Thanks for the clarification, @User_LUL5V, For actual Inventory items, you don't really need to generate charges from projects to then invoice the expense back to the customer. You can still link the PO to the SO for reporting purposes via drop-ship transaction. There a several options we can explore - let me know if you…

Thanks for the additional information, @Santi B. To ensure we are aligned on the issue, could you advise if your main concern is: Percent Complete Revenue (Forecast) Percent Complete Revenue (Actual) Both

Thanks for the additional information. If the shared workflow is the only one running on "Account", something else must be affecting the deselection. Can you hold the "Windows Ctrl key / Mac ⌘ key" and click on the selected item to see if that helps deselect it? Also, could you share screenshots of the "Default Value"…

You can't delete a GL Account once there are transactions because of the "dependency relationship". However, you can edit that GL account, change the Name and Number (e.g., append "_old"), and make it inactive. You can then create a new GL account with the required Name, Number, and Type.

I see what you mean, @User_7YN8E, You can't change the Type of a GL Account if transactions are posted to that account.

Hi @User_7YN8E, The Account Type for Parent and Child accounts should always match. NetSuite has lots of functionalities that are based on the account type, so by design, NetSuite won't allow linked accounts (Parent <-> Child) to have different types (e.g., "Other Asset" to be a parent of "Long Term Liability").

Hi @User_SP0KO, Could you check if there is a Workflow running on the Account record that is preventing the deselection? Also, can you share screenshots from the custom field's main tab and sub-tabs? Typical multi-select fields shouldn't cause issues with deselection.

Hi @User_2LD8N, For Canadian Vendors, there should be a field called "Tax Code/Tax Item". If you select "CA- Zero" for a Canadian Vendor, it will default to POs for that vendor. If you regularly create Canadian Vendors, you can create a Workflow to default "Tax Code/Tax Item" = "CA- Zero" for all Canadian Vendors.

Hi @User_XMFHV, Yes, that's going to be a lot of manual work... I know that Amortization Schedules can be edited via Server-side Scripts. Not all fields are exposed, though. When you are saying "destination account", are you referring to this? If yes, that field should be accessible to scripting.

Hi @User_DATN1, You may not need the custom field if you use Revenue Plan for your search. Could you try this search, showing the "Posted Revenue and Cost by Customer", and let me know if it is close to what you are looking for?

Hi @User_NG5TG, Yes, there are a few ways to do that. Here is one reference search you can use:

Thanks for checking, @User_7YN8E, Do you get a specific error message when you click "Save" after changing the Parent account?

Thanks for the additional information, @User_X0ICX, Did you check my previous post to confirm none of those configuration changes happened right before the June 2023 revaluation? Also, were there any changes to the multi-book configuration? NetSuite support has access to back-end logs that we don't, so they might be able…

Great news, @Ramkumar Natchimuthu!

Thanks for the clarification, @User_KBP3V, Employee Commissions can be accrued in a few different ways. For example, it can be sourced from a source transaction to a Revenue Arrangement to be amortized as part of Monthly RevRec Journals and accrued as part of Cost Deferral Journal. Could you advise how it is calculated in…

Thanks for the clarification, @User_E15G4, Could you choose the "Display Negative Numbers" = "Absolute Value" and let me know if that's what you were looking for? Thanks.

That's good to know that this wasn't a custom field @Jay Schwausch and @Joahnna Given Uy-Oracle @Jay Schwausch - I can paste screenshots without any problems, so it might have been a temporary issue. I would be curious to see the screenshot of the Workflow Field. If it can't be displayed directly, you might be able to…

Yes, I am not 100% clear why all of this doesn't seem to be working in one search, @mark petzold. I plan to spend a little bit more time on this to try a few other options. If this doesn't work in one search, our options are: One Saved Search per year A Saved Search requiring date selection. (you already implemented this)…

Thanks for the additional testing, @Patrick Fresnosa-Oracle. The "Charge Type" = "Purchase" on the Sales Order line should trigger the linkage to the Sales Order. If not, it has no other purpose of being available to be selected on the Sales Order. There is a chance NetSuite removed the Sales Order linkage option for…

Hi @User_LUL5V, The time of the creation SO won't impact it. Sometimes, the Billable charges aren't linked to Sales Orders as "NetSuite" treats them as "standalone from Sales Orders". Another such example is a Billable Expense Charge that is generated based on Charge-based Project Rule. In these cases, the link to the…

Hi @Mathias_Netsuite, You can enable a feature called Intercompany Time and Expense to cross-charge Project Expenses between subsidiaries.

Hi @User_7YN8E, Could you try to edit the Subaccount and change the Parent from there?

Hi @Dext3r, Could you ask your colleague to try another browser and see if that works? Also, the sublist search drop-down can be impacted by Home -> Set Preferences -> Maximum Entries in Dropdowns (I prefer 10) setting.

Hi @User_LUL5V, You can only create Purchase Charge Rules for Non-inventory Items and Service items. Could you advise what is your use case for creating them for inventory items? Thanks.

Hi @User_9K6TO, Do you have that feature off in Prod or another account? If yes, you can refresh the Dev instance from it. Another option is to contact Support and request to turn the feature off. They have access to back-end tools we don't and often help with such requests.

Hi @Santi B., Could you please clarify what you mean by "use Percent Complete Override for Forecasting"? Typically, the "Percent Complete Override" is used for the Actual Revenue Recognition to override the system-calculated (typically based on time entries) project completion percentage. If you always want to recognize…

Hi @User_E15G4, Could you advise which report you are trying to modify? Some have a "Reverse Sign" option. For others, you can create a custom field that is "reversed" and show/use that field on the report. Thanks.

Sure, @Jay Schwausch, You can create a custom line field by modifying the main page only: I would like to see the screenshot of the main page of the custom field. You can also make changes to the sub-tabs such as "Display", "Validation & Defaulting", "Sourcing & Filtering," and "Access". If you modified any of the…

Hi @Jay Schwausch, Could you please share screenshots for all the relevant custom field subtabs? I would like to know how the values are sourced (formula, search, filtering, etc.), if the "Store Value" is checked, and what you have set for the Display Type.

Hi @User_LUL5V, Thanks for confirming. Do you remember selecting the "Charge Type" on the SO before or after the charge was generated? If you think it was done after, you would need to delete and re-generate the charge for it to get linked to the Sales Order.