@Judith Culanding-Oracle Hi Judith, we will need to test with an example to see if it fully answered the question. Thanks.

@Judith Culanding-Oracle Hi Judith, when I navigate to Payments > Global Payments > Bill Payment Processing and I select our bank account in the Bank Account field and I select our main Trade Payables account in the A/P Account field, there are no bills that populate in the "Select Transactions" list. I also do not see…

@Judith Culanding-Oracle thank you. I am using Administrator role and I do not see Global EFT Payment Processing. Under "Payments" I do see "Global Payments" and then "Bill Payment Processing", however I do not see a difference in this screen. I did find the EFT tab on a vendor bill and I see that we can toggle to pick a…

Hi @markbell10 we are trying to capture country of origin on item receipts so we can see what inventory came from what country (it's the same sku). Are there recommendations to handle this differently?

Hi @Trixie Amora-Oracle I'm not sure by what you mean by preferred vendors. Are you meaning something in our system for this or changing our business process to purchase only from one vendor? Thanks

@Trixie Amora-Oracle Hi Trixie, when you say "preferred vendor" are you referring to on an item record, the "Purchasing/Inventory" tab and then the "Vendors" sub-tab? I do not see the ability to add Country of Origin when listing out preferred vendors. Please advise and thank you.

Hi @markbell10 correct this is for reporting and potential Duty Drawback. When we receive in inventory, we would want to know which country it's coming from. Can you tell me how this is best handled? This would not be on the item receipt, it would be on the vendor bill record? I noticed the country of origin field is on…

Thanks very much @Red Velasco-Oracle we do have an open case for this as well and they are investigating. Thanks again for the responses.

Hi @Red Velasco-Oracle thanks so much for the follow-up, I really appreciate it. I sent the suggestions to our NetSuite Administrator. We are currently using SuiteApprovals with the Approval Rule lists so I'm not sure if we have to build a completely separate workflow or how we go about choosing one of the steps, so I…

Hi @Red Velasco-Oracle if we wanted to go the route of updating our existing AP Approval workflow is there a specific checkbox we would check for this? Please see attached screenshot. We currently have two checkboxes enabled. Is this the screen where we would somehow tell the workflow, when billing PO's, to only look at…

Thank you @Red Velasco-Oracle I have sent these suggestions to our NetSuite Administrator and will let you know. I appreciate your prompt response on this!!

Hi Nicole, we just did this in Sandbox and Production and it worked. It resolved the duplicate name. Thank you so very much for your help on this, it's greatly appreciated. I will click "Yes" to "Did this answer the question". Thanks again!

Thanks Nicole, when I go to complete step 5 it inputs his name in the field again as soon as I check the box. I'm testing in Sandbox, but perhaps I should save it as "1" without checking the auto-box and then going back in and selecting the auto box.

Hi Nicole, per our NS Admin this is only happening for the one employee. It happens on other workflows for him as well, not just the AP approval workflow. It happens for our PO workflow as well. Please let me know if you still need the screenshot, thanks!

Hi Gaurav, please see attached screenshot showing Jim's name appearing twice and his employee record. Please let me know if you need anything else. Thanks!

Hi Nicole, we tested in Sandbox and it's functioning the same way (the employee's name is duplicated). I reached out to our NetSuite Administrator and his reply was "for Jim's name this is how it has been since implementation, it has something to do with him being the first user and owner of the rf IDEAS NetSuite account".…

Hi Patrick, I don't think the direct revenue posting is available for non-inventory items for purchase, so we have to update many items so they are non-inventory items for resale. We have many non-inventory items for purchase that are within assemblies and therefore we are running into this issue of having to create brand…

Thanks Patrick! I think the issue we are having is we need to update all of our items so we can tell them to direct post to revenue except for our subscription items, where we wish in the ARM module we could flag the subscription items only instead to say don't direct post. It just seems a little backwards. Just curious if…

Thanks for all your help, we appreciate it! We are going to test this out next week during a meeting.

Thanks very much Jeremy! This is helpful! Here is my next question: If it's a blanket PO for $100k with four item lines at $25k each and lets say the first bill comes in for $26k ($25k for items and a freight charge of $1k). Because the bill is $26k and not over the $100k threshold, would this still get routed for…

Thanks Clarisa. To give more details on this question, lets say everything matches on the PO (quantity and pricing), but the vendor added a tariff fee and freight. What we (Accounting) will do is add this onto the Expense tab when billing the PO. If the PO matches we want that to NOT push for approval, but if our vendor…

hi @Jervin Nicholas Teopengco-Oracle I did see their reply, is there something I need to do to close this out? I'm new to the community. thanks.

Thanks Jervin, do you know how the system would know what vendors to route the bill too? For example, how would NS know to route a certain Marketing bill to our Marketing Manager? Would we need to add the department field onto our vendor record? I watched a quick video on SuiteApprovals and it appears you can set…