Hi @TThompson-CM, Kindly confirm if after unmarking all the Items to be received and only selecting a few lines but upon saving the Item Receipt it marks and receives all Items that make the Purchase Order fully received. It will also be more helpful if you can provide some screenshots. Just please don't forget to hide any…

Hi Alexsandro Santos, Kindly provide more information so we can further check on our end. Thank you! ?

Hello @Faizan, Welcome to NetSuite Support Community! ? 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. ?

Hello @manuelsaomartinho, Let me know if you were able to add the criteria: Type = Bill. Thank you! ?

Hi @TThompson-CM, Good day! Hope you are doing well. ? Kindly confirm if after unmarking all the Items to be received and only selecting a few lines but upon saving the Item Receipt it marks and receives all Items that make the Purchase Order fully received. Thank you!

Hi Alexsandro Santos, Good day! Hope you are doing well. ? Please be advised that I have removed the attached file and screenshot as it may include sensitive information. Kindly confirm and provide the following: 1. Do all of your Bill transactions have the Accumulated Purchase Account on its GL Impact? 2. What is your…

Hi @manuelsaomartinho, Please refer to the below screenshots. ? Thank you! ?

You're welcome, Jay! I'm glad I was able to help. ? Should you have any concerns or any ideas to share within the Community, feel free to post and create a thread. Enjoy the rest of the day and please stay safe! ?

Hello @Vernita, Kindly try this Formula (Currency) below instead. Formula (Currency) = SUM /*Balance as of today*/({amount}) OVER (ORDER BY {trandate} ROWS BETWEEN UNBOUNDED PRECEDING AND CURRENT ROW) We also have a video discussion from one of our community members related to this that may help you! You may check this…

Hello @Vernita, 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 @Benjamin Paul - USA, 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…

You're welcome, Dwight Schrute! ? 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 have a…

Hi @PaulFleetwood, Good day! Hope you are doing well. ? According to SuiteAnswers Article ID: 101038, the values for Payor Similar To and Memo Similar To do not need to match exactly the Payor and Memo fields of future imported bank lines. They only need to be similar enough for NetSuite to identify an appropriate…

Hi @Jay Schwausch, Good day! Hope you are doing well. ? Please be advised that I have removed the attached images as they may contain sensitive information. Upon checking the screenshots of the Bills, the paying transactions are Journals and not Vendor Prepayment. When Vendor Prepayment is the paying transaction, Bill's…

Hello @User_GE47I, 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 @Dwight Schrute, Good day! Hope you are doing well. ? I made some testing on my end and I was able to create a Formula (Text) that you may use to group Sales Orders' Shipping Countries into their respective Continents. Here is an example where the United States pulls up North America on the results using the below…

Hi @Benjamin Paul - USA, Upon initial testing on my standard test account, there is no way to add Purchase Order/Item Receipt details to the Vendor Prepayment. However, I will coordinate your concern to our SuiteBuilder Team if this is possible for further customization using other means like custom fields/records. Also,…

Hi Sara, 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 @@Benjamin Paul - USA, Good day! Hope you are doing well. ? In NetSuite, Vendor credits are applied to decrease the amount owed to a vendor. You can apply a vendor credit to a bill on the credit transaction or on a payment transaction, but you cannot charge it against the Vendor balance if you do not have any open…

Hi Sara, I made some testing on my end, and I have confirmed that if the Send Transactions Via Email checkbox is marked on the Customer Record > Preferences tab, all transactions created like Invoices' To Be Emailed checkbox will be automatically marked on the Communication tab. Then, upon saving the Transaction, the To Be…

Hello @Altmann02, 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 @MarkCRobinson, 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.…

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 have a…

Hello @Craig_Verde, 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 @Camila O, 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.

We are sorry to hear this, @Tom Dalton. Our gurus will look into your concern and get back with more information. To everyone, let us know if you are having the same issue.

Hi @MarkCRobinson, Good day! Hope you are doing well. ? Upon checking, unfortunately, the ability to create folders to sort the Saved Reports is not yet available in NetSuite and is currently logged as an Enhancement request under Enhancement 115393 Saved Reports > Allow Users to Categorize Saved Reports; assign to…

Hi @User_XQ321, All is well. Hope you are doing good, too. ? On my testing, since I followed your exact Dunning Procedure setup, the Assign Automatically To New Records is not marked so I have manually added the Dunning Procedures on each Invoice's Dunning Tab. Yes, if you mark the Assign Automatically To New Records…

Hi @manuelsaomartinho, Thank you for your response. You may create a Saved Search to pull up Bills S&C last received IBAN that does not match the Vendor record's S&C IBAN. Here are the steps you may take: 1. Navigate to Lists > Search > Saved Searches > New 2. Click Transaction 3. On Criteria Tab, add the following filters…

Hello @katherine_15328, 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. ?