You're welcome, @User_IUIQW. ❤ I am glad I was able to help. Please be guided that I will be marking this Accepted Answer so that it will be helpful to other members of the community who might have the same question. Thank you very much! Enjoy the rest of the day. ?

Hello Kenny, Good day! Hope you are well. ? I would just like to ask for updates on the details asked from my previous comment. This will help us checking the reported behavior. Thank you so much! ?

Hello @User_IUIQW, Good day! Hope you are well. ? Your feedback are highly appreciated. By marking “Yes” on the “Did this answer your question?” if you find the comment/s helpful, you’ll be able to aid the community to find the solution much easier and faster without the need to read through all the replies. Thank you so…

You're welcome, Charlene. ❤ I'm glad that it worked on your end. Enjoy the rest of the day. ?

Good day, Charlene! ? Kindly try adding Project (Main Line)... then select Name. I hope this helps. Let us know if this will display the desired results. Thank you so much! ? ------------------------- If you find this reply to your question as helpful, others with the same question might find it helpful as well. By marking…

Hello @rburns515, Good day! ? Understand that you want to create a Saved Search to show Parent Companies and their Child Companies. Please try the steps below. Navigate to Lists > Search > Saved Searches > New Select Customer Under the Criteria tab, add necessary filters you need. If you only want to show Parent Companies,…

Hello @MichelCA, 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. Thank you so much! To other users, feel free join in the discussion as well. ?

Hello @User_IUIQW, Good day! Hope you are well. ? Understand that you want to enable Consolidated Invoicing and Multi-Subsidiary Customer simultaneously. However, Multi-Subsidiary Customer and Consolidated Payments are incompatible. I have consolidated this internally on my end and was advised that if you disable…

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

Hello Martha, 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. Thank you so much! To other users, feel free join in the discussion as well. ?

Hello Kenny, I would just like to further clarify your concern. Are you referring to the Print On Check As field on the Vendor record? Step by step procedure to reproduce the reported behavior What is the actual and expected behavior? Screenshots are highly appreciated. Kindly cover confidential information. Thank you so…

Hello Pete, Good day! Thank you for creating this thread. ? Upon checking, Discount Items is not available for application in Custom Segments. I may have found an existing Enhancement for this concern. It is logged as 83136 Custom Item fields/Segment > Allow users to create a new item field/segment and apply it to Discount…

Hello Kenny, 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. Thank you so much! To other users, feel free join in the discussion as well. ?

Hello Paul, Good day! Thank you for the clarification. ? With the help of my colleague, @Ivy Lopez-Oracle, we came up with the below formula. Under the Results tab of the Saved Search, add: Formula (Text) | CASE WHEN ({type} IN ('Credit Memo', 'Cash Refund') AND ({amount} > = 0)) OR ({type} IN ('Invoice', 'Cash Sales') AND…

Hello Hunter, Good day! ? Documented in this SuiteAnswer article, Vendor will not appear in the Merge Into field when: 1. Source Vendor is Active and the Target Vendor is Inactive 2. Both Vendors have different Tax ID. They must have the same Tax ID or both do not have Tax ID 3. Assigned to separate Subsidiaries Note:…

Hello Paul, Good day! Thank you for creating another thread. ? I would just like to clarify your concern. You have a Saved Search for Invoices, Cash Sales, Credit Memos and Cash Refunds. Invoices and Cash Sales should be included If Credit Memos and Cash Refunds are negative then it should display as 0 on the result If…

Thank you! Kindly include the Payment record that displays the incorrect amount and its System Notes. I will be waiting for your reply. ?

Hello Joshua, Good day! Thank you for creating another thread. ? Kindly confirm first with the bank their required template for PFA file. Once confirmed, check if their required template is available in your account by navigating to Payments > Setup > Payment File Templates. If not, it means that you have to acquire the…

Thank you for the additional information provided, @User_SZ0C3. ? I would just like to confirm where did you create the Payment or the application of Credit Memos to Invoices? Based on my understanding, you processed this in another platform then synced it in NetSuite; however, what's displayed in NetSuite is unexpected…

Hello @eleran, Glad to have you with us today. Thank you for creating another thread. ? Allow our gurus to check on this. One of the gurus with expertise on this matter will be sharing his/her insights or findings once available. Thank you so much! To other users, feel free join in the discussion as well. ?

Hello Yvonne, Below is the GL Impact of the Credit Memo I created: Then, this is the one I used on the Journal Entry to offset it: Hope this helps! ?

Hello @User_SZ0C3, Noted that the difference between the actual and expected Payment amount is $298.86, same amount for Credit 6 - $298.86 (partial credit apply). Can we check and review this Credit? You also mentioned "sync process", can you further elaborate this process? Did you process the Payment or the application of…

Hello Yvonne, Good day! ? Following the scenario you provided, here are the tests that I did that you can check as well. I created a Return Authorization, assuming that I used the incorrect Customer: Then, I created a Credit Memo for this Return Authorization: Upon creating the Credit Memo, it made the Return…

Hello @User_SZ0C3, 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. Thank you so much! ? To other users, feel free join in the discussion as well.

Hello @User_SZ0C3, Good day! ? Rest assured that we are checking on this concern. Allow me to run some tests on my end for this and I'll get back to you as soon as I have updates. Thank you for your patience. ? To other users, feel free to share your thoughts on this as well.

Hello @User_CK10N, 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. Thank you! ? To other users, feel free join in the discussion as well.

Hello @jmack_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. Thank you so much! To other users, feel free join in the discussion as well. ?

Hello, Currently, the only way you can export a Saved Search is as CSV, as Excel, or as PDF. As an alternate solution, here's what I did: I exported this Saved Search as CSV, note that for the Date/Formula (Text), it has a leading zero. Do not edit or modify the file downloaded. Then open it using Notepad. I hope this…

Hello @User_4BRSA, If you'll change the Customer of the Credit Memo, it will be disassociated to the Invoice it was applied to, as well as to the Customer. In my example, the Credit Memo will no longer be seen under Customer ABC22 record > Sales > Transactions, it will now be reflected under Customer ABC23's. If the goal…

Hello @zalp, Hope you are well. ? As much as I want to further check on that, this is a limitation in Excel that we, NetSuite, cannot control. If you tried to open it in NotePad and it still doesn't show the leading zeros, it is possible that you modified the CSV file in Excel. Hoping for your understanding on this matter.…