Hello @"4152294", Thank you for the screenshots. I was able to recreate the same Custom Income Statement in my Test Account. After this, I did a research on how to create a KPI for a Custom Report. However, same with the ability to create Financial Reports from SuiteAnalytics Workbooks, creating a custom KPI based on saved…

Hello @"3372164", You are correct. The reason is because the Nexus of the Shipping Address is not associated in the Subsidiary of the transaction. This topic is also discussed in one of the Documents posted here in Ask a Guru space. You may visit US Sales Tax: Reason Why The Tax Code in Transactions Defaults to -Not…

Hello @"4152294", Upon further checking, the ability to create Financial Reports from SuiteAnalytics Workbooks is not yet available in NetSuite's current version. There is already an enhancement filed for this that you may want to vote in SuiteIdeas page. This is logged under Enhancement 549648: SuiteAnalytics > Ability to…

Hello @"dfloral", Running currency revaluation can produce residual base currency amounts in balance sheet accounts. Residual base currency account balances occur when the exchange rate at the time of payment (or zeroing the account) differs from the exchange rate of the initial transaction. However, we cannot exactly…

Hello @"cmspark", After further testing, the ability to pull the attachment's file name in a Financial Report is not yet supported in NetSuite. This, however, can be done in a Transaction Saved Search. If you currently have a Transaction Saved Search, you may add as a Column the Field: File Fields... = Name in the Results…

Hello @"coffeeguy", Yes, this was a known issue last week filed under the following issues: * Defect 586781: Thomson Reuters > Currency Exchange Rates > Did not update for May 15, 2020 * Defect 586790: Xignite : Lists | Thomson Reuters > Accounting > Currency Exchange Rates > May 15, 2020 not updated This should now be…

Hello @"cmspark", Good day! This is to acknowledge your question and to inform you that we will further review this. We will reply on this thread as soon as we are done with our research and testing on our end. Thank you. Warm regards, Camille Cagalingan-Oracle

Hello @"Cindy R.", SuiteTax provides greater flexibility to support specific country needs and legislation changes regarding tax calculation and reporting. SuiteTax API uses internal or external tax engines to calculate taxes for transactions in NetSuite. The SuiteTax Engine helps business meet the tax determination and…

Hello @"Cindy R." Good day! This is to acknowledge your question and to inform you that we will further review this. We will reply on this thread as soon as we are done with our research. Thank you. Warm regards, Camille Cagalingan-Oracle Ask A Guru

Hello @"Shahid Ansari", I see. If that is the case, you will have to reach out to your Account Manager as this might still need to be provisioned on your Account. Thanks and regards, Camille Cagalingan-Oracle

Hello @"FZuk_OZ", As previously mentioned in the discussion of marking the unrecognized Revenue as "Is Recognized", "As long as no Journal Entry is posted for the supposedly revenue for the remaining periods, the amount will not affect your records/books." Hope this clears your concern. Thanks and regards, Camille…

Hello @"FZuk_OZ", After further testing, creating a Credit Memo can be used to reverse the remaining balance of the Deferred Revenue. Here is the documentation of my testing for your reference: I created an Invoice for 12,000 to be recognized over 12 months starting May 2020. Revenue Arrangement 2371 was created with…

Hello @"Linda Hefty", May I know what type of Report is your concern about? Also, can you explain more on how this Report should look like? Should it be like: July August Variance | August September Variance | September October Variance | etc. Kindly let us know. Feel free to add relevant information that you think will be…

Hello @"New_44789", May I know what specific saved search is this? And also let me know if I got the details of your post right. The first screenshot is the Results tab of your saved search while the second shows the only Criteria of the search. Is this correct? Also, is the last screenshot an additional column apart from…

Hello @"Hormese Paul", I am currently checking your concern but I wanted to ask a few things to further proceed: * What is the expected result when it is set to dynamic? * What is the result of the formula when it is in static? Providing screenshot will be of help. Feel free to add relevant information that you think will…

Hello @"6d67397f-65c7-4599-9bf8-81d974852f54", Upon further reviewing your concern, it seems like what you are looking for is a report similar to a Trial Balance but with columns by Accounting Period. NetSuite Financial Reports are customizable, however, the ability to view the columns of a Trial Balance Report by…

Hello @"6d67397f-65c7-4599-9bf8-81d974852f54" Good day! This is to acknowledge your question and to inform you that we will further review this. We will reply on this thread as soon as we are done with our research and testing on our end. Thank you. Warm regards, Camille Cagalingan-Oracle Ask A Guru

Hello @"bheemal", Good day! We are currently in the process of reviewing your concern. For us to further assist you, please allow us to ask a few questions: * Which Standard NetSuite Report are you currently working on? * How did you merge the Purchases and Sales Tax Code Summary Report? Is it by exporting the reports? *…

Hello @"4000817", Good day! Please allow me to gather a few information to further assist you with your concern: * When you mentioned "we are unable to arrive at a completely working setup", what specific problem are you encountering? * Is there any error? * Is there anything that hinders you to proceed with a certain…

You're welcome, @"Sharangsinha". Glad to be of help. Best regards, Camille Cagalingan-Oracle

Hello @"Shahid Ansari", To enable the SuiteAnalytics feature: * Go to Setup > Company > Setup Tasks > Enable Features (Administrator). * On the Analytics subtab, in the Connectivity section, enable SuiteAnalytics Connect. * Click the Save button. Next, you should download a driver. Navigate to the Home tab and in the…

Hello @"Sharangsinha" Projects and Jobs are the same record type. As of Version 2008, Release 2, the "Jobs" feature and the "Advanced Job Tracking" feature have been renamed to "Projects" and "Advanced Projects". This is supported by SuiteAnswers ID: 10942 Project (Job). Job records may be labeled Project records,…

Hello @"Sharangsinha", Good day! This is to acknowledge your question and to inform you that we will further review this. We will reply on this thread as soon as we are done with our research and testing on our end. Thank you. Warm regards, Camille Cagalingan-Oracle Ask A Guru

Hello @"Jyothi R", Thanks for your response. I researched for some other reasons of this Unexpected Error and some cases vary on the situation. One reason I noted is that this usually happens when the Secondary Book of a Subsidiary don't have a corresponding Base Currency. To find out if that is the case for you, you may…

Hello @"Srivalli Alapaty" Good day! This is to acknowledge your question and to inform you that we will further review this. We will reply on this thread as soon as we are done with our research and testing on our end. Thank you. Warm regards, Camille Cagalingan-Oracle Ask A Guru

Hello @"Jyothi R", Here are some reasons why the Consolidated Exchange Rates remain to be 1.00: * The Base Currency of the From Subsidiary and To Subsidiary are the same * No multi-currency transaction is created for the Subsidiary for the specific period. In effect Historical and Average rate on your Consolidated Exchange…

Hello @"FZuk_OZ" Good day! This is to acknowledge your question and to inform you that we will further review this. We will reply on this thread as soon as we are done with our research and testing on our end. Thank you. Warm regards, Camille Cagalingan-Oracle Ask A Guru

Hello @"katherine_15328" Good day! This is to acknowledge your question and to inform you that we will further review this. We will reply on this thread as soon as we are done with our research and testing on our end. Thank you. Warm regards, Camille Cagalingan-Oracle Ask A Guru

Hello @"3963645" Good day! This is to acknowledge your question and to inform you that we will further review this. We will reply on this thread as soon as we are done with our research and testing on our end. Thank you. Warm regards, Camille Cagalingan-Oracle Ask A Guru

Hello @"Jyothi R" Good day! This is to acknowledge your question and to inform you that we will further review this. We will reply on this thread as soon as we are done with our research and testing on our end. As an initial assessment, based on SuiteAnswers ID: 7709 Calculating Consolidated Exchange Rates Automatically,…