Angela Bayliss · Senior Solution Architect · SuiteMaster

I was one of 4 founders of FloDocs, now Strongpoint! I came to say the same thing!

This can definitely be done via scripting or a workflow. If you're looking for a workflow to manually close these, you'll need a saved search of all qualifying SO's to close, and schedule the workflow to run daily. You can also have a script developed, and reach the same results. Is this what you're asking?

This is the best way to create a saved search that will send email alerts each day.

THis sounds like the user needs to clear their cache. Sounds weird, but it's a classic example of what can happen when users don't clear it. Here is an instruction to clear. I hope this helps!

Glad I could help!

In that case, if you're an administrator - go to Customization>Forms> Sublists and go to the item list of sublists. Each one is based on a saved search. You can locate the saved search that is displaying, and edit the search to include all locations, and add a 'location' filter at the top of the displayed list. All of this…

You can create a second subsidiary, but you don't have to. NetSuite now offers the ability to restructure subsidiaries. For ease of entering, I would recommend a single subsidiary. If you do make a child subsidiary, PLEASE set up all roles to ONLY APPLY TO THE SUBSIDIARY ON THE EMPLOYEE RECORD. I have had many clients with…

Can you please provide some screenshots? If I understand correctly, you want to add the total of multiple lines on a SO, and only print the total quantities on a single line? Is that right? If that's the case, you could probably do this on the advanced PDF, however, why are the people inputting the SO enter the SO totals…

What role are you using? It may be that your role defaults to 'Own and Subordinates' in the configuration, which filters the location to the one assigned to you on your employee record. Let me know and I'll try to help you.

To do this, you will need to reach out to JP Morgan, and gather the information required to configure Payment Processing. It's not difficult to configure, but the configuration is bank specific. Once you have configured Payment Processing, you can absolutely use this to send the check file to the bank and have them print…

A simple solution is to go to Fixed Assets>Transactions>Asset Revaluation From here, type in the asset name. Now you can set the asset value to zero, if the asset type has a 'write down' account. If it doesn't, you can assign a 'write down' account on the asset itself. Once you have the account defined, you can set the…

It is not possible to change how price levels behave within NetSuite. The list you are showing is the standard behavior. Your bosses may not like how this displays, however, this is standard behavior, and you can't change this. You can create a completely custom solution - and spend tens of thousands of dollars to get a…

If your customer has the 'Payment Processing Suiteapp, then yes, you can set up the module to include: Bank Details for each Vendor The Payment Processing App to be used with your customers bank Most payments in the US that use this app use ACH Format. Bank Details are imported into NetSuite without format, and specify the…

What file are you referencing?

Hello, The script would need to be adapted specifically for your instance, and it's not simple enough to post here. It's not something that can be done in this group. Here's how it works: Right now, the limitation is 1 PO, 1 Receipt, 1 Bill supported by 3 way match. What Jade does is update the 3 way match to 1 Line on the…

Updating the script is your only real option here. You're using a script, and the script is creating the issues. Hence, the script IS the problem.

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Whomever created the scheduled mass update is the sender. So the 'pwner' will send them. you can easily determine this by creating a test transaction, using your own email for the 'to be emailed' address, and sending only that transaction with your mass update.

The manual entries are not automated. The reports are to help you with the automated ones, hence the name: Intercompany Automation Tools. Hope this helps

Go to setup>accounting>accounting preferences, and ensure that you have Enable Accounting Period Window enabled, that your Minimum Period Window Size is as least 2, and allow transaction date outside of posting period is set to 'allow'. Confirm that Create and edit inventory transactions in closed period is not checked.…

Try clearing your cache. Here is a document on how to do that. Note that you don't need to delete cookies or saved passwords.

The popup tells you that you have self service support only. Cases can only be created for Critical issues- bugs, defects, etc. Self Service support will not allow you to create any type of case except reporting a problem that is truly an issue, and not seeking help. Sorry that it's not the answer you want.

There are multiple ways to send bulk emails: If sent as a marketing campaign, you must set up emails to be 'senders' at setup-Marketing_emails. If simply using mail merge- the user who initiates the mail merge When using the 'Mass Update' function, the user who initiates the mass update is the sender. I hope this helps!

Glad I could help, and Kudos for figuring out how to create and deploy a UE Script!

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Opening old periods is not the only solution, and is high risk especially if you use average costing on your items. These transactions are likely from your historical financials. You can remove them from the Aging report easily, by adding a filter of 'vendor Name is not empty'. What you're seeing are journal entries, and…

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Are you creating script deployment records? I'm a little confused. All User event scripts have deployment records that look like this: This is an avatax script deployment that applies to a user event script. The critical piece of the deployment record is the audience - for testing it'll only work for you, when deployed it…