Hi @Kedalene, Can you double-check if the user is logged into the correct role? Also, can you check if any of the permissions changed for the role that had access to the reminders? Thanks.

Hi @User_JJC0O, For each of the Field/Custom Records, you can set the Access Level = View for any of the applicable Custom Roles. Once done, they can view and select the values but not create them.

Hi @User_SVIBU, The journal shows on the Bill Payment page as it probably credits the AP account for a specific vendor. Is this intentional? NetSuite allows creating the AP via Journals and paying them through a Bill or another Journal. The JNL-5172 will disappear from the Bill Payment screen if the GL for the Credit is…

Hi @Patrisja Nuguid-Oracle, Could you check if you can use the Market Segment as persistent/matrix columns if you run the Income Statement Summary report? The "View Columns By" option doesn't work for the "Detail" version of the Income Statement.

No problem at all - I am glad to help! By design, the Intercompany AR and AP accounts are used for Intercompany Sales And Purchases and can be set to IC Customers and Vendors. The Intercompany Cross-charge mainly moves actual expenses/time from one subsidiary to another. It doesn't natively support the addition of a…

Could you please open a NetSuite Support Case and ask them to investigate this? They have the tools to help identify what is locking the Purchase Approver field on the Employee Record. I am curious to know what would be their answer. Thank you.

Sure - @kees.netsuiteadmin, If you open the Customer Deposit that has 18+ lines/checks, there should be a Print Summary option there:

Hi @Mathias_Netsuite, Yes - you can do that via the "Transactions -> Financial -> Create Intercompany Adjustments" process. For example, you have an employee in Subsidiary A who entered an Expense Report for a project in Subsidiary B. You can cross-charge that expense via the "Create Intercompany Adjustments" process. When…

We could have done this with a Saved Search if you had a direct link between Sales Orders and Purchase Orders. Because they aren't linked (which is a valid business use case), the only way I can think of to do what you need in an automated way is through customization. The script will run on a scheduled basis, record all…

Thanks for checking that, @JamesHuntley, What is the display type of other similar fields on the Employee Record, such as "Expense Approver", "Purchase Limit," and "Purchase Approval Limit"? The field is grayed out due to one of these: Display type setting on the field itself (this shouldn't apply as the field is native)…

Hi @Vernita, The detailed example that @Patrick Fresnosa-Oracle kindly provided would apply if you have the following: Parent (AUD) Child (USD) Grandchild (AUD) If you only have Parent and Child, and both have the AUD as their base currency, then the Consolidated Exchange shouldn't impact it. I would expect the Amount to…

Hi @kees.netsuiteadmin, NetSuite imposed that limitation as the pre-printed deposit slip (ordered from https://www.netsuiteforms.com/) can only include 18 checks. I agree that they should have provided an option to extend the number, as many customers aren't using the "official pre-printed slips". An alternative would be…

Hi @User_HWW8S, Typically, Trade Shows, Campaigns, and other lead-generating activities are tracked via Custom Field/List on your Lead/Prospect record. For example, you can create a field called "Trade Show" and a list called "Trade Show" and assign the list to the field. Then, you can create various "Trade Show" list…

You are welcome, @MikeGodbout - I am glad it worked! Interestingly, when you use the Account Internal ID (e.g., 863) on the CSV import, the name shouldn't really be an issue. Take care!

Hi @Martha Hakes, Do you create POs from Sales Orders? Do you want to see open Sales Orders only if they are linked to drop-ship POs? Thanks.

Hi @Mahmoud Alshami, Yes, it is possible. Please use this Saved Search as a reference to do that:

Hi @Dext3r, It might be easier to set this as a default preference for the required custom roles:

Hi @Janet P, There are several options to do that. Here are two of the methods: Create a Workflow that returns a user error when someone with the "Shipper Role" tries to edit the required fields on the Sales Order. Create a custom Sales Order form assigned to the Shipper Role where the required fields are "Inline/Disabled".

Hi @Febin Antony, Once the field is set to "Disabled", it won't show in the import mapping. Did you set it to "Disabled" = "On Create" via Workflow? If yes, you can exclude the "CSV Context" from the Workflow Action. Another option is to "Disable" the field only on a specific Time Tracking form and do the CSV Import using…

Hi @Cristian Cabacaba, Yes, you can do that via customization/scripting. Workflows currently support only "Item (line)" sublists but they may support "Account(line)" in the future. Thanks.

Hi @User_JED7G, Our customization options for the "General Ledger" report are limited, as it doesn't support SQL formulas. As the Invoice Group is made up of invoices, which are the transactions that create the GL impact, we won't be able to combine them into a single line on this report. Maybe it will help if you show the…

Thanks for confirming, @ZShah, Can you add the "Financial -> Document Number" column and see if it works for you? Thanks.

I see. Do you have Strongpoint that allows checking all objects in NetSuite that impact the defined field (e.g., Purchase Approver)? If not, can you go to a Dev/Sandbox environment and remove the Approval Routing for Purchase Orders and see if that impacts the locked field on the employee record? You can also try using a…

Hi @Laura K, Please use this Saved Search as a reference and let me know if it doesn't work for you:

Hi @ZShah, Can you check if any of your invoices impact the P&L directly? If you are using Advanced Revenue Recognition, invoices would only impact the Balance Sheet (e.g., DR: Accounts Receivable and CR: Deferred Revenue).

Hi @User_JED7G, Was this invoice created in a subsidiary with a base currency of AUD? This could happen if the base currency of the subsidiary isn't AUD, so the report is converting it back to the base currency of the subsidiary (e.g., USD) and then to the Parent Subsidiary currency of AUD.

Hi @Mark Halsey, You can do that via Sales Force Automation Mass Update:

Hi @Tafara, Did you try the Saved Search, and it didn't work for you? If yes, please share the screenshots so I can take a look. The Saved Search worked for me. Thanks.@Tata Consultancy

Hi @Vernita, Could you check if you have the "Log System Notes on Update Only" unchecked under General Preferences? It is checked by default and might be the reason you are not seeing complete logs.

Hi @Janakan, Could you remove the "Sales Rep": Show = Yes filter from the Saved Search and export again? If this resolved the issue, we would need to use a different filter or modify the criteria for the Sales Rep.