Hello @Martha Hakes, 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. ?

Hello @Dirk Nieuwkamp, Good day! ? The standard behavior is that when you add an address to a record, it will be automatically tagged as the Default Shipping and Default Billing Address. Then, if you add multiple addresses on the record, you'll have the ability to select which one will be the Default Shipping and Default…

Hello @Dirk Nieuwkamp, Good day! Thank you for for checking. ? Can you further clarify your expected behavior? A. Is it for you to be unable to add new address on your Customer and Vendor records? So, basically they will only have one address? Or, B. Is it to be unable to change their Default Shipping and Default Billing…

Hello @jb123, Good day! ? Understand that on the Deposit page, you want the Payment Method filter to be multi-select instead of dropdown. Upon checking, there's an Enhancement filed for this behavior. It is logged as 197430 Transactions > Bank > Make Deposit > Payments tab > expose the Payment Method filter > ability to…

Hello @User_IJB6M, Good day! Hope you are well. ? Do you find any comments for this concern helpful? Your feedback is highly appreciated. By marking "Yes" on the "Did this answer the question?" question, it will be tagged as Accepted Answer. With this, it will also help other members of the community that might encounter…

Hello @Shawn Bevins, Good day! Hope you are well. ? Do you find any comments for this concern helpful? Your feedback is highly appreciated. By marking "Yes" on the "Did this answer the question?" question, it will be tagged as Accepted Answer. With this, it will also help other members of the community that might encounter…

Hello @Dirk Nieuwkamp, Upon checking, when you add an address to a record, it will be automatically tagged as the Default Shipping and Default Billing Address. As per my understanding, you want to make the Address mandatory to have mandatory Default Shipping and Default Billing Address for the entity. Kindly try the…

Hello @Dirk Nieuwkamp, 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. ?

Hello @User_IJB6M, Good day! ? Documented in SuiteAnswers 19244 Vendor Bill Approval Workflow, this Workflow is designed to help you identify discrepancies between Vendor Bills you enter and their originating Purchase Order before Payment is issued for the Bill. You mentioned that you want to create approval for only…

Thank you, @Kitin Basilla. ❤ I am glad that enabling the said feature is feasible on your end. Upon further checking, there's a Defect filed related to the error you are receiving when navigating to Billing > Billing Operations > Process Billing Operations > Status using custom role. It is logged as Defect…

Hello @Shawn Bevins, Good day! ? As per checking, late Payment fees or finance charges on Invoices that are overdue are accounted for in NetSuite using the Finance Charge feature. To set up Finance Charges, go to Setup > Accounting > Preferences > Finance Charge Preferences. Once the Finance Charge process is set up, you…

Hello @Kitin Basilla, Good day! ? If you are using OneWorld account, as per checking, for the Billing Operation Schedules list to be available to custom roles, you'll need to enable the "Allow Cross-Subsidiary Record Viewing" checkbox on the affected custom role. Using the Administrator role: Navigate to Setup >…

Hello @Kitin Basilla, Glad to have you with us today. Thank you for creating another thread. ? Regarding your concern, per checking related concerns, the error message being received were best discussed and resolved with the help of Versapay. Kindly reach out to them as well and ask for their feedback. Thank you very much…

Hello @User_71RL0, Good day! ? Understand that when you process Billing Operations and the Bill To Select field is set to Custom, the process fails with the following error: Please enter value(s) for: Bill To Select. Upon checking, the error can be encountered when the Bill To Select was set mandatory on your Sales Order…

Hello @Ammar, Good day! Hope you are well. ? Upon checking, at this time, your expected behavior is not available within the NetSuite line of application services. We do have an Enhancement request filed for this. It is logged as 94048 Transactions > Purchases / Vendors > Enter Purchase Orders > New > Select Vendor >…

Greetings, Thank you for sharing, @Biomerics_Admin. ? Hello @TiffHas, I would just like to follow up on this concern. Do you find any comments for this concern helpful? Your feedback is highly appreciated. By marking "Yes" on the "Did this answer the question?" question, it will be tagged as Accepted Answer. With this, it…

Hello @Yuval Yunovitch, Good day! Hope you are well. ? I would just like to follow up on this. Do you find any comments for this concern helpful? Your feedback is highly appreciated. By marking "Yes" on the "Did this answer the question?" question, it will be tagged as Accepted Answer. With this, it will also help other…

Feel free to share the third party solution you are using for this concern, @Biomerics_Admin. ? Hello @TiffHas, aside from the Saved Search I provided, you can also check the third party solution that will be mentioned. However, I cannot guarantee its behavior. You may want to discuss it further with @Biomerics_Admin or…

You're welcome, Chad! I am glad that it worked on your end. ? Enjoy the rest of the day and please stay safe! ❤

Hello @TiffHas, What I can suggest is to create a Saved Search and utilize it to send an alert when Invoice was created. Kindly try the following: Navigate to Lists > Search > Saved Searches > New Select Transactions Rename the Saved Search Under the Criteria tab, add the following: Type = Invoice Main Line = True Tax…

Thank you for the clarification, @Matan Shachaf. ? Upon testing, you can create a simple list of your Approval Rules and display some fields on it by creating a Saved Search. Lists > Search > Saved Searches > New Select Approval Rule Rename the Saved Search Under the Results tab, add necessary fields Click Save & Run…

Hello @Dirk Nieuwkamp, As per checking, you have to reopen the Closed Purchase Order in able to process a Vendor Return. A Purchase Order can be set to Closed status when some transaction lines were fully billed or fully received and the remaining transaction lines that are not billed or received were closed. If you intend…

Hello @Dirk Nieuwkamp, 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. ?

Hello @Biomerics_Admin, 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. ?

Thank you for the confirmation, @PaulFleetwood. ? Upon further checking, this is currently a system limitation and there's no Enhancement filed for it yet. Kindly check the separate Tasks portlet and see if it is feasible on your end. You can also request for an Enhancement using the SuiteIdeas page. Thank you for your…

Hello @TiffHas, Goo day! ? Can you confirm on how you send emails to you Customers? Do you have an existing Workflow or Script? If you are sending it manually via UI, when creating a Sales Order, make sure that the To Be Emailed checkbox is unmarked under the Communication tab for this not to be sent to the Customer. On…

Hello @Matan Shachaf, Good day! Hope you are well. ? Can you further clarify your expected behavior? It would be appreciated if you can discuss what you meant by the "option to extract those approval routes with their drill down into the report"? Thank you very much! ?

Hello @PaulFleetwood, Good day! Hope you are well. ? You mentioned that you want to further customize the Timeline portlet on Customer's dashboard to add Events to the tick boxes along the top. I tried to add this portlet on my end and noted that there's an Event checkbox on top, there's also one on the screenshot you…

Thanks for checking @Chad C. ? Noted that the Saved Search you created does not appear under the Search list under the Validation & Defaulting of the custom field. The reason behind this is on that Saved Search, under the Results tab, you have a field wherein the Summary Type is set to Group. Or, under the Available…

 Hello @User_6YI1X, Good day! ? Understand that you want to create a Report showing the total of your Invoices per month. Kindly try the Saved Search Report below: Navigate to Lists > Search > Saved Searches > New Choose Transaction Rename the Saved Search Under Criteria tab, add the following: Type = Invoice Main Line =…