@Vernita, Yes - the SuiteApp uses JEs to redistribute costs. JEs can be linked to Projects. If you confirmed the "Transaction Line Distribution" SuiteApp couldn't be configured to post to Projects, then you would need to do the re-allocation manually or via script.

Hey @Mathias_Netsuite, What Billing Type do you have on the Project? If you use Charge Based Billing, you only need one default Billing Schedule and the Billing will be defined via Billing Rules.

Hey @Vernita, Take a look at the "Transaction Line Distribution" SuiteApp, which should help with your issues.

Hey @FazeprooF, To overcome that issue, you should turn on the "Use Expressions" under the Saved Search Criteria and use OR to define the "Is / Is Not" within parentesis.

If you want the MRP to order quantities of 24, then you should set the "Lot Sizing Method" to "Fixed Lot Size" and set the "Fixed Lot Size" to 24.

Perhaps you wanted to set the "Fixed Lot Size" and not the "Fixed Lot Multiple". Check SAID: 95176 - Setting Supply Planning Parameters for a reference. With MRP, you can't choose the "Fixed Lot Size":

Thanks for the clarification. Do you have the "Advanced Item Location" enabled? If yes, are you comparing the Fixed Lot Size and Workbench results for the same location?

Hey @Bill Quinn, You can create a "Payment Token" custom record attached to the Sales Order record. When you send the sales order and token information to NetSuite via RestLet, you can store the token information on the "Payment Token" custom record attached to the SO. You can then retrieve that information from the custom…

Hey @User_M4JOC, Would you need to enter a specific date or a date range?

Hey @Philly_NS, On one of your screenshots, the item is "1717-White," and on the other, it is "1717-Lagoon". Is it the same item?

When you create an account transaction and manually match it with an imported bank line, you can click the Make Auto-Create Rule From Selected Transactions box. That way, you can auto-create JEs based on Reconciliation Rules:

Hey @Gert Van Damme, Did you consider using the Project Intercompany Cross Charge Request feature? https://suiteanswers.custhelp.com/app/answers/detail/a_id/1011997/loc/en_US https://suiteanswers.custhelp.com/app/answers/detail/a_id/9313/loc/en_US Another option is to create a Dummy Customer representing the Subsidiary and…

Hey @Mark Dotson, Do you have the "Preferred Bins" set on the Item Record? If yes, you can choose the "Inventory Item: Preferred Bin Number: Name" to show the Bin Name. Or, you would need to create a custom "Bin" field on the Item record to include it in the Physical Inventory Worksheet report.

@esabis @Patrick Fresnosa-Oracle For most records (95%+) in NetSuite, you can show the "non-stored" custom field value in a Saved Search if the result is populated via formula or sourcing. The Time entry record is a rare exception. If you create a "non-stored" custom field on the Time record (check the Time checkbox, not…

Hey @esabis, You can't get the Project Manager on a Timesheet Saved Search natively. The Project Manager information is stored on the Project record. The Project record is "two joins away" from the Timesheet record (→ Time → Project). Saved Searches only support queries to "one join away" records. You can get the Project…

Hey @User_WUH6O, You can build a Transaction Saved Search for Invoices (Main Line = True) and join it to the Messages record. That way you can get the list of all invoices in your system with an attached email. You can show the fields such as "Sent", "Date", "Author," and more:

Do you have DKIM set up in Email Preferences? If not, do you and the Ops Manager use the same email client? If you don't have DKIM, this might be impacting the "From Email" functionality: https://suiteanswers.custhelp.com/app/answers/detail/a_id/103008/loc/en_US

@Patrick Fresnosa-Oracle, Doesn't it mean that in @Nickoletta Gounaris's case the "Inverse" wasn't used?

Did you all use the same method to send out those emails? Also, do you all have the same setting under the User's Set Preferences for the "From Email Address"?

Hey @brocha, Most of my customers have the "From Address for Emailed Forms" set to "User Email". That way, user's emails sent from NetSuite show their email address in the "From" field. If you want to use the Company Email for some of the employees, you can do that by setting the Company Email under the User's Set…

Thanks, @Nickoletta Gounaris, In both cases, the "Direct" method was used, and NetSuite chose the rate that Xignite provided. The only difference is the time of the update. @Patrick Fresnosa-Oracle - do you know if NetSuite would say "Direct", even if used Rate Inversion? Thanks.

Hey @User_Q3A12, Yes - here is the document.

Please click "Direct" for EUR/GBP and GBP/EUR. Let's see if that provides any additional insights:

Nickoletta, Do you have the "Currency Exchange Rate Types" enabled under the "Enable Features → International"? If yes, what is the related preference under the Setup -> Accounting -> Preferences -> Intercompany Preferences? Thanks.

I am glad it worked! Yes, I meant to propose the formula if the Internal ID wasn't available in the drop-down. In some cases, the formula doesn't work either. If that happens, you need to have another custom field that contains only the Internal ID, and then you reference that custom field in the workflow.

Can you try the following? On the custom record, change the field type for the Vendor to "List/Record" and select the Vendor list. Ensure the "store value" is checked. On the Workflow, select the "Internal ID" instead of "Name/ID" for the "Preferred Vendor" join Let's see if it works this time.

Thank you, Team!

Hey @Tim_1701, Do you have Items with several listed Vendors and only one selected as "Preferred"? Or, do you mainly have Items with one Vendor that is selected as "Preferred"?

Hey @Javier P., No - updating Journal Entry's line-level "Name" field via Workflow is impossible. You would need to write a script for that. If it is a one-off update, you can use a CSV import.

Could you please provide screenshots to help with troubleshooting? The above screenshot shows "Lists → Accounting → Currency Exchange Rates" for June 4th and another screenshot for the 30th of April.