transactions between subsidiaries, and you will have the FX Rate for the "To Subsidiary" if it has a different currency.

Thanks for the screenshot; I see what you mean. NetSuite doesn't support email addresses with non-English characters. Accented characters aren't currently supported by all email providers, such as Outlook, which is why NetSuite allows only email addresses that are supported by all email providers/platforms.

Is email being sent when a new customer record is being created? If yes, who receives the email?

Hey @Elina Kourouzidou, NetSuite will queue these projects to be created. It typically doesn't auto-create them. The user would need to go to "Transactions > Customers > Create Projects From Sales Orders", select the required projects and click "Submit":

Hey @User_Aysha, Can you confirm you have the same Location for both lines? Also, what is your Accounting Preference for "Maximum Purchase Lines to Consolidate"? You can try setting the preference to 0 and try again.

Hey @Fartleby, If you send the email using HTML formated Email Template, you should be able to enter accented characters.

Hey @User_SJXBI, There are multiple ways to do it, some of which relate to your company-specific use cases. For example, do the R&D costs come only from direct employees or third parties? Typically, you can tag the related R&D costs to the Project. Some of the transactions I have seen related to R&D are Journals, Bills,…

Hey @User_OWDXN, Is there a chance you can find the related documentation on why it was done in such a way? There can be many reasons for that. For example, last time I checked, SFDC didn't have a concept of Subsidiaries. If some of the customers were multi-subsidiary in NetSuite, perhaps there wasn't an easy way to map it…

Hey @Elizabeth Vance, You can edit the required Center Tab, "Save & Copy" it, and attach it to another Center.

Hey @DanishBernadeth, One of the reasons might be that Planning Horizon does not cover the required range. When you process the Refresh Planning Repository, ensure the "Date From" and "Date To" are accurate. Also, make sure you do "Complete Refresh" and select the correct "Supply Plan Definition".

Hey @User_K51C7, The native "Job" field on the Sales Order record isn't accessible from Opportunity Saved Searches. You have a few workarounds: Create a Saved Search for Sales Order and source the required Opportunity Fields Create a Custom "Project" stored field on the Sales Order and use that in the Opportunity Saved…

Here are some screenshots for an Advanced Intercompany JE between USD and CAD, which should give you an idea how to do for USD and JPY:

Will Subsidiary A process the exchange, get the funds, and then transfer them to Subsidiary B? If it is a transfer+exchange between subsidiaries, then you might be able to do this via Advanced Intercompany Journal, as it supports multiple currencies when subsidiary base currencies are different.

Hey @Brian Finlay, The list of all custom records is under Customization → Lists, Records and Fields → Record Types (app.netsuite.com/app/common/custom/custrecords.nl?whence=) If these records aren't locked, you can set the permissions from there. Make sure you select "Access Type" = "Use Permissions List." If these custom…

Hey @Gert Van Damme, This is a NetSuite limitation. NetSuite automatically populates the Class/Department/Location on a transaction created by the user that has these segments set as defaults. In your case, you have the segment only to use as a restriction, not to copy to transactions. You would need to create a Workflow…

Hey @Benjamin Paul - USA, What is the base currency of the subsidiary where you are processing this transaction? Let's assume the base currency is JPY. You would need to create a USD clearing account to process the conversion in two pieces. Journal 1: (No FX Rate) (Debit) Savings account 10000JPY (Credit) Clearing Account…

You have to break up the formula and get all the pieces in separate columns. Once you confirm they are accurate, you can combine them to the main formula. Again, not knowing your system configuration (e.g., is the {amountremaining} the correct field, or Subsidiary 13, etc.), I won't be able to propose the exact adjustments.

Thank you, Team!

Hey @GSONI, You can run a Saved Search to display/use the results of another Saved Search only via script. In your case, the workaround would be (high-level): Create a non-stored "Today's Exchange Rate" custom field on the Transaction Record Create a stored version of the same field Create a Saved Search and attach it to…