Elychelle Gulen-Oracle · RPM - OTC/P2P · Blue Diamond

Hi @SanjeevV, Good day! Hope you are doing well. 😊 Upon checking and testing, this is the behavior because this is a Transaction Saved Search based on the Criteria: Type = Account. The Sales Order field works if it has a direct relationship with the set Criteria. For example, if you use Type = Customer Deposit, then the…

Hi @User_M4JOC, Good day! Hope you are doing well. 😊 Yes, you can upload multiple Sales Order records via CSV Import. You may check and refer to this SuiteAnswers articles for more information: Answer ID 9973 Guidelines for CSV Import Files Answer ID Importing CSV Files with the Import Assistant Answer ID 10003 Sales Order…

Thank you for your insights, Gaurav! 😊 Hi @User_Q1DPO, Good day! Hope you are doing well. 😊 Gaurav is correct. Currently, the ability to show Purchase Order No. on the Vendor Bill aside from the Related Records tab is a system limitation. Here are some related enhancements that I found: Enhancement 64905 Transactions >…

You're welcome, @User_2D608! Glad it worked on your end. 😊

Hi @User_2D608, Based on your screenshot, only the Amount has a Summary Type, hence, this is the only field that will show on the Summary Results. Please also set Group as the Summary Type of the Formula. Thank you! 😊

Hi @Tybrneryan, Kindly check SuiteAnswers ID 29289 Saved Search > Transaction > Sales Orders in Pending Fulfillment Status with No Backordered Quantity. Let us know if this works for you. Thank you! 😊

Hi @User_8XJM0, Apologies for the confusion. I have suggested the Journal Entry Approach in case you are not planning to create an Invoice for the Customer. You can also create stand-alone Invoices and use the Accept Customer Payment page. You may check the following SuiteAnswers articles that can help you: Answer ID 9175…

Thank you for your response, @Sivasubramaniam. 😊 Based on the information you have provided, this may due to other reasons than Role setup or Period posted. It is best to file a Case or contact Customer Support for this concern since we have no ability to further check what causes the "An unexpected error occurred." you…

Hi Preethi, Kindly provide screenshots of the setup of your SuiteApprovals. Thank you! 😊

Hi @User_2D608, Kindly try Formula (Text) = CASE WHEN {salesrep} IN ('Sales Rep 1','Sales Rep 2') THEN 'Group Name' ELSE {salesrep} END Thank you! 😊

Hi Elizabeth, Do you find any comments for this concern helpful? Let us know! 😊 Hope you have a great day!

Hi Preethi, Were you able to check this? 😊 Let us know if the information provided in my previous comment was helpful. Hope you have a great day! 😊

Hi @User_8XJM0, Good day! Hope you are doing well. 😊 You may create Accounts Receivable Journal Entries and associate them with the Customer. You can select the Customer in the Name field. Associating the Customer's Name in the Journal Entry A/R line allows you to be able to apply Customer Payment to it. When the Journal…

Hi @kmd_14170, Glad to have you with us today. Thank you for creating this thread. 😊 Our gurus/members will look into your concern and get back with more information. To everyone, feel free to share your insights! 😊

Hi @User_FZNHI, Good day! Hope you are doing well. 😊 Kindly provide more information regarding your concern on your Report. 1. What are the steps to reproduce your Cash Sales Report? 2. What changes when a different month range is used? Also, you may provide screenshots of the Report but please hide any sensitive…

Hi @Sivasubramaniam, Good day! Hope you are doing well. 😊 Kindly provide more information so we can further check: 1. What are the steps to reproduce your concern? 2. Are you using an Administrator or Custom Role? 3. Is the Sales Order posted in an open or closed Period? 4. Is this also happening to other users? You may…

Hi @User_I3Z4D, Kindly provide the steps to reproduce the Grand Parent : Parent : Child Customer relationship. You may also attach screenshots of the Customer records but please note to hide any sensitive information. Thank you! 😊

This is possible using the Formula. However, the formula will not work properly if the Sales Rep field is also exposed and grouped in the Results tab. Thank you! 😊

Hi @User_O7VAG, Let us know if you still need assistance on this. Kindly provide the requested information so we can further check. Thank you! 😊

Hi @User_SJFM2, Were you able to check this? 😊 Let us know if the information provided in my previous comment was helpful. Hope you have a great day! 😊

Hi @User_I3Z4D, Good day! Hope you are doing well. 😊 Kindly check if the APPLY PAYMENTS THROUGH TOP-LEVEL CUSTOMERS ONLY preference is enabled on your end. You may navigate to Setup > Accounting > Accounting Preferences > General > Accounts Receivable. According to the Field Help, keep this box clear if you want to be able…

Hi Elizabeth, Upon further checking and testing, you may use Inventory Adjustment instead. You may check the following SuiteAnswers for more information: SuiteAnswers ID 27981 Inventory Adjustments SuiteAnswers ID 99377 Entering an Inventory Adjustment I hope this helps! 😊 ======================== If you find this reply to…

Glad you were able to resolve this and we appreciate your sharing the resolution on this, @CB1976! 😊 It would be also great if you create a separate Discussion for this as you can earn points and badges, and have a chance to be the Content Creator of the Quarter. To know more about creating discussions, kindly visit the…

Hi Elizabeth, Upon checking, this ability is not yet feasible in NetSuite and is still being tracked as an enhancement request under Enhancement 85809 Inventory adjustment worksheet > ability to adjust figures for Lot/Serial numbered inventory items. You can vote for this enhancement on the SuiteIdeas page. Unfortunately,…

Hi Preethi, Good day! Hope you are doing well. 😊 I understand you would like to know if the 3-way matching feature of NetSuite is working together with the SuiteApprovals bundle. Upon checking, it is not advisable to use both SuiteApprovals and 3 Way Match Vendor Bill Approval Workflow. You need to know what is best suited…

Hi @User_2D608, Upon further testing on my end, grouping the Sales Rep and the formula will not work properly if you use them together. You have to use only one of them for the Saved Search to return results. As mentioned, this is due to if the Sales Rep is exposed the Results will be grouped according to the Sales Rep.…

Hi @CDuf, Thanks for posting your concern here! 😊 We'll be looking into this one for you and we'll see what we can do. To everyone, feel free to share your insights! 😊

Hi Elizabeth, Glad to have you with us today. Thank you for creating this thread. 😊 Our gurus/members will look into your concern and get back with more information. To everyone, feel free to share your insights! 😊

Appreciate sharing your resolution on this, @Aaron McCausland! 😊 It would be also great if you create a separate Discussion for this as you can earn points and badges, and have a chance to be the Content Creator of the Quarter. To know more about creating discussions, kindly visit the following links: How to Create a…

Hi @User_O7VAG, Good day! Hope you are doing well. 😊 Kindly provide the steps to reproduce your financial report and attach screenshots of the Report and the Write Off records. Please note to hide any sensitive information. Thank you! 😊