Hi @Sunil Kumar Kardam, Could you provide more details on your specific issue? Do you have RevRec Journals posted against the Revenue Plan you are trying to edit? If you could share screenshots, that would help, too.

Hi @User_XMFHV, Can you check if instead of "includes me," you can choose "is me/mine":

Hi @User_Q1DPO, Per Accounting Standards, the Gain/Loss is Realized when a Sale or Purchase transaction is settled. Open Balance Sheer revaluations are Unrealized. Many companies buy/sell their cash. For example, they may sell USD and buy GBP or vice versa. When the sale or purchase transaction is completed, any foreign…

Hi @Chris74, The leading practice is to use the project record to control which projects are available for Time Entry. Under the "Preferences" subtab of the Project record, there is a checkbox called "Allow Time Entry": You can control which projects are available for time entry manually or via Workflow/Script. I mostly…

If you uncheck the "Global Search" checkbox from the custom text field, the search result discrepancies may go away. If, after several hours, the custom field is still indexed, it's a good idea to clear the text from the field and re-import with the field checkbox unchecked.

I analyzed both "Shelf" search exports that you provided and found the following: There are 1,849 unique item results when you search for "shelf" Globally and via Item list There are 1,584 unique items in the Item search (e.g., Internal ID 15118) There are 72 unique items in the Global search (e.g., Internal ID 16569) And…

You can add the Customer Name to the Invoice sublist on the Payment Record by editing the Payment, Customizing the Sublist, and ticking the "Name" checkbox:

No worries - let me know when you have time to look into this.

My proposed criteria had 3 lines, but yours has 5. Because you have two more lines, you must update the parenthesis for the whole criteria to work correctly. As I don't have your custom fields and items, I cannot test it properly on my side. Could you move the second parenthesis down and see how it works? Thanks.

Could you advise what specifically you need to do via reporting that doesn't work? We should be able to get the required information via record joins. I am unclear what you mean by "But PYMT doesn't". Are you trying to edit the Payments sublist on the Deposit record? It is not available on the form but you can add native…

Hi @CRATIV_Jason, What is the main reason you want to show the customer name on the Deposit Record header? Is it required for reporting? A Bank Deposit can relate to multiple customers, which is why they appear under the "Payments", "Other Deposit," and "Cash Back" sublists/lines:

Yes - there are 1,575 items similar to ADVA-AG-MT-300. The discrepancy explanation appears to be that the Global Search doesn't look at "Store Display Name" while the Item Search does. In the Item Search, can you change the filter to "Display Name" and see if that changes anything? Thanks.

Thanks for the exports; this is helpful. Yes, the inactive items might be one of the reasons. What happens when you do a global search for "ite: %shelf+"? Adding "+" to the global search keyword includes inactive records. Let's also look at the following Item: Internal ID: 50340 Name: ADVA-AG-MT-300 Display Name: Equipment…

That's good. Based on your previous comments, when you search for "item: shelf" in the global search, you get around 259-265. And when you search "shelf" on the Item page, you get 1777 results. Could you please export both to Excel and see what the discrepancies are?

Sounds good, @Eklon Eleuterio

Just the item page. Let's first confirm everything works correctly there.

Hi @Miki M-Oracle, Can you check if the customers for whom the Remittance isn't printed have anything in common? For example, those are multi-currency customers or have unapplied balances on account, partially applied Credit Memo, etc. There is a chance that the Advanced PDF template wasn't customized to account for all…

Thanks for checking that. I suspect the issue is with the "MB List w/Qtys" view. Could you select the "View = All", then Customize -> More Options, and only add the "Name" as a filter: Let's see what you get if you then search for "freezer" or "fryer". Can you also check if the results change if you search "%freezer" or…

Hi @Jake Pangan, The native linkage of the Sales Order to an Estimate happens via the back-end "Transaction Line ID," which is not exposed. We won't be able to link a standalone SO to an Estimate. The leading practice is to reverse the Item fulfillment and the Sales Order and create a new one from the estimate. If you want…

For the Item Name filter in the Saved Search filter, are you using "Name" or "Name (internal)"? If you use "Name", it may duplicate the results if you have items with multiple vendors and other multiple entities.

Got it; thanks for the additional information. If you select the required non-managerial role in the "Access" tab of the Custom Field and choose "None" for both levels, the field should become hidden for the non-managerial role. Here is an example:

You are welcome, @Craig_Verde

Thanks for confirming. I have a few more questions: Did you log out and log back? Did you clear your browser cache? Can you manually select the new Saved Search view in the Sublist? If yes, does it stay the main View if you log out and log back?

Thanks for the clarification. If you enter the "Purchase Price" on the Item Record, it won't auto-update based on the most recent PO. If you use the Auto Fill feature, it will populate the PO lines with the Purchase Price used on the most recent PO for the selected vendor:

Hi @Craig_Verde, On the document you shared, it wasn't visible if you checked the checkboxes beside the applicable roles: Did you do that step? Thanks.

Hi @User_YFUMH, Does your question relate to "Cost Estimate Type = Last Purchase Price"? If yes, then the "Est. Unit Cost" on the Sales Order line will populate the cost of a drop-ship item based on the most recent Purchase Order. It is unnecessary to have a Receipt or Bill generated from the PO for the cost to get…

When you say "Global Search", are you referring to this field? And when you say, "The number of results for these searches varies widely (388, 510, 1777, for identical searches on the Item page)," do you mean the number of results changes even though you are searching with the same keyword every time?

Greg, I agree that moving the invoicing to NetSuite is better long term. Regarding the Avalara Tax Code, I was suggesting to: Have the Avalara configured in NetSuite, too Connect it with a non-Production Avalara, so the actual data is only updated based on SF When an invoice is created in NetSuite via integration with an…

I was talking about non-posting accounts and didn't realize you were asking about the GL11520, which is a posting account. The other side might be a Write-off transaction or something similar. It would be different from company to company. Can you check the Register for GL11520 and see if you can find the balancing entry?…

Ah, that explains it. I didn't realize you were using the "Created By" for filtering. The "Created By" field queries a List/Record for all entities stored on the account and is limited to showing only 1,000 records. You probably have less than 1,000 total entities (e.g., Vendors + Customers + Employees, etc.) in SB, which…