Hi @User_VAYT1, Upon checking, as per SuiteAnswers: 63079 - Consolidated Exchange Rates Import, "Only the Update data handling option can be selected for the import." Another justification for this is that there are already rates calculated by NetSuite in the Consolidated Exchange Rates page. To check: Navigate…

You're always welcome, @Intelligere! We would greatly appreciate if you can click "Yes" on “Did this answer your question?” on the previous comment you found helpful. This will also help other community members who might have the same concern find the answer easier. Hope you have a great day! 😊

Hi @Uriel Bowdre, may I know if you are trying to create a saved search for these revenue recognition journal entries? If yes, here are the possible steps I could think of: 1. Navigate to List > Search > Saved Searches > New. 2. Select Transactions. 3. Under the Criteria Tab > Standard Subtab > add the filter for "Applied…

Hi @Intelligere, good day and thank you for posting your concern here! You may grant access to the role by doing the steps below: Navigate to Setup > Users/Roles > Manage Roles Custom Role (Controller): Click Edit Click Permissions tab Click Setup subtab Permissions: Select Manage Tax Reporting Period Level: Select Full…

You're welcome, @User_HPB3I! 😊

Hi @User_HPB3I, thank you for the quick update! Can you try navigating via Setup > Company > Auto-Generated Numbers and see if the Allow Override checkbox for Project Entity is marked? Once this is marked, the Job ID field will now be included in the Import Assistant page: Kindly let me know if the information above will…

Hi @GauravAgrawal, thank you for providing your insights! Yes you're correct 😊 Hello @User_HPB3I, you may do this by adding the Project Number column on your csv file then mapping the CSV field with NetSuite field (i.e. Project Number <--> Job : Project Id) Hope this helps. Thank you! 😊 ==================== If you find…

Hi @Erez Storch, Per my understanding, you'd like to have the trial balance show the accounting book balances side by side on the report. Upon checking, it seems that this is currently not possible. I tried customizing the trial balance to add columns, however, I noted that it doesn't have the "Amount (Book1), Amount…

Hello @FazeprooF, We're glad to have you here. Thank you for creating this thread. Tagging our gurus who have expertise on this: @Ivy Lopez-Oracle / @Joy Noreen Magoling-Oracle / @Elychelle Gulen-Oracle / @Dominica Sevilla-Oracle, any insights? To our members, please feel free to share your thoughts as well.

Hi @Chris Polanish, Upon further checking, I would like to confirm if you were talking about making a copy of an old transaction and having NetSuite re-source the new/updated tax codes onto the copy of that transaction? If yes, this seems to be a standard behavior wherein Make Copy copies the tax rate and tax amount from…

Hi @Chris Polanish, Upon checking, this can be achieved by customizing the quote form used. Can you try doing the following: Go to Customization > Forms > Transaction Forms Click Customize beside the Quote form used On Sublist Fields tab, mark the following checkbox: - Tax Code Note that automatically, Amount, Tax Rate,…

Hi @Liz Madrid, thank you for posting your concern here. Per checking, as per SAID 83693: Resolve Error: "The Date Range You Specified does not Fall Inside that of the Parent Period When Create Base Period" For the error experienced on creating or updating an Accounting Period, consider that the Start and End Dates of the…

You're welcome, @User_PRTRT! Glad to be of help 😊

Hi @User_PRTRT, were you able to check my previous comment? Kindly let us know if it addressed your concern and if further assistance is needed. Thank you! 😊

Hi @Mohammed Al-husseini, were you able to check my previous comment? Kindly let us know if it addressed your concern and if further assistance is needed. Thank you! 😊

Hi @User_ID08S, kindly let us know if you need additional assistance on this concern. Thank you! 😊

Hi @Michaela Howard, Glad to have you with us today. Thank you for creating another thread. Allow our gurus to review your concern and perform their initial investigation. We will reach out again if we have updates on this. To other users, feel free join in the discussion as well. 😊

Hi @Sushil 7, thank you for your response. Upon checking this seems to be a current system limitation and is documented in Enhancement #163416 Add an email tag for a date field that uses long date format. You can vote for this enhancement on the SuiteIdeas page. At this time, there is no documented workaround. To our other…

Hello @Nine-Oracle, Welcome back to the community! Thank you for posting your question here. Allow our gurus to review your concern and perform their initial investigation. Anyone who also have insights that may help, feel free to join this thread!

Hi @User_PMTCK, Welcome to NetSuite Support Community! Thank you for creating this thread. Allow our gurus to review your concern and we will reach out again if we have updates on this. To other users, feel free join in the discussion as well. 😊

Hi @User_ID08S, Thank you for the additional details! I did further research and I have found that we had similar cases before and that the likely cause is that the workflow that is running the approval is being run as Administrator. Since the workflow is the one setting the values on the transaction, it is as if an…

Hi @Casey_Long_, We're glad to have you here. Thank you for creating this thread. Our guru/s will look into your concern and reply to this thread for any updates. To other members who may have insights regarding this topic, feel free to add your comments by replying to this thread.

You're always welcome, @Vasya! 😊

Hi @User_ID08S, yes there are ways to prevent the transaction from posting to a period where the period is locked as per SAIDs 7663 and 7648: Locking does not lock the entire transaction. It locks the general ledger impacting changes to posting transactions on the locked account. Users with the Override Period…

Hi @Vasya, To clarify, would you like to show the budget amount for this year on the comparative income statement? If so, you may do this by selecting the following on the Budget Column: In the Alternate Date Range Type = relative to report date In the Alternate Date Range = This Fiscal Year This is how the report would…

Hi @Mohammed Al-husseini, May we know if you are creating a project from a Project Template? Upon checking, it is not yet possible to change the Subsidiary of the customer when creating a Project from the Project Template. When creating project records and adding customer, subsidiary is defaulting to the primary subsidiary…

Hi @User_EKY01, kindly let us know if you still need additional assistance on this concern. Thank you!

Hi @User_PRTRT, As per my understanding you have 1 Kit item which includes 2 item components. You wanted to create a sales order with multiple lines for the same KIT item and have its components be allocated with the sales amount. Here's what I can think of that you can do on your end to achieve this: 1. Created Kit Item…

Hi @Vernita, Thank you for being with us today and for posting your question here. Our guru/s will look into your concern and reply to this thread for any updates. To our members, please feel free to share your thoughts as well.

Hi @Mohammed Al-husseini, per checking on SAID 24512 Setting Up Withholding Tax: The 0% Tax Rate and Exclude from VAT reports VAT/GST Tax Code, apparently, is one of the pre-requisites of the Withholding Tax Bundle. This is regardless of the Withholding Tax Code or Rate that you will apply in your transactions. Please…