Hi @User_JVL1I, Please try to remove the KPI portlet and perform basic troubleshooting (logging out and clearing the cache before logging in). Kindly take note that clearing the cache may delete your saved passwords. Then, try to add the KPI portlet again and check if you can now add the Average Days Overdue Standard KPI…

Hi @mvoith, Good day! Hope you are doing well. 😊 The SuiteSolutions - Shared Vendor Bill 2.0 Bundle ID is 224753. Thank you! 😊 ================= If you find this reply to your question as helpful, others with the same question might find it helpful as well. By marking “Yes” on the “Did this answer your question?”, you’ll…

Thank you for your response, @User_JVL1I. 😊 I have removed the screenshots with sensitive information like Customer Names. Kindly confirm if you are using a Custom Role and if an Administrator Role also experiences the same behavior for the Customer Dashboard KPI portlet. Also, can you see any Customer Dashboard KPI…

Hi @asepulved96, Good day! Hope you are doing well. 😊 Upon checking the screenshot of your Saved Search, it does not match the list of filters and guidelines when setting up EFT saved searches for Electronic Bank Payments. Here is your Saved Search: Here is the sample saved search filters for DD, using both required and…

Hi @User_0MV81, Good day! Hope you are doing well. 😊 Upon testing, you can create a Sales Order under a Subcustomer and manually edit the Customer field and change it to the Parent Customer. And it will not break the link between the Sales Order and the Invoice. However, currently, there is no feature or preference to…

Hi @User_JVL1I, Is this the first time the Customer Dashboard KPI portlet returns 0.0? Kindly send some screenshots of the Saved Search Criteria and Result tabs and the Saved Search Results and the Customer Dashboard Set Up KPI portlet. Please don't forget to hide any sensitive information. Thank you!

You're welcome, @User_JVL1I. 😊 Yes, you need to Group other Results fields as well. The Days Open and Days Overdue fields on the Saved Search account all Transactions unless you set a Date Range filter as a Criteria. I made some testing on my end where I added Transaction Fields... = Date = within last year as a Saved…

Hi @User_JVL1I, Glad to have you with us today. Thank you for creating another thread. 😊 If you are using a Customer Saved Search, add the following fields: Field | Summary Type | Function Transaction Fields... = Days Open | Average | Round Transaction Fields... = Days Overdue | Average | Round I hope this helps! 😊…

Hi @Manu Antony Vadassery, 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 @User_UFOSV, Good day! Hope you are doing well. 😊 Yes, you may customize the Purchase Order and Bill forms and disable the Make Copy action. Here are the steps you may take: 1. Customize the Transaction form 2. On the Actions tab > Standard Actions subtab, unmark the Show checkbox of the Make Copy. 3. Click Save Please…

Hi @User_M8RDQ, 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 @User_AJB8Z, Good day! Hope you are doing well. 😊 Please be advised that Sandboxes are scheduled to be upgraded the week after the Production account was upgraded. You will receive a separate notification related to your sandbox upgrade schedule. If your account is in a NetSuite data center built on Oracle Cloud…

Thank you for the update, @LLG. Glad you were able to resolve the concern. 😊

HI @LLG, 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 @nag_m, 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?” below the comment. This will also help other community members who might have the same concern find the answer easier. Hope…

Hi @Craig_Verde, 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 @nag_m, Upon checking and testing, the Amount Due changes are not reflected on the System Notes. Hence, we cannot create a Saved Search to track if there were any changes to the Amount Paid or Amount Due. Further customization by script or workflow may be needed. Also, currently, there is no related Enhancement request…

Hi @User_EKY01, 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 @emcee_uk, 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 @LLG, Kindly let us know if further assistance is needed. 😊 Thank you @Lea Celosa Columna and @Ivan Griggs UK for your insights! 😊

You're welcome, @User_YMWNR! 😊

Hi @Craig_Verde, Kindly confirm if the Accounting Preference Expand Account Lists checkbox is enabled. To check, navigate to Setup > Accounting > Accounting Preferences > General > Expand Account Lists. If the Expand Account Lists checkbox is cleared, the Account dropdown on Expenses of the Purchase Order does not show all…

Hi @Craig_Verde, 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 @LLG, Kindly provide the following information: 1. Were you able to successfully send email alerts to Customers before? 2. Were there any changes? 3. Kindly send screenshots of the Saved Search Criteria, Results, and Email tab. Please don't forget to hide any sensitive information. Thank you! 😊

Hi @User_XQ321, Glad to have you with us today. 😊 Kindly allow us some time to check this on our end and we’ll get back to you for details. Any other users who can share their insights? Feel free to add your comments! 😊

Hello @LLG, 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. 😊

Hello @Hormese Paul, 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. 😊

You're welcome, @Carissa. 😊

Hi @Faizan, It actually depends on your business process on how you will handle the inventory. You may create a Vendor Return Authorization and create an Item Fulfillment from it to reduce your Inventory. Thank you! 😊

Hi @Carissa, This may be due to the Approval process being reset and the Supervisor Approval checkbox being unmarked when the Purchase Order has been closed and re-opened again and met the criteria I have mentioned earlier. The workaround I suggest here is to make sure that the Supervisor Approval checkbox is marked when…