Invoicing will be a separate transaction. When you receive a drop-ship PO, you will generate an Item Fulfillment linked to the Sales Order.

Hey @Yumiko Fourbs, You may have multiple invoices created from a source Sales Order. Do you expect to change the Start/End Date every time a new invoice is created? The RA is based on the Sales Order, which is why NetSuite ARM is using the related Start/End Dates. If you have a $0 Sales Order and are creating Invoices…

Hey @Chris Haygarth ISDM, You can create a custom field and link to a Saved Search showing the Sales Order with a "Minimum" date. If you want to see the results directly via Project Saved Search, something along these lines should work:

@Zeen , We resolved this via a script that would create a Custom Record for each Billing Schedule entry.

Hey @Nickey, Try using the "Tax Item" not equal to "PST Tax Codes" and see if that works. What is the Internal ID of this field? If the above doesn't work, you can try to use a formula with the field ID as a criteria, which sometimes works if the field isn't available for selection.

Hey @User_1VBIQ, If you are talking about drop-ship POs, then "receiving" the PO is going to generate "Item Fulfillment" from the SO. There will be one transaction created.

Hey @brocha , Did you try using the "Same As Previous" option on the form for the State -> Zip fields?

Hey @User_M9P24, I recommend using "Name (Internal)" instead of "Name". In a Saved Search, the "Name" filter represents the Item Name, Display Name, VendorName, etc. You may get inaccurate or duplicate results (e.g., if you have several vendors on an item) if you use the "Name" filter.

Hey @Cecilia.J, What Expense Report Approvals do you use? (e.g., Enable Features -> Employees -> Time & Expenses -> Approval Routing) 

Hey @User_15Q1A, Natively, you can only show Pie Charts using the "Report Snapshots" portlet that relies on standard reports, not Saved Searches. There are multiple ways to display the results of a Saved Search as a Pie Chart via customization. For example, you can export Saved Search results to Google Drive, generate a…

Hey @C M, I assume you are on the standard/shared Tier and have no extra SuiteCloud+ licenses. I would recommend getting an extra SuiteCloud+ license. You can also upgrade to a Premium Tier for an improved Integration Concurrency and more performance upgrade options. You can refer to these articles for more information:…

Hey @CDuf, They should work without any issues, as you may use TBA for older integrations and OAuth 2.0 for new ones. It is preferable to convert the TBA to OAuth 2.0 at some point, as TBA is somewhat outdated.

Thank you, @Mayumi Ciara Marie Cupcupin-Oracle

Thank you!

Thank you, Team!!

Hey @User_LUL5V, NetSuite doesn't have a documented way to find the "missing GLs" on a custom financial report. What you have seen might be something that coincidentally "works" only in a very specific scenario. The only reliable way I found to ensure the custom financial report is accurate is to compare the totals (or…

Hey @Jeroen Sprangers ZS, The "Message" is one of the oldest records that hasn't been touched for a while. For reference, it only supports SuiteScript 1.0, while most other records support 2.0+. Perhaps it was possible to create custom fields via UI, and NetSuite later removed the access without updating the Records…

Hey @Maleeka, You can only have one active Dashboard view per Role linked to the Dashboard. For example, if you have one Controller Role and multiple versions of the Dashboard (e.g., Controller View 1, 2, 3), you can publish each one after another and check the preferred version. If you temporarily create extra copies of…

Hey @User_30ZOA, Yes, it can be done either via a custom saved search with an alert or a custom workflow with the "Send Email" action. Do you know if the email sent on behalf of the CFO is done by the Flexi Approvals? If yes, did you check if it can be modified per your business requirements?

Hey @Ann Wakefield, Yes, you can do it with the right setup. The main two options would be: The custom record appears as a hyperlink under the related custom Subtab on the SO. You click on the hyperlink to open the related Custom Record to make the updates. The custom record appears as a Sublist under the related custom…

Hey @Melody Hashemi, Do you have more Vendor Credits than Bills? Most probably, NetSuite is counting the Vendor Credits as negatives.

Yes, you should use "Name (Internal)" if you have Vendor Codes or Preferred Vendors on items (e.g., for Drop-ship) or other names such as "Product/Web Store names". I have only used the field name in Saved Searches and not sure what is the related Internal ID. Let's try the "nameinternal" or "itemidinternal" and see if…

Could you share the screenshot of the Criteria? This is not intended functionality and can be caused by the Criteria or Filters (e.g. If you use "Name" as a filter instead of "Name (Internal))

Hey @Ken Mann, Do you have any filters on the Saved Search?

The Unplanned Revenue typically comes from Revenue Arrangements. If you click on the related amounts on the Deferred Revenue Waterfall report, you can see which Revenue Arrangements caused that: If you are unsure how to correct those (there can be 4-5 different reasons for that), you would need to request help from an NS…

NetSuite does support sub-100 employee companies. Some companies use NetSuite with only several employees. Do you have an option to try that first in Sandbox? That way, you can choose the 401K option and test it before configuring it in Production.

Hey @Matt Johnson, I agree that building a scalable process in NetSuite for Customer Credit Applications is better for improved efficiency and consistency. You can build a solution based primarily on a Workflow and Custom Records with pre-defined rules around scoring and approvals. For each new application, you would…

Hey @Sivasubramaniam, Could you share the screenshot of the charge that you are trying to invoice?

Hey @User_XKLA1, Did you check the SAID 101061 that explains how to create a Retirement Plan with Employer Matching and other criteria?

Hey @Rhon R., Could you share the screenshot of the Custom Segment -> Application & Sourcing -> Transaction Columns subtab?