Hello @Strategit_Shunta4, 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_XQ321, Good day! Hope you are doing well. ? Kindly check if the two employees are using the same A/P Aging Report Filter Date. They may have different Reporting Preferences, one's set to Report by Transaction Date and the other one is by Period. To resolve this, here are the steps the Employees may take: 1.…

You're welcome, @SanjeevV! 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! ?

Hi Hayd, Thank you for providing more information. I have filed a case for this and you may follow up through that case.

Hi @User_CK10N, As it looks to be a potential defect, please be advised that I have sent an email to gather information so we can file a case on your behalf. Thank you!

Hi @SanjeevV, Thank you for posting again in the community! ? To enable the "merge" button on the Custom Role, here are the steps you may take: Navigate to Setup > Users/Roles > Manage Roles Edit the Role Under the Permissions tab, go to the Lists subtab Then add the Duplicate Entity Management permission Set the Access…

Hi @User_XQ321, As it looks to be a potential defect, please be advised that I have sent an email to gather information so we can file a case on your behalf. Thank you!

Hi Liz, Were you able to check this?

Hi User_C6XDE, Thank you for sharing this with the Community. ? You may create a Saved Search instead of a Report as an alternate solution indeed.

Hi @User_CK10N, Good day! Hope you are doing well. ? We have noted this and will further check on our end as these behaviors may be potential defects. Thank you!

Hi @User_XQ321, Based on my testing, I was not able to have the same behavior as yours, which is generating a duplicate Customer Statement, as the second statement generates for the other Subsidiary that I have. I will do further testing on this behavior until I am able to reproduce it. Please also be advised that this may…

Hi Liz, Thank you for providing additional information! ? The only way to be able to void the Customer Payment is to unapply it from that Deposit or void the Deposit so you can void the Customer Payment with the incorrect credit card, and then just redeposit the other Customer Payment. Since you would like to make some…

Thank you for your additional insights, @User_XQ321! ?

Hi User_XQ321, Thank you for providing screenshots. Can you please attach the Dunning Test and Dunning Test_5 screenshots so we may compare the two statements? ?

Hi @jb123, Thank you for posting your concern here. ? Unfortunately, as mentioned, part of the standard behavior Credit Memos do not have a direct link to Sales Order. Hence, we cannot pull up Sales Order details into a Credit Memo Saved Search. You can vote for the Enhancement 102405 Transactions>Sales>Enter Sales Order:…

Hi @iecpradeep_14007, Good day! Hope you are doing well. ? Upon further checking, I found out that Square Payment Gateway is currently unavailable to be directly added as a Payment Gateway in NetSuite. Feature request is being tracked on Enhancement # 252538 Credit Card Processor > add Square as a Credit Card Payment…

You're welcome, User_XQ321! ?

Hi User_XQ321, Can you please send the screenshot of the Customer Statements? Please hide any sensitive information. Thank you! ?

Hi User_XQ321, Thank you for your prompt response. ? Based on your screenshot, the Attach Statement and Only Open Transactions are marked. The attachments are actually just Customer Statements from Subsidiaries with open transactions, hence, if there are multiple Subsidiaries with open transactions, there will also be…

Hi User_C6XDE, Good day! Hope you are doing well. ? Upon further testing and checking, I was able to confirm that even if the Transaction has a negative effect on A/R, it will show a positive amount as the standard behavior of the Amount Due field on the A/R Register Report. Also, the Amount Due field does not have the…

Hi User_XQ321, Good day! Hope you are doing well. ? Yes, that is correct. Since you may only select one Dunning Procedure on a Customer Record, you have the limitation to only create a Dunning Procedure that will apply to all the Customer Subsidiaries. Currently, there is no way to create multiple Dunning Procedures for…

Hi Liz, You have two options to either void or refund the Customer Payment, both will open the Invoice again for Payment or Credit application. If you choose to Void the Customer Payment, it will just reverse the Payment GL Impact recorded in NetSuite and no refund will be sent to the initial Credit Card of the Customer.…

Hi User_XQ321, I have made some testing on my end, and I was able to confirm that when the Dunning Procedure has multiple Subsidiaries selected, it will send a Statement for each Subsidiary. You may have selected multiple Subsidiaries on the Dunning Procedure, hence, the two statements generated and attached to the Dunning…

Hi @Rumaysa Mirza, Were you able to check this? Thank you! ?

Hi Liz, Upon further testing, you may refund the applied Customer Payment by following these steps: Go to Transactions > Customers > Accept Customer Payments > Lists Edit: Click Edit beside the Payment record Click Apply Click Invoices Apply: Unmark the Apply checkbox beside the Invoice Click Save Note: This payment should…

Hi @User_XQ321, Good day! Hope you are doing well. ? Kindly provide a screenshot of your Dunning Procedure. Please don't forget to hide any sensitive information. Thank you! ?

Hi @Liz Madrid, Kindly confirm if the transaction is an Invoice with a Customer Payment record or just a Cash Sale. If an Invoice and Customer Payment Record are made, you may void the Customer Payment instead and pay the Invoice again with a different credit card. As voiding the Customer Payment will result in having zero…

Hi @User_NC62U, Good day! Hope you are doing well. ? Upon checking, currently auto-populating the Location field on the Item Line based on the Location set on the Main field is not yet available in NetSuite. I have found Enhancement 173781 Transactions: Default the Location field at the line level with the Location set on…

Hi @Liz Madrid, Good day! Hope you are doing well. ? Kindly check if the VOID TRANSACTIONS USING REVERSING JOURNALS Accounting Preference is enabled. You may check on Setup > Accounting > Accounting Preferences > General Tab. If the VOID TRANSACTIONS USING REVERSING JOURNALS Accounting Preference is disabled. You may edit…

Thank you for your helpful insights, @Tiru Chembeti! As mentioned by Tiru, you may set the status of the Bill to be Paid in Full without affecting your financials by creating a Bill Credit or a Journal Entry (with the reverse of the GL Impact of the Bill). Once the Bill Credit or Journal Entry (linked to the Vendor) is…