Hi @AndreaK2, You're welcome! 😊

Thank you for providing more information, @hunter. I have removed the texts and file as they have email addresses that are considered sensitive information. But I was able to check the email header and the trigger of the email can be a script or a workflow. I will further coordinate your concern on my end and we will…

Hi @User_YMWNR, Good day! Hope you are doing well. 😊 According to SuiteAnswers Article ID: 7571, when you record a deposit, NetSuite moves funds out of the Undeposited Funds account to the ledger account for the bank account to accurately reflect bank account balances. To make a deposit, just navigate to Transactions >…

Thank you for your response, @Benjamin Paul - USA. 😊 Kindly confirm if by Deposit, you mean the Customer Payment record, and by Advanced Receipts you mean the Customer Deposit. Just to be clear because NetSuite has the feature Customer Deposits which are advanced payments of Customers that can be applied to Sales Orders. 😊…

Thank you for your response, @hunter. You may determine the origin of the email by checking the email header details. You may check the following SuiteAnswers Articles: Answer Id: 14695 | Determine Email Origin Based on Email Header Details Answer Id: 27285 | Locate the Full Internet Header from Saved Search Alert Email…

Hi @GLL, 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. 😊

Please also be advised that I have removed the screenshots attached as they may have sensitive information included. You may check our Community Guidelines for more information. 😊

Hi @hunter, Glad to have you with us today. Thank you for posting your concern here. 😊 You may use the Sent Email List page. Using an Administrator Role, just navigate to Setup > Company > Communication > Sent Email List. Let us know how this works. Thank you! 😊 ================ If you find this reply to your question as…

Hi @Benjamin Paul - USA, Good day! Hope you are doing well. 😊 Kindly confirm if you are referring to Vendor Prepayment to be applied to Purchase Orders. If there is an overdeposit of a Vendor Prepayment, the remaining balance can still be applied to other existing open Bills, as long as the related Purchase Order is…

Hi @AndreaK2, 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 tagged the comment as Accepted Answer. With this, it will also help other members of the community that might encounter the same reported behavior.…

Hi @Gary Robbins, 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.…

Thank you for your response, @User_1XBWY. 😊 Will check and coordinate this concern on our end, we will update you once we have more information. 😊

You're welcome, @User_EKY01. 😊 Should you have any concerns or discussions, don't hesitate to share and post them to the Community. Thank you! 😊

Thank you for your response, @User_EKY01. 😊 Please be advised that the native Unbilled Amount field is solely based on the Quantity Billed and its corresponding amount on the Sales Order. Since the Amount Unbilled field does not account for the related Invoices amount, it will pull up a different value from the Actual…

Hi @Carmela, Were you able to check this? Kindly provide more information about your Sales Forecast report so we can further check. Thank you! 😊

Hi Rick, 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 @HertsChris, 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…

Hello @User_SZ0C3, 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 @AndreaK2, Good day! Hope you are doing well. 😊 Upon testing, I have reproduced the same behavior where old fields like IBAN and BIC are populated on the Bank Details even after changing the Payment File Format where the said fields are not mandatory. I also tried to delete the IBAN and BIC fields first before changing…

Hi @Gary Robbins, Good day! Hope you are doing well. 😊 Per my understanding, you applied a Credit Memo to an Invoice and the two had equal amounts. Note that in this case, since there is no cash involved, this is standard behavior that the Payment record is not created. Upon checking, the ability to view the Payment…

Hi @User_1XBWY, Were you able to check this? Please provide more information so we can further check. Thank you! 😊

Hi @Carmela, Thank you for posting your concern here. 😊 Kindly provide a screenshot of the Report Builder of your Sales Forecast Report. Please don't forget to hide any sensitive information. Thank you! 😊

Hi @HertsChris, Upon further checking, the Requestor Fields… > Name only works on a Purchase Order Saved Search. And there is no other Employee field available in the joining field Applying Transactions Fields.. The ability to pull up the Employee's name of a Purchase Order in a different Transaction Saved Search is still…

Hi @HertsChris, Good day! Hope you are doing well. 😊 It is possible that a Journal Entry linked to the closed Line Item. Here are the steps you may take to check if that is the case: 1. Go to Purchase Order (View mode) 2. Go to Items subtab > Items sublist 3. Click on History link for the specific line Kindly check if a…

Hi @Rick Baaten, Please be advised that when Main Line is True, the information of related transactions using the joining fields Applying Transactions will not show. Moreover, the Main Line of a Purchase Requisition does not show the related Purchase Order, hence if the only way to source the Vendor Name is from the…

Hi @Gaurav_NS, 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 @User_SZ0C3, Good day! Hope you are doing well. 😊 Upon testing, I was able to reproduce the same behavior where the Payment's Last Modified Date is updated when an Invoice is applied, however, does not update when a Customer Refund is applied. The behavior is due to manually editing the Payment record when you apply a…

Hi @GLL, 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 @User_1XBWY, Good day! Hope you are doing well. ? Kindly provide more information about your concern by answering the following: 1. What are the steps to reproduce your concern? 2. What is your expected result? 3. What is the actual result? Thank you! ?

Hi @User_AS3QZ, Good day! Hope you are doing well. ? Kindly provide more information about your concern by answering the following: 1. What are the steps to reproduce your concern? 2. What is your expected result? 3. What is the actual result? Thank you! ?