No problem at all - we will figure it out. Just before trying another CSV, please do the same for the Subsidiary as you did for the account, so the mapping uses "Internal ID" instead of the "Name" of the subsidiary. Have a nice weekend, too!

Could you double-check the internal ID of the subsidiary is 25? Also, could you try using the Parent subsidiary or another subsidiary/account combination? Once we have one successful CSV import, we will be in a better position to pinpoint the cause. Typically, if you successfully create the transaction via UI, mirroring it…

Hi @Vernita, Based on your configuration, the system might be using the Consolidated Exchange Rate for the conversion. Could you check that and let me know if you still can't reconcile it? Thanks.

Hi @Vernita, The error seems to be related to Work Calendars. Do you have a default calendar in the system? Also, do you set Work Calendars on Employee Records? Thanks.

Hi @Chandanesh, Could you use the following reference search and see if it works for you:

Yes, thanks for that. Could you confirm that you used every information on the manual entry 100% matching the CSV? If yes, can you try another GL account instead of Account 11000? Also, did you enter the same External ID on both lines of the CSV import file? Note that I created a Custom Transaction replicating yours, and…

Thanks for the additional clarification, @JamesHuntley, The "Approval Routing" checkbox for "Purchase Requests" or "Purchase Orders" shouldn't itself impact the display type of the "Purchase Approver" field on the Employee Record. Could you go to Customization -> Scripting -> Scripted Records -> Employee and see if any…

Could you please share the screenshot for the Address Form that you customized? (Go to Customization > Forms > Address Forms, click Customize for the standard address form, and move the phone number to the last one.)

No worries at all, @MikeGodbout - I would be glad to help! The new error message confirms the issue isn't related to a wrong account name. It seems the issue might be related to currency or other restrictions. Can you try to enter the Custom Transaction through the UI with the exact same data you have in CSV (e.g., post to…

I am glad it worked, @Jose Vale, You had everything that was needed, and indeed, it wasn't clear what was causing the error message.

Thanks for checking. Can you do the following and try to import again? On the import template, replace Account 11000 with the Internal ID of that account. On the mapping, replace "Name" for the Account with "Internal ID". Run the import If the import is successful, or we get a different error message, then the issue might…

If you click on the pencil for the account on your mapping, does it say "Name", "Internal ID," or "External ID"?

Can you check the Script Execution Logs and see if any of the "EP" scripts is logging this error? If yes, the logs may provide additional insights into the cause.

Thanks for checking, @User_HWW8S, Also, does your custom address form look like this?

Hi @MikeGodbout, Are you using "Name" or "Internal ID" for the import mapping for the account? My recommendation is to always use "Internal ID" as using "Name" may result in the above error message. Thanks.

Thanks for the clarification, @User_5HBIC, The "Budget Category" filter on the Budget vs. Actual report has a look-up against the Budget Transaction Record (e.g., app.netsuite.com/app/accounting/transactions/budgets.nl?id=1) The GL Account itself isn't being filtered. The only way to include a GL Account in the Budget vs.…

@JamesHuntley, Is the "Purchase Approver" field grayed out on the Employee Record? If yes, that might be caused by another workflow. Could you check what else might be affecting it? I don't have the "Approval Routing" enabled in my NetSuite instance, and the field isn't grayed out.

Thanks for trying that, @Jose Vale, Could you also try to completely remove the "Bill EFT Payment Information: Internal ID" = "Is not None" criteria and see if that works? I suspect it might only apply to Bill Payments, although NS recommended adding it. Thanks.

The options I was referring to wouldn't be for Inventory Items sold through Projects. By design, NetSuite allows only non-physical items to be directly associated with a Project/Service, a transaction fundamentally different from the "sale of physical goods".

Everything looks good on this screenshot, @User_SP0KO, Did you find the field with the "multiple select" type? If yes, could you send screenshots of all field tabs (e.g., Main, Validation & Defaulting, Sourcing, etc.). Can you do the same for the "Code Type" and "Default Value" fields? There was nothing on the "Validation…

I am glad it worked, @User_SP0KO! What I meant was for you to click on the field called "Default Value" and screenshot the main tab and sub-tabs, such as "Validation & Defaulting". A field itself may have a Formula that populates the value. Here is a sample Text Field's screenshot: There seems to be other "missing…

Hi @User_GE47I, There are a few ways you can do it via Workflow or Workflow + Custom Field with Sourcing. One option is to create a Scheduled Customer Workflow and use a Customer Saved Search with specific criteria (see reference criteria below) to trigger the "Set Field Value" action: Let me know if you have any issues.

Hi @JamesHuntley, You might be able to use the "Purchase Approver" without selecting the "Approval Routing". Could you please test it and let me know if you still have issues? Thanks.

Hi @User_HWW8S, Could you edit the Sales Order and click Customize -> Customize Form to check what printing type you are using? If you are using the "Advanced" option, then you would need to edit the "Print Template" under Customization -> Forms -> Advanced PDF/HTML Templates.

Hi @User_5HBIC, Could you please advise why you need to do that? If the goal is to exclude GL Accounts that don't have budgeted amounts from the "Budget" screen, you can use the "Account Type" = "Existing" filter:

Hi @Jose Vale, I noticed you selected the "Bill EFT Payment Information: Internal ID" = "Is not None" criteria only once, although you need to have it on two sequential rows. Could you please make the update and try again? Thanks.

Hi @User_4SFC6, That's a great question. In NetSuite, Journal Entry acts as a hybrid transaction, which sometimes can be used as a replacement for other transactions, such as Customer Payment, Bank Transfer, etc. The use case you are describing isn't uncommon and can be automated via customization, so when the sweep…

@User_2LD8N, I noticed you are trying to create the Workflow on the Purchase Order. My recommendation is to do that for the Vendor Record. Once you create a new PO for that vendor, the selected Tax Code should auto-source to the PO. You can update the Tax Code for the in-flight POs via CSV import. Could you try with…

Hi @User_EKY01, You can change the Revenue Rule on the related Revenue Plan only if the Month End Revenue Journal hasn't been posted. Based on your description, you have many in-progress RevRec transactions, so that is not an option. The good news is that there is a solution. Even if you have the "Update Remaining Periods…

No worries, @Santi B. - I am here to help the community! Thanks for the additional information. I sense there is some confusion about the "Percent Complete" functionality. Let me summarize it for you: The "Use Percent Complete % for Forecasting" applies only to forecasted revenue. It doesn't impact the Actual Revenue in…