@MTL_MIA This makes sense now. The report I was trying to customize was not allowing me to change to contains. However, when I created a new one with your above instructions it worked perfectly. Thanks again!

@MTL_MIA Ah, that makes sense. It will only work for custom fields. Work around I have uses doing is going to customize a report and making filter changes in there since we mainly use "Sub, Loc, Class, & Department". Once they apply the filters I just have them select the preview and not save to get the desired filter…

@MTL_MIA I was wondering how you applied that temp solution for reporting? Any help would be greatly appreciated. Thanks!

Hi All, We worked out a solution and that was putting the billing address from the bill on the vendor payment via a header based on a saved search. Once the data was being pulled in via header it was much easier to pull that data onto the PDF when emailed.

I reviewed the information you sent. Unfortunately, I do not think this helps us resolve our issue because we will always have a balance under that Subsidiary. When I used Great Plains we were allowed to post RE under a GL account so that when an entity was closed or absorbed by another entity you were able to move the…

Hmm... If we are unable to zero out or move the RE balances from one sub to another then how do we ensure that the balance does not show on reporting after the month/year the sub was closed? I believe the issue is the reporting aspect where the balance will continue to roll forward because it is a BS amount or am I missing…

I take it back. I think this will work once I get into the full MS Query window. Sorry for creating this without actually jumping into more detail. Thanks for the replies and the video because that did help.

@Nicole Mendoza-Oracle Hi Nicole. Connecting this way is possible and I have done that before. I was hoping for Power Pivot, Power Query, or any SQL type application would be available mainly because the size of the screen to work with on Query Wizard is absolutely abysmal as seen in the attachment.

The below is the exact error I am receiving in excel: Details: "ODBC: ERROR [S1000] [NetSuite][ODBC 64bit driver][OpenAccess SDK SQL Engine]Check your login credentials (username and password) and connection attributes (account ID and role ID), and then try again.. Error ticket# loyj6rpp1kr9fxbf7z9u5[224] ERROR [S1000]…

Hi all, Thanks for the responses. I have since opened a case. It was only happening with a couple of our roles which now seems to have been resolved. I am still waiting to hear back from support if they did something on the backend or if the issue resolved itself. However, I am still hoping to get some sort of reasoning…

@Lea Orzales-Oracle I will check the templates but is it also taking about 3 to 4 mins to even get to the check printing screen where you select your account and checks to be printing. That is the only reason I do not think it is template related unless I am missing something in the configuration of the system.