Hi @Janis001, Yes, you can do that by selecting the "Cash Basis Reporting" under "Accounting Preferences":

Hi @Ramkumar Natchimuthu, Thanks for the screenshots. If the formula doesn't work for you, another option is to specify the required "System Note" field in the criteria and have the "Date" in a separate column:

Good question, @User_EKY01, Are you using the native Revenue Field Mapping? I haven't used it for a while (I use custom mapping), but from what I remember, it would update a Custom Field on RA from a Source Transaction only: When the RA is created If the Custom Field is on the RA line Even if you have the field on the RA…

Hi @RickG_1136, If you would like to use the "Invoice Sales Orders" or "Process/Schedule Billing Operations" features, you would need to review the Billing Schedule from the Sales Order line so the "Bill/Next Bill" creates an invoice with the whole/remaining amount. If you need to do that for only a few Sales Orders, you…

Hi @Ted Stout, You can update the "Is Public" flag on a Saved Search via SuiteScript using the N/Search module.

There is a custom permission that allows editing GL impacting transactions that are "locked". It is under Custom Role -> Setup -> Override Period Restrictions. You could edit that Transfer Order as the Admin Role has "all" permissions.

Yes, if the number of Revenue Arrangements is large, and manual update isn't feasible, then you would need to develop a custom script to make the update.

Hi @User_EKY01, NetSuite CSV Imports currently don't support Revenue Arrangements. You can update Revenue Arrangements via SuiteScript.

Hi @RickG_1136, If you clear the Billing Schedule from the required Sales Order lines, you can invoice the full "Remaining Amount" for that line via the Invoice Sales Orders feature. You can clear the Billing Schedules via CSV Imports, as Mass Update doesn't support it.

Hi @User_25Q8W, It seems you have the correct "Transfer Order" = "Edit/Full" permission on the custom role. Can you check if the Transfer Order that you can't edit has a GL impact and is in a Closed Period? Thanks.

Hi @User_LUL5V, Thanks for the screenshots. I didn't see the "Charge Type" = "Purchase" on the Sales Order. Do you have that field showing on the form? If yes, did you select the correct Charge Type? Thanks.

Hi @3EyeMatt, I worked with Avalara Tax' Address Verification solution in NetSuite and it worked well. You can also take a look at "Precisely Address & Email Validation for NetSuite" and "Address Validation for NetSuite from Addrexx".

Hi @PPetrova, Here is how you can add the Transaction Amount to the Revenue by Customer report: Add a custom "Revenue Element: Exchange Rate" column to the report to show the exchange rate used on the source transaction Add a Formula Column and divide the "Amount" by the "Exchange Rate" column In some cases, you may have…

Hi @PPetrova, The Intercompany Income Account isn't ARM-specific. It is used for Intercompany Transactions, such as intercompany invoices, even if you don't use ARM or have "Direct Revenue Posting" = "True" set on items. From the ARM perspective, the only intercompany default account is the "Intercompany Deferred Revenue…

Hi @Armando, You can view the GL Impact on a Journal before approving it. You may see it on the "GL Impact" subtab or from Actions -> GL Impact. If the "Journal Status = Pending Approval", you will see "Posting = False" on the GL Impact screen. Balance Sheet and Income Statement financial reports only show transactions…

Hi @User_MW74S, You can show the line description on the Trial Balance Detail reports by adding the "Transactions: Description" column. Thanks.

Hi @User_FL4CK, Do you have the standard Employee Comp/Commissions NetSuite module? If yes, did you try to edit the standard Commission Overview Report and see if you can add the required filters and columns? There is a chance we may need to use Saved Searches to show the Accrued Commissions. Or, we may need to create…

Hi @kees.netsuiteadmi, Could you confirm the naming of the customers is the same in Prod and SB? Also, could you do a Global Search for "cus: %norm" and see if it shows any results? These are some of the settings ("Home -> Set Preferences") that may impact sublist search behavior:

Hi @Meghan, Could you replace "TO_CHAR({trandate}, 'Mon YYYY')" with "TO_CHAR({trandate}, 'YYYY')" and see if it runs without errors? Thanks.

Hi @kmd_14170, You can use websites such as https://bitly.com/ to shorten the links. Or, you can build a solution where NetSuite links are "converted" to links from your company website. NetSuite doesn't natively allow sharing of folders with multiple files or a URL-shortening service. Another option is to combine multiple…

Hi @User_X0ICX, Thanks for the responses and screenshots. I was referring to configuration changes such as: Changing the Subsidiary Hierarchy Installing a localization bundle Changing the currency rounding precision Creating/changing Foreign Currency Variance Posting Rules Modifying Foreign Currency Variance Mapping Adding…

Hi @Kedalene, Do you mean other imports were successful? Each bank file might differ; only one may have unsupported/incorrect data.

Hi @Kedalene, The SuiteApprovals would automatically change the "replaced" approver with the "delegated/new" approver on all "Pending Approval" transactions. You can only set the Start Date as "Today" or "Future Date". For example, you have 15 "Pending Approval" transactions with Employee 1 as the approver. You then…

The steps might differ slightly depending on the Journal Approval Workflow you use. Most probably the workflow locks the Journal Entry record when it is approved. You have to edit the "Lock Record" under the "Approved" state of the workflow and add the custom role in the condition to allow editing Approved Journals.

It is surprising that the source is blank. What are some of the populated fields for that line on the report? If you could send a screenshot, that would help. There can be multiple other reasons for the revaluation to start in June 2023, such as: A specific exchange rate wasn't getting updated for a long time and was…

Can you check the Internal IDs of the Projects? NetSuite might be sorting them by Internal ID in Edit mode. We can't change the sorting method of the Projects showing up on the Weekly Timesheet. I agree that it would have been great to have that option.

Hi @faisalabdulmoid_39498, Could you advise if you use Time Entry or Weekly Timesheet with the new UI? The most common time entry method is via Weekly Timesheet (new UI), where projects are sorted in alphabetical order: Note that you can also use "Contains" option when looking for the relevant projects:

Hi @User_YMWNR, You can do it via Reminders Portlet or Dashboard Tiles Portlet. Customer roles would need to have the following: Permission/access to the relevant portlet. The Reminders Portlet is easier to use and takes up less space. Permission/access to the related Saved Searches. The "undelivered emails, bounced emails…

Hi @User_LUL5V, I agree that the SRP/Advanced Projects guidance isn't complete. Please answer the following questions to facilitate the issue resolution: Did you link the Project to SO via Line or Header? Did charges generate based on data from a vendor bill? Can you send a screenshot of the related Charge Record? Can you…

Thanks for tagging, @Ivy Lopez-Oracle, Hi @ChrisG69, To understand the core issue better, could you please answer the following questions: Do you know if Amazon SP-API is using a pre-built NetSuite connector? If yes, did you confirm it is not customizable (i.e., the Tax ID field can't be added to the mapping)? Are you…