Angela Bayliss · Senior Solution Architect · Silver Crown

I would think you can do this by: Customize the view for work order closes: Add account to the results add amount to the results Ensure 'Main Line' is not set to 'True'. Save & run This should show you all work order closes with the account and the amount that will show you the full GL impact for both accounts. Make sense?

It won't change the quote back to 'open' by deleting the SO. Once the probability is set to 100 (when the so is created) it remains 'processed' I just tested it.

Wait! As I was testing, I found another way to set a quote to processed. I just changed a quote probability to 100%, saved it, and it now shows as processed! Since your system notes don't show a change in the probability - this likely isn't what happened in your case. It's a way to change the quote to processed without a…

If memory serves, I ran into this in the past. I believe that the solution we used was to create a second custom field list of shipping methods. On the transaction, we displayed to custom list on the transactions, then used a workflow to set the actual shipping item on the transaction. (after field edit to set field value)…

Honestly, at this point, I would suggest that you file a case with support. With all suggestions above being exhausted, it may be a bug. I have a defect just from this week. Bugs/Defects do happen.

OK. So here's what I would look for next: In the Quote system notes, look for when it was 'processed'. Open up the deleted records log. Search for sales orders deleted after the date the quote was processed. Reasoning - if you don't use projects, then the only way to 'process' a quote is to create a SO or invoice…

You might want to file a support case. If this is something that worked yesterday - Definitely file a case. Just my .02

B & D

I mathed wrong Use {amountpaid}+{amount}

Question - Do you have a preferred location set on the item? If so, does that location use bins? Setting a preferred location on items messes with a lot of other item features.

Ugh. Creating a project from an estimate is a Native NetSuite process. Look on the estimate for a project link. If there is a project link - that project is what processed your quote. It's weird, counter intuitive, and Native NetSuite. We call it a 'NetSuiteism' which basically means that it makes no sense, but that's how…

An Estimate can be 'processed' without a sales order if a project is created from the estimate. You should see this under related records.

As far as having an issue with the internal ID, you shouldn't have any issues with the internal id map if you don't include the item internal id in your search.

Here's what I do when I have to map to these records: Create a search type = Item Location Configuration type, In the results, include the Item, the Item Location Configuration internal ID, and the Default Cost fields. Do a vlookup to pull the default cost into this exported search. Voila- now you can import the 'default…

Item Location Configuration is a subrecord of the items, and will have it's own internal id. Any information you want to update on the Location will be a different import - not items, but the item location configuration import.

Setting the field as 'email' to create the workflow and then setting it back to free form or long text is EXACTLY the solution! Very well done, @User_CTPVH

THe difference is Canada. Any vendor bill for Canada may require you to populate the tax code for use taxes. The US doesn't do this. Vendor Country=Canada - Tax Code Required Vendor Country = US - No tax code required. Is the company using Avalara?

Hello try changing your formula to {amountpaid}-{amount}

You will have to: Mark any accounts in your COA as reportable. IE- Outside Consulting. (this step is critical to prevent reporting on reimbursements, but still report against non employee income) Mark your 1099 reportable vendors (Note that you cannot hide SSN's from users if you fill out the tax id of the vendor) Install…

For your users, the Permission of 'Export Lists' must be enabled to email any searches. You can check if this is the missing permission by looking at the search results to see if the export options are available. If these icons are not visible for your users, they need the 'Export Lists' permission. I'm still a little…

If you're using the standard administrator role, you should see the email option on saved searches. In your screenshot, the email option is seen. How did you create the screenshot if you can't see the email tab in the admin role? Was that from your demo account? What type of search are you not seeing the email tab as an…

Hello, If you are setting the field on the sales order, it should flow through to the invoice, if you create the invoice from the SO. How are you creating invoices? Billing Operations? Invoice Sales Order screen? What steps do you follow?

The comment above shows you exactly how to customize your BS financial report. You should be good to go!

You will need to import trial balances for each subsidiary. In the trial balances, you will need to include the due to/due from accounts, just like they appear in the trial balances. You cannot use advanced intercompany journals to import your historical balances, and you won't be able to 'eliminate' the intercompany…

Is the user able to email from NetSuite otherwise? From a transaction for example?

In that case, you will need to create the invoice from the item fulfillment record, not from the Sales Order. Natively, NetSuite provides 'Invoice Sales Order' functions, that create invoices from the sales orders. To source the value from the item fulfillment, the invoices must be created from the 'Bill' button on the…

This is your issue: All the Vendor Bank Detail records in the system has the Subsidiary field left blank since they will be used for multiple subsidaries. You need to apply the subsidiary to the bank details on the vendor records. If a vendor will be paid by multiple subsidiaries, you need the banking information listed…

It is absolutely possible to customize balance sheet reports. Your screenshot shows 1 type of fixed asset - What are you trying to do?

Have the user clear their browsing cache. THis sounds like a typical example of what can happen if the user never clears their cache.

I don't believe that you can change or update the numbering for Inbound Shipments. They are assigned integer numbers, beginning with the #1. They are not editable at this time.