Thanks for the update. Is this a Transaction Search? Could you share the screenshots for the Criteria and Filters?

If you go to your Chart of Accounts list, you will notice that the "Balance" for all non-posting accounts is "Blank". NetSuite doesn't consider them as actual GL accounts, and they aren't part of any Financial Report and DR/CR balancing requirement.

Hi @RobSpector, You don't need to worry about the initial GL impact of VRMA as it is a non-posting transaction: The same applies to transactions such as Sales Orders, which only have a non-posting GL impact. The leading practice is to rename all non-posting GL Accounts (e.g., GL 99910) into a different naming convention,…

Yes - you bring up a good point. Please try this:

Hi @Fabss, There can be several reasons, such as: The Saved Searches aren't 100% identical in Prod vs. SB The Saved Searches aren't run by the same roles in Prod vs. SB The person running the Saved Search is the "owner" in only Prod or SB Let me know if any of these resolve the issue. If not, I will propose a few other…

Thanks for the clarification. Try this:

Thanks for the clarification. Creating a new item every time the Pay Rate or Bill Rate changes isn't a Leading Practice. Over time, this will clatter the item list and the system and also negatively impact the reporting, historical comparability, and more. Can you edit the Saved Search and add this to the Criteria and see…

Thanks - this is helpful. When you uncheck the "My Preferred Search Results" checkbox, does everything work as expected for the users? Although the tooltip for the "My Preferred Search Results" checkbox on the Saved Search mentions "Global", in my experience, it only applies to the "Quick Search" portlet. The official User…

Hi @User_JIC0H, Would you like a Saved Search for all Vendor Bills with no applied transactions summarized by Bill Creator?

Hi @Paul L. Walker, When you say "I have customized the global item search", are you referring to this? If you could post a few screenshots depicting the issue you are having, it would help with the troubleshooting. Thank you.

Thanks for confirming, @Renee Bernier, Then, it is surely possible to edit the Advanced PDF and update the country display type for Taiwan. I am not an expert in Advanced PDF editing, but the source code update would look something like this: <#if record.country?contains("Taiwan (Province of China)")> Taiwan <#else>…

The "Avatax" Tax Code is set on the customer record to indicate the customer is taxable via Avalara. However, the main driver for the Avalara Tax Calculation is the Tax Code set on the Item record.

@Renee Bernier, Is the screenshot you provided from an Item Record Sublist, a printed report, or another form? For example, if you want to change the country name on the Address Template, you would need to replace <COUNTRY> with Taiwan.

Yes - the EP bundle sometimes gets expired. In most cases, you can update the license expiry date via "Manual License Request": Once the license is updated, you should see the related templates. The EFT Template is used to process Vendor Bill Payments via ACH. The Positive Pay Template is used to validate Customer Checks.…

Hi @Eklon Eleuterio, Yes - you have the correct bundle installed (#464729). It's good that you have installed the NetSuite Licenses SuiteApp, as it helps track various licenses' statuses. You can also use it to request a refresh if the license gets unlinked from your account. Can you check the Status and the End Date of…

There are a few options to fix this: You can export all Time Entries with the exact details, memos, etc., then delete them and re-import them to auto-populate the Billing Classes. You can also do an "Update" CSV import by mapping just the Time Entry internal ID and Employee ID. Sometimes, "touching/refreshing" the record…

Hi @Renee Bernier, Could you please share a screenshot of where you are trying to change the country name? The Country name isn't directly editable. We can update the displayed country name on all printed documents or sent emails.

Hi @Fabss, The Billing Class cannot be updated directly on the Time Entry record. It typically auto-populates based on selected Employee and/or Service Item. Did you recently change the Billing Classes set on Employee and Service Item records?

Hi @User_R3C96, What are the criteria for sending out the email? Does it happen once the Sales Order is approved? You can create a workflow with the "Send Email" action to auto-send emails to the recipient entered in the custom field on the Customer record.

Hi @AndyC_2878, The default period filters aren't editable. It takes some to get used to them. Thanks.

Hi @Chandanesh, I am not 100% clear what the challenge is. Let's say the Sales Order is for $2000, you generated one invoice from it for $500, and that invoice is partially paid with an applied payment of $300. Are you trying to show the "Amount Remaining to be Invoiced" of $1,500 or something else?

Hi @Jake Pangan, Is this a native or custom field? If the user has access to the field, removing it from the form won't impact their ability to see the field value in a Saved Search.

Hi @Jenny_LN, The permission that grants access to GL Audit Numbering is the "Setup -> Manage Accounting Periods".

@ImeldaSanchez - I looked at using custom records as list values and couldn't restrict the drop-down list values by departments. The workflow option seems to be the best one.

No worries - I am glad to help, Greg, Avalara taxes are calculated based on Avalara Tax Codes assigned to Items. For example: Many companies I worked with needed only a few Avalara (e.g., for Services, SaaS Items, Hardware) Tax Codes for all of their items. Once the Avalara Tax Code (and other components, such as Ship-To…

That makes sense. In my view, the best is to map Avalara Tax Codes from SF to NetSuite items and let the tax re-calculate in NetSuite. You can set up the integration so that the NetSuite calculation doesn't impact the actual tax in Avalara Production. The benefit would be that you won't need to add an additional line to…

Thanks for the clarification, @greg.hillPVG, When you are calculating the tax in SF, do you also run your tax reports from there? Is the main reason to bring the tax to NetSuite to show it on the invoice? Thanks.

Hi @Elizabeth Vance, You can configure NetSuite to make the class appear on all GL transactions. Or, you can configure it for the Class to appear on all P&L GL Accounts, which is a more preferred option. Is this what you are trying to achieve? Also, do you have the Class as a required field on some transactions and not…

Hi @greg.hillPVG, Is there a reason you didn't use Avalara Tax Codes for each item, so the tax is calculated for each sales line and not added as a separate line?

Hi @ImeldaSanchez, If both Sales and Marketing departments have access to that field, you won't be able to filter the field values based on the department. There might be an option if you use a Custom Record as list values, but I need to spend some time to see if that can be done. I won't recommend creating two fields, as…