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Re: How to create Sales Order Saved Search with all related invoices?
Are you talking about the "Summary Type" under "Criteria"? If yes, then that is used less frequently and is more advanced. Some Saved Searches can't be built without it. Here…1 -
Re: transaction search on Opportunities, with PO reference exposed
You can show Opportunity, Sales Order, and Purchase Order on the same Saved Search if you create an Opportunity Saved Search: Here is a sample Saved Search: The Opportunity Saved Search isn't as…2 -
Re: Cash Management & Treasury Features
Hi @User_IJB6M, Here is an overview of NetSuite Cash Management tools: https://www.netsuite.com/portal/products/erp/financial-management/finance-accounting/cash-management-software.shtml I am also en…1 -
Re: Bank Reconciliation - Run Reconciliation Rules
Hi @Deb in UK, As a workaround, you can delete all the "new" imports, and run the updated Matching Rules against the applicable import. Once done, you can re-import the new bank data manual…1 -
Re: Can we apply a standalone Invoice to a Customer Deposit created from the Sales Order?
Hi @User_4B6IN, You aren't missing a step. The behavior you see is by design. When you create a deposit from a Sales Order, NetSuite creates a Customer Deposit transaction, which can only be app…2