Please check the "Resources" tab and "Resource Details" and/or "Resource Allocations" (depending on the Project Preferences) of the Project and see if both Hill and Bergh are there. If Hill isn't there, you probably have to add him as a Resource to be able to use him in the related Time-Based Rule.

Hey @Chan Man, That might be related to the Project. Are you allowing only Project Resources to enter time? If yes, did you add both employees as Project Resources? Are they assigned to Project Tasks?

Hey @Divya Unnikrishnan, It appears this is a defect with the report scheduler, which uses the "Previous One Month" range instead of the selected "Last Month". Can you try scheduling it with the "Previous One Month" and see what you get? If the issue persists, you should open a Support Case with NetSuite and request that…

Hey @Vishal_, Sometimes this is caused by "Inactive" roles or the "Restrict This Role by Device ID" preference being set. Could you check these?

Do you have any Vendors that the system marked as "Duplicates"? You can update the "Set Up Duplicate Detection" for Vendors to ensure you have the right criteria there. Once the system detects Vendors as "possible duplicates", you should be able to merge them. If none of the above works, please share some screenshots to…

Hey @User_KC8Y1, I have used the Vendor Merge feature multiple times, and it works well. Which NetSuite Role did you use when you clicked "Merge"? Did you get any error messages?

Hey @KJD, To change the Price Levels and Discount %, you have to go to Setup → Accounting → Accounting Lists → Price Level:

Hey @GSONI, It is probably related to the Employee Record differences. The best is to compare the Employee Record that doesn't get the Tax Codes assigned with the others, to see if there are differences in Subsidiary, Currency, or something else. There is also a chance it relates to Expense Categories or related…

Hey @User_456Z7, You also need to create Downtime Reason Details records and link them to previously created Reason Codes:

Hey @User_XXZDZ, Yes, you can do that via the custom "Transactions" subtab and sublist. You can enter the required criteria for the displayed transactions on the custom sublist.

Hey @Febin Antony, The best is to open a Support Case with NetSuite and request that they provide the details, as the publicly available information isn't that granular.

Hey @User_KAGURA, Yes, it is possible to do that via a custom script.

Hey @User_FT7OL, That's native, and you need a script to run on a schedule to update the Header and line-level auto-populated Ship Dates for Special POs.

I see what you mean. On the Role, do you have the "Accessible Subsidiaries" = "User Subsidiary" selected? This may work differently compared to "Accessible Subsidiaries" = "Selected Subsidiary ***"

It should. Even if it doesn't, you can download the first 2 months from the bank and upload to Production manually.

I meant to try the criterion on the Saved Search via formula. It can be something like: CASE WHEN {usersubsidiary} = {event.subsidiary} THEN 1 ELSE 0 END

Hey @ferb, You should add the following "Transaction" permissions as "View" to the custom role to allow viewing the Aging information on the Customer record: Deposit Application Generate Statements Posting Period on Transactions

Hey @Toanne Termeer, Try using a "User Subsidiary" criterion to match the Subsidiary of the Activity to restrict the results.

Hey @Toanne Termeer, Try creating a separate Sublist for the Vendor and use the "Attendee : Internal ID" filter, and see if that works.

Hey @User_TXI1Z, You won't be able to achieve the Level 2 Component information via the Saved Search. You would need to build a SuiteQL and run a recursion to get the Level 2+ data.

Hey @User_DFWJK, NetSuite doesn't have a "Year End Close" process similar to other ERPs. It doesn't transfer anything to "Retained Earnings" systematically and updates the financials "on-the-fly" to show the accurate details based on the company's Fiscal Year End. If you want to post something to "Retained Earnings", you…

Hey @User_9MX5L, Some customers benefit from using the CPQ module to automate the item pricing. Check if that may work for you.

Hey @Kellyann, There is a chance the Item form that is being used for the CSV import doesn't have the "Available to Adv. Partners" field available. During the CSV Import, you can open the "Advanced Options" and ensure you have an applicable Item form selected. The "Available to Adv. Partners" field on the Item can be…

Hey @User_NG5TG, If you add the following criteria to your Saved Search, invoices that haven't been emailed will be ignored:

There are a few ways to get the data from a Bank for reconciliation purposes, so some companies try the "Parser" if the Bank Feeds solution doesn't work. Yes, once you confirm everything is working, you can disable the Sandbox integration and replicate it in Production.

Hey @Sergio vP, Yes, you can definitely do that, to ensure everything is accurate before deploying it in Production.

Hey @Karanjot Singh, This will be tricky to accomplish without customization. The only way you can do that natively in a Saved Search is to build it as a line-level Sales Order Saved Search, which shows the Purchase Order and the Item Fulfillment via Applying Transaction join.

Hey @Rob Riccio For WIP (checkbox is checked) Work Orders, the expectation is that Work Order Close is the step that completes the In Process Work Order. That's the native functionality. If you want to mark WIP Work Orders as built for reporting purposes prior to Close, you can do that via the "Mark Work Orders Built" bulk…

We are now closing today’s session. We hope to see you in the next #AskAnExpertLive! I hope the tips I provided will be helpful for you. ☺️ Be sure to follow the AskAnExpertLive tag for updates. To help us improve this program, feel free to share your feedback with us. Have a spectacular day, everyone!

Hey @Daniella Cardel - Oracle-Oracle, Revenue Recognition is one of the most complex areas of Accounting, which is why it is essential to understand its fundamentals before attempting to use NetSuite's Advanced Revenue Recognition module. The NetSuite Learning Portal offers practical courses (e.g., Revenue Management…