Chelsea Jacobs · NetSuite Administrator · SuiteMaster

d. Increases, Decreases

Hi User_Q1DPO Are you sure the Credit Memos were connected to your invoices correctly when they were created so that the transactions are linked? Screenshots would help (okay to block proprietary/sensitive info)

Hi User_Q1DPO You'd likely need to use the Maximum function here or if Last Action Date is available use that. Can you provide us with what you've built so far as a Saved Search so we can help tweak it for you?

Hi User_Q1DPO You'd need to create a Transaction Saved Search with the basic criteria and results below: Criteria Type: Invoice Mainline: Yes Date: (recommend an invoice date range to reduce the # of results) Results Document Number Applying Transaction Fields: Type Applying Transaction Fields: Document Number Available…

Hi @Vernita I believe you'd need to create a new Sales Channel in the Supply Allocation/Order Management setup. Order Reservations are meant to guard inventory for certain parts of your business. If you want inventory guarded for another part of the business, ex. another sales channel, I believe you'd need to create a…

Hi @Vernita We utilize Supply Allocation as well and I'm checking with ACS to see if they know what the symbol means as well.

False

Apologies, I did not realize you were not in the US. I only have steps for US. I'd recommend adding what country you're trying to complete this in so someone else may be able to assist you further.

Hi @Puja Ghosh I agree the new setup has made it very complicated to get to. Here's what I found: Select Buy Exam like you have previously. It should take you here: https://www.netsuite.com/portal/services/training/suite-training/netsuite-certification.shtml Scroll down to the NetSuite Certification Levels. Since you're…

Hi @Judith Culanding-Oracle Your additional suggestion also did not produce any results so we'll take it up with NS directly. Thanks

D. JavaScript

Hi @Dext3r I put this error into SuiteAnswers and got the following AI response along with references to two SuiteAnswers. AI Response: When performing CSV Imports to give Contacts access to a Customer's account, you may encounter the error: "Unable to find a matching line for sublist contractroles with key: [contact]". To…

Hi @Judith Culanding-Oracle The SuiteAnswer does not work. See below. See below to identify if I'm doing something wrong:

Hi @Glaced999991 According to SuiteAnswer 41807 Odbc Query > Include Weight Unit in the Result When Searching for Items, the Unit Types cannot be modified. NetSuite only permits lb, oz, kg, and g at this time. An alternate solution would be to create a custom weight and unit type field if this is necessary for your…

Hi @Bee Yook Is the goal to have the JE's auto-approved or routed for approval?

Hi @Judith Culanding-Oracle The SuiteAnswer did not work.

True

Hi User_Q3A12 Try the following instead, assuming your screenshot didn't work for you. Transaction Line Field Type: List/Record List/Record: Vendor Source List: Transaction Source From: Entity Ensure the rest of the custom field is set up correctly including the Applies To subtab and let us know if it's successful.

B. Matrix Assistant

False

Hey @CrisH7 Thanks for the added detail. Another user might have a suggestion but I think you might need to file a support case on this one. Good luck!

Hey @CrisH7 What is the exact issue you're trying to solve for? Did the auditor forget their password? Have they ever successfully logged into your NS instance in the past? Are they new to your company and you're trying to set them up for the first time?

Hi CrisH7 If the user needs their password changed, have they tried doing it themselves? It will change their password for all of their NetSuite accounts but it's the most efficient process to select "Forgot Password?" when trying to log in. They should reset their password using an email address they still have access to…

Hi Ma. Angela Beatrice Mendoza-Oracle It's my understanding that for the banner to be removed, the customer, if not moving forward with use of the MerchantE (now Fortis) app, would need to uninstall the SuiteBundle from their instance. It's highly recommended to test this in Sandbox first to ensure the bundle will not…

The plug-in is correcting the GL account within the Cash Refund, no JE.

True

What’s the best practice for handling partial disposals of assets in NetSuite’s Fixed Asset module?

Hi @Cherry Eunice B Licyayo-Oracle Is there a report or saved search that can be run to see when a Cash Refund has hit one GL account but not another? For example, we had a plug-in running to correct the GL impact to Credit the GL Sales Account and Debit a GL Special Sales Account each time a Cash Refund is created. The…

Hello @Cherry Eunice B Licyayo-Oracle In the Accounting Preferences > Order Management tab > Fulfillment there is Fulfill Based on Commitment. What's the difference between Allow Uncommitted and Ignore Commitment?

Hey @Mel H When you run the saved search in Production are the results correct? I'm curious if you're getting valid data in the result set but just not on the email trigger. If they're not correct in the results then that's issue #1.