Thanks for the clarification, @User_NG5TG, If you also need to see line-level information, then you would need to run two separate reports or do a customization to bring them into one report. Sales Order and Opportunity are linked via Header, and Sales Order and PO are linked via Line. With Opportunity search, we can get…

Thanks for the additional information, @User_K4DIS, Could you please check the "Accounting" subtab of your Sales Order and see if the Subtotal amount matches the Est. Gross Profit? If yes, you can use that field to get the Subtotal.

Thanks for providing additional information, @User_5BYJA, What you see is the standard behavior and works as designed. With your configuration, NetSuite will consume a quantity of 1 every time you generate an invoice. If you created the Sales Order as 5 qty * rate 10,000 = 50,000, then each invoice will be for 1 qty:

Ah - I see where the confusion is. The "Calculate Est. Landed Cost" on the PO line is a checkbox. Perhaps you created the Item Receipt without checking that checkbox, which is why it is grayed out and cannot be selected. Or, the Templates were assigned to Items after the PO was generated.

You are welcome, @User_E15G4!

Thanks for the screenshots, @User_E15G4, I noticed the "Cost Allocation Method" field is blank under the Landed Cost tab in the Item Receipt. Could you please edit the Item Receipt, choose a "Cost Allocation Method," and see if that helps to get the estimated cost? Thanks.

Yes, @Vasya_3 - your summary is accurate, with only one correction. I won't call #1 the best option. It is the native option, but because it is manual, I prefer the other/automated options more.

Yes - if you want to ensure only the required fields are updated, the Leading Practice is to uncheck the "Run Server SuiteScript and Trigger Workflows" checkbox during the CSV import.

Sometimes, the Custom Role is inadvertently modified, causing issues. Or, the folder that is hosting the files may have been modified with elevated restrictions. Do you know if the issue happens for specific users with all files (e.g., attached from the File Cabinet, from Email, from Computer Desktop, etc.) and records…

Hi @Varonis inc., Do you have open invoices with a mismatch between the "Transaction Date" and "Accounting Period"? If yes, that might cause the issue with the custom AR Aging Report run with specific filters.

It may indicate what is causing the problem. For example, I have seen logs with "Access Permission", "The File Cannot be Accessed" and other similar error messages.

Hi @Varonis inc., Did you have a chance to look into this? Let me know if you are still having issues with the workflow. Thanks.

Hi @User_NG5TG, Did you have a chance to look into this? Thanks.

Hi @User_FQX0W, You have two options: Re-open the closed period to make the change. The leading practice is to do this process first in Sandbox, re-run the Month-End Close, and compare the financial statements "before and after the change" to identify the net impact. There can be a financial impact on closed periods, so…

Hi @Karanjot Singh, Yes - you can do that. One option is to create a Transaction Saved Search for Item Fulfilment record and set the Emailing to go out to "Created From -> Created By" (i.e., Sales Order Creator):

Hi @Vasya_3, Did you check the "Run Server SuiteScript and Trigger Workflows" during the CSV import? When you update custom fields (e.g., Text) that don't trigger Scripts or Workflows, the status of the Bill Payment shouldn't change. Can you check the System Information for the Bill Payment to confirm that only custom…

Hi @Vasya_3, The best option is to use the Advanced Cost Amortization feature. Natively - you have to enter the Cost Amount on the RA manually. Once done - the costs will amortize with the revenue and will be hosted on the Revenue Plan: You would also have a Deferred Cost Journal entry posted from the RA: You can build a…

Hi @ksage, Access to that field isn't available through a Saved Search. One way to get that information is to create a script that would run the Saved Search in the background regularly, download the XML, and take a snapshot of required data points in a custom record.

Hi @User_K4DIS, There are a few ways to get the Subtotal amount in a Saved Search. For example, if you go to Actions -> GL Impact, you will see that it is only the Subtotal amount that is impacting the Revenue/Income: Please try this Saved Search and let me know if you have any issues:

Hi @ImeldaSanchez, Thanks for the responses. Setting the "Store Value" to "False" may resolve the issue, as it will start showing the "live" value. I need more clarification regarding #3. Let's say the custom field value on the item record is: "Order Date + 15 Days". You create a new Quote, and the custom field value on…

Hi @User_DSAIY, Yes - you can create custom filters: You can also choose the required criteria (e.g., Project or a Resource) using one of the default filters: The RACG doesn't currently allow selecting Project Codes - only Project Names. NetSuite is continuously enhancing it, and there is a chance the feature will be…

Hi @Paul Salkeld, I didn't see that error message before and used the "Timeline" portlet on various customer instances. Your NetSuite instance may have something specific that requires an ad-hoc review of the Timeline feature compatibility. Please contact NetSuite Customer Support and ask to enable the feature for your…

Thanks for confirming, @User_E15G4, Yes - the screenshots would have been helpful. I have several other questions: Do you see the "Landed Cost Template" field populated on the Item Receipt line? Do you have the "Landed Cost Per Line" checked on the Item Receipt?

Hi @User_E15G4, Can you confirm that you set up the Landed Cost Template for all required Items? Also, did you specify which template to use for each item in your PO / Procure-to-Pay process?

Hi @Buckeye1497, You can check the DnD script execution logs right after adding a file to Drag and Drop. The logs often provide valuable insights into the underlying issue.

Hi @Luis G, You can create a Workflow to generate an Error Message and disallow Item Fulfillment if, say, a custom "Sales Order is Verified" checkbox isn't checked on the Sales Order.

@ImeldaSanchez, I have a few questions: Do you have the "Store Value" set to "True" or "False" on the Transaction Line Field? When you change the custom field value on the Item record, does it correctly update on the main/first line of the Quote every week? When you copy the line on the Quote, what value appears in the…

Hi @User_8RJ16, The leading practice for your use case is to create a Sales Order from a Quote with a Drop-ship Item. Once the Sales Order is approved, it will create a Drop-ship PO. You can generate the Fulfillment from the PO and then create the Customer Invoice from the Sales Order.

Hi @Arian Barnett, Do you have the "Revenue Plan Update Frequency" set to "Automatic" in the Accounting Preferences: If not, did you run the "Update Revenue Plans" process to create the Revenue Plans? With the "Direct Revenue Posting" checked, the recognized revenue won't appear in the Deferred Revenue Waterfall Summary…

Hi @User_IJB6M, Yes - you can do that: