Angela Bayliss · Senior Solution Architect · Silver Crown

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Yes. You can create any financial report that you want, but you'll need to build it from scratch - there is not a template or native report to do this.

If you're using advanced item location feature, this is pretty easy. Using the type of search is = Item Location Configuration. If using an item search only, it's going to be more complex. Are you using this feature?

You can absolutely have a budget to Actual in Balance sheet format, but you'll need to build that report from scratch in the Financial Report Builder. Building these types of reports takes experience to get it right, due to the intricacies of financial reports. Good luck!

Yes, you can create a 'Forward' report on your budgets by going to Reports>Banking/Budgeting - choose the report, then set your date fields to whatever you want them to be. In the future will work.

I don't think that the bank account number listed on the account is available for searches. Bank account numbers themselves are not usually shared (think fraud) so I've never had a request to view the numbers in a search. I don't believe that the Bank Account Number is available for searches. May I ask what you're trying…

To add the Bank account number (and check number) you will need to edit the account in the UI and add that information. You cannot add it via csv. Hope this helps!

The Intercompany AR & AP will be eliminated using the month end intercompany adjustments. They are not available to be eliminated via the workbench. There is no sarcasm in my response, I was 100% clear. I answered your written question. If the screenshots don't support what you said, then you are not being clear and the…

You will not be able to have NetSuite generate any sort of notice like this. What you can do is document a month end process that includes running whatever reports/searches to confirm that the transactions are fully posted. Not the answer you're looking for - but it is a viable answer. What the system can't do can be…

Yes, if you want to attach all 10 to the transaction.

😂 I responded to your question, not your screenshots. If your screenshots didn't support what you claimed, then yes, you won't get the answers you want. Good luck.

When the location requesting the transfer order is asking for more than on hand, it's usually because the location needs that quantity. Limiting users to add only quantity on hand would prevent them from getting the quantities they need. The same holds true for a SO. The quantities requested will never be limited to on…

You can create some custom URL fields, and link the attachments to these fields. This is the easiest way to do it.

You cannot pay intercompany AP or AR transactions, and expect them to clear on ICJE's at month end You must leave the AP & AR Transactions OPEN in order to have them eliminate. By paying the transactions with another IC JE, these transactions are now closed, and not available to eliminate. The only way to have the AP & AR…

You can disable this on a role level. I think the permission is 'Override price level' or something like that. I'll check and let you know.

If they want to monitor the 20k for a refund, put a line on the PO for the container deposit. (Create an item called Container Deposit). You can then track the refunds needed via looking at the item Container Deposit, recent records. Add a custom checkbox to bills that have refunds expected, check the box on any bills with…

Hi Dallas, OK, the standard payment form should be available to be emailed using a workflow. Have you tried creating a workflow using: Scheduled workflow to deploy on dates your company pays bills. Create a saved search of the bill payments made on that day Set an action of 'email' - and use either the primary email…

all NetSuite instances have a parent subsidiary that exists when provisioned.

OK, a couple more questions: Are you using Checks or Voucher style payments? Are your checks 3 to a page, or 1 check on top of each page? When AP prints checks - does any remit advice print? Have you tried to go to transactions>management>print checks and forms? OK, do you have a sandbox for testing? Let me know the…

Question- What purpose is there in printing a PDF of a vendor bill, when the vendor has already provided a pdf of their bill? I'm confused…

What you need to do is use a vendor prepayment. These can be used 1 of 2 ways. First way is to create a vendor prepayment that is a standalone transaction. This prepayment will have to be manually applied to your vendor bills (applied the same way a vendor credit is applied) The second way is to create a prepayment…

The only way to add in a standalone entity that will not roll up to the parent is to buy a new NetSuite account and use it separately from the current account. Everything rolls up to the parent. Always. What you could do is move the other entities under their own parent, Right now you have this: And you could build it like…

Without much context, you can assign 'Preferred' Bins to items. This way, the preferred bin will be auto populated for item receipts, and should be the first bin picked from. We really need a use case with screenshots to help.

Custom Segments

False

I am assuming that the interco open AR/AP transactions are wrecking havoc on your aging reports. This happens a lot. They are difficult to just disregard. I suggest that you test this in your Sandbox. Extensively enough to include closing and reopening periods with the transactions you're trying to close. This is a common…

There is information in the user guides that you should review. I believe it's in the NetSuite Basics guide - if memory serves.

You can edit the search and set the Address Country to United States. This should set the available states to those in the US. Hope this helps!

If the SO is billing specific things on the project, when someone changes the project it could definitely change the SO. Who changed the Project on the SO? Why did they change it? What was on the SO before it was changed? You will need these answers to determine if this is actually an issue or if the SO should have changed…

You can try going to Script Execution Logs and see if you can isolate the error. Customization-Scripting_Script Execution Logs - set the filter to 'error' and look for the integration deployments. Without the actual error it's difficult to troubleshoot.