Hi @faisalabdulmoid_39498, Kindly check if the Sales Force Automation feature is enabled on your Account as this is a requirement to display the Start Date and End Date fields when customizing the Standard or any custom Forms. Here are the steps you may take: Navigate to Setup > Company > Enable Features Click CRM tab…

Hi @KNason76, Good day! Hope you are doing well. 😊 Upon testing, I was able to generate the Saved Search to return the Package Count and Tracking Numbers. Kindly set the Criteria filter, Main Line = False. Since the shipping details are not in the Main Line, if the Main Line is set to True, it will not pull up details that…

Hi @Neo_Suite, Please be advised that I have coordinated your concern to our scripting team. We will update you once we have more information. Thank you!

Hello @Neo_Suite, 1. Yes, the current approvers of the transaction are indicated in the Next Approvers field. 2. If there are multiple multiple approvers, it will also be populated on the Next Approvers field. However, to see all the approvers of the transaction you have to check the Approval Rule that is running for that…

Hi @Neo_Suite, 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 to join in the discussion as well. 😊

Hello @KR Mike, Let us know if you need further assistance. 😊 Do you find any comments on this concern helpful? Your feedback is highly appreciated. By marking Yes on the "Did this answer the question?" of the previous comments, it will be tagged as an Accepted Answer. Thank you very much! 😊

You're welcome, @User_75YL8! 😊

Hi @KR Mike, Upon further checking, when Payment Instruments is enabled on the Account, even via UI we can no longer edit the Payment Card Number. And generally, we cannot leave the Payment Card Number field blank, so even if the Payment Instruments is not enabled, the CSV Import will return error: Please enter value(s)…

Hi @User_75YL8, Good day! Hope you are doing well. 😊 You may add a Formula (Text) Criteria Filter to only expose the Customer's Last Name alphabetically. Here is an example that will show Last Names from A-C: Formula (Text) = CASE WHEN {lastname} LIKE 'A%' THEN 1 WHEN {lastname} LIKE 'B%' THEN 1 WHEN {lastname} LIKE 'C%'…

Hi @KR Mike, 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 comments. This will also help other community members who might have the same concern find the answer…

You're welcome, @Benjamin Paul - USA! 😊

Thank you for your awesome insight, @Gaurav_NS! 😊

Hi @Benjamin Paul - USA, The main difference between them is when you record an Inventory Item on the Items tab, its Inventory is affected. However, on the Expenses tab, it is posted directly to the A/P Account and the other Expense Account you have selected. In case, you are using a Non-Inventory Item, it is true that the…

Hi @Benjamin Paul - USA, Thanks 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 @KR Mike, It seems that you are creating a Customer Saved Search, you may still add the field Credit Card Number. However, it is encrypted and only the last 4 digits will show on the Saved Search Results page. Also, if you are trying to set the Payment Card Number to Null, it is available on the CSV Import NetSuite…

Hi @User_ZCWF3, 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 to join in the discussion as well. 😊

Hi @KR Mike, Good day! Hope you are doing well. 😊 Kindly confirm if the Payment Instruments feature is enabled on your Account. You may check by navigating to Setup > Company > Enable Features > Transactions > Payment Processing > Payment Instruments checkbox. If Payment Instruments is enabled, to Add or Update Credit Card…

Hi @Faizan, Thank you for posting again in the community! 😊 Please allow some time for the gurus/members to check on your concern and get back with more information. To everyone, do not hesitate to share your knowledge. 😊

Hi @User_F5KU8, Glad to have you with us today. Thank you for creating this thread. 😊 Please 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. To our other members, feel free to…

Hi @User_YMWNR, 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 @drcashin, 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_YMWNR, Good day! Hope you are doing well. 😊 According to SuiteAnswers Article 81431, users may come across a scenario where a Bill Payment appears in an A/P Aging Detail report even if it is already applied to a Bill. This is due to the Bill Payment appearing as if it is not applied to any Bill because the Bill…

Hi Laura, 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 easier.…

Hi @Strategit_Shunta4, Good day! Hope you are doing well. 😊 I have made some testing on my end and was able to confirm that the Field ID: amountremainingtotalbox is the Saved Search field Amount Remaining as well as the Formula field {amountremaining}. Kindly send screenshots of the Saved Search Criteria and Results tab,…

Hi @drcashin, Good day! Hope you are doing well. 😊 Upon checking, the ability to filter the results for each Sales Rep in KPI portlets is currently not possible. I have also found related Enhancement requests for this behavior: 281316 KPI Meter > ability to filter data by Sales Rep 164222 Dashboard > KPI Scorecards > Add…

Hi @dssimmons, 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…

Thank you for your response, Laura. 😊 Upon further checking, the ability to refund Vendor Prepayment is a system limitation and is logged under Enhancement 576715 Ability to apply a Vendor Prepayment to a Bank Deposit. You can vote for this enhancement on the SuiteIdeas page. As documented in the Enhancement, here is an…

Hi @User_IC5NJ, Good day! Hope you are doing well. 😊 I made some testing on my end and was able to confirm that if we close the related Purchase Order, the Vendor Prepayment will be open and available to be applied to other Vendor Bills. Therefore, Journal is more about the balance than clearing the transaction. Currently,…

Hi @dssimmons, Good day! Hope you are doing well. 😊 I made some testing on my end, I was able to use the Criteria filter Items Purchased = None of = Choose Item. However, it is not available to mark the SHOW IN FILTER REGION checkbox. Hence, it is not possible to have a pop-up or filter box on the Saved Search Results page…

You're welcome, @asepulved96! 😊 Glad it resolved your concern. It's really quite challenging to check the Criteria filters one by one. 😅