Hi @Joshua N, Good day! Hope you are doing well. 😊 Kindly confirm the following information so we can further check: 1. Is the Payment Voucher the same record as Bill Payment/Vendor Payment and was just renamed or if it is a custom record? 2. Should Payment Voucher be GL Impacting after Approval? 3. Is this the first time…

Hi @User_NC62U, Kindly confirm if the Accounting Preference: Accept Payments Through Top-Level Customer is enabled on your end. Just navigate to Setup> Accounting > Accounting Preferences > General Tab > Accounts Receivable Section > Apply Payments Through Top-Level Customers Only. In a customer hierarchy, when ''Accept…

Hi @User_NG9BL, Good day! Hope you are doing well. 😊 You may remove the -No Vendor- line items on your A/P Aging Report by customizing the Report Builder. Here are the steps you may take: 1. Navigate to Reports > Vendors/Payables > A/P Aging > Customize Summary 2. Name: Enter a Name Example: Customized A/P Aging Report 3.…

Hi @LLG, Thank you for your response. Since this is a different error message, I will split this thread to create a new one. Just for proper documentation of our threads here in the Community. We will coordinate this concern and we will update you once we have more information. 😊

Hi Tessa, This is noted, I have added feedback on the SuiteAnswers as well. You may also leave a feedback on the SuiteAnswers Article. Just rate the Article and a feedback box will pop up. 😊

Hi @User_M8RDQ, 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.…

Hi @User_IJB6M, Good day! Hope you are doing well. 😊 Kindly provide more information about your Saved Search and the Invoice Tax fields by attaching some screenshots. Please do not forget to hide any sensitive information. Thank you! 😊

Thank you for your response, @LLG. Indeed, I am using the Open Purchase Orders report. If you have a Saved Search, you just need to add the fields: Applying Transactions... = Type Applying Transactions... = Status You may refer to SuiteAnswers Article ID: 72893 Quick Reference Guide for 'Applied To' and 'Applying…

Hi @LLG, Good day! Hope you are doing well. 😊 Upon testing, currently, there is no field available to show the related paying transactions of Bills related to Purchase Order on an Open Purchase Order Report. Hence, we cannot add a column to the report to show that the Purchase Order has been paid. As a workaround, you may…

Hi @User_M8RDQ, Good day! Hope you are doing well. 😊 Upon testing and further research, the ability to add an As Of Date field to a saved search that is similar to the one on reports is currently a system limitation. Here are some related enhancements that I found: Enhancement # 177737 Home> KPI portlet > Add Custom KPI =…

Thank you for your response, @Tessa. 😊 The demo account may have another Custom Record named "Entity Bank Details" or it renamed the default Custom Record: Bank Details. You may check it by following these steps: 1. Navigate to Customization > Lists, Records, & Fields > Record Types 2. Confirm if the Custom Record Type:…

Hi @Tessa, Good day! Hope you are doing well. 😊 Please be advised that the Record Type to be selected is Bank Details. You may also refer to this SuiteAnswers Article ID: 27012 CSV Import to Add Entity Bank Details for Vendors for more information. I hope this helps! 😊 ========================= If you find this reply to…

Hi @SWSearcy, 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…

Thank you for your response, Lee. 😊 We will further check this on our end and we will reach out to you if we have more information.

Hi @Tybrneryan, Good day! Hope you are doing well. I understand that you would like to see open Sales Orders at a particular time, I suggest that you use one of NetSuite's ready-made reports. Please navigate to Reports > Order Management > Open Sales Orders. From here you can tweak the As Of Date based on your preference.…

Hi @SWSearcy, Upon checking, if the Item is neither Special Ordered nor Drop Shipped, there is no direct link for the items on the Purchase Orders and Sales Orders. Hence, we cannot pull any details regarding an Item, even into a Saved Search. Here are some related Enhancements I have found: Enhancement # 80987 Ability to…

Hi Paula, Good day! Hope you are doing well. 😊 I understand that you wanted to set the First Check Number field on the Print Checks page to an Inline Text so users will not be able to edit/update it and avoid duplicate check numbers. Upon testing and research, this ability is not yet feasible in NetSuite and is still being…

Hi @User_KP3HA, Good day! Hope you are doing well. 😊 Kindly confirm the following information: 1. Have you already reached out to your bank? 2. Is your Payment File Format customized? 3. If your Payment File Format is customized, is it generated according to the bank requirements? 4. Have you successfully created a SEPA…

Hi @User_C6XDE, Good day! Hope you are doing well. 😊 Upon testing, even if I use Transaction Criteria to exclude Orders with zero value but with Shipping Cost, the Date of First Sale/Date of First Order still pulls up the Date of first transaction records even if they have zero Item Amount as long as their Total…

Hi @User_NC62U, Good day! Hope you are doing well. 😊 We have noticed that you have created a separate thread for this concern. You may refer to that thread instead. Thank you! 😊

Hello @PaulFleetwood, Do you find any comments for this concern helpful? Your feedback is highly appreciated. By marking Yes on the "Did this answer the question?" question, it will tag the comment as Accepted Answer. 😊 With this, it will also help other members of the community that might encounter the same reported…

Hi @SanjeevV, Let us know if further assistance is needed. Your feedback is highly appreciated. By marking Yes on the "Did this answer the question?" question, it will tag the comment as Accepted Answer. This will also help other members of the community that might encounter the same reported behavior. Thank you very much!…

You're welcome, @Luis G! Let us know how it'll work on your end. 😊

Hello @Luis G, 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.…

Hi @PaulFleetwood, Have you tried saving the Sales Order without populating the Payment mandatory fields? This may only be needed to populate if a Payment Option is selected. For me to be able to test further and replicate your exact Quote, kindly send screenshots of the necessary details. Please don't forget to hide any…

Hello @Benjamin Paul - USA, Do you find any comments for this concern helpful? Your feedback is highly appreciated. By marking Yes on the "Did this answer the question?" question, it will tag the comment as Accepted Answer. With this, it will also help other members of the community that might encounter the same reported…

Hi @LLG, 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 you…

Hi @PaulFleetwood, Let us know if further assistance is needed. Kindly provide additional details requested. Thank you. 😊

Hi @Luis G, Good day! Hope you are doing well. 😊 You may follow this alternate solution in resending Approval Emails: 1. Go to the Employee record 2. Go to the Communication tab 3. Search for the Transaction 4. Click View > Reply to all 5. Click Send I hope this helps! 😊 ================ If you find this reply to your…

Thank you for your response, @SanjeevV. Upon testing, another possible reason to lose saved Shortcuts is when users clear the Enable checkbox. This will permanently remove the shortcut and you have to manually add the shortcuts again. You may also check the User Published Dashboard if there were any restrictions made to…