Hi Veronica, Thank you for providing this information. Kindly provide a screenshot of the Report you are currently using. Here is the Expenses sublist: And the Items sublist is this other subtab: Are you also pulling up values on the other Items Tab, or only from the Expenses tab? Thank you! ?

Hi @ImeldaSanchez, Good day! Hope you are doing well. ? May I know the navigational path you used to create this report? Thank you!

Hi User_5OF9G, Good day! Hope you are doing well. ? Please be advised that I have deleted the screenshots attached to the thread as sensitive information may have been included. Kindly provide the following information so that we can further check: 1. What are the steps to reproduce your Report? 2. Are you using a standard…

Hello @SWSearcy, 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 @User_2LQKP, 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. ?

Glad I was able to help to create your report. You are welcome, User_P5ARO! ?

You're welcome, User_P5ARO. ? Please try this Transaction saved Search instead: 1. Criteria tab > Standard subtab > add the following filters: Type = is Invoice Main Line = is Yes 2. Results tab > Columns subtab > add the following and other fields to be displayed on the search. Date Document Number Messages Fields... :…

Hi @User_P5ARO, Good day! Hope you are doing well. ? Yes, we may create a Transaction Saved Search to show all invoices that have been emailed to the Customer. Here are the steps we may follow: 1. Navigate to Lists > Search > Saved Search > New 2. Click Transaction 3. Click the Criteria tab > Standard subtab > add the…

Hi @AmazTexasTim, Were you able to check this? ? If the information provided in my previous comment was helpful, then we would greatly appreciate it 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…

Hi @User_XQ321, Appreciate your response. ? Based on the screenshots, your Billing Operation Schedule has a Saved Search included. Kindly confirm if there are no changes made and if the criteria set is correct on the Saved Search. This may be a potential defect under Issue # 615333 Scheduled Billing Operations > Not…

Hi Liz, I tried testing on my end to be able to eliminate the multiple lines of the transactions, however, it is a standard behavior in NetSuite to show each item lines of a transaction. And I have found related Enhancements that related Cases with the same use case as yours are attached to: Enhancement 76550 Need to…

Hi @User_XQ321, Yes, that can be a solution. You may restrict permissions on specific Roles to lock the records so that they can not create any changes. And at the same time, Administrators or other Roles can still access the records. ?

Even if you inactivate Company, its records will still show on your Saved Searches and Reports. If you would like not to show the Inactive Company records on reports, it can only be achieved by explicitly adding the Inactive = False criterion on the Report or Saved Search. I am still checking how to lock all records of an…

Hello @user13588389, 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 @Dwight Schrute, 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. ?

Hi @User_XQ321, Thank you for providing this information. ? Kindly click view on the Billing Schedules and send screenshots of the Schedule as well as its Submission Details and Billing Operations tabs. Just like below screenshots: Thank you so much! ?

Hi Liz, Good day! Hope you are doing well. ? Upon further testing, it is the standard behavior of the Sales by Customer Detail report to show each line item of the transactions as the field Transaction Total (Revenue) is not available. I have found related Enhancements for this behavior: Enhancement 76550 Need to expose…

Hello Preethi, Thanks for creating this thread! We'll be looking into this one for you and we'll see what we can do. We'll reply to you with the answers as soon as possible. ? But to our members out there who would like to share their insights -- Don't be shy and comment on the thread! ?

Thank you for your insight, John! ?

Hello @Lewalsh11741, 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, Glad to have you with us today. Thank you for creating this thread. Rather than deleting a record you do not currently use, you can mark the record as inactive. When you mark a record as inactive, the record remains in the system for future reference. However, the inactive record does not show on…

You're welcome, Greg! Glad I was able to help you with creating the report you need. ?

Hi @User_XQ321, Good day! Hope you are doing well. ? Kindly provide the following information so we can further check: 1. What are the steps to reproduce your concern? 2. Screenshots of the Billing Operation Schedule and a sample of the Invoice it has generated. Please don't forget to hide any sensitive information. Thank…

Hi @AmazTexasTim, Good day! Hope you are doing well. ? Customer Prepayments are recorded in NetSuite using the Customer Deposit functionality (Navigational path: Transactions > Customers > Record Customer Deposits). These payments are recorded in your general ledger as a liability until the goods or services are actually…

Hi @kentbigdog, Good day! Hope you are doing well. ? I have made some testing and I was able to confirm that the Files attached to the Invoices will not show on the Customer record. Upon further checking, this is a standard behavior and I have found an Enhancement request filed for the functionality to also show Files…

Glad you were able to resolve the Date issues, @Greg Ebel! ? Once you are on the Sales by Customer Detail page, click the Customize button on the report footer. Then, expand the Sales Transactions folder and Item subfolder, and add the Name field. Results: It will show the Items related to the Customer Transactions. Thank…

You're welcome, @Sonics! ?

Hi @Sonics, Good day! Hope you are doing well. ? Upon testing, the Sales Role will be able to see the Customer Transactions by adding Financial History permission. Here are the steps you may take: 1. Navigate to Setup > Users/Roles > Manage Roles 2. Edit the Sales Role 3. Go to Permissions tab > Lists subtab 4. Add…

Hi @Greg Ebel, I made some testing and I was able to create a Sales by Customer report with the following fields that you have mentioned. Here are the steps I took to create the report: 1. Navigate to Reports > Sales > Sales by Customer > Customize Summary 2. On Edit Columns tab, rename the Sales to YTD Sales on the Column…

Hello @Greg Ebel, 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. ☺️