Hi @User_Y64EF, I am not sure where the confusion is. The Utilization is set on the Employee Record and is Monthly by default. It is not set on the Project Task. ............ Your question: I'd like to establish whether it's possible to set a Target Billable Utilization per week or month for each employee (rather than for…

Hi @User_NG5TG, Please try: Formula (Numeric) = ROUND(TRUNC(({jobmain.projectedenddate}-TRUNC({jobmain.startdate}))/7)*5 + MOD({jobmain.projectedenddate}-{jobmain.startdate},7) - CASE WHEN TO_NUMBER(TO_CHAR({jobmain.projectedenddate},'D')) < TO_NUMBER(TO_CHAR({jobmain.startdate},'D')) THEN 2 ELSE 0 END)

Compared to the Legacy RevRec, ARM is significantly more robust. This is one of the reasons it has more controls and restrictions to ensure the integrity of end-to-end processes for Revenue Recognition, Cost Amortization, and Revenue Reclassification. The process I described is the only way to fix the Deferred Revenue…

Hi @Muzzyelk, When you change the Deferred Revenue Account on an Item, it only applies to Revenue Elements / Arrangements created after the change. If you want to correct it for the existing source transaction (e.g., Sales Order), you would need to: Delete all Sales Order's dependent transactions (e.g., Revenue JE, Plan,…

Hi Hormese Paul, The COGS/Tax/Shipping and other lines are integral to the NetSuite architecture and cannot be removed from the Transaction Record. When creating a Workbook, you can exclude these lines: If you have more than 2,000,000 Monthly Transaction Lines, then you should definitely consider moving up to Enterprise or…

Hi @ZShah, Because you are posting the selected Bank Account, one side of the entry would already be the GL account for the bank. When you do a "New Charge", you must choose the Debit Account (e.g., Bank Fees) as the Credit = Bank. When you do "New Deposit", you must choose the Credit Account (Customer Prepayments), as the…

Hi @SDTHL, When you did the following: --- When I create a payment on Pay Single Supplier I have VB1 - remaining amount after credits £24 VB2 - £12 CR4 - £12 (standalone and not applied to a invoice) I tick the Apply box for all three and save. --- Did you expect the CR4 to apply to VB1 instead of VB2?

Thanks for confirming, @Mathias_Netsuite, You can exclude specific Vendor Bills from the Electronic Payments by unchecking the "EFT Bill Payment" checkbox on the related Vendor Record.

Is it possible it was unchecked only recently? I noticed that it had generated a "Current Number": Could you create a new test customer and see if it still auto-generates a number?

The reason you may have only one result when using "Display Name" is: You have only one item with populated "Display Name". You have only one item with the custom status of "Active" or "Extension." Can you replace "Display Name" with "Name" and see if anything changes? If not, can you check how many items you have with the…

You have many custom fields in the Search, and I assume the issue is caused by one of those. Natively, the Name shouldn't display as "Oracle_3242_Eff.03/27/23" even if you change Pay Rate, etc. Please do the following: Copy the search with only the "Display Name" field in the results. Is it still showing twice? If yes, add…

Hi @Nilesh Gupta, Thanks for confirming you aren't using Summary Type. Can you share a screenshot of the fields you are using in the results? For example, do you have any joins (i.e., to System Notes)? Which field(s) in the results differ on the Saved Search rows? You should have only one line per item if you remove that…

Hi @Casey Keating, You should be able to get the "Balance" on a Saved Search without using the "Balance" field. Can you try the following? You can enter additional criteria to narrow down the results further. You can also show the Subsidiary Balance in Results as separate Group Rows or separate Columns.

Hi @User_Jen, Yes, you can do that: Here are the reference fields:

Hi @Mathias_Netsuite, It is not purely an informative field, as by editing each Payment Method, you can set some pre-defined parameters: The Payment Method is only available for Customer Payments. When you say, "does not make sure that particular bills do not come in the payment file", are you referring to the Electronic…

Thank you, Team!

Hi @User_7CG4X, The "Fully Billed" status is based on "Billed Quantity", not "Billed Amount". You can edit the Bill and reduce the quantity (you can still set the amount to 400), so there is some left on the PO to be billed later. Once done, the PO status should be updated.

Hi @User_YVT0P, You can use the "Clone Environment" option: Another option is to use the "Migration" tool to create an Artifact Snapshot from Production and import it to the Sandbox/Backup environment.

Hi @User_8RJ16, You are on the right track - the issue you are seeing is most probably caused by enabled auto-numbering for Customers. You can disable it via Setup -> Company -> Auto-generated Numbers.

Thanks for confirming, @User_P2QHQ, Are you using this for a Parent Bank Account with Base Currency or a Subsidiary and/or non-Base Currency Bank account?

Thanks, @Nilesh Gupta, Are you using any Summary Types under results? It would help if you also shared a screenshot for the Results section. Thanks.

Do you have anything entered under "Available Filters"? Here is an example:

Hi @Mathias_Netsuite, The native/standard Method Of Payment is the one under "Setup -> Accounting -> Accounting list -> Payment Method". These are Payment Methods that you can select when entering Customer Payments. The other one that you listed might be added by a Localization Bundle, SuiteApp, or another…

Hi @Nilesh Gupta, The Item duplication might sometimes be caused by Saved Search filters. If you have any filters, could you share the screenshot? Thanks.

Hi @User_FL4CK, You can't show the User Notes on the AR Aging. Each Customer may have multiple User Notes. The AR Aging Detail shows one line per invoice, so even if there were a way to add the field, it wouldn't apply to any specific invoice. You might be able to add "most recent User Note" (i.e., Summary Type = Maximum)…

Thank you, @Micah Timbol-Oracle!

Hi @Dwight Schrute, By saying customization, I meant a combination of a SuiteScript and Custom Record. It is not something that can be done manually. On a high level, every time a Sales Order is created (or modified) that has a Billing Schedule, the script would create a linked Custom Record with all the relevant data to…

Hi @Florencia Iglesias Gissi, All inventory costing transactions in Multi-book enabled NetSuite are book-generic and would always impact Primary and Secondary books. This is done by design to ensure the overall integrity of the system.

Sure, @User_Y64EF, You can set the "Target Utilization" for each employee to help with Resource Allocation. Perhaps you are using the "Target Billable Utilization" in your company. However, whether you bill the hours back to the customer or not is independent of the "Utilized Time", as some booked Actual Time might be…

Hi @User_JVL1I, You can export the Transactions/Entities/Etc with the values of the Custom Field and re-import once the type is changed to "Free-form Text". As this is a custom field, it won't affect GL, so you should be able to do the update for closed periods.