Hi @Neo_Suite, There are a few ways to do that. Here is a sample Saved Search that should work for you: Feel free to add further tweak/modify the Criteria, Results, etc. Best, Tigran

@Andy Bruner, I misunderstood your question. Did you know that you can set a Default Vendor Payment Account as a Global Preference or on a Subsidiary Level? If yes, those will default on Vendor Payments even if the Default Vendor Payment Account is empty on the Vendor record that is being paid. Note that although the field…

Hi @Toanne Termeer - van de Ven, Do you have a specific identifier for customers that have quarterly invoices? For example, customers from specific industries or customers with a custom checkbox ticked. Alternatively, do you issue quarterly invoices to customers with specific items/products? Your request might be…

Hi @KR Mike, You can build a Saved Search that shows that information. In your RMA search, you can use the "File : Owner" and "File : Date Created" joins to show who attached a file and when. However, multiple factors may affect the Saved Search results and methods of retrieving the required information. For example:…

Hi @User_SN7F6, Typically, the Shipping Cost on the Invoice is sourced from the Item Fulfillment record. Several variables can affect the Shipping Cost appearing on the Invoice, such as: The number of Item Fulfillments. (i.e., does the SO have more than one IF?) The number of Invoices. (i.e., does the SO have more than one…

Hi @User_NG5TG, There are several ways to do that. Here is one of the options (you should change the "Amount" in the sample criteria to the required amount): Best, Tigran

Hi @JarebCoupe, Before building the report, you must be 100% clear on the business requirement. The Lead to Cash process is different from company to company. Typically, the process is Lead -> Prospect -> Opportunity (In-progress) -> Estimate/Quote -> Opportunity (Closed-Won) -> Sales Order -> ***". If you are building the…

Hi Eddson, (@User_D11U7) The downloaded workbooks should appear under Analytics -> Workbooks. Best, Tigran

Hi @Andy Bruner, You can add additional columns to CSV Import Templates. If the Vendor Payment Account is missing on your import template, you can add it as a new column and map during the import: Best, Tigran

Hi @Patrick Fresnosa-Oracle Typically, making the changes on Items to fix historical transactions/records is not recommended as these items might be used on current/future transactions that may require projects to be created. Best, Tigran

Hi @User_BDDIP, For Customers, NetSuite natively tracks changes to the following Address fields: City State/Province Zip Country You will need a customization to record the details of when the new Customer Address was created and assigned to a Customer. Best, Tigran

Hi @kees.netsuiteadmin, Yes, you can make changes to the Item Quick View. To do that, you have to edit the QuickView subtab of the related Item Form (e.g., through "Customization -> Forms -> Entry Forms"). You can remove fields such as "Display Name" and add Custom fields. Best, Tigran

Hi @JohnCirocco and @AndreaK2, Customization would be the only solution to bulk apply a Customer Payment to a Credit Memo or Journal. Best, Tigran

Hi @KaylaM and @User_4TK33, Are you adding Project Items to Sales Orders before or after the Sales Order approval? With the right setup, you shouldn't need to use the "Refresh Items from Project" feature. The correct items should appear on Invoices generated from Sales Orders upon clicking the "Next Bill" or through…

Hi @nag_m, Can you check if users with Custom Roles use the same criteria (e.g., Date) as the Admins? Does the report time out if users choose a shorter date range? If the Custom role has all the relevant permissions, it should run the report the same way as the Admin role. You can also ask the users to clear the browser…

Hi @Janakan, Can you check those five Sales Orders and confirm that all lines have the "Closed" checkbox ticked? Does the Sales Order still appear on the "Create Projects from Sales Transactions" with all lines closed? If yes, you can create a dummy project and assign to those five Sales Orders to clear them from the…

Hi @Janakan, If you click on the "Complete" hyperlink instead of the "92 Errors", you should see the transactions that caused the errors. Two of the 92 errors are caused by an incorrect Item and/or assigned Revenue Rule setup. The remaining 90 errors are caused by missing Projects on Source Transactions (e.g., Sales…

Hi @User_FL4CK, For all CSV import mappings, the leading practice is using the record's "Internal ID", which is always unique. Can you do that and try again? You can save the successful import mapping for future imports. There might be several reasons for this error, including: The "Name" (or another field, e.g., Ext ID)…

Hi @kees.netsuiteadmin, You won't be able to use the custom PDF template with the native "Sales Order -> Email" functionality. There are several options to do it, and the two most common are: Create a Script (you can add a Button or a Checkbox on the Sales Order to trigger it) to send an email using the custom PDF. Use the…

Hi @kees.netsuiteadmin, The "SO Changed Fields Data" might be a custom field that tracks the number of characters of another field. Can you check if such a field exists under "Customization -> Lists, Records & Fields -> Transaction Body Fields"? If yes, can you tell me: The field type Whether the "Store Value" is checked…