Tigran Shahnazaryan · CEO @ Novelance · Gold Crown

You can add a "Loan Due Date" custom field to enter the Due Date and create a Saved Search to track all Bank Loan Due Dates. You can also create a workflow to auto-create a task based on the Due Date so it reminds you ahead of time.

Hey @Karanjot Singh, You should be able to do that by creating a custom field on the RMA record and sourcing the "Created From" (Sales Order) from the Created From (Invoice on the RMA) field.

Hey @DanishBernadeth, Typically, the Reorder Point is used if the Production, Purchasing, and Sales patterns are relatively stable and predictable. That way, you can reasonably accurately reorder new products using historical data. For many companies, that is impossible, as historical information is often unreliable to…

Hey @NickSuite, Yes, this is a common issue. The solution I implement for most of my NetSuite CRM customers is to create a workflow or a script to generate an error message when required fields are missing when converting an Opportunity (or Quote) to a Sales Order. That way, the Sales Order can only be created (and…

Hey @Veda chalam Mahadevan, When you check the "Store" checkbox, the value is stored on the record and won't be updated dynamically. If you uncheck the checkbox, there is a chance you won't see the class in Saved Searches. With an unchecked "Store" field, the value will show in Saved Searches if it is populated via a…

Hey @Meherin, Do you have the "Open in Edit Mode" checked on the "Go To Record" action? Ensure the Trigger is on Entry.

Hey @Christian Postey, Could you clarify what you mean by "work with bank loans in NetSuite"? Typically, when you receive a bank loan, you record it via Journal Entry. You can then create memorized transactions if you are recording recurring interest or related payments.

Hey @PatrickConrad, If you want to have more than one item fulfillment, uncheck the Ship Complete checkbox on the Sales Order. You mentioned you are checking it right now "so that we don't have several shipments for a warehouse order." What if you create a different/custom checkbox to resolve that issue instead of checking…

You would need to build a customization for that. The customization will add all receipt images as additional pages to the Invoice PDF.

Hey @User_EPWHS, Your idea would work. I have built solutions where a custom record/form was added to an employee center. You can add it to a custom center tab in the Employee Center, as you can't modify any other dashboards in the Employee Center unless you have the HCM module. Employee Center Users would open the request…

Hey @User_64PY4, SuiteApprovals used to have line-level JE approvals. You can check if it is still available. Or, you can build a custom workflow for the required "JE line approval by entity" approvals.

Hey @Eunice_Rep, I recommend looking at the Supply Allocation feature if you want more granular control of item commitments.

Hey @Shubham_Singh, Typically, you would need to do regular Inventory Counts and record the loss via Inventory Worksheet or Inventory Adjustment.

Hey @Veda chalam Mahadevan, Do you want the receipt photo to show up on the invoice PDF?

Hey @User_BD08X, Are you using an Admin role when reviewing these folders? There is a chance the folder was created by a bundle that was later uninstalled, which is why you can't find all of the information.

You need to add the "Lists → Notes Tab" permission.

Please check the Custom Transaction form to ensure the Class field isn't hidden/unchecked.

Hey @Herman Suherman, It might be related to the "Allow Per Line Classes" not being checked under the Setup > Accounting > Accounting Preferences. Please check to confirm that preference is selected.

Hey @Elina Kourouzidou, The "Actual Utilization by Project" shows the grouped/sum values of Time Entries, which is why you can't show the "Memo" field. You could do that if a report shows one Time Entry per line (1:1 relationship).

Hey @Imzy_code, Some of the Center Tabs, such as Documents and Activities, are controlled by NetSuite and will automatically show once the role has the related permission. You can't natively hide those Center Tabs. It might be possible to do this via scripting.

Hey @Catriona Bowie, To allow the custom role to view Customers, you have to add "List → Customers (View)" permission. To allow the custom role to create and edit Cases, set the "List → Cases" permission to "Edit" level.

Well said, @Robert Nedelkow-Oracle!

Hey @KJD, I can't allow the pulling of hairs to continue! :) Questions: Is this happening on Leads/Prospects, Opportunities/Quotes, or other records? Do you have the Team Selling feature enabled? Is the "Sales Rep" field native or custom? Do you have any Sales Territories under Setup → Sales → Sales Territories?

Hey @BenP, There is no native report, as each customer may have different criteria to define a "slow customer" (e.g., it varies based on industry) and the time frame they consider for calculations. This will be a custom solution, and I have done this for several customers. On a high level, you have to: Create a custom…

Hey @User_KP3US, Please contact NetSuite Support - they will be able to resolve the issue.

Hey @mardel, One of the reasons can be that the asset cost changed between the "WO Completion" and the "WO Close". The WO Close ensures the Work Order is reconciled and the GL Impacts are accurate. If you check all GL impacts of the Issue, Completion, and Close, listing all items and the respective Average Costs, you will…

Hey @user8949742, NetSuite's official documentation doesn't specify a limit for the number of Fixed Assets. Here are the limits that are explicitly mentioned: You should limit the compound asset to five levels, with a total of 1000 assets and 1000 tax methods. There is no limit to the number of assets that the Fixed Assets…

Hey @User_FQ0VR, The Electronic Payments modules' Payment Notification templates are saved in the File Cabinet under the relevant SuiteBundle (your Bundle ID might be different):

Hey @User_DQTHD, You can turn on the "Bill in Advance of Receipt" Accounting Preference and generate the Vendor Bill before the Item Receipt. Would that work for you?

Is this a transaction Saved Search? Are you sourcing the UOM from the Item record? It would be great if you showed a few screenshots from the search, so I can see what criteria and results you have.