Clarisa De Torres-Oracle NSC Guru

Hi @Daniel Katzman can you confirm if this is how the user did the formula? Here's an example of a Customized Income Statement (US) report builder: On the expense financial row, I have to add a criteria to exclude the Depreciation and Amortization expense since the ability to assign an account to multiple Financial…

Hi @lufiali , no worries! Yes, if you want to update the line item of the Invoice, you will use the Line ID from the saved search created that will be used for your CSV file then map it with Invoice Items : Order Line from the Import Assistance page. You can also refer to SAID 85299 Update Transaction Line Item of an…

Hi @Kedalene glad to have you with us today, and thanks for posting here in the NetSuite Support Community! Greetings everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valuedand appreciated! -- In case you know…

Hi @Daniel Katzman can you try to check the sign for these amounts and if the appropriate operator has been used for the formula?

Hi Kabelo, if you want the Date filters similar with the standard A/R report, unfortunately, this is currently a system limitation. Workbook's date filter is limited to Year, Quarter, Month, Day, Date. The ability to have the same selection from a report/saved search when choosing date filter on workbook is logged as an…

Hi @Toanne Termeer thank you for the additional information. Per further checking, we do not have a direct way to pull the disc avail on the Payment and Invoice Form to be utilized in a Formula. Adding fields - Discount Taken and Discount Available is currently a system limitation filed under Enhancement 117088 Reports >…

Hi @lufiali were you able to uncheck the never empty box on the customized form? Can you check what's the preferred form for Sales Order under Customizations > Forms > Transaction Forms. Check Type = Sales Order then try to select the form you have customized (never empty = F) as the preferred one then perform the import…

Hi @Kabelo Tshukudu per checking it seems that you were able to add filter on the Category field. It's the same way with Date/Period if you have added them on the Dataset. You can place them under Rows together with Entity and Category. Hope this helps.

Hi @lufiali per checking your screenshot, it seems that the Line ID is already added on the saved search results: Once you have prepared the file, you can now start importing the file via Setup > Import/Export > Import CSV Records. On the Import Assistant page > Field Mapping step, you'll be able to map the Line ID from…

Hi @Kabelo Tshukudu thank you for the details. Upon searching "category" can you try clicking this button "Show more results" Once it loads, try to expand it to the right then use the 2 scrollbars to scroll downwards and look for this: Let me know if this works for you :)

Hi @ShaunH thank you for the additional details. I was able to replicate the behavior on our test account and per checking there is currently no standard unapplied payment report, however, there is an existing enhancement related to your concern under #24787 Reports>Add unapplied customer payments report. The alternate…

Hi @Kabelo Tshukudu can we have the case number? Were you able to mention your scenario that the entity field is missing so they could somehow check it on their end.

Hi @Toanne Termeeri tried replicating your saved search with the same criteria and results, however, i was unable to replicate the error you have encountered: Since we are unable to replicate this in our test account and the error doesn't give away any other details, it is recommended to file a case and reach out to…

Hi @Kabelo Tshukudu can you also check if the dataset is transaction record? if it is and the entity is still not showing on the available fields, you might need to file a support case for this so they could check your account further since we're unable to replicate the scenario with the same setup.

Hi! I removed all the screenshots since they contained confidential information (such as your account number). Kindly cover them moving forward. :) Can you also try searching for entity if it will not show?

Hi @ShaunH thank you for sharing the details. To make sure I fully understand the concern, could you please confirm how these payments are being recorded? When you mention that you “record the payment and show it as on account for the customer,” are these payments being entered by using Accept Payment from the invoice…

Hi @Kabelo Tshukudu , you're welcome! Are you trying to add the customer's category as column on the workbook? If yes, you can do this by adding it first in the dataset, search category and drag it onto the columns beside: Save the Dataset then Apply to Workbook. On the Workbook, add it on the Rows under the Entity and…

Hello, everyone! We invite you to join the conversation and share your valuable insights with us. -- In case you know someone who is new to NetSuite, we encourage you to direct them to our newly launched "New to NetSuite" page. This page is specifically designed to offer them information and guidance and help them make the…

Hello, everyone! We invite you to join the conversation and share your valuable insights with us. -- In case you know someone who is new to NetSuite, we encourage you to direct them to our newly launched "New to NetSuite" page. This page is specifically designed to offer them information and guidance and help them make the…

Hello @Kabelo Tshukudu, were you able to check the comments above? Did it help with the concern? If yes, we would greatly appreciate if you can click "Yes" on “Did this answer your question?” on the previous comment. This will also help other community members who might have the same concern find the answer easier. Hope…

Hi @Elina Kourouzidou per checking, these are currently system limitations logged under the following enhancements: #143940 Transactions > Dropdown List > Add a Preferences option to hide Parent : Child Hierarchy for Accounts, Departments, Location, Class, Subsidiaries #402860 Trial Balance Report > Customize > Edit…

Hi @Angela Bayliss thanks for pointing this out. I think it may help to clarify the distinction a bit so we’re all aligned on the reporting context. For standard financial statement presentation, retained earnings is not shown on the Income Statement. It is normally reported in the equity section of the Balance Sheet,…

Hola @Jessica Mercado Estamos encantados de tenerle con nosotros hoy. Gracias por crear este hilo. Por favor, permita que nuestros gurús revisen su preocupación y realicen su investigación inicial. Nos pondremos en contacto de nuevo si tenemos novedades al respecto. Para nuestros otros miembros, siéntanse libres de…

Hola @Jessica Mercado Estamos encantados de tenerle con nosotros hoy. Gracias por crear este hilo. Por favor, permita que nuestros gurús revisen su preocupación y realicen su investigación inicial. Nos pondremos en contacto de nuevo si tenemos novedades al respecto. Para nuestros otros miembros, siéntanse libres de…

Hi @Gracelin Edith ,I agree with @SILJA K C. This is currently the standard behavior, and the alternate solution is to create a workflow as mentioned. You can vote for this enhancement on the SuiteIdeas page.

Hi @User_QTAW4 Thank you for posting here in the NetSuite Support Community! Hello everyone! One of our fellow members could use a hand. Please feel free to join this thread and share your knowledge, ideas, or tips. Your contributions are always valued and truly appreciated!

You're welcome! We would greatly appreciate if you can click "Yes" on “Did this answer the question?” on the comment that helped in your concern. With this, it will also help other members of the community that might encounter the same reported behavior. Thank you very much!

Hi @Kabelo Tshukudu, you can follow this guide on SuiteAnswers article: 96128 Create A/R Aging Report in SuiteAnalytics. Once you saved the dataset, you can create a new workbook and select Pivot. From there, you can drag & drop Entity to Rows to show the customers. This is how it would look like: If you want to filter the…

You're welcome! We would greatly appreciate if you can click "Yes" on “Did this answer the question?” on the comments that helped in your concern. Doing so will help other community members who might have the same concern find the answer easier and you will also get closer to earning your next Answer Accepter badge. Thank…

Hi @Owen_Ramirez regarding the issue you raised about the scripts under the Rebate Management Foundation module & Rebate and Trade Promotion SuiteApp, per checking, I don’t have access to these in my standard test account, so I’m unable to view the available scripts and check the behavior directly. Due to this limitation,…