Angela Bayliss · Senior Solution Architect · SuiteMaster

https://community.oracle.com/netsuite/english/discussion/comment/16869774#Comment_16869774 You absolutely can! In the bank feeds suiteapp, there are prebuilt files that can be leveraged if using the banks that already have templates available.

https://community.oracle.com/netsuite/english/discussion/comment/16869786#Comment_16869786 Did you get it? Do you need more help?

Have you installed the bank feeds bundle? If you don't have this bundle, you'll need to install it.

You might want to have her clear her browsing cache, Not cookies, just her cache. Weird things can happen if people don't perform basic maintenance while using NetSuite.

https://community.oracle.com/netsuite/english/discussion/comment/16869719#Comment_16869719 Criteria Tab Filter: Type: Is Kit/Package Filter: Inactive is false Results Tab Field: Name Field: Member Item:On Hand (note: member item is way down the bottom, not with the other 'M' words)

https://community.oracle.com/netsuite/english/discussion/comment/16869464#Comment_16869464 You will need to click on 'Create Saved Search'

C. Conditions

Hello, I've seen this discussed here before. I think this is the search you're looking for: Item Criteria Tab Filter: Type: Is Kit/Package Filter: Inactive is false Results Tab Field: Name Field: Member Item:On Hand (note: member item is way down the bottom, not with the other 'M' words) Save and run. It will show you how…

My Pleasure Leonardo! I hope that I was able to help. It looks like you got it!

https://community.oracle.com/netsuite/english/discussion/comment/16869191#Comment_16869191 You cannot make sublist fields required via customizing the form. Please test your answers prior to spewing information that is invalid.

https://community.oracle.com/netsuite/english/discussion/comment/16869415#Comment_16869415 Correct. Any NetSuite Consultant with experience will guide you towards loading a single trial balance, per subsidiary, per month. Meaning for each month, you will need a JE for each subsidiary that is transacting. Each trial balance…

OK, I am not a developer, and I don't write code. However, I am very familiar with the NetSuite Schema, and I often write tech documents designing scripted solutions. So I'll try. Please note that I am using a stairway account (type of demo) to answer you. If you're working with a quote, and my assumption is that the…

I had a few more minutes- so I'm circling back to this. Within Roles, you cannot restrict these types of requests. What you might be able to do is: 1) Create a new Bill Payment Form - Under the 'actions' subtab on the form, remove the edit button, (remove all buttons except the Void button) Remove the 'custom form'…

Hello, I don't think that you can provision access to void a payment without provisioning access to edit the bill payment. Sorry it's not what you're looking for.

This is possible, using a script. The script would have to compare the base price to the personalized price set, and block the line if the personalized price is lower than base. Hope this helps!

https://community.oracle.com/netsuite/english/discussion/comment/16869276#Comment_16869276 I'm happy to assist, but I'm not sure of the question? My client uses OKTA for all SSO users. For the integrations, they use token based authentication - so it's a mix of OKTA & Tokens I hope this helps.

Hi @PaulRipley , This is done with multiple imports. As @Tigran Shahnazaryan mentioned, you really should work with your NetSuite consultant.

Absolutely you can. I have a client using OKTA, and it works quite well.

D - Invoice

https://community.oracle.com/netsuite/english/discussion/comment/16869155#Comment_16869155 Yes, you should be able to make the total weight field a formula of quantity*unit weight.

To set all attachments as pdf, do a mass update to ensure that PDF if the setting on all your vendors. Hope this helps!

Uncheck 'Store Value' on your field. This is your issue. Once you uncheck that setting, you'll be good to go.

Hi Dwight, Sure, here you go! This is from a testing account, but I've covered the names of the customers anyway. The trick with reports is to be careful of the folders you are pulling the fields from. In this case, I chose the 'Profitability' folder (transactions) and the ship to from that folder. Make sense?

Revenue reports are driven by sales transactions - so you would need to add the shipping or billing address information from the transactions - not the addresses from the customer record. It's entirely possible, if you choose the transaction address fields. 😉 I hope this helps.

https://community.oracle.com/netsuite/english/discussion/comment/16869083#Comment_16869083 Hi Veronica, I have no idea how long the results remain visible. I've noticed that the person who performs the merge can see the results when others can't. I'm sorry - it's not anything I've paid much attention to in the past. The…

https://community.oracle.com/netsuite/english/discussion/comment/16868759#Comment_16868759 I understand your dillema, I really do. You have to make the decision that fits your company. You can choose to do nothing, and continue the issues you currently have. You can change the name of the inventory item you want to retire…

Hi Hannah, I don't think that you'll find a search or any other report that will provide you this information. I'm sorry it's not the answer you want. What you CAN do, is make a process for your team to follow. Customers/Vendors being merged could be an operation done on a schedule. The person who performs the merging…

https://community.oracle.com/netsuite/english/discussion/comment/16868769#Comment_16868769 The role is not using single sign on. I will file a case.

NetSuite has 'Tiers' of licensing. These tiers allow for transaction counts, user licenses, and processing queues for scripts and csv imports. If a company has 250,000 transactions per month, they will be on a higher 'tier' than a company that has 250 transactions per month. Tiers are also directly tied to full user…

Special Order items are definitely the way to go. A PO is created (if the vendor is assigned to the item) as soon as your Sales Order is approved. The materials from the special order PO are committed to that Order, when the items arrive - engrave and pass along to the customer. I hope this helps!