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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 -
Re: Reminders suddenly missing
Hi @Kedalene, Can you double-check if the user is logged into the correct role? Also, can you check if any of the permissions changed for the role that had access to the reminders? Thanks.1