If those custom fields don't show on your CM form, you may have to create new fields specific to this workflow. Are you comfortable creating the new fields? Both are list values, one a list of employees, the second a list of approval status's. Make sense?

You may have to check/uncheck it manually. Edit the record, checl/uncheck, save and repeat. Some of the item fields are snarky when trying to update via csv.

A fully Billed PO is considered complete. You don't have any lines with open quantities - which is what is needed in order to qualify for 'closing'. Make sense?

I think you'll need to create new fields to capture this, because Credit Memo's are not one of the default transactions and those fields may be tied to suiteapprovals. (Found at setup>accounting> accounting preferences>approval routing). You won't be able to use Suiteapprovals to do this. You can create a workflow to route…

Hi Mary, I'm not familiar with ZoneBilling. I'm sorry. I hope you figure it out!

Ugh. You might try clearing your cache? If that doesn't help, file a case. It should pick up the one you have defaulting.

Use Main Line Name in your results. That should display the vendor name.

If you navigate to Documents>email templates - are you able to view the dunning template? I suspect that the dunning email template may be blank. Please check your template and let us know?

When posting amortization entries, it is not possible to control the memo of auto generated journals. You can edit the line memo's after the journals are created. Sorry it's not the answer you want.

You'll need to customize the detail report, or you can customize the summary report by adding in the transaction information. Type, amount, document number, etc can all be added to the report you want to use. I've added line details to many summary reports- It's easy. Just add the columns you want to see. Make sense?

Bulk apply JE's to Invoices? Why not just use accept customer payment and apply multiple Customer Invoices to one JE at a time?

The employee center is restrictive in it's content. Publishing a dashboard to the employee center is only available with the SuitePeople module. Sorry it's not the answer you want!

Natively, NetSuite won't recognize multiple orders with a single order. You can discuss the Business Process that you follow with your company, and ask about bundling orders with a single signature. This is an internal control, not a NetSuiteism.

Add a filter of 'Main Line' = False to the filter area On the results, use 'Main Line Name' Voila! Should be golden!

So you're working with a sales report. If you have inactive sales reps assigned to customers, they're going to show up in any sales reports. Why don't you just remove the inactive reps from the customers? You can easily do that with Mass updates? But for sales reports, all sales reps will show, you cannot filter out…

Why is it that this only applies to YOUR answers?

You can see what data is excluded natively by clicking 'customize' on any report, and looking at the 'filters' that apply to that specific report. What report are you working with?

To create a search, go to reports-New Search - Type=Transaction. Create saved search, and name it (for this, I'll call it Bill Search) (A trick I use is to open a Bill in another tab, so you can see the fields that you need to include) On the criteria Subtab, add 'date' = last week On the Results subtab: Name Date Status…

Sure, just add a filter of 'Inactive' = False

You will need to cancel the workflow. To do this, go to Lists-mass updates-Mass Updates- WorkFlows. Find the workflow you want to cancel, and select the workflow name - Cancel. This will allow you to 'cancel' the workflow wherever it is initiating. Should do the trick! I hope this helps.

You can create a saved search of all bills imported, and set the bills to 'pending approval'. This way you can review the bills in a saved search, and they won't post until they are approved. Are you interested in this type of process? If so, let me know and I'll give you the details?

If you have permissions, when editing an inventory transfer record, you can click 'Customize form' in the upper right hand corner of the form. Do you want the department to apply to all items on the transfer, or just one line? If you want all items on the transfer to apply the department, add the field in the 'header' part…

Be very careful that you don't have any open transactions when you change the can be fulfilled or received! If you have existing transactions, you can lock them as being unable to receive if you change the ability to receive it while a transaction is pending receipt. You can set the generate accruals with the 'can be…

When you don't have any transactions within the Subsidiaries, you're safe to move them, but always do this in the sandbox. When this feature came out, there were possible issues in the financial statements — but that hasn't been an issue for a while. You should be golden!

Here is the table for applying and applied to transactions. As you can see, work orders are an applying transaction. So if you use applying transaction fields, you can filter your search to work orders, and in the results, you can select the applying transacion (WO) fields. Applied To Transaction Type Type Applying…

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It sounds like that user tried to select a different folder than the one mapped to the employee center. Try this: Provide that user with the name of the folder that is mapped to the employee center. Have them insert that folder name into the folder. When someone clicks on the drag n drop area, they see this: The issue…

You can credit the invoice in full, You can delete the invoice. These are the 2 options that you have. I hope this helps.

Ugh. It may be that custom field. I'm able to filter the search I created with a True/False field. I'm sorry. This may not be possible with the account you're using.

Require the PO to be created from the Work Order. This way, nobody should ever manually create them. Ensure the item sourcing is set to Purchase, and when the Work Order is released, a PO will be created automatically. This way, there will never be an issue with people creating them wrong manually. Make sense?