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Step 1 is to confirm that your order entry people have a location assigned to their employee record. Step 2 - On your location order entry people, update their role to show these restrictions: However, tagging customers with a location isn't native NetSuite. Your customers available to view may not be limited to the…

Without screenshots of the workflow and the search results, it's difficult to know what actions/transitions may need to be updated. Same with the search results……. Can you provide screenshots to help me help you?

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To be clear - You want an opening balance of zero in every account? If so, you can take the trial balance as of 01/01/26, export it, and swap the debits and credits columns. Then import the trial balance as a JE. This will zero out EVERYTHING in your system. Note that this in NOT RECOMMENDED.

Customers with a dunning level on their record may not be due a dunning email. It's more then just having a dunning level set on their form. The search used in the dunning workflow may have different criteria than only the dunning field being populated. Hope this helps!

The email templete used when going to actions> email is assigned on the form. Meaning you will need to edit the form, and apply the correct email template as default for the form. You can assign a default template to each transaction form. Hope this helps!

The expense report currency will always default to the subsidiary base currency. The user will need to set the currency for each of their receipts. Expense Reports are paid in the currency of the bank account paying the expense report. Each receipt entered will be converted to the currency of the subsidiary the expense…

The answer to this is found within you're own accounting internal controls. It's not an answer you'll find here. Sorry it's not the answer you want.

The custom field is ONLY for the purpose of tying the vendors together, and assigning the bank details to the vendors as 1 : 1 vendor and bank. It's not going to provide you with much value other than that. You could build some reporting around the parent:child, but this will be custom. Updating all vendors into this…

In the case of differences between Receipt and bill amounts, you'll want to post your vendor bill variances. Transactions - Payables - Post Vendor Bill Variances. However, this feature depends on you having set the vendor bill variance accounts on your items. Posting vendor bill variances clears the Accrued Purchases…

You can absolutely change it, as long as your SuiteSuccess has been fully deployed.

Please provide some screenshots?

You can't add the permission if the feature is not turned on.

You can create a custom field of 'Parent' type = List list = Vendors that can apply to your vendors. This way, you can use the 'child' vendors to add bills and have a specific bank account. An even easier way is to name the vendor Barclays - Remit Address. This will do the same thing, and be easier for AP to select the…

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If you use the standard feature of Amortization, you can create the prepayment schedules and amortization offset accounts quite easily. It's difficult to provide guidance without knowing what you're using, and how you're capturing these in NetSuite. IE- Accrued Purchases is the default account for inventory received not…

Changing a period on an expense report will conflict with the exchange rate and throw this error because the exchange rate on a transaction in a closed period can't be changed. By trying to edit the period, the exchange rate is trying to update - and it can't - hence the error. Not sure this makes sense, but your only…

EGADS! So this is expected behavior, and NetSuite knows this occurs. Anytime my client updates or assigns a contact a role, the data in the checkboxes will be set to null. I'm not going to be able to sell this answer to my client, Judith.

You cannot create a transaction in one currency, and have it impact any GL account in another. If you are posting the bill in a currency other than that subsidiary base currency, then you will see the impact in the base currency.

Have that user clear their cache. Here's a quick document on how to do that. I bet - as weird as it sounds - that could be the issue.

Most checks have a void if not deposited date of 90 or 120 days. Often (Very often) checks written to vendors may include 1099 vendors or other employee type recipients. These checks are not always deposited right away, and may get lost in other paperwork. (smaller the check, less importance put on it). People forget to…

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What tax calculating software are you using? Is it NetSuite Native Taxes? I'm a little baffled by your statement - you recently set up a Nexus for Canada. Canada Tax Nexus's are created by Province. So the setup would include multiple Canadian Tax Nexus's. Have your coworker try to enter a sales order for the same customer…

If they are being sent to the Global BCC, the only way to prevent this is to remove them as a recipient on the global cc setting. Setup-Email Preferences- and remove their email address in the BCC field. Note that this will prevent ALL emails from being sent to this email addresses. This global BCC is copied on every email…

You would set the due date as the 20th of the month, and put 20 into the 'Due Next Month within Day's' field. Hope this helps!