Does anything change in the drop-down if you Edit and Save the record? Also, have you tried clearing your browser cache?

Hey @A K M Farid, Yes, that should be possible, as a Saved Search can access custom records and fields.

Hey @R. Dieka Pribadi G. E.,, The {user.role} relates to the User who interacted with the Transaction (e.g., created or edited it). It has nothing to do with the User who is running the Saved Search. The "Current Role" of the user is recorded in the "Login Audit Trail" record. You can build a Saved Search for it, but you…

Hey @Paul Salkeld, That probably happened because some of the records were created "before" the feature was enabled, so NetSuite didn't attach the ID to the record. You can check if the Edit/Save of the records without the ID adds it. If yes, you can run a Mass Update or a CSV import for those records to bulk Edit/Save…

Hey @User_BFLDA, There are a few ways to do that. When you want to sum the amounts for the current month, you can use the following formula as a reference and update accordingly: CASE WHEN MONTHS_BETWEEN(LAST_DAY({today}), LAST_DAY({trandate})) = 0 THEN NVL({amount},0) ELSE 0 END

Hey @Vismay Barot, The "Billing Type" and "Billing Schedule" are different lists. When you create a standalone "Billing Schedule", you can choose the "Standard" option. For Projects, the "Billing Schedule" is linked to "Billing Type" and is defined by it.

Hey @User_Q1DPO, You won't be able to do that on the native General Ledger report if NetSuite is netting the Debits and Credits. You can get those amounts via Saved Search.

Hey @Stephanie Lange, Can you check if you can create the related transaction in NetSuite manually? I assume you won't be able to do that, which is why Bill.com can't do that either. There appears to be a newly added custom field with an incorrect formula added to the PO/Bill record/form.

Hey @User_ZRJXX, Are you an Administrator? Also, NetSuite natively assigns elevated privileges to the Saved Search / Custom Object's owner. I assume you are the owner of the Saved Search. If you set someone else as the owner, you probably won't be able to see it either. The Employee Center functionality is limited, but…

Hey @User_K51C7, I won't call it "identical", as the Billing Schedules have more functionality. You can use the Vendor Payment Installments to divide the total amount of a vendor bill into several parts to be paid in installments.

Hey @User_XBIMF, You can achieve that via SuiteScript automation. On a high level, the script would check all open invoices and then look for Journals that are crediting the Bank Account and have a customer name attached to the line. It would then propose potential matches, grouping the Customer's Invoice and related…

Hey @User_FL4CK You can create a Saved Search based on the Amortization Schedule record and get the related Journal # via the Journal join.

I have customers who have 20 years, if not more, of email history in Outlook, and the performance is great. I know there are multiple ways to optimize it, so it might be best to discuss this with your Microsoft Admin. NetSuite won't be able to replace Outlook, as even if the original emails are sent from NetSuite, the…

Hey @Janice De Ocampo, You can temporarily undeploy all scripts running on the Item Receipt to check if the error message goes away. Then, turn them on one by one to see which script caused the issue. Ideally, you need to do this process in the Sandbox. Once you identify the problematic script, you need to work with a…

Hey @AmitCohen, There is a dedicated Accounting Book record (Internal ID: accountingbook) which you can use in your Saved Search to get the required information.

Hey @Dext3r, Is the issue related to Microsoft Outlook Performance, independent of NetSuite?

Thanks for checking. Yes, if it is an "Other Sublist Field", then you would need a script to populate that value.

Hey @User_GP59U, Check this article, which should help you resolve the issue you have: https://suiteanswers.custhelp.com/app/answers/detail/a_id/26847/loc/en_US

Hey @User_FT7OL, Natively, you won't be able to accomplish all of your requirements. You would need a customization to achieve what you need automatically.

Hey @Ron Mc, If the edits are GL Impacting, then you would need to re-open the closed periods to make the edits. If the edits are non-GL Impacting (e.g., Memo updates), you can have the "Allow Non-G/L Changes" checked on the required accounting periods, and use a role with the "Override Period Restrictions" permission to…

Is that a stored custom field on the PO line? I know it will natively copy to downstream transactions, such as Bills and Item Receipts created from the PO. For Inbound Shipments, do you use the "Add PO Items" to add PO lines to it? If yes, there is a high chance the stored custom field value will be natively added.

NetSuite has a native field that tracks the First Order Date (and Last Order Date), which you can use in your formulas. For a transaction search, you can use the {customermain.firstsaledate} With your formulas and this field, you should have pretty accurate information. Note that you may need to use appropriate groupings…

How about ${transaction.appliedtotransaction.tranid} or ${appliedtotransaction.tranid}?

Hey @Varonis inc., You can't do that natively. There is a tool called "Netwrix Strongpoint" that builds a back-end database of all custom objects in NetSuite using XML data and allows running Saved Searches that show field "Help" and "Description" values.

Hey @Yee Yie, Could you clarify what you mean by We wanted to auto populate the value from the PO line level standard field "Drop Ship" or maybe from the Item record, but couldn't find a way to do this. It would also help if you could share a screenshot. Thanks.

Hey @A K M Farid, Yes, you can build a custom PO Approval Workflow per subsidiary that follows subsidiary-specific rules.

Hey @PaulRipley, If you are building a Saved Search based on Expense Report, you have to use the "Applying Transaction" join to get to the related Bill Payment. If you are building a Saved Search based on a Bill Payment, you have to use the "Applied To Transaction" join and specify in the criteria that you need only…

Hey @US Water Systems, Inc., What would be the criteria to identify a "new customer" and an "existing customer" in your company?

Hey @Connor Fiederlein, Try entering the {appliedtotransaction.tranid} and see if it works

Hey @Martine Lavoie, I am not aware of a native functionality to do that. I know the Mobile App can be customized to achieve what you need.