We have very few users on today. This is the only record/transaction that took 46 seconds to Create/Save. Sales Order @ 48.12 seconds and Server was 45.339 by a different user Sales Order @ 22.577 seconds and Server was 20.508 seconds by a 3rd user. I @CDuf had what I would call latency when saving an Employee record @…

It depends on where you role yours up. We roll ours into Other Income for the Admin department and that becomes part of Net Income as the starting point for the Cash Flow statement

@Laura R. We record a Deposit for the interest income

have you tried using the delivered Date Created field?

I logged a case with NetSuite and they have been working with their partner. You might do the same and asked to be attached to the defect. Case # 4704375 Update: "Defect#673091Bank Feeds > MidFirst Bank (Business)>Technical Error" The connection works but no transactions are imported. We are beginning to look at…

Are you referring to the Dashboard Tiles "Bundle" # 185219? I know it is called a SuiteAp but it is found in the Bundles. If so you might start with SuiteAnswer ID:65560. There are several links at the bottom of that Answer you may want to read through. There is also information in the Help Center Bottom line is I think…

Thank you for identifying the Enhancement 93865: Other Name > make other name its own customizable record type. I added a comment and voted for the enhancement. If anyone else would find this useful, please access the SuiteIdea, add a comment that indicates the business benefit if this enhancement becomes standard. After…

@Micah Timbol-Oracle since May 16, the our Bank Imports have not pulled any transactions into NetSuite. MidFirst Bank. I validated that MidFirst Bank is still on the list of supported financial institutions. We followed the steps to rebuild the connection (just for good measure) 1. Clear the browser cache and cookies…

You may need to consider a combination of fulfillment date {fulfillingtransaction.trandate} and line status {fulfillingtransaction.shiprecvstatusline} in a more complex formula. I write out in words all my criteria then try to convert that to code using the NetSuite tools. If the tools can't help, it may need an actual…

Casey, there is a balance remaining field, try looking for the exact field name in the formula field picker. Try {amountremaining} or {amountremainingisabovezero} sorry as to fullfilled there is a line status {shiprecvstatusline} & if you need the fulfilling transaction {fulfillingtransaction}. You can also join to the…

Just to clarify my sample was to "count" cases so my "then" statement just placed a 1 if true and null if not. If you need to Sum Amounts, the "then" piece of the formula would need to change to the appropriate amount or balance field. Hope this helps. Best.

Yes, thanks, Joahnna. I know I could create a Custom field and source it then workflow that custom field value into the Sales Effective Date but you can see how I really shouldn't have to create redundant fields to perform what is native NetSuite functionality for most other fields. I do appreciate the confirmation,…

I had to do it with Open Cases and used this formula for each month. Try changing the field ids for your saved search and audit the results. Formula (Numeric) Summary Type = Sum Formula = case when {trandate} <= to_date ('1/31/2021', 'MM/DD/YYYY') then 1 else null end Summary Label = Jan Repeat for each month. this is…

On the Customer it is on the Financial Tab. As over all set up it is at Setup>Accounting>Preferences>Accounting Preferences>Items/Transactions>Default Receivables Account

Yes, even though you went Live April 2022 you can post prior period transactions to match/build a beginning balance. Did you have a consultant work with you? You might reach out to NetSuite SuiteSuccess team.

Did you build all your relevant accounting periods? Have you created all your relevant Items? Terms, etc? Have you loaded all your Customers? You will need the NetSuite Customer Name (or better, the NetSuite Customer Internal ID) Have you tried a .csv upload of the open Customer Invoices? Do you have a Sandbox to test in?…

My workflow screen shots. Workflow Action: While the workflow executes successfully, The result is the Sales Effective Date is the same as the Invoice Transaction date.

I attempted a simple Workflow to populate the Invoice Sales Effective date from the Sales Order Sales Effective Date and it executes successfully but the value on the Invoice Sales Effective Date is incorrect. We do have our Sales Preference for Credit transactions to default to the Sales Transaction it is created from. I…

@User_Y9CNK Beginning Saturday, we again had an incomplete bank feed import for our Chase account. :( So much for clear all the transactions that flooded in last week when I rebuilt the connection. Will need to do that again when Chase & NetSuite determine a resolution. Thanks for the heads up.

The huge downside is when we established the new connection, 3 months of already matched transactions come flooding in and have to be re-matched.

Congratulations, John.

Good one Patrick. Thanks.

I know you are after COGS but just to see where the Vendor Name is stored, did you try using the Balance sheet (inventory) account?

Aaaah, sorry, I read Saved Search instead of Saved Report.

I believe it is because "Employee 3" is not associated with Subsidiary 1. I think the Sale Rep list is limited to employees in the Customer subsidiary with Sales rep indicator Answer ID: 91074 On the Role page, under Subsidiary Restrictions, choose one of the following options: All – Grants the role access to all…

I don't know the context but the phrase "delete Revenue plans in bulk" is scary ;) In order to remove/delete a revenue plan, you first have to delete all the related journals (as you already suggested because yours don't have any) then do to the transaction and change the Rev Rec dates (I don't think changing amounts does…

Did you try scrolling all the way to the bottom and selecting one of the Vendor joins?

I will try. Thanks

I created New Case # 4653484: 2022.1 Release Preview Create/Edit/Update Approval Rule and am waiting for response at this time.

Thank Micah. I am still looking for: So as Administrator role, I should be able to Edit the Approval Rule, I created to at minimum, Inactivate it in hopes that it is not longer "Running", then make additional changes. Looking for feedback/confirmation or maybe I am miss-understanding. I all think I should be able to edit…