CDuf · Business Systems Analyst · Bronze Trophy

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…

From Answer Id: 66990 Guidelines for creating approval rules: The combination of Priority, Record Name, and Saved Search (if any) must be unique. Refer to How approval rules work: for more details about uniqueness validation. If you want to use saved searches in approval rules, create saved searches of transaction records…

I voted for Enhancement 133945 AND added this comment: We are a software company. We use another Lead generation/tracking system and want to import the responses into NetSuite for our Sales team, reporting and product development. We are capturing visits to promotional websites and want to store this information inside…

Thank you Michelle. I apologize for not replying earlier. No, when I use the Contact:Company field as a filter, my results were restricted to even fewer results. Thank you for your help. I have since found that if I am specifically looking at ONE Customer I can use the Customer Dashboard Form I can view the Customer…

If you are still in the user community and remember, how did you get the Quota and Actual on the same report?

All "View" Users that may have 1099 Managed Bundles 250920 & 199464 installed, please review. I have created a SuiteIdea Enhancement # 658238 indicating the following: The existing 1099 Saved Searches in Managed Bundles 250920 & 199464 include "Available as a List View" = True. This causes all 5 searches to be available in…

Thank you, @Ely Gulen-Oracle. I will log the enhancement request and post back here the # with suggestions to have people vote for the Enhancement then will mark it Helpful = Yes, ok?

Users: How often would you have this business scenario? Can you think of additional scenarios where it would be helpful to have the 1099 reports as "Available as a List View"? When a User is on the Bill Payments page and would like to easily access the 1099 Vendors Bill Payments without navigating to the Reports or Search…

Good Catch @Erick Dela Rosa-Oracle I had missed updating the Action to Scheduled when I switched the Workflow to a Scheduled workflow. I am no longer receiving the error. Next, I'm hoping Scheduling the workflow prevents me from having to open the Case and Save it before the Status updates. Thanks @Erick Dela Rosa-Oracle I…

Thanks Joahnna. Yes, there are scripts that run on the Case record, screen shot below. All either "bundles" or the scripts have been in place since 2019 & prior. WF Customer Replied Case saved Search: Remove Submit and Close Button script has been in place since 2019, code below function removeButton(type,form) { var role…

Thanks Joahnna Given Uy-Oracle. I somehow broke my Workflow and am hoping you can give me some hints. When attempting to save a Case in the workflow, I receive an error. I have to Cancel the Active Workflow in order to save the case. I tried looking at the log but it is not helpful. Thanks. Anyone else have a suggestion?…

My apology. I should have been clearer. My Item has no Inventory so my Inventory subtab is not visible. I could only give you my Purchasing/Inventory subtab. I was looking for a screen shot of the whole form including the Tab or subtab you are trying to make the change on (maybe your Inventory Display subtab?). Sorry.

I don't know which "form" you are on but it looks like the fields you want to change are Sublist fields and not just regular Fields. You may need to go to the Sublist subtab to find them. Can you provide a screen print of the full form in Customize view?

Yes, that should have worked. hmmm? Hope clearing cache helps. I'll go test in my sandbox. Yes, I could change the field label

Thank you, Patrick. Just this morning, I found that the Account/Alternate Account mapping I had used previously was in PeopleSoft. I apologize. I found the NetSuite Accounting Context is similar on the surface. Thanks for the details above. It's not really Global account mapping. It's more like the Parent Company chart of…

OMG, how forgetful of me. Thanks. You are so kind. ?