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

Hi @Chad C, Please confirm if this Reminder is a standard field on the portlet. If not, kindly provide the Saved Search that is being used on the Reminders portlet. Thank you! 😊

Thank you for your response, @User_2D608. 😊 Apologies for the confusion, what I mean is from the Results tab. Because if the Sales Rep Name is grouped on the Results tab, it will not only be grouped according to the Formula but with the Sales Rep Name, too. Kindly check what works best for you by checking if keeping the…

Hi Ivan, Were you able to check this? 😊 Thank you!

Hi @User_75YL8, Good to see you again and thank you for posting! 😊 Our gurus/members will look into your concern and get back with more information. To everyone, feel free to share your insights! 😊

Thank you for your insights, @GauravAgrawal! 😊 Hi @User_FL4CK, As mentioned by Gaurav, kindly check the Invoice Sales Orders page. This page allows you to process multiple Invoices. Thank you! 😊

Hola @User_B515Y, Proporcione amablemente los pasos detallados para reproducir su inquietud. Además, confirme si está utilizando el módulo Comisiones. ¡Gracias!

We are now closing today’s session. We hope to see you in the next #AskAGuruLive session. Special thanks to our members who participated in today's AskAGuruLive, GauravAgrawal, and Lee Ann R! I hope you learned something from the answers and tips I shared. Be sure to follow the tag AskAGuruLive for updates. To help us…

@Lee Ann R You may set it on their Customer record, under the Financial Tab, just populate a Credit Limit and select a Hold preference: Select Auto if you want this customer's credit status to follow the rules you set at Setup > Accounting > Accounting Preferences. Select On to manually apply a credit hold on this…

Tip # 3 On the Dunning Templates, you can choose to not attach Customer Statements and Invoices to Dunning Letters. You just have to clear the Attach Statement and Attach Copies of Invoices checkboxes. These checkboxes are marked as default so you have to manually clear these on the Dunning Templates you use.

Hi Gaurav, This is for users that find it difficult to select the Internal IDs one by one on the Internal ID field. It's true that you can just also use the Internal ID (number), however, if you will add a bunch of Internal IDs, this is confusing and you have to add multiple fields for each Internal ID. 😊

Tip # 2 If you want to include multiple Internal IDs of different transactions such as Sales Orders, Invoices, Credit Memos, Customer Payments and etc., on your Transaction Saved Search whether it's a Criteria filter or Results field. You can use the Formula (Numeric) field as a filter/field and have the following formula:…

That's an amazing insight and alternate solution from the scripting side, Gaurav! Appreciate it! 😊

Tip # 1 Since most of the questions are about Sales Order processing. Do you know that the ability to put Sales Orders on hold for other reasons than due to Customers being on Credit Hold is not yet available in Netsuite? As an alternate solution, upon creation, you may set the Sales Orders in Pending Approval Status to…

Hi @Lee Ann R, Thank you for your question. 😊 Upon checking, if the Customer has a default billing information, the Bill To Select is auto-populated. If you do not want users to change it, you may need to customize the form and have the Bill To Select field displayed in Inline Text.

That's right, Gaurav! 😊 This is a common request among the users as this is a limitation on the current NetSuite version. If you create an Invoice from a Sales Order, the Currency field is no longer available for editing. This is logged under Enhancement 356250 Ability to Create an Invoice from a Sales Order with a…

Thank you for your question, @GauravAgrawal. 😊 Yes, there is an Enhancement for this. The ability to bill multiple Sales Orders into one Invoice is not possible yet. The behavior is indeed being tracked and logged under Enhancement 41956 Consolidated Billing> Ability to make a single invoice out of multiple sales orders…

Good to see you here, @GauravAgrawal! 😊 As mentioned, there is no link for you to join the event. You can just comment any question you have about Order To Cash, if you have any. Thank you! 😊

Hi @Lee Ann R, Thank you for your interest in this event. Please be advised that there is no link as this is not an actual live video discussion. But on this thread, you can ask anything about Order To Cash. 😊

You're welcome, David! Glad to be able to help. 😊 Regarding your concern with the custom form, I will coordinate it with our SuiteBuilder team as they can assist you better with this. Thank you! 😊

Hi @User_2D608, Please only include CASE WHEN {salesrep} IN ('Sales Rep 1','Sales Rep 2') THEN 'Group Name' ELSE null END and remove the Formula (Text) on the Formula column. Also, kindly remove the Sales Rep from the Results so it will not group as the Sales Rep Name. Or group the Formula (Text) instead and remove the…

Thank you for sharing this @JohanvL! 😊

Hi Ivan, Good day! Hope you are doing well. 😊 Upon checking and testing on my end, the field Sales Activity: Name (Grouped) has no link to open even when creating a Summary, Detail, or Matrix report. Only the Customer/Project: Name (Grouped) has a link to its Entity Record when used in a Detail report. Kindly check the old…

Hi @David E, Apologies for the late revert. Upon checking internally, here are the steps you may take: 1. Check the Sales Order's Related Records if there are any related Invoices. 2. Then from the Search Transactions button, select the Invoice instead. 3. Check if there are any Returnable Quantity 4. Generate the RMA If…

Hi Febin, Were you able to check this? 😊 Let us know if the information provided in the previous comments were helpful. Hope you have a great day! 😊

Thank you for your response, @User_2D608. 😊 Please add it to your Results tab. Yes, that is correct. Also, kindly make sure that the Sales Rep's Name is the same as on the Employee record. 😊

Hi Benjamin, Were you able to check and test this? Let us know if the resolution worked on your end. Thank you! 😊

Thank you for your insights, @mastabrownsta! 😊 Hi Elizabeth, Good day! Hope you are doing well. 😊 As mentioned above, you just need to add a Criteria filter and set the Employee/Buyer field to - Mine -. I hope this helps! 😊 ================================= If you find this reply to your question as helpful, others with…

Hi Gaurav, Thank you for your helpful insights! 😊 Hi @Still Learning, Kindly create a Transaction Saved Search instead of Customer Saved Search with the mentioned Criteria filters. Upon testing, it also worked on my end. Thank you! 😊

As always, we appreciate your insights @GauravAgrawal! 😊

Hi @User_2D608, Good day! Hope you are doing well. 😊 Upon checking, the Group cannot be added to a Transaction Saved Search. You may want to consider adding Formula (Text) to your Saved Search: Formula (Text) = CASE WHEN {salesrep} IN ('Sales Rep 1','Sales Rep 2') THEN 'Group Name' ELSE null END I hope this helps! 😊…