Thank you for your insights, Gaurav! 😊

Hi @Benjamin Paul - USA, Good day! Hope you are doing well. 😊 Upon checking, it is currently a system limitation to be able to exclude specific records when using the Global Search. Since Contacts are related records of Customers, records also show up when you search for Customers. As an alternate solution, you may narrow…

HI @LLG, Thank you for creating another thread. 😊 Other resolutions based on related SuiteAnswers you may try are the following: A. Manual Change Change the label of the column to Internal ID Map it to the same field B. Hardcode the Customer Name On the Field Mapping page, click on the Pencil icon Select Provide Default…

Hello @SanjeevV, 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, Previously, the user interface included a lot of fields on the Payment Method subtab on customer payment. With Payment Instruments enabled, the displayed fields are contextual, and the Payment Option drop-down list lets you select the payment instruments and payment methods. Here is the UI when Payment…

Hi @LLG, 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 that comment as Accepted Answer. With this, it will also help other members of the community that might encounter the same reported behavior. Thank you…

Hi @Prtk, 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 Liz, 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…

Thank you for your response, @PaulFleetwood. 😊 I have continued testing and I was not able to reproduce the same behavior as yours. Kindly see my testing below: A. Quote created when Payment Instruments = F. 1. Created a Quote; Payment Instruments = F 2. Enabled the Payment Instruments feature 3. Clicked the Sales Order…

Hi @SanjeevV, Good day! Hope you are doing well. 😊 It seems that the Shortcuts are from a published dashboard. Please be advised that when a Published Dashboard has been updated or there are any changes, it may be also applied to the other assigned Roles' dashboards and portlets. Kindly check this SuiteAnswers Article ID:…

Hi @User_URA5H, 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 @LLG, Thank you for sending the screenshots. 😊 Upon checking, the Location (internal ID: 2) is not associated with Subsidiaries (internal ID: 2 and 6). It is the Subsidiaries that are associated with the Location's Subsidiary which is not the same. The Location (internal ID: 2) is only available for the Subsidiary…

Hi @LLG, Did we answer your question? 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 that comment as Accepted Answer. With this, it will also help other members of the community that might encounter the…

Hi @LLG, Were you able to check this? Please send screenshots of the Location and Subsidiary records so that we can further check. Thank you! 😊

Hi @PaulFleetwood, Upon testing on my end, when Payment Instruments is enabled, only the Payment Option field is available on both the stand-alone Sales Order and Sales Order from Quote. Kindly confirm if the Payment Instruments feature is enabled on your Account. This may also be a caching issue, please consider clearing…

Hi @Liz Madrid, Good day! Hope you are doing well. You may check and refer to this NetSuite Support Community discussion: Customer Deposit Not Auto-applying to Invoice to know the possible reasons why the Customer Deposit did not auto-apply to the Invoice. Thank you! ================= If you find this reply to your…

Hi @User_URA5H, Good day! Hope you are doing well. 😊 Upon checking, there is currently no feature available to set an alternate Payor for an Invoice, and only the default Payor which is the Customer can be set as the Payor. However, on the Customer record, you have the option of creating contacts and sub-customers. These…

Hi @PaulFleetwood, Good day! Hope you are doing well. 😊 Kindly confirm if this is only happening when creating Sales Orders from Quote or if is this also happening to other navigational paths when creating Sales Order. Thank you! 😊

Thank you for your response, @GLL. You have mentioned that Location (internal ID: 2) matches Subsidiaries (internal IDs: 2 and 6). Kindly provide screenshots of the Location and Subsidiary records. Please do not forget to hide any sensitive information. 😊

Hi @GLL, Thank you for your response. 😊 A/R Aging Report shows Customers with zero balance because the amount of the Payment and Invoice is offsetting to each other. However, these Payments that have been already created, it is not yet applied to the related Invoice. To be able to clear them on the A/R Aging Report you…

Hi @GLL, Good day! Hope you are doing well. 😊 I have made some testing on my end and I was able to reproduce the same behavior. Upon checking on our resources, the concern you raised is currently a known issue in our report builder and I have found out that this is currently filed as an enhancement request. It is logged…

You're welcome, @Bee Yook. Glad to be able to help. 😊

Hi @GLL, Kindly confirm if the Location (internal ID: 2) is inactivated. Here are the steps you may take. Navigate to Setup > Company > Locations Mark Show Inactives checkbox Search for Location with Internal ID from the Error message Unmark Inactive checkbox for this Location Click Submit Let me know how this works. 😊…

You're welcome, @SanjeevV. 😊

Hi @Bee Yook, Good day! Hope you are doing well. 😊 Please be advised that there are required grouping criteria listed below. Customer Currency Subsidiary Bill To Address Payment Terms Nexus Optional: PO Number After you have created an invoice group, you can add more invoices to the group. Any invoices that you want to add…

Hi @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 @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?” below the comment. This will also help other community members who might have the same concern find the answer easier.…

Hi @SanjeevV, Good day! Hope you are doing well. 😊 I made some testing and I was able to reproduce the same behavior where all entities are showing up on the Name as Available Filter. Upon further investigation, this is a system limitation in NetSuite logged under Enhancement 248864 Reports/Saved Searches: When Setting the…

Hi @Kedalene, 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. 😊

You're welcome, Gary! Glad to be able to help. 😊