Angela Bayliss · Senior Solution Architect · SuiteMaster

Thank you for the screenshots, they provide me exactly what I needed to help you. OK, you're using the custom record as a list, not as the native functionality of a custom sub record. Meaning that you have a custom field on your CRM forms that is sourcing a value from the custom record - This is VERY different that using a…

BN, The existing transactions will not change in any way. All reconciliations will stay the same, all transactions and closed periods will still apply. I think you may be mistaking moving the hierarchy of subsidiaries around with the creation of a new subsidiary. Moving subsidiaries around within the heirarchy is a very…

https://community.oracle.com/netsuite/english/discussion/comment/16878683#Comment_16878683 In that case, edit the purchase order access to create. The expense reports permissions are the same, so people can create and approve the expense reports only. Voila

The best way I know how to do this is to create an inventory numbers search. (If you're using advanced location configuration). Create a new inventory numbers search: Add results of: Item, Lot/Serial Number, quantity and location. (you can add bin if it helps). This will give you the on hand inventory by lot and by serial…

OK, I have fully tested this: I edited the employee center role, and removed the permissions for the records pending approval. I created several purchase orders that are pending approval. I can see these records in the Suiteapprovals portlet on my admin dashboard When I log into the employee center and look at the…

As far as side affects, there shouldn't be any negative affects to updating the accounts to Parent subsidiary, include children. When you perform this import to update the accounts, the accounts will be visible and usable for all of your subsidiaries. The ONLY negative possibility is that people can accidently post…

https://community.oracle.com/netsuite/english/discussion/comment/16878537#Comment_16878537 When you add the new subsidiary, you can update the accounts within your COA via CSV - I would recommend that you update the accounts to be 'Parent Subsidiary' with 'Include Children' checked. This way any new subsidiary you might…

Items can be on hand but committed to a sale or work order. If an item is committed, it is on hand, but not available. When running the inventory valuation for older dates, often the items show up but are not available. (It could be in an order in packed status) Hope this helps!

If your items are set up as dropship, when they are added to a sales order, the dropship po will be created, and you can mark the PO as 'shipped - which will also fulfill the SO. If you used a regular PO instead of a dropship PO, then you'll need to receive/fulfill the dropship, treating it as if it's a special order. Make…

The simple way to update a vendor form is to run an import, and set the form you want to use as the import form. Run an update - don't actually change anything, and when the import is finished, all vendors will use the form you set. All other forms will no longer be in use, and can be inactivated as needed. Hope this helps!

https://community.oracle.com/netsuite/english/discussion/comment/16878594#Comment_16878594 Is there some requirement to make these comments? I get notifications and there is no value to the notifications if you're repeating the exact request I made.

https://community.oracle.com/netsuite/english/discussion/comment/16878591#Comment_16878591 What role is the vendor login using?

I would ask why you want to restrict adding this portlet? Are employee center users not actually approving transactions via the employee center? If people are not approving via the employee center, you can remove their permissions to approve transactions - which would prevent them from adding the portlet.

If you're looking to present an AR aging report in SuiteAnalytics, what are you looking to capture that isn't already present on the standard AR Aging report?

When someone uses one of the expense items (set up as inventory)- you will need to use an inventory adjustment to relieve the quantity of the inventory items. If it's being used by the warehouse team, often the offsetting account for the adjustment will be either a COGS or an expense account. (Confirm with your accounting…

In that case, I believe that you have an issue with your csv import. I suggest you file a case with NetSuite support - because something may be snarky within your account.

I found a way to work with this for you. When accepting customer deposits as standalone transactions in one currency, you cannot apply the customer deposit to invoices in a different currency. It's not possible to do this in NetSuite, natively. What you can do is this: Create a JE in GBP and credit the AP account while…

One thing that would be SUPER helpful on all posts is to lessen the number of 'Thank you for sharing your idea's' and other useless responses from the Oracle NetSuite team. Seriously - if a comment provides zero value, why are they being made? They send people who are commenting to be helpful notifications - which again -…

When you manually enter an address within the UI- If you add the zip code of the address instead of the City/State, what happens? Open any customer/vendor record>Addresses Subtab> new address> add in address line 1, and the zip code. What happens when you do this? does the state appear?

Instead of modifying all of your PDF forms, perhaps you might like to approach this in a different way - that will correct the configuration, instead of hiding things on the forms. while you are collecting shipping on your website, I suspect that when the sales orders are created in NetSuite, you are mapping the shipping…

OK< my first findings are that you cannot create a customer deposit from the corresponding sales order in a different currency. In your case, did you accept the customer deposit as a standalone record? Meaning that you went to transactions>Customers>accept customer deposit? I believe that is the only way you could be…

This can be done using a script. You would need to create an item for royalties, and whenever a customer has an invoice that qualifies, a journal would be created. The formula for the amount of the accrual would be the royalty amount defined on the customer record*Item royalty amount*line amount. To create the JE, the…

WHen you import the addresses, are you importing them using 'override' = true? This is the only way I was able to populate the address in the box without adding the state into the state field on the address. There are some settings that may be applying that could be interfering: Setup>Company>Preferences>General…

Happy to help if you answer my questions. 😉

Thank you for the screenshots. If possible, can you log in using the custom role, and take some screenshots of the record being available to edit for us? IE- log in to that role, take a screenshot of the custom record in view mode, then a second screenshot of the custom record in edit mode? That will help a lot.

Hello there! Let me run some tests and I'll get back to you shortly.

There are a number of reasons why this might occur. Question - do you have the 'bill po in advance of receiving' enabled? Is the PO for items, or expenses? Here is how I would troubleshoot: View the PO - system notes subtab. Look to see if the PO was billed. If it wasn't, then the 2 transactions were never linked. If that…

https://community.oracle.com/netsuite/english/discussion/comment/16877530#Comment_16877530 The resolution of this issue is relative to your costing method. If you're using average costing, the cost of all the components will be calculated into the total amount you build. Which is clearly not accurate. This issue is a major…

https://community.oracle.com/netsuite/english/discussion/4502122/lock-users-from-editing-custom-record-rights-for-custom-roles Can you provide a screenshot of your custom record if you are still having issues?

https://community.oracle.com/netsuite/english/discussion/comment/16878284#Comment_16878284 When you enable A/R, a customer deposit account will be auto generated. So you should already have a customer deposit account within your COA (If the features are enabled). Navigate to Lists-accounting-accounts. Sort by account type.…