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Divya, Thank you, I will test that out.

Trixie, The dates are in scope. What I have confirmed is: when the sales orders is set to Pending Approval, it does not display as demand in the Workbench. But, after approving the sales order, such that it is now Pending Fulfillment, and without changing any dates, it does display in the Workbench. So, is it by design…

Jam, Thank you. I will do that.

Angela, perfect, the user location wasn't set. Thank you.

Angela, appreciate your time and expertise. I will propose to our accounting team.

Angela, I appreciate your insight. I want to make sure I understand your solution. Please correct me if I am wrong. Create a Co-op item - no problem creating that. But how to use it? Should that item be added to each order? And tied to a GL account? Accumulate the amounts - where on a saved search? Would like to automate…

Thank you Jeanne

I created an Item Rolling Balance search that picks up Item Receipts and Item Fulfillments. I am hoping that will give our Ops team what they need.

I need to talk to the team and discuss what they really need. This is regarding Tariffs. They need to provide a report that shows the date and quantity that was imported into the US/Received, the date and qty exported/shipped. So that would involve PO, Receipts, IFs and SOs. As MTL_MIA said there is no connection between…

Jam, Perfect TY

Jam Amper-Oracle What a fantastic in-depth answer. It took some time to write that up TY. That was it. I edited and resaved the SO. It now has an Expected Ship date of 1/11/26 - which is 90 day ATP from today, and what I would expect. Thanks A question though. This seems very dangerous. How do we know the Expected Ship…

We are asking for the ability to add an ad-hoc revenue line to an AR payment that isn't on the invoice. That line doesn't need to be tied to the invoice, just tied to a GL account. We can then apply the payment to the invoice and the ad-hoc charge to an account for credit card processing fees charged to the customer. Maybe…

Thank you everyone. It seems that NetSuite is simply lacking that capability, and in my opinion, shouldn't be. There is no real solution, only workarounds. So, close this as unsolved.

Shiela, Great idea. However, that is for expenses. We are charging our customer a 3% processing fee. So is income, not expense. The customer payment is 3% more than their invoice. We can't add that to the invoice as it is in a closed period. When we apply the payment to the invoice, there 3% unapplied. And we don't have…

The Invoice is in a closed period.

Sheila, Thank you for your suggestion. We could create a JE or a Debit Memo as a work around. But we shouldn't need to, that functionality should be in NetSuite already.

I found the answer. Thanks guys

Anyone have any ideas how to handle this please?

Shiela, Can I create a rule that auto-approves certain Bills? ✅ Yes. In the approval rule definition, you can use a saved search to define the conditions (e.g., bills under $500, bills from certain vendors, or bills with a specific department). That way, those Vendor Bills bypass the approval queue entirely. For this,…

Shiela Marie Villaluz, What a fantastic, comprehensive and complete answer. I appreciate you sharing your knowledge. I have to test these, but I am sure they will work. Thank you

I see that on the 2025.2 release there is a new feature to send email notifications for expiring OAuth 2.0 Certificates. That will help.

Harikrishnan, Appreciate your insight. So as they don't expire as such, I don't need to worry about them? I don't really like connecting through a user account. We have several that were set up through employee accounts who have long left the company. I would like to clean them up and have them go through one accounts…

Angelica, Thank you for the details steps. However, I cannot find the Purchase Order form used by Vendor Center users.

I would like to get feedback from a user who has uninstalled Dunning

I am testing in our SB using the Admin role. We only we want to implement approvals for Vendor Bills.

Sheila, Thanks. The period is open Approval Routing for Vendor Bills is enabled

MTL_MIA Perfect, that's all we need. Can I get the script please?

Correct it doesn't. I have tried creating a Receipt workflow. But, as you know, an Inbound Shipment can contain multiple POs. It creates an IR for each PO. We create the receipts from the Inbound Shipment record. And no message is created. I think this will have to be scripted. A simple message on the Inbound Shipment…

What we are trying to achieve is to display a message to check the Landed Costs are complete before receiving a shipment. It would be enough just to display a message when an Inbounds Shipment is viewed. I do not see a way to customize the Inbound Shipment for to add a message field. And if I create an Inbound Shipment…

We need to trigger a workflow when an inbound shipment is received. I can trigger a workflow if the receipt is created from a purchase order. But it doesn't trigger if the receipt is created from an Inbound Shipment.