Hello @Muzzyelk, 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 Welcome to NetSuite Support Community! ? Thank you for creating this 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. ?

Hello @Martha Hakes, Good day! ? As per my understanding, there was Terms set up on your Customer record; however, when you created a Sales Order, the Terms did not auto populate. Confirm if the Customer has a default Credit Card. The system is designed to think that when a Credit Card is used, the Sale is automatically a…

Hello @Strategit_Shunta4, Under the Results tab, have you tried Applying Transaction Fields... Document Number? Here's a sample Saved Search I did on my end. Assuming that I want to display the Sales Order's Document Number, Date, Status and Amount. Under the Criteria tab, I added the following filter: Type = is Estimate…

Hello @Strategit_Shunta4, Can you confirm what are the Sales Order fields you want to display? Here's a sample Saved Search I did on my end. Assuming that I want to display the Sales Order's Document Number, Date, Status and Amount. Under the Criteria tab, I added the following filter: Type = is Estimate Main = is True…

Hello @CK Job, Thank you for sending screenshots. ? Apologies for the confusion, but to arrange the results from newly created RMA to the oldest one, under the Results tab of the Saved Search, set Sort By to Date and ensure that the Descending checkbox is marked. For reference: If this was already marked, and the oldest…

Hello @Dwight Schrute, Good day! ? As per my understanding, you want to create a Report for Bills which there's no Bill Credits, Bill Payment and Currency Revaluation to it. Kindly create a Saved Search, and under its Criteria tab add the following filters: Type = Bill Main Line = True Applying Transaction Fields... Type =…

Hello @Asher_123, Thanks for the additional information provided! ? Noted that the Invoice you have is not a stand alone Invoice. It is possible that the Serialized Item is still available because there's no Item Fulfillment created for it yet. Ensure that an Item Fulfillment is created for that Sales Order and it is in…

Hello @User_5OUXV, Good day! ? I would just like to follow up on this concern. Do you still need assistance on this one? Also, confirm if the Grandchild Location you are referring to is Inactive. This might be the reason why it can't be selected when creating Sales Order. Thank you! ?

Hello @Hillary_S, Good day! ? For this, under the Results tab of the Saved Search, kindly add: Formula (Numeric) = ({quantityshiprecv}*{rate})-({quantitybilled}*{rate}) You can also try this suggestion. Thank you, @User_3QM6V for sharing your insights on this! ❤ I hope this helps. Let us know. ?

Hello Sean, Good day! ? We have this bundle called Dunning Letters. Dunning is a systematic method of tracking overdue Invoices and persistently sending letters to customers to demand payment. The Dunning Letters SuiteApp enables you to set up an automated dunning process in NetSuite to help manage the collection of your…

Hello @SAConsulting, Good day! ? Please be guided that I am tagging this as a potential defect. I will send you an email as I'll be needing more information from your end. Thank you for your understanding. ?

Hello @CK Job, Good day! ? Are you trying to send a Saved Search Report? If so, to answer the comments: Under the Results tab of the Saved Search, set Sort By field to Date and make sure that the Descending checkbox is unmarked. Under the Criteria tab of the Saved Search, add the filter Date = on Today. This will filter…

Hello @Scott Bukolt, 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 @KNason76, 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 @Meherin, 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_C6XDE, 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 @Dwight Schrute, Here is a workaround for this Enhancement request. Workaround was achieved via Workflow. Create a simple Workflow. Navigate to Setup > Customization > Workflows > New. Workflow Setup as follows: Basic Information: Record Type: Transactions Sub Types: Vendor Bill Initiation: Event Based = T On Update…

You're welcome. @Gabriel Jarillo Soto. ❤ I'm glad that I was able to help. Enjoy the rest of the day and please stay safe! ?

Hello @Strategit_Shunta4, Good day! ? Kindly utilize the Applying Transaction Fields... to display Sales Orders fields related to an Estimate. I hope this helps. ?

Hello @Gabriel Jarillo Soto, Good day! ? Kindly try adding the following field on your Saved Search's Results tab: Formula (Text) = CASE WHEN {type}='Sales Order' THEN '<a name="Print"…

Hello @Hillary_S, Good day! ? Can you confirm if the provided Saved Search on my previous comment worked on your end? We would greatly appreciate if you can click "Yes" on “Did this answer your question?” below the comment/s that helped in your concern. Doing so will help other community members who might have the same…

Hello @b2wise, Good day! ? I would just like to follow up on this concern. Can you confirm if the provided solution on my previous comment worked on your end? If not, kindly provide screenshots of your Saved Search setup. Thank you! ?

Hello @Asher_123, Can I have a screenshot of the Invoice for the Serialized Item? For me to further test this with the same setup as yours. Thank you! ?

Hello @User_5OUXV, Good day! ? I tried to create a Parent, Child and Grandchild Locations and these Locations can be selected when creating a Sales Order. See screenshot below: It would be appreciated if you can send me a screenshot of the actual behavior encountered on your end. Thank you! ? To other users, feel free to…

Thank you @eleran and @User_3QM6V for sharing your insights on this. ❤ Hello @Hillary_S, As per my understanding, you want to create a Report that will display your Purchase Orders that are already received but not yet billed. Kindly try to recreate the Saved Search below and see if this will work on your end. Navigate to…

Hello @Micah Timbol-Oracle! ❤ If you're an accounting asset, what are you and why? ?

Hello @Dwight Schrute, Good day! ? I run some tests for this concern on my end and I was able to reproduce the reported behavior. Below are my findings. You can create two Vendor Credits from a single Vendor Bill, but the second Vendor Credit will have 0 Applied Amount; hence, can still be used or applied to other Bills of…

Hello @SAConsulting, Good day! ? Apologies for not getting back to you on this sooner. Upon further testing, it seems like the reported behavior is only affecting Sales Order records. I tried to use this Criteria (Item on Any Line IS name of the Item)and use other type of transaction and it is working as intended. I…

Hello Dirk, Good day! ? We would greatly appreciate if you can click "Yes" on “Did this answer your question?” below the comment/s that find helpful in your concern. Doing so will help other community members who might have the same concern find the answer easier and you will also get closer to earning your next Answer…