My Stuff
Hello Community! Josh Maxwell, a User Experience Researcher for NetSuite Foundation has fun a question for you. Imagine for a moment that NetSuite had an assistant like Alexa or Siri. What would you ask of your NetSuite assistant? Use this survey link to share your top questions to the assistant.
Here are some examples to get your creative juices flowing.
"Did I pay vendor John Doe last month?"
"Take me to my largest sales order for this month."
"What invoices haven't been paid yet?"
Here are some examples to get your creative juices flowing.
"Did I pay vendor John Doe last month?"
"Take me to my largest sales order for this month."
"What invoices haven't been paid yet?"
Comments
-
@Patrick Fresnosa-Oracle Thanks for confirming. Really appreciate your support Thanks
-
Hi @Patrick Fresnosa-Oracle , I tried deleting the Item fulfillment from the Sales order and then the invoice in the SO. The PO remained the same of higher amount. The PO was also a paired intercompany one.
-
Hi @Patrick Fresnosa-Oracle , Thanks for clarifying on this. I've tried deleting it but it still remained. Now I've deleted the invoice as well after which it disappeared from the list of intercompany reconciliation but still the PO and SO exist in the system.
-
Hi @Patrick Fresnosa-Oracle , Thanks for your response. This option of Update Intercompany Order Quantities Automatically Prior to Shipment is already selected, but still facing the same. So you suggested instead of editing the Item fulfillment, I should go for deleting the item fulfillment and item receipts first on both…
-
Hi @Patrick Fresnosa-Oracle , Thanks for your reply. Yes, when I processed the green box appeared on top saying number of transactions processed = zero (null)
-
Hi @Clarisa De Torres-Oracle , Thanks for your feedback. Yes this helps abit but what we want is the breakdown of item fulfillments. What I noticed that the list contains multiple line items for one item fulfillment as it contains multiple items. Is there a possibility like we get one item fulfillment list from this and…
-
Hi @Clarisa De Torres-Oracle , Thanks for your response. The P&L report needs further expansion. Like below: In the above can we further expand the Item fulfillment to display its sub contents?
-
Hi @Jeremy Guimaras-Oracle , Thanks for you response. Yes, you're right there are 2 line items in the bill which is appearing twice, but the 2 line items are with different item codes so can't be merged to one. Is there a solution to this? Thanks
-
Hi @Jeremy Guimaras-Oracle , Apologies for the late response. Below is the criteria and results screenshot: The last 2 ones show the results in which the PO is appearing thrice in which one of the bill number is shown twice Thanks
-
Hi @Jeremy Guimaras-Oracle ! Thanks for getting back on this. Yes, its a dropship and the following details are shown thrice: The bills are in 2 but one of this is shown twice. Have tried adding the additional criteria but still the bills are appearing thrice. By grouping the saved search by summary type, what options have…
-
Hi @Jeremy Guimaras-Oracle , Thank you so much for your guidance, this formula does work but unfortunately in our scenario the results are appearing differently as below: I don't know why but the list shows everything in the related records but the 2 bills are being shown thrice. And this was infact a Puchase order with…
-
Hi @Slobodan Sobic , Thanks for your response. We tried this but the results were blank, basically we want to extract the following data for the POs in case of multiple bills against a PO: Could you please guide on this that how can we extract the multiple bills against a PO through a saved search? Thanks
-
@niks blando-oracle Is this feature to show related records in saved search possible now in NetSuite?
-
Hi @Clarisa De Torres-Oracle , Thanks for your support. In our case as it was intercompany journal so it worked through the pay single vendor section. Thanks
-
Hi @Micah Timbol-Oracle , Thanks for your support, but this solution didn't work in our case. We did the advanced intercompany journals to apply them across subsidiaries and then deleted the ones appearing in the No Vendor lists. This cleared the list as well as kept their accounting impact across subsidiaries as it is.…
-
Hi @Patrick Fresnosa-Oracle , Thanks for your response. Yes, I've tried this approach but unfortunately didn't help out. The bank and the vendor isn't linked to that subsidiary. Is there any way to allow this by changing vendor or bank records? Thanks
-
Hi @Dominica Sevilla-Oracle , Thanks for your response. I want to clear the list of No Vendors as mentioned in the later scenario above, but I don't want it by report customization just to hide them but to clear them once for all by clearing those transactions and streamlining everything. I've been trying to allocate the…
-
Hi @Katerina Winklerova-Oracle , Thanks for your response. Yes, this is helpful but the difference is between the account balance and last reconciled balance as below: Is the difference between both the balances constantly running or is it supposed to be equal?
-
Hi @Katerina Winklerova-Oracle , Thanks for your guidance. I've gone through this to history and have noticed that the last statement balance and reconciled this statement shows last matching at Feb-22. From onwards there are differences as below: Now the question is, when I go on to the details of the first account it…
-
Hi @Katerina Winklerova-Oracle , Thanks for your response. Yes, we're using the deprecated page till yet as one of the subsidiary is moved on Reconcile Account Statement till yet. After reconciling all last year these would also be shifted to the new Reconcile Account statement method. Thanks
-
hi @Tigran Shahnazaryan , Thanks for your response. So we should select either the Accounts Receivables or Payables accounts then in this option?
-
Hi @Katerina Winklerova-Oracle , Where can I get details for my Account manager from? Thanks
-
Hi @Katerina Winklerova-Oracle , Thanks for your response. We're from Pakistan and we have some other alliance partners in Pakistan previously in the market too.
-
Thanks everyone! I did apply on this but didn't received any response from them. Is there any eligibility criteria for this?
-
Hi @Patrick Fresnosa-Oracle , Thanks for clarifying this. I was also able to do this at max. Now I'm trying this by a saved search but stuck in that. I was able to make a saved search for the same accounts and add their sales order from IF again, but figuring how to add invoice number infront of that too.
-
Hi @Patrick F. , Thanks for your reply. You mean to say that maximum we could add is Sales Order column as above from the Item fulfilment and not the invoice number further ahead?
-
Hi @Tigran Shahnazaryan , Thanks for your response. The document number gives the same Item fulfilment document again as specified the 4th column in the demo above. The main idea is to get the Invoice numbers as we have the Item fulfilment in 4th column, Sales order number in the last 9th column.
-
Hi @Tigran Shahnazaryan , Thanks for your reply. Yes, the invoice's GL Impact has an entry pertaining to P&L accounts.
-
This unfortunately didn't work. Could you please suggest how to get the breakdown of the CTA Balance or to find the relevant transactions from the financial reports?
-
Hi @Katerina Winklerova-Oracle Thanks so much for your response. But I'm talking about the other way around. Like we have more banking transactions on the left side and few bill payments on the accounting transactions side on the right. So we should either create charges or journals to balance which would ultimately impact…