Hi @Janis001, Good day! Hope you are doing well. 😊 According to SuiteAnswers 62747 Apply Journal to Close Unapplied Customer Deposit Balance, unapplied balances of a Customer Deposit may be applied to existing transactions, or if there are none, a Journal Entry may be created to apply against the deposit. You may check the…

Hi @User_XQ321, Glad you were able to solve this concern! 😊

Thank you for your response, @Janis001. 😊 Kindly try this Formula below instead: Formula (Currency) = max({amount})-sum(case when {applyinglinktype} = 'Deposit Application' then abs({applyingtransaction.amount}) else 0 end) I hope this helps. Let me know if it will work on your end. 😊 ==================== If you find this…

Hi @Janis001, Thank you for posting your concern here! Upon further checking, the ability to create a Credit Memo from a Customer Deposit is not yet available in NetSuite and is currently tracked under Enhancement # 119780 Provide an option to convert customer's deposits to a credit memo. You can vote for this enhancement…

Hi @Janis001, Good day! Hope you are doing well. 😊 I have made some testing on my end and the formula populates an Amount on the Saved Search Results. Kindly provide screenshots of the Criteria and Results tab of your Saved Search so I can further check. Thank you! 😊

Hi @User_XQ321, Good day! Hope you are doing well. 😊 Kindly confirm if you can create a stand-alone Invoice by navigating to Transactions > Sales > Create Invoices. Also, please confirm the following information: Is Advanced Revenue Management enabled on your Account? Is this happening to all Invoices GL Impact where it is…

Hi @User_HQRSY, Good day! Hope you are doing well. 😊 Upon further checking, the ability to hide or remove the Company Name on the printed Report is currently a system limitation. I have found these related Enhancement requests: Enhancement 133607 Print reports > The Display Title cannot be edited and the print description…

You're welcome, @Sankar Ganguri. 😊

Thank you for your response, @Sankar Ganguri. 😊 Upon checking, you may add this field below to show the Item Rate per Unit of Measure on the Sales Order: Formula (Currency) = ({rate}*{quantity})/{quantityuom} However, please note to use the Formula only for searches where the row shows the line items, otherwise, you will…

Hi @Sankar Ganguri, Good day! Hope you are doing well. 😊 I have made some testing on my end and by adding the field Amount on the Results tab, it generates the amount based on the price on the Item Line on the Sales Order. Kindly let me know if it works for you. 😊 ==================== If you find this reply to your…

Hi @User_XQ321, Were you able to check this? 😊

Hi @Rick Cobb_2, Glad to have you with us today. 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. To other users, feel free to join in the discussion as well. 😊

Hi @Lea Celosa Columna, Thank you for posting your concern here! 😊 Kindly allow us to review your concern and we'll provide updates in this thread. To other members, feel free to share your insights on this too should you have any. 😊

Hi @User_USRCP, Were you able to check this? 😊 If the information provided in my previous comment was helpful, then we would greatly appreciate if you can click "Yes" on “Did this answer your question?” on the previous comment. This will also help other community members who might have the same concern find the answer…

Hi @User_XQ321, Good day! Hope you are doing well. 😊 I would just like to clarify if you are planning to use the Vendor Prepayment feature, do you also plan to record these refundable security deposits on Purchase Orders/Vendor Bills? Please be advised the Vendor Prepayment records can only be cleared when applied to…

You're welcome, @User_DATN1. 😊 You only need the Bundle Vendor Payment Report - Track1099 to be able to customize the Saved Search. Upon checking the Track1099 by Avalara bundle, this bundle is actually owned by Avalara, you may reach out to them regarding this. But in terms of customizing the Saved Searches, we only need…

Hi @User_USRCP, Good day! Hope you are doing well. 😊 Upon further testing, we can only add a filter to select a specific Vendor on the Pay Bills page, and the ability to add a filter that can multi-select the Vendors is currently a system limitation. I have found an Enhancement that tracks requests related to customizing…

Hi @User_DATN1, Good day! Hope you are doing well. 😊 According to SuiteAnswers 8044, NetSuite provides customized saved searches to help you export 1099–MISC vendor payments to a third-party provider, such as Yearli by Greatland, Sovos, and Track1099. You can edit the saved search for your particular needs. Also, please…

Hi @Jeanine 2022, Were you able to check this? 😊 If the information provided in my previous comment was helpful, then we would greatly appreciate if you can click "Yes" on “Did this answer your question?” on the previous comment. This will also help other community members who might have the same concern find the answer…

You're welcome, @User_75YL8! Have a happy weekend, too. 😊

Hi @User_75YL8, Good day! Hope you are doing well. 😊 @Edwards_05 is right, the only way for Edit buttons to not show is we need to change to Save Search style to Report. Here are the steps you may take: 1. Edit the Saved Search. 2. On the Results tab, select Report on the Output Type dropdown. 3. Click Save. I hope this…

Thank you for your response, @Jeanine 2022. Were the user roles not able to find and add the Shortcut portlet, by following the below steps? If the user roles can no longer add the Shortcut portlet, kindly check if the Shortcuts portlet has already been added to the Dashboard. Thank you! 😊 ===================== If you find…

Hi @Jeanine 2022, Good day! Hope you are doing well. 😊 Upon testing on my end, I was able to reproduce the same behavior wherein the Shortcut created routes to a new Customer page. Further customization may be needed to create Shortcuts directly to an Entity record. However, to create a shortcut for a specific Customer,…

Hi @Vernita, Upon further testing, I was not able to reproduce the same behavior as yours. This seems to be a potential defect. Kindly check the email we have sent. Thank you! 😊

Hi @Vernita, Please be advised that I am currently testing and coordinating this concern. 😊 Kindly confirm that even if the other Invoices were Make Copy from INV790 you were able to confirm that Bill To Select is not different, e.g. shows -Custom- or different values for Invoices. Thank you! 😊

Hi @Strategit_Shunta4, Were you able to check this? 😊 Please confirm what line Value is being edited on the Purchase Order Line and kindly provide screenshots we can refer to. Thank you! 😊

Thank you for providing more information, @Strategit_Shunta4. 😊 Kindly confirm what line Value is being edited on the Purchase Order Line. Is it the Item or other fields? It would be very helpful if you may provide screenshots so we can check. Please note to hide any sensitive information. 😊

Thank you for providing more information, @Vernita. 😊 Please be advised that I have removed the attached images from your reply as they may have included sensitive information. Upon further checking, I have found related concerns that are due to Invoices Bill To Address not being the same even if they seem to be. Please…

Hi @Strategit_Shunta4, Kindly provide the following information for us to be able to further check: 1. What are the exact steps to reproduce your concern? 2. Was it working correctly before? 3. Were there any changes made? 4. Are there any scripts/workflows on the Purchase Order? Thank you! 😊

Hi @Benjamin Paul - USA, Thank you for posting your concern here! 😊 Kindly allow us to review your concern and we'll provide updates in this thread. To other members, feel free to share your insights on this too should you have any. 😊