Hello @Angie W., Good day! Hope you are well. ? Upon further checking, creating a Journal Entry works if the period is open. As you mentioned, the Deposit balance was made in prior period which is now closed. I found a related Defect filed with the same issue. It is logged as 212906 Customer record> Financial tab> Balance…

Thank you, @Jay Schwausch! Enjoy the rest of the day and please stay safe. ?

Hello @Dirk Nieuwkamp, Good day! ? Upon checking, the Vendor, -Accountant- with a -3 Internal ID, is meant to be used as your Free Accountant role so that you have access to the Accounts, this is also used for testing the NetSuite System during implementation. It is advised not to use this entity as this is not available…

Hi @User_DU3CU, To help us checking, can you confirm on how you send your emails to your Vendors? Is it via UI? Or do you have an existing Workflow or Scripts used on sending these emails? Thank you!

Hello @User_DU3CU, Welcome to NetSuite Support Community! ? Thank you for creating this thread. ? Allow our gurus to review your concern and perform their initial investigation. We will reach out again if we have updates on this. In the meantime, to get you started in our community, we recommend the following: Update your…

Hello @User_V9N9L, Welcome to NetSuite Support Community! ? Thank you for creating this thread. ? Allow our gurus to review your concern and perform their initial investigation. We will reach out again if we have updates on this. In the meantime, to get you started in our community, we recommend the following: Update your…

Hello @Jay Schwausch, Good day! Hope you are well. ? To display only the first Payment of the Invoice, you can use this formula: Field: Formula Text Summary: Maximum Formula: ABS(REGEXP_SUBSTR(NS_CONCAT({applyingtransaction.amount}),'[^,]*')) For reference, here are some screenshots: Related Records of the Invoice: Result…

Hello @User_RMRYR, Good day! Hope you are well. ? Dunning Letters Bundle is a paid bundle, have you already availed it? For more information about this bundle, kindly reach out to your Account Manager. You may also discuss with them about its provisioning. I hope this helps. Thank you! ? If you find this reply to your…

Hello @Angie W., Upon checking, I found cases with similar reported behavior. Here are the options that worked for them: A. SuiteAnswers ID 9137 - Issue Refunds for Customer Deposits. You can issue a Refund for a Customer Deposit you have recorded. B. SuiteAnswers ID 9109 - Applying a Customer Deposit. You can apply a…

Hello @JoshuaGardner, Glad to have you with us today. Thank you for creating another thread. ? To those users who can recommend Food & Beverage Product Lifecycle Management System, feel free to join in this discussion. ?

Hello @Jeff Byttow, 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 @Angie W., 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_SZ0C3, Good day! ? To help me with my investigation, kindly provide the step by step procedure to reproduce the error encountered. You can also send screenshots but keep confidential information hidden. Thank you very much! ?

This is noted, Jay. As you mentioned from your previous comment that you're in the process of doing your alternate solution, I would like to apologize for the limited assistance provided for this concern. Thank you very much for your understanding. ?‍♀️

Thank you, Jay. Noted that you are doing the alternate solution you have for this concern. But, have you tried using the Account, 6200-01 FREIGHT, to filter the Saved Search? As per the screenshots you sent, this is the account used for the Shipping Cost of $23.50.

Hello Jay, Good day! ? To help me with my testing, I just like to ask the exact setup of the sample Invoice and its associated Payments. For example, the type of Items used on the transactions. How were you able to determine that the other Payment is for the Shipping Cost? Screenshots would also be appreciated. Kindly…

Thank you for checking, @Jay Schwausch. I will further check and test this concern. I'll inform you once I have an update. ? To other users, feel free to share your insights on this as well.

Hello @User_D81HB, Glad to have you with us today. Thank you for creating another thread. ? Allow our gurus to review your concern. We will reach out again if we have updates on this. To other users, feel free join in the discussion as well. ?

You're welcome! I am glad that I was able to help and it is now working on your end. Enjoy the rest of the day and please stay safe! ?

Thank you for testing it, Jay. ? How about this one, under the Criteria tab, add: Shipping Cost is empty or Shipping Cost is 0.00 Let me know if this will work. Thank you! To other users feel free to share your insights on this one as well. ?

Hello @User_XNZ2C, Good day! Hope you are well. ? Understand that Payment Method is not showing on your Payment Link Setup even though the Display in Web Site is enabled. I found cases with similar concern, kindly check the following and see if they are feasible on your end as well: Select a Card Brand: On an existing…

This is noted, Jay. ? Under the Criteria tab, can we try to add Shipping Line = False and see what will be the result. As per SuiteAnswers 40191 Using Main Line, COGS Line, Tax Line and Shipping Line when Creating a Saved Search, Shipping Line can be hidden or expose in search result by setting this field to either True or…

Hello @User_VZUE6, Good day! ? Upon checking, when creating a Transaction Dataset, you can join fields from related transactions by using either Related Transactions - Next or Related Transactions - Previous. On your case that you want to display the Applying Transaction, kindly use Related Transactions - Next. Our Guru…

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

Hello @Jay Schwausch, Good day! Hope you are well. ? You mentioned that the unwanted Payment showing on the result is Shipping Cost. Can you check the record and confirm what is the account used for the shipping cost? Then, under that Criteria tab of the Saved Search, add: Account none of: Select the account used for…

Hello @NetSuite4All, I am glad that it is now working on your end. Enjoy the rest of the day and please stay safe! ?

Hello @aisaadaniya, 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 sharing your thoughts on this, @Rumaysa Mirza. ? Yes, you can generate the Return from the Sales Order to ensure that you will only receive the fulfilled items. You may also want to check if these fulfilled items are already invoiced, if you are to create a Credit Memo.

Hello @Deb 1968, Good day! Hope you are well. ? I consulted this internally to further review your concern, we noted that the expected behavior is part of the Enhancement logged as 264763 Electronic Payments: Support automated batch processing for direct debit or invoice processing. Unfortunately, there's no alternate…

Hello @paula.courtemanche, 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. ?