Angela Bayliss · Senior Solution Architect · Silver Crown

Oh wow. I am so sorry that you are experiencing this. To answer your specific question: When creating a bundle to migrate configuration changes from sandbox into production, it is not expected that any bundle, suiteapp or other installed feature be included. To include them will cause multiple duplications of all custom…

Thanks! This is a side benefit to wanting to help people. I'm glad I can assist! ~angela

You cannot automatically transform planned time entries into actual time entries, unless you open each employees timesheet and import planned entries one employee at a time. Sorry that it's not the answer you want, but I hope this helps. ~angela

You should be able to use the old method, as long as 'use auto bank matching data' is not checked on the account. ~angela

For your saved search, did you add the filter: Available filter: Internal ID of Applied to Transaction instead of Internal ID. ? ~angela

Got it. This is a new feature in 2024.1 for Companies using SuiteTax. Since it's brand new, it's not surprising that it is not behaving as you'd like. I don't think you're going to be able to 'force' the tax engine to run with a workflow. However, what you can do is alter your approach to the solution a bit. Instead of the…

Kits - by design - do not have a purchase price. This is why there is no field on the kit record for 'purchase Price'. There isn't a cost to kits specifically, the costs are assigned to the kit members. The purpose of a kit is to allow you to sell individual items and 'packaging' them together and apply a different revenue…

Ha! I know it…… ~angela

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Accounts Payable.

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Multiple Currencies.

Answer B. ~angela

It may be possible via script, but otherwise I don't think you can 'lock' a file and have users still work with it to send to the bank. Sorry I'm not very helpful - ~angela

You can customize this report by adding "Address: State' Then grouping the column by 'State' When you save the custom report, Voila! Total sales by state ~angela

I'm using a transaction search. The criteria is difficult to find as they are not in alphabetical order, as seen on the screenshot. Anyway - I hope you can get what you're looking for. 🙂

Hello, I think that your issue may be attempting to source a field value from a field that is not storing the value. When you don't store the value on a field, it is visible but not available to source. For the Custom search to calculate the discount rate, is that captured on the SO as a custom field that isn't storing the…

If I understand you correctly, you want to create a workflow that will 'press' the 'preview tax' button? It sounds like you use SuiteTax, and with 2024.1, users must now click 'preview tax' to calculate the taxes. Perhaps some users are not pressing the button and taxes aren't being calculated? Are transactions being…

My apologies - by tax agency should provide you with what you're looking for. It'll show taxable and non taxable sales. Sorry for the confusion. ~angela

This can be done using permission to the electronic banking setup, I believe. Here is a link to the Suiteanswer that outlines the permissions for restricted users…. I hope this helps….. https://suiteanswers.custhelp.com/app/answers/detail/a_id/35023/loc/en_US

You can generate this in NetSuite by navigating to reports> Sales Tax US>Sales Tax Liability by Tax Entity. Hope this helps! ~angela

In the 5 accounts I just reviewed (subscription billing, Manufacturing and financial first) whenever an account number is defined on the vendor record, it appears on the vendor bill memo field. This occurs upon the bill creation, and the system notes show that no workflows are in place for the 2 I tested. It appears to be…

You can't add Customer Main Line Or Customer Project? Note that they are not in alphabetical order in the list.

You can easily check the status of any issues at status.netsuite.com. It doesn't look like any interruptions have been reported. If you file a case, and it's happening to others who also file a case, NetSuite will investigate. I hope this helps! ~angela https://status.netsuite.com/

The easiest way to do this is to set your search to 'Sales Order Status' with the status being 'Pending Bill. This is assuming that you aren't billing in advance of fulfillment. On your search, you can set the email flag to include 'send when records are updated'. ~angela