Hey @Jeroen Sprangers ZS, We can build an integration to show the updated vendor catalog in your NetSuite instance. The integration can also built to generate a PO in NetSuite when the PO is created on the Vendor website. It might also be possible to generate a Vendor PO based on a PO created in NetSuite (provided we have…

Hey @Eva H, Yes, you can do that. SuiteSuccess isn't a specific database type. It is a selection of settings, reports, fields, and other custom objects deployed via industry-specific SuiteSuccess Bundles. Some customers don't use the "SuiteSuccess" bundles and work with consultants to configure their NetSuite account to…

Hey @Elina Kourouzidou, Did you select the "Account (line)" under the "Transaction Columns"'s Source List?

Hey @jmack_admin, You have two options: Credit the Invoice, then delete the Item Fulfillment and close the Sales Order. Once done, create a new Sales Order with the correct customer. Delete the invoice, Item Fulfillment, and Sales Order. Then, create a Sales Order with the correct customer.

Hey @Andy Galuski, The Saved Search you are trying to edit came from a Bundle and was locked. Now that Bundle's source account is inactive, you can't get rid of this Saved Search yourself. You would need to open a Support Case with NetSuite and ask them to help with this issue.

@User_7NEDX, You must map the "Business Unit" from the source transaction (e.g., Sales Order) to the Revenue Arrangement. Once done, the related Business Unit will be present every time the system creates the Revenue Arrangement. With the Business Unit present on the Revenue Arrangement line, you won't have errors when…

Feel free to open a case with Support and ask them to investigate. They have access to a copy of your account and can find out the cause. I will be surprised if it is a bug.

Perhaps the original JE was applied when you tried to change the customer, and the new one is unapplied.

Without access to your account, I cannot know what customization is locking that field. It might be a custom workflow if you are confident it is not a script. Also, there is a small chance that the native "Name" field is hidden, and a custom "Name" field is shown with a field display type set to "Disabled."

The "Name" field isn't locked natively when the Journal is editable. One of the scripts deployed on the Journal record is locking it. You can check the technical documentation of each script to see which one is locking that field and under what conditions. Most probably, they have a good reason to lock it. If you are…

Via Customization -> Scripting -> Scripted Records -> Journal Entry -> View

Hey @User_PRTRT, Do you typically have access to changing the "Name" field values on Journal Entries? If yes, a custom script might be locking that field for specific Journal Entries.

Hey @Bee Yook, This appears to be a NetSuite issue in RP. Can you try another transaction and see if that happens again? Also, can you set up a new Item in RP and see if you are still getting the error message? If you keep getting the error message in RP, I recommend opening a Support Case.

With 4-4-5, you may need a customization to display the next period, as you would need a library defining all next periods per 4-4-5.

Hey @Edwards_05, Something like this should work: Formula (Text): To_Char(ADD_MONTHS({startdate},1),'Mon') || ' ' || To_Char(ADD_MONTHS({startdate},1),'YYYY') Replace the "startdate" with the field ID of the Start Date field.

I am glad you made it work, Paul! I meant any "Description" field, such as Sales/Purchase/Stock. Every Item record has a text field that can be updated via CSV.

Then there would be no difference when selecting "Other Transaction (exclude tax)" vs. "Other Transaction."

Hey Paul, Yes - you can update any text field on the Item record, such as "Description". For example, you can export the descriptions and re-import them without modification. Or, you can create a temporary text field, update it for all items, and delete it afterward.

Hey @Paul L. Walker, You can run a CSV update to just "Edit/Save" a record without making any other changes. Please refer to SAID 103480 as a reference (there should be a few other similar articles).

Hey @User_JII5B, When you click "Customize" on the "Bill of Materials Inquiry" and "Component Where Used Inquiry" pages, you can select custom fields created on the Item (Component) record, not custom fields created on the "Bills Of Material" record.

Hey @Vernita, Are you using SuiteTax or Legacy Tax? The "Other Transaction" will include taxes with SuiteTax and exclude them with the "Other Transaction (exclude tax)" option. This doesn't apply to "Legacy Tax," and both selections will have the same impact.

I usually show the net difference when using the KPI Meter to measure performance. In this specific instance, $3.8M is the Target (entered as a Threshold in the KPI Portlet), and the $1.2M is the "deficit" (i.e., Actual - Goal). It also works well if you want to show how close you are to "goal attainment." (e.g., 85% vs…

Sure. Create a Custom Record to enter the Daily Shipment Goal. Create a Custom Field (List & Transaction) on this record to link the related transaction record. Select "Record is Parent" Select a related actual shipment transaction in #2. This is the value we would need to update daily via automation. Create a Transaction…

Not necessarily. If we update the single linked transaction daily, that would be sufficient. I know for sure we can do that via script. You can check if you can do the daily update via Workflow, Mass Update, or Field Sourcing. The other option is to have a "Daily Shipment Goal" field on the related transaction record and…

Hey @Vernita, The Estimated Landed Cost is recorded on the PO / Item Receipt and might be adjusted when the Actual Landed Cost is recorded via Vendor Bill. You can attach Landed Cost Templates to Assembly and Inventory Items. It is not considered as an overhead and is not included in BOMs.

Once the Custom Record is linked to the Transaction Record, you can run a search with a formula to do: If the date = today, then SUM all amounts of specific transaction type "minus" SUM (or Max) of the Amount/Goal from the Custom Record.

This is helpful. The missing piece is the link between the Custom and Transaction Records. Can you create a custom field on the Custom Record and make it a child of a Transaction Record? Then, you should be able to compare the Actual vs. Goal results via one Saved Search.

Please share the relevant screenshots (KPI, Search) to help with the troubleshooting. Right now, I am making some assumptions about how all this is set up, which might not be what you have.

Hey @Edwards_05, Yes, that should work. I used that method (e.g., last_day({today}) to show the Last Day of the given month) in the past for KPIs that refer to a single Custom Record. The "non-stored values" will show in a Saved Search if populated via a formula in a field. "Non-stored values" populated in a field via…

Hey @tech work, A few questions to troubleshoot the issue: What do you see in the "From" section when you open the sent email in NetSuite? What is the "From Address For Emailed Forms" under Setup -> Company -> Email Preferences? Do you have Domain Keys populated under Setup -> Company -> Email Preferences? Do you have a…