Hi @Vernita, Yes - you can "Save As" workbooks. Here is a reference screenshot:

Hi @csmithson, There is a chance this pop-up is generated by customization. Could you check internally to confirm it wasn't built for a specific use case? Thanks.

Hi @ONO4, You can do that by going to Accounting Lists (https://9264337.app.netsuite.com/app/common/otherlists/accountingotherlists.nl), selecting Type = "Incoterm" under filters and clicking "New".

Hi @User_E15G4, Do you have anything selected under "Validation & Defaulting" and "Sourcing & Filtering" on the field? Thanks. I agree that typically a "Purchase Transaction" stored body field should appear on the "Open Purchase Orders" report. Can you clear the browser cache, re-log, and try again?

Hi @Toanne Termeer - van de Ven, There are a few options to do that (e.g., via Workflows, Custom Forms, Scripts, etc.). The most straightforward option is: Create a custom checkbox on the Employee record (e.g., Project Override) Create a custom checkbox on the Project record (e.g., Restricted Access) Create a custom…

Hi @User_NG5TG, Could you please try the formula again to ensure the error message isn't caused by something else? I am using only native fields and get no error messages on my side. Thanks.

Hi @User_D4XL9, Are you entering time against a Project Task? If yes, can you confirm the "Non-billable" checkbox is unchecked on the related Project Task? Thanks.

Thanks for the updated screenshots, @User_T00VZ, I noticed that the Start Date on the Sales Order screenshot was blank. Is that the field that you expect to populate on the PO? Can you send a PO screenshot that shows the location of the related Start Date field? Thank you.

Hi @BM136, Could you please share a screenshot from your "Fulfillment Screen" and "Custom Transaction Form"? It will help us to resolve your issue more efficiently. Thanks.

Hi @David Hali, That's a valid concern. Could you check the NetSuite Ship Central to see if it works for you? https://www.netsuite.com/portal/assets/pdf/ds-netsuite-ship-central.pdf One of the features is: Consolidate orders. Automatically identify orders that are going to the same customer location and pack those items…

Hi @User_JED7G, Could you please share a few screenshots to help us resolve your issue more efficiently? For example, it is unclear to me if you are referring to an invoice that your company is issuing or an invoice issued by another company that you are paying. Thank you.

Hi @User_JED7G, When you say, "how much of the invoices paid in the AR report is sales tax," are you referring to "partially paid" invoices that are still showing on AR Aging Report? Note that the payment itself is applied to the Invoice Total and not specifically against the Tax Amount. Here is a sample Transaction Saved…

Thanks for sharing the screenshots, @User_T00VZ, The images aren't very clear, and I might have missed the entered "Start Date" on the Sales Order and Purchase Order screenshots. Could you please re-upload the screenshots showing: Sales Order with a populated Start Date Purchase Order (before saving) with all the fields…

I didn't consider that use case. Are you using Standard/Legacy Tax, SuiteTax, or a third-party solution? Also, what is your parent subsidiary currency? Can you please also replace the original formula I proposed with this one? CASE WHEN {amountremainingisabovezero} = 'T' THEN ({netamountnotax} - {amountpaid}) ELSE 0 END

That makes sense, @User_1E7KR, Sandbox has several options to handle outbound emails. However, in 99% of use cases (the exception is login notification email, Saved Search alert email, and a few others), the email doesn't get sent to the actual recipient. The most common setting is to send emails generated in Sandbox to a…

Thanks for the clarification, @User_1E7KR, Can you confirm via https://9264337.app.netsuite.com/app/email/sentemaillist.nl (Sent Email List) that the email indeed wasn't sent by NetSuite? Sometimes emails are sent out but rejected/flagged by the receiving email server or filters. The Advanced Approvals SuiteSolution has a…

Those are sequentially generated "check numbers", which are available for user entry. The system assumes you don't have any "failed printed checks" (even though most Bill Payments aren't checks) and adds +1 to the previous number. NetSuite doesn't natively allow adding a prefix to Bill Payment Document Numbers.

Because Bill Payments don't have auto-generated Document Numbers, you can't natively add a prefix similar to, say, a Customer Invoice Document Number. For Bill Payments, you can do that via Workflow or a Script (i.e., to add a pre-defined prefix to all user-entered "Reference/Document Numbers" on Bill Payments).

Thanks for confirming, @User_NG5TG, Could you try the following formula and advise if this is what you were looking for:

Hi @CRATIV_Jason, That's a valid question. "Document Number" typically acts as a reference number. For transactions like Journal Entries, we turn "auto-numbering" on, so NetSuite adds sequential numbering for easier referencing and auditing. In most cases, Document Numbers are unique. However, with "Allow Override", you…

Hi @User_1E7KR, Did you build the workflow from scratch or are you using the Advanced Approvals SuiteSolution?

Thanks for the additional details, @User_NG5TG, When you said "...£123, 219.60 paid", were you referring to "Amount Remaining"? On your screenshot, the "Amount Paid" for £102, 683 is 0. Is this correct?

Hi @BWM- Shem, Are you trying to delete an image that you uploaded (e.g., Expense Report receipt)? NetSuite typically allows the image/file owners to edit/delete them. The permission that allows Custom Roles to delete any image/file is "Lists -> Documents and Files -> Level: Full". However, care must be taken when…

Hi @Kedalene, NetSuite doesn't allow the copying of Subsidiaries. The Subsidiary record is an essential "reference record". It drives most of the underlying functionality of the related transactions and records. This is why NetSuite designed the product so that Subsidiary records are created from scratch.

Hi @manuelsaomartinho and @Dale H, I agree that it is best to correct this issue. If not, the "No Vendor" will permanently appear in the AP Aging Detail report (you can remove it from AP Aging Summary by creating an adjusting JE with No Vendor debiting the AP Account). To correct this, you would need to: Re-open the…

Hi @mark petzold, It seems you would like to treat "multiple donations per customer per year" as "one total donation per customer per year". Can you try this formula and advise on the results? Field Value: Formula (Currency) Summary Type: SUM Formula: SUM(CASE WHEN TO_CHAR({trandate},'YYYY') = '2023' THEN {amount} ELSE 0…

Hi @User_T00VZ, To help with the troubleshooting, please advise on the following: Are you using standard or custom Start/End Dates? Are you using standard or custom Drop-ship PO Form? If you are using a custom form, is it linked to the SO form? Can you share a few screenshots? Thanks.

Hi @User_NG5TG, Can you please share a few screenshots with the actual amounts from transactions and what is missing? This will help to ensure everyone is aligned and your issue is resolved efficiently. Thanks.

Sure - here are some reference screenshots:

Hi @ER-Sree, Sure. For this to work, you need three main components. Field with a "Store Value" = "False" (e.g., Total Journal Amount) powered by a Saved Search. You already created this field (I wrote a savesearch to sum(dr) and linked it to the default value of this custom field.) Field with a "Store Value" = "True"…