Hello @User_SZ0C3, Good day! ? Documented in SuiteAnswers artcle 91955, to resolve the error message, using an Administrator role, customize the affected role and add the necessary permission. Navigate to Setup > User/Roles > Manage Roles Click the Edit link beside the affected role Click Permissions Click Custom Record…

Hello @Dallas H, Good day! Hope you are well. ? I would just like to follow up on this concern. Can you confirm if by adding Main Line is False on the Criteria tab of the Saved Search worked on your end? It would be appreciated if you'll confirm it by clicking Yes on the "Did this answer the question?" question to mark…

Hello @Toanne Termeer - van de Ven, Good day! Hope you are well. ? Upon further checking on this concern, I noted that enabling Approval Routing for Vendor Prepayment allows you to use an approval Workflow for Vendor Prepayment based on your business process. When you enable the preference, the Approval Status field will…

Hello @Toanne Termeer - van de Ven, Good day! Hope you are well. ? Can you try using Pricing Saved Search? Kindly try the steps below: Navigate to List > Search > Saved Searches > New Select Pricing Rename the Saved Search In the Criteria tab, you can set specific filters as needed Under the Results tab, add the following…

Hello @User_Q72RK and @Pierre_Plourde, Good day! ? Understand that when creating a Sales Order from Quotations, the setting is not being followed hence not being included in Invoice Group. Upon checking on this concern, the reported behavior is currently an Enhancement logged as 618258 | Invoice Groups > Automatically Mark…

Hi @Toanne Termeer - van de Ven, Good day! Hope you are well. ? Thank you, @JohnCirocco, for sharing your insights on this. This is to confirm that you can't display the Item custom field on the Customer Saved Search. This is logged under Enhancement 125071 | Saved Search: Support multiple levels of Join or Sub-queries. To…

Hello Liz, Good day! Hope you are well. ? I would just like to follow up on this concern. Can you confirm if the provided work around in my previous comment worked on your end? It would be appreciated if you'll confirm it by clicking Yes on the "Did this answer the question?" question to mark this as Accepted Answer. With…

Hello Vernita, Good day! Hope you are well. ? I would just like to follow up on this concern. Can you confirm if the provided solution in my previous comment worked on your end? It would be appreciated if you'll confirm it by clicking Yes on the "Did this answer the question?" question to mark this as Accepted Answer. With…

Hello @rburns515, Good day! Hope you are well. ? I would just like to follow up on this concern. Can you confirm if the provided solution provided on my last comment worked on your end? It would be appreciated if you'll confirm it by clicking Yes on the "Did this answer the question?" question to mark this as Accepted…

Hello Dallas, Good day! Hope you are well. ? Apologies that I was unable to get back to you for this concern sooner as it seems that the expected behavior needs complex formula. Is it feasible on your end to have another Saved Search that will have the list of Sales Orders with Invoices already Paid In Full? Under the…

Hello @Kenny Wise, Good day! Thank you for creating this thread. ? As per my understanding, you want the functionality wherein you'll have different default Customer email addresses to send transactions depending on its type. Upon checking, this is not possible in NetSuite yet, and I found multiple Enhancements filed…

Hello Hakam, Good day! Hope you are well. ? Documented in SuiteAnswer 49808 Electronic Invoicing Overview, by using e-documents, your company, customers, vendors, tax agencies or government regulatory bodies, can exchange information on business transactions electronically using standard data format. The Electronic…

Hello @User_U1JVS , 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 Claudio, Good day! I appreciate the update. ? It will be better if you can file a Support case for this concern as they have the tools to further isolate the difference in the setup in your Sandbox and Production account. To fast track their investigation, kindly provide them the following: Is the issue encountered…

Hello @Vernita, Good day! Hope you are well. ? I further run some tests on my end regarding this concern, and I was able to reproduce the reported behavior. However, when I checked the Direct Debit checkbox under the Bank Payment Details (Debit) tab of the Customer's record, the issue is not reproducible and the Customer…

Hello @rburns515, Good day! Hope you are well. ? As per my understanding, you want to create a Saved Search that will display Sales Orders and its related Invoice and Item Fulfillment filtered by Sales Rep, am I correct? Kindly try the Criteria and Result below. Under the Criteria tab of the Saved Search, add the following…

Hello Angel, Good day! Hope you are well. ? Noted that having two Saved Searches is not feasible on your end. I consulted this internally, and I am advised that your expected behavior is possible via Scheduled Workflow. As we cannot assist creation of a Workflow from scratch, I suggest for you to reach out to your in-house…

Hello @Kellyann, Good day! Hope you are well. ? I would just like to follow up on this concern. Have you confirmed if there are Invoices created for the Sales Orders of the Item Fulfillments without Bill button? It would be appreciated if you can mark the comment/s which was/were most helpful for you by clicking Yes on the…

Hello Claudio, Good day! Hope you are well. ? I would just like to follow up on this concern. Can you confirm if the issue is still encountered after the tests mentioned from my previous comment? Thank you so much! ?

Hello Dallas, Good day! Hope you are well. ? Please be guided that I am still testing your concern. Allow me more time to further check on this and I will get back to you as soon as I have updates. Thank you for your patience and understanding. ? To other users, feel free to share your thoughts on this as well.

Hello Liz, What I can suggest is for you to create a stand-alone Invoice having the correct Item and utilize the Memo field to indicate that it is created to correct an Item for a specific Sales Order. You can also opt to void the Invoice; however, voiding the Invoice will also change back the Sales Order's status to…

Hello Liz, The original Invoice will be considered deleted when you edit its Item. You will be creating a new Invoice for this new Item. The Invoice will be disassociated to the Sales Order due to the change and the Sales Order status will be Pending Billing again; as such, you need to rebill it for the Item on that Sales…

Hello Liz, Good day! Hope you are well. ? As per my understanding, you want to change the Item of an Invoice already associated to a Sales Order. Yes, it is possible to change the Item of an Invoice; however, it is one of the reason why the Invoice will be unlinked to the Sales Order. The edited Invoice is not included on…

Hello @Vernita, Good day! Hope you are well. ? Upon further checking on this, I found SuiteAnswer 28252 that might help us on your concern. Documented in the article, the following scenarios should be met: 1. Customer record > Bank Payment Details (Credit) > EFT Customer Refund Payment = T and the Entity Bank Details are…

Hello Angel, Good day! ? Under the Email tab of your Saved Search, Schedule subtab, you can mark the Daily Event and Repeat every 3 days. Then Save As the same Saved Search, but set Repeat every 6 days. This is to confirm if the Vendor Bills are still in Pending Approval. I hope the above is feasible on your end. Thank you…

Hello @User_AQQ7J, Good day! Hope you are well. ? I suggest for you to file a Support case in regards of this. As you received unexpected error, they have the tools to determine what is the cause of this error. Hoping for your understanding on this one. Thank you so much! ?

Hello Dallas, Good day! Hope you are well. ? In able to exclude Sales Orders with Invoice that are already Paid in Full, under the Criteria tab > Standard subtab, we have to add Applying Transaction : Type is Invoice and Applying Transaction : Status is not Invoice : Paid In Full. Please take note of the Parens and And/Or…

Hello @Kellyann, Noted that on Image 3, under the Related Records tab, there's an Open Invoice. Kindly check. ? Also, please be guided that I reuploaded the screenshots you provided as they contain your account number. Moving forward, please crop or cover confidential information as these can be seen by all users in the…

Thank you for the additional information provided, @Kellyann. ? Understand that the Bill button on some of your Item Fulfillment records is missing. Upon checking, this is a standard behavior when the Sales Order that Item Fulfillment is created from is already Billed. Kindly check if the Sales Order of an affected Item…

Hello Dallas, Under Criteria tab > Summary subtab, kindly use case when sum({applyingtransaction.amount}) != max({totalamount}) then 1 else 0 end and see if it will show the expected result. I hope the above will work. Thank you so much! ?