Vernita Bronze Trophy

Hi @Cherry Eunice B Licyayo-Oracle Thanks for this. The issue isn't that the balance sheet numbers are incorrect or that CTA is used instead of dedicated equity account for FCTR. It is that the intercompany clearing account continues to increase in value month on month, when there are no underlying transactions which are…

Hi @Cherry Eunice B Licyayo-Oracle Thanks for the detailed response. I had a look at the cumulative translation adjustment report and can see the contribution from the intercompany clearing account transactions. One thing I wanted to confirm: Shouldn't the exchange difference be coded to 'Foreign Currrency Translation…

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The other related question I have: Why is there only a Cumulative Translation Adjustment account and not a CTA-E account generated? These are the features enabled:

HI @Cherry Eunice B Licyayo-Oracle the intercompany clearing account, a system generated account, is not eligible for elimination. Since the underlying transaction is an inventory transfer and not a monetary transaction (eg.. a payables or receivable transaction), would the CTA-E account be affected? I would think it would…

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I think I found it entity field (label: Name) when mainline=False and 'Billable'field

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Thanks @Judith Culanding-Oracle I don't see much use of this feature if tasks have to be created manually since it is impractical. I won't log the assignee field as a bug as I don't imagine using the custom close task record. Thanks anyway.

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Though, I was able to replicate what Jebin tested that employee can be assigned after saving the task record first. Thanks @Judith Culanding-Oracle That seems more like a bug than an intended behaviour. What would the logic be in doing that otherwise?

Hi @Francesca Nicole Mendoza-Oracle Thanks, that worked! After I posted that question, I realised I had asked a similar question last year and was told that this was a limitation. Glad to know it isn't. Thanks

thanks @Jebin Varghese-Oracle You can't assign to employees. only groups. I thought that was the case. I am hoping this is a scripted record type since, otherwise, the feature is useless.

Hi @Judith Culanding-Oracle this is an example of a close manager task that occurs monthly and across multiple subsidiaries How can this be uploaded so that each task does not have to be created manually in the UI? Can this be scripted? 2. I have tested this in more than one account. Only groups appear in the assignee drop…

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I got it working. uninstalled and reinstalled the Desktop Claude app.

Hi @Ayitah Tallada-Oracle and @GauravAgrawal I'm thinking it may need all past transactions to be deleted and recreated. Unless I am missing something, how else can the balance sheet be correct for intercompany debts and assets? How would you do intercompany elimintation entries if some of the transactions are against a…

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@Srivalli Alapaty-Oracle : It has been a month for one of the accounts. I don't think it's going to appear. The bulk processing status says it is processing

Hi @GauravAgrawal The feature is enabled. That's how I got it to appear in the screen shot.

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Thanks @Sakshi_Garg That's helpful. I was trying to connect multiple accounts using the NetSuite connector. I didn't know how to connect the custom connector. Your screenshots are really helpful

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@DW_Anna : thanks. so you are not using the NetSuite MCP connector to connect to more than one NetSuite instance. Is that correct?

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Hi @Richard James Uri-Oracle I was wanting to confirm for the NetSuite MCP Suiteapp and not a custom connector. @Tapendra: Thanks that is helpful. Hopefully, someone here has tried with a Team plan

@User_IM2YY : Did you try 'Use Expressions' on the criteria for the saved search? You should be able to specify criteria such as Approver 1 is mine OR approver 2 is mine, etc