Angela Bayliss · Senior Solution Architect · Gold Crown

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If you are looking for users to have the 'more' on reports, and they are not currently seeing it, it may be the 'Reports Customization' permission that is missing. You didn't identify what type of report your users are trying to see. What type of reports are they? Once you identify what type of report they are trying to…

In this case, you can set the dates for your payroll item to work through the end of whatever year you like. If you don't want it to end, you can put in the /9999 date - if it will accept that date. Having to set an end date is just a NetSuiteism. Set whatever you need to get the item saved, and move on. Hope this helps.

You really need to implement demand planning or MRP in order to create the expected demand for procurement.

You cannot authorize a return from any PO until something has been received on the PO. Once that happens, you will see the button. Note that for intercompany PO's, the returns must be paired to a Customer RMA. Much like you 'Pair' an interco PO with an Interco SO, you will need to pair the returns. Hope this helps.

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Expense Categories are shared among subsidiaries. Is it possible that the categories are not shared to the subsidiary of the employee? Setup>accounting>expense Categories. Edit the ones that apply and ensure they are shared to all subsidiaries. Hope this helps.

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Hello Hannah, When emailing a report, you cannot add any formula fields into the email. While it is possibly to do with a search if conditions are met, I believe you mentioned a report - which is different than a scheduled search. Sorry it's not the answer you want.

If the PO has lines that have not been billed, look at the PO lines: If the PO line is 'Closed' it cannot be received or billed. If the PO line is 'Closed' and lines have been received but not billed, You will need to reopen the lines by editing the PO, and unchecking the 'closed' box on the line. I hope this helps!

Advanced PDF Templates source data from the transaction you are printing. While you can source data outside of the transaction printing - you will need to do this using the source code version, and including the code needed to source that data. Without many details from you, this is the best I can do. I hope this helps!

What type of script is it?

The only way you'll be able to track the opportunities at the parent level is in the UI on the parent customer record. Since the parent is an established customer, they won't show up on your opportunity reports since the subcustomer is a different customer stage. Clear as mud, right?

Like everything in NetSuite, it takes a few tries to get things right. Email templates must be created to reflect the type of transaction that you're sending. In your Case, you're trying to send an email and address the 'contact' when there isn't contact data on the transaction. Using joins here isn't going to work as you…

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It sounds like you may be missing setting the Nexus up for the top level transactions. To confirm this, go to setup>Subsidiaries > and select your top level subsidiary. Edit the subsidiary, and go to the 'Nexus' subtab: Ensure that the Nexus's are assigned to the parent subsidiary - Hope this helps!

On the Employee Center Dashboard, only the most recent 5 transactions show in the list. However, the employee can select 'View Expense Reports' Or 'View Purchase Requests/Requisitions' and they can easily see the full list. It's all about real estate on the dashboard - if more than 5 show for each category of transactions,…

You can easily include a message on Sales Orders and Estimates by using an email template. Go to Documents>Templates> email templates> create your email template. Once the template is complete, set it as the default email template on your Sales Order & Estimate Forms Customization>Forms>Transaction Forms Now, any email…

Glad I could help!

OK, you asked 2 questions here. You can prevent ach payments from having a check number set by: Add bank details to your vendor Mark them as an EFT Payment. This will stop your ACH payments from assigning check numbers. To import ACH details: Go to Home-Set Preferences- and put a checkmark next to 'Show Internal ID's View…

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If memory serves - You can pull the invoices with the 'applying to' transaction information. Specifically, applied to date, amount, etc. This is a bit different approach Pull your invoices. With the payment date and amount (from applied/applying to transactions) you should be able to see the original invoice amount, along…

You asked about this on another thread. If you do not have 'Invoice billable customers' configured, there will be nothing to bill. On another thread, you asked how to automatically create invoices. If this is another attempt to circumvent the process of creating them manually or via csv - it's not going to work. Sorry it's…

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When you merge vendors, the items where the vendors may have been listed as the preferred vendor may be cleared. This is due to the vendor record no longer existing. It's always a good plan to review items with preferred vendors before and after you merge vendors. There is a warning screen when you merge vendors (or…

Workflows are a great way for non developers to create automation. Workflows are limited to having transitions between states, which are represented by lines. There is only 1 display screen when working with workflows. If your workflow is too complex to manage, it can be replaced with a script. Sorry I'm not more help. A…

Are you using checks or vouchers? You can import the actual ach information to the bill payments once they are paid. You can also edit the Bank Account after the payments and reset the check numbers. I'm sorry this may not seem helpful. I am trying to help. Do you know how to import and update the bill payment ACH…