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Hi @Shiela Marie Villaluz-Oracle , Yes, I am using the administrator role. Thanks!

Hi @Micah Timbol-Oracle , thank you for your response! Unfortunately, both situations are not the case here. There is only one account associated and there is no parent-child relationship on the account. Are there any other points that could cause this issue? Of course we can exclude these transactions, but if duplicates…

Ok, understood. I thought NetSuite would be able to dynamically pull who the recipient should be based on who are the approvers, but understand this is not possible. Thanks @Patrick Fresnosa-Oracle

Hi @Patrick Fresnosa-Oracle , it works when I remove the field, but then the saved search does not show me what I want to see (i.e. only Vendor Bills that I need to approve). Is that the only solution available? Thanks!

Hi @Patrick Fresnosa-Oracle , thanks for the response! I tried enabling the Send Email Alerts When Records are Created/Updated, but then it sends an alert for each new record. I would like to just sent one email with the summary of the results for the entire day, once a day. I am wondering if the issue is because I have…

Hi @Patrick Fresnosa-Oracle , the custom field is an Employee List. All employees have an email and are active. This email notification alert worked fine for other saved searches with this custom field, but it doesn't seem to work for this one. This exact search also worked on Sandbox, but not in production, if that helps.…

Hi @Ivy Chen-Oracle , any thoughts on the post? Would appreciate some support here. Thanks!

Thanks @Tigran Shahnazaryan ! Although there isn't a solution offered by NetSuite, it is good to know that I can stop looking for now :)

Hi @Micah Timbol-Oracle , thanks for the response! Please find two screenshot examples of the two sections I refer to in my original post. The first is the customised section where I use the Account Number criteria The second is the original section from the standard Budget vs. Actuals report for the Purchases section. As…

Hi @Niks Blando-Oracle , will this be reviewed by a NetSuite Guru as well? Thanks!

Hi @Patrick Fresnosa-Oracle , thank you for the response. I also saw this field, but it doesn't work so well when you are looking at a summary Income Statement instead of a detail (adds many more rows than you would like to see in the report). Is there an enhancement that exists related to my original request? Thanks in…

Hi @Tigran Shahnazaryan , would be great if you can share some options of how to sell inventory through projects. I can then look these up further. Thank you!

Hi @Tigran Shahnazaryan and @Patrick Fresnosa-Oracle , thank you for your inputs and for the tests! Ok, I think I understand that SOs cannot be linked to the Purchase Charge at the moment. It is clear that I need to do a bit more testing with projects in NetSuite! @Tigran Shahnazaryan , I was thinking that if we can put…

Hi @Tigran Shahnazaryan , I tried both before and after. After didnt work so I thought maybe it is because I had created the SO after so tried it before. The SO should be selecting the item that you are using in the Purchase transaction correct? Also, is that all I need to select on the SO? I select Purchase charge type on…

Hi @Tigran Shahnazaryan , thanks for the response! My client purchases some inventory items that are directly passed on to the customer as these items are used in the process of that project, along with services. They also need a markup charged on top of it; hence why the purchase charge rule would have been perfect... Do…

Hi @Patrick Fresnosa-Oracle , thanks for the response. I am a bit confused by it though. Are you saying that the PO is the link to the SO? Can you explain the steps of how I create a PO that links to the SO of the project? Thanks!

Hi @Tigran Shahnazaryan , yes I exposed the Purchase charge type on the Sales Order line item and selected it. The field is off to the side and isn't on the screenshot unfortunately. I wasn't able to select a purchase charge rule though even though I selected Purchase charge type. Is that something that is should be…

Hi @Tigran Shahnazaryan , thanks for extending help! See my responses below: The Project is linked via the header of the SO. Yes, charges were generated based on the Vendor Bill. I used a non-inventory for resale and marked it as Billable to the project in the Vendor Bill. See screenshot below of the Charge record below.…

Hi @Micah Timbol-Oracle , thank you for the response and for the alternative solution. However, is there a way to change the memo on the journal line with a workflow? I thought journal lines are not available on workflows.

Ideally there would be an option that would populate the memo you want upon generation of the allocation journal entry instead of updating the journal manually after creation. The user does not want to do this (understandably). Would be keen to get some more thoughts from anyone else who has encountered this. Thanks!

Hi @Vernita , The default tax code is located on the Subsidiary tab of the vendor record. Hope you're able to find it!

Thanks @GauravAgrawal, yes, looks like this is not possible in custom roles and is only available for Administrators. Interestingly, the Analytics Audit Trail saved search also only shows changes to searches and not changes to reports if you are not an admin. Only the Admin can see the list of changes for Reports it…

Hi @GauravAgrawal , I am able to view the Audit Trail, but it is blank. When I use the Administrator role and look at the same custom report, I see many lines, but when I use the custom SuiteSuccess role, it is blank. Thanks!

Hi @Kristoffer Viray-Oracle , any insights on this issue? Thanks in advance!

Hi @GauravAgrawal , thanks for the response! Tried Perform Search, but didn't work unfortunately :(

Hi @Patrick Fresnosa-Oracle , thank you for your response and your idea. I will look into it. In the future, are there any reports that will show you what is the reclassification entry that NetSuite will calculate before you run the Reclassification process? If I had this, then I can check and fix before the entry is…

Hi @Patrick Fresnosa-Oracle , thank you for the detailed response! Does this mean that there is no way to mark the SO lines as billed? Perhaps manually somehow?

Hi @GauravAgrawal, thanks for your response! Unfortunately we do not want to remove the SO lines because they have actually been billed, just on another invoice that wasn't connected to the SO. Also, posting a manual reclass journal would actually be quite cumbersome as this will continue to happen until the SO lines are…

Thank you! This worked!

Hi @Patrick Fresnosa-Oracle , thank you for the informative articles! This is exactly what I was looking for. Unfortunately when I try to set the default code to O-GB, NetSuite does not seem to be defaulting to this code on sales invoices. Is there something wrong here? When I create an invoice, there is no tax code…