Hello @Robert Suggs, Good day! ? Noted that you created a new thread in relation to this concern. Allow us to further check on this and we will update you on this thread -- Advice on setting up credit card payments to vendor and then recon., as soon as we have updates. Thank you so much! ?

Hello @Ancana, Good day! Hope you are well. ? Upon checking, there's is no standard process in NetSuite for the functionality that you want. I consulted this internally, and I am advised that the desired behavior is possible via Workflow or Script. Kindly reach out to your developers to further discuss this concern. Hoping…

Hello @Hormese Paul, 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 @iecpradeep_14007, 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!

Great! I am glad that it worked on your end, Jay! ? Enjoy the rest of the day and please stay safe. ?

Hello @HertsChris, Good day! ? It would be appreciated if you could provide screenshots of the Criteria and Results tab of the Saved Search you created. I will try to recreate your Saved Search on my test account to further test your inquiry. Thank you so much! ? To other users who have any ideas on this concern, feel free…

Hello Jay, Good day! ? Understand that you want to further filter the Saved Search for your Sales Orders with a specific Vendor on their associated Purchase Orders. On the Criteria tab of the Transaction Saved Search you created, please try adding Purchase Order Fields... Main Line Name then select the specific Vendor you…

Hello @BWM- Shem, Good day! ? Based on my understanding, you want to have an option to bill the Purchase Order first before you will be receiving the item/s. Kindly navigate to Setup > Accounting > Accounting Preferences > Order Management > Bill in Advance of Receipt. As per the Field Help, check this box to bill Purchase…

Thanks for the additional information provided, Martha! ? I'll run some tests on my end regarding this and I will get back to you as soon as I have an update. Thank you! 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. ? Can you please confirm what type of Saved Search you are trying to customize? You can also send a screenshot of the Criteria tab of the Saved Search. Allow us to review your concern and perform our initial investigation. We will reach…

Hello @User_6Z1W1 , 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 @Mark_BRIT, 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 @LavenderBlue, Good day! Hope you are well. ? Upon checking, there is no standard way of recording the money which is returned. If the whole amount is returned, we can create a Journal Entry to reverse the impact of the Vendor Prepayment. You can check the Accounts to set on creating the Journal Entry by navigating…

Hi Shahid, Good day! ? Please allow us more time to check on your inquiry. We will get back to you as soon as we have valuable updates regarding this. Thank you! To other users, feel free to share your thoughts as well. ?

Hello Liz, 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. ?

Hi @User_WIGCI, Good day! ? Please allow us more time to check on your inquiry. We will get back to you as soon as we have valuable updates regarding this. Thank you! To other users, feel free to share your thoughts as well. ?

Hi @LavenderBlue, Good day! ? Please allow us more time to check on your inquiry. We will get back to you as soon as we have valuable updates regarding this. Thank you! To other users, feel free to share your thoughts as well. ?

You are very much welcome, @User_4BRSA! ✨ I am glad that it helped. As such, I will be marking this as Accepted Answer so that it will be helpful to other members of the community as well. Thank you very much! Enjoy the rest of the day and please stay safe! ?

Thanks, Pauline! Hello, @User_4BRSA, Good day! ? Authorize Return button appears on both Sales Orders and Invoices. When you use the Authorize Return on Sales Order, it will only "return" items that you have already fulfilled. When you use the Authorize Return on Invoices, it will "return" the items that are on that…

Thanks, Emi! Hello Janne, Good day! Hope you are well. ? Understand that you can apply Vendor Credits on Vendor Bills when processing Payments through EFT; however, it doesn't display on the PFA file generated. Upon checking, there's an Enhancement filed for this concern. It is logged as Enhancement 438050 | Electronic…

Thanks, Ivy! Hello @Ancana, Good day! Thank you for creating this thread. ? Based on my understanding you want to prevent Purchase Order be automatically created when Customer placed a Sales Order with a Special Order Item. Here are the tests that I did using my own account that you can check if feasible on your end. It is…

Hello Pierre, Thank you for sharing your thoughts on this. Yes, the steps I provided will result to separate Invoice PDFs or emails sent to their customer/s. As based on my understanding, they just don't want to open those 20-30 Invoices and email it to their customers manually. Can you confirm what is your expected…

Hello @User_MVXFS, Upon checking, I encountered SuiteAnswers article 48675 | Sending Transaction Email in Bulk that might be able to help. Please follow the below steps and see if it will work on your end. Navigate to Lists > Mass Update > Mass Updates Expand Transactions Click Bulk Email On the Criteria subtab please…

Thanks, Joy! Hello @User_6Z1W1, Good day! Thank you for creating this thread. ? As per the message you received when you run the Saved Search, there is no Sales Order that met the Criteria you set on this Saved Search. To help me with my investigation, kindly provide the following: Screenshot of a sample Sales Order that…

Hello @User_MVXFS , Welcome to NS Support Community and thank you for creating this thread. ? Allow us to review your concern and perform our initial investigation. We will reach out again if we have updates on this. Thank you @Pierre_Plourde for sharing your thoughts for this concern. ? To other users, feel free join in…

Hello @ChrisH, 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 @CDuf , 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.

Thanks, Joy! Hello @PaulFleetwood, Good day! Thank you for creating this thread. ? Based on my understanding, you would like to use the Advanced PDF/HTML Template that you created when sending out emails for the results of the Saved Searches. Upon checking, the Advanced PDF/HTML Template can only be used on printing the…

Thanks, Mikko. Hello @Peter Bergsma, Good day! Thank you for creating this thread. ? Upon checking, I noted that it is not possible to do your request in NetSuite yet. However, an Enhancement request has already been filed for this. It is logged as Enhancement 121360 | Sales orders>Consolidated Fulfillment - multiple Sales…

Hello Jason, Good day! Thank you for creating this thread. ? Documented in SuiteAnswers article 91653 | Proforma Invoice, that the current NetSuite functionality does not use a Proforma Invoice. This is not a standard record available in NetSuite. Also, upon checking, there is no functionality to create a separate record…