Thanks Angela, yes that is what we are doing now. I was thinking of using Accounting Contexts to hold the mapping and uploading by leveraging the context. My thought is Consolidated reporting would include the results of the Subsidiary Context but presented in consolidated reporting in Parent chart of accounts. I've…

If necessary, I'd say "Label" on forms. But honestly, I'd get people to adapt to "delivered" field names and ids unless they have a compelling reason. Scripts, workflows, etc. may be written on the ID you wouldn't want to change all the scripts. Best Regards,

Jervin Nicholas Teopengco-Oracle Perfect. This issue is solved. Thanks. I'll keep tinkering with this workflow for the continued design.

Hello Jack Daryl Espiel-Oracle Thank you for the guidance above. I started with the Journal Approval template. I added the supervisor = null to try to include -System-. Let me adjust mine to look like yours.

Hello Jack Daryl Espiel-Oracle Thank you for the guidance above. Can you tell what I might be missing, trying to do the same thing? I want -System- generated journal entries Status to be set to Approved. Do you know why I would get the warning "Button Approve not found on the form? The journal entry "form" is set as the…

Thanks, Pratik Teredesai-Oracle Yes, I knew I could list specific users but it will have to be maintained if we have turnover but I think I'll have to. Thanks. Thanks. I should have thought of limiting it to the UI, myself. Thanks Yes, Thanks. I added it while building to determine which "role" field I needed. I agree this…

Thanks, Pratik Teredesai-Oracle Yes, I knew I could list specific users but it will have to be maintained if we have turnover but I think I'll have to. Thanks. Thanks. I should have thought of limiting it to the UI, myself. Thanks Yes, Thanks. I added it while building to determine which "role" field I needed. I agree this…

Angela Bayliss, Thank you. I dug around preferences, defaults and SuiteAnswers and didn't find anything so reached out. I was expecting this but hoped I just missed something. Thanks so much.

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Final response from NetSuite support: Regarding your concern modify the customer center. We have been able to identify that your request is currently not yet possible. Upon further checking, it turns out that this is a pending enhancement with NetSuite. This has already been endorsed to our engineers for review, however,…

From NetSuite: Your SuiteIdea is now approved and is logged as Enhancement 813950: SuiteScript 2.0 > Allow scripting (and Workflow) for the invoice Renew Button Internal ID Please publish the Invoice Renew button Internal ID, make it available as a workflow action and available to scripting. We are a software company that…

Thank you Jervin Nicholas Teopengco-Oracle I will vote for the appropriate Enhancements. Our Customers only have access to a custom record that holds all US tax jurisdiction for payroll taxes, through the Customer Center. We want to eliminate the delivered portlets. Does anyone have any feel for perhaps using a web…

Hello Jervin Nicholas Teopengco-Oracle I don't see how to accept your answer. Would you mark it accepted for me? Thanks

Thank you, Jervin Nicholas Teopengco-Oracle I received a very similar NetSuite Case Response: To verify whether queries are still using NetSuite.com as the data source, check if their table or field names match those listed in the Connect Browser, as outlined in SuiteAnswers Article 74611: SuiteAnalytics Connect Browser.…

Hello Jervin Nicholas Teopengco-Oracle We use the ODBC connection and have many queries originally written while connected using service data source, netsuite.com using SQL queries. We have changed our settings in Set up Suite Analytics Connect to netsuite2.com. How do I identify if any previously written SQL queries…

Thank you Angelica Mae Segador-Oracle Do you or did they know if there is any plan to make them available for workflow and scripting?… or even publishing the internal id anywhere? Thanks.

I apologize if you already think this way but…. Think of the Company (Lead/Prospect) as the starting point for an Opportunity. If the Lead information is complete, Legal Name, address, contacts, email addresses, etc. (this is a bulk of the work & could debatably be done by the Lead Source (Marketing, an integrated system,…

We are an SaaS company that does not have the Contract Renewals nor SuiteBilling modules. We leverage the Renew button on invoices to generate a new Estimate/Quotation then make necessary adjustments to the Estimate, manually before processing to Sales Order & new Invoice. I would like to Automate pushing the Renew button…

I received a response from NS Support Steps: 1.Check the Oauth 2.0 Client Credentials Setup. 1.1 Navigation Path: Setup > Integration > Manage Authentication > OAuth2.0 Client Credentials (M2) Setup 1.2 Please take note of the certificate ids on the page. If you see this certificate with this value:…

Hello User_MTM71 we use an ODBC driver to connect Excel and a SQL database to connect to NetSuite. There is a lot of information in SuiteAnswers re: connecting depending on your scenario General info OAuth 2.0 for Connect SuiteAnswer 106877 Authentication for SuiteAnalytics Connect SuiteAnswer 106876 More specific steps we…

Yes Thank you, I understand the difference between the prior periods cumulative Net Income/Retained Earnings and the Clarisa De Torres-Oracle I was having difficulty getting my Custom Trial Balance (view = Total for now) to match the delivered Trial Balance re: the Retained Earnings section. My end goal is the Trial…

Hello Clarisa De Torres-Oracle I am reconciling my Custom Trial Balance to the delivered Trial Balance with a "Total" View and the same As Of Dec 2024 Inc. Global (Consolidated), for now. Each account on my CAD Balance Sheet used in TB by Subsidiary Rpt ("Custom Report") matches the delivered Trial Balance except Retained…

Yes, thank you Clarisa De Torres-Oracle I started there but I didn't see how to "move" my existing rows in between the Header and the Summary… Now I see how easy that is, by just selecting "Child Of" for each… Yes, seems a better choice… Heading that direction and will update when complete. Thanks so much.

Yes, Thank you Clarisa De Torres-Oracle I am working through that… I was hoping for a simple Sum all rows above… As you can imagine, when building a Trail Balance by Subsidiary, using the above process (so far it is working) is time consuming enough to list each account separately…. but now to have to do the same thing to…

Thank you for the details, Camille Cagalingan-Oracle Now that I have followed the steps above, How do I Sum the report to validate the results? Thanks.

All, As you vote for any SuiteIdea…. Please add a comment that details your business case. It is important information as NetSuite considers acting on each SuiteIdea. SuiteIdea 174031

I see the Balance Sheet & Income Statement now have a footer filter for "Column" that includes a selection for Subsidiary. This is great for these reports but is also necessary for the Trial Balance. If anyone else would find this useful on a Trial balance please vote for SuiteIdea 174031 and add a comment that details…

I see now the Balance Sheet & Income Statement now have a footer filter for "Column" that includes a selection for Subsidiary. This is great for these reports but is also necessary for the Trial Balance. If anyone else would find this useful on a Trial balance please vote for SuiteIdea 174031 and add a comment that details…

User_ZWIS9 OPTION 2: Another thing I do to send data to and from JIRA is leverage Celigo . We have the CRM module, here. When a new entry to our custom record occurs, I created a workflow that uses information on the custom record to create a NetSuite issue. I use Celigo to pick up the NetSuite Issue information, send it…

Hello User_ZWIS9 Not knowing which NS edition or modules you have… Take a look at the Compliance 360 SuiteApp Compliance 360 Activity Log Compliance 360 Dashboard Audits in Compliance 360 There are other links at the bottom of each of these SuiteAnswer links that may interest you. If you don't already have it, ask your…