Hello, @MichelCA. Good day. I researched about the error you have encountered, and per checking related cases, below solution could resolve it. Let us know if this works on your end. Solution: Update PAC XML Create a backup of the existing template. Otherwise, customizations might be lost. Go to Setup > E-Documents>…

Hello, @Nayeem Rahman Shaik. Good day. Per checking, we have a SuiteAnswers article that provides the steps on how to create a saved search showing open Accounts Receivable transactions divided into different age columns. This could be helpful to you. If you want to only show Invoices, you may perhaps add another criteria…

Hello, @User_VO114. Good day. Are you pertaining to payment of Company Credit Card Transactions? Also, as for paying it via ACH, are you using any bundle or SuiteApp to facilitate this such as the Electronic Payments SuiteApp?

We are glad it worked for you, @User_EKY01. Please consider clicking "Yes" on "Did this answer the question?" for those comments that were helpful to you. It's a quick and easy way to let us know that the solution worked for you. Plus, it helps others with the same question find the answer quickly, and you'll earn points…

Hello, @User_EKY01, @Avinash A is correct. To illustrate, please see screenshots below: Under Criteria subtab > Standard sublist, add/select Formula Text and set the following: You will just be using the same formula that you used for the Results subtab.

Hello, @Chandanesh. Good day. Would just like to check in with you if you were able to check the previous comments on this thread. Thank you.

Hello, @User_SW9AR. Good day. Just wanted to check in with you on this. Let us know if you have additional queries. Also, we wanted just wanted to reiterate the following: Currently, for AP Bill Capture, in the Review Scanned Bill page, users do not have yet the ability to add and/or remove fields in the Primary…

Hello, @User_U19J2. Good day. Just checking in if you were able to see our comment. Thank you.

Hello, @User_RLV0D. Good day. Just checking in if you have seen the previous comment below. Let us know if you have clarifications. Thanks!

Hello, @Chandanesh. Unfortunately, this is one of the limitations of this workaround. This will be ideal if you just have one report for all regardless of which Customer Dashboard you would like to access. However, if you wanted a specific report for each customer, this is doable but may not be feasible for you because you…

Greetings, everyone! Please feel free to share your thoughts, opinions, and ideas with us. We encourage an open and collaborative environment conducive to sharing and learning. — In case you know someone who is new to NetSuite, we encourage you to direct them to our newly launched "New to NetSuite" page. This page is…

Hello, everyone! If you have any thoughts or ideas you'd like to contribute in this discussion, please feel free to do so. Your comments are always appreciated. — In case you know someone who is new to NetSuite, we encourage you to direct them to our newly launched "New to NetSuite" page. This page is specifically designed…

Hello, @User_SW9AR. Apologies for the misunderstanding. Did you want an answer to the below follow up question:

Hello, @User_EKY01. Just checking in if you were able to see the previous comments. Let us know if you have clarifications. Thanks!

Hello, @User_SW9AR. If your Bills are not associated to Purchase Orders, then unfortunately the workaround of populating those fields from the Purchase Order will not be applicable for you. There are no other alternate solutions for the Enhancement Request # 705217 as of the moment. Apologies for the inconvenience.

Hello, @User_RLV0D. Based on my research and tests, the amount that will be shown for the Customer Deposit under the Sales Order's Related Records subtab will follow the Base Currency and not the transaction currency. So, if your Base Currency is US Dollars, the Customer Deposit's amount under the SO's Related Record's…

Hello, @User_RLV0D. Just to clarify, what is your Company's or Subsidiary's Base Currency? Is it not Canadian Dollar? Is the amount showing for the Customer Deposit under the Sales Order's Related Records subtab follows the amount if it was converted to your Base Currency?

Hello, @User_U19J2. Good day. I just wanted to clarify, are you using the AP Automation or Bill Capture feature? Also, may I ask what are the steps you follow or the navigational path to check the Invoices uploaded to the Scanned folder?

Hello, @Chandanesh. In that case, you may create a Transaction Saved Search instead of a Customer Saved Search. I. Create a Transaction Saved Search: 1. As Administrator, Navigate to: Lists > Search > Saved Searches > New 2. Locate Transaction from the list 3. Add in a New Search Title 4. Under Criteria > Standard subtab…

Hello, @User_EKY01. Good day! Have you seen @Avinash A's answer? It works! Just make sure to use the correct field IDs of the fields that you wanted to compare. As a reference, you may look at the screenshots below: Saved Search Criteria Subtab Saved Search Results Subtab Returned Results Let us know if you further…

Thank you, @MTL_MIA. You are correct that on the Customer record's transactions list, PO/Check# column sources the value from the PO # field on the Sales Order, because the PO # field has the same Field ID as the Vendor # field on Purchase Orders. I just wanted to clarify though that on the Vendor record's transactions…

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Hi, @User_Q3A12. Unfortunately, that is not the purpose of that column. For Checks and/or Bill Payments, the Check # is the Document Number. If you're looking for this information in the Transactions list of the Vendor record, you may look at the Document Number column instead.

Hello, @User_Q3A12. Good day. The PO/Check # Column in Vendor Records under Financial subtab > Transactions list is just another reference field that you may use for identification and/or reporting purposes. The value in that column is typically sourced from the Vendor # field in Purchase Orders of the Vendor. The default…

Hello, @Chandanesh. Just checking in if you were able to see the previous comment. Let us know if you have clarifications.

Hello, @User_V5KBL. I just tested this on my end using my test account and I did not encounter the issue. In my Review Documents Awaiting Approval page, the Vendor Bills that show up are according to the Filters I have set. If I set the Approval Status filter to Pending Approval, only those that are in Pending Approval…

That's very good to hear, @Rebecca Carter! If you want to have an explanation though why the SUM did not work for the other Saved Search with the different transaction types as criteria, a Support Case can be submitted since we were not able to replicate the issue in our test account. Otherwise, I think you're good to go…

Hello, @Lisa Goeres. Good day. We sent you an email regarding this. Thank you!

Hello, @User_V5KBL. Good day. Are you in the Review Documents Awaiting Approval page? If so, are you experiencing the issue even after clicking Apply Filters?

Hello, @User_V5KBL. Good day. Are you referring to the below portlet? If so, this is actually the standard behavior of the portlet. This portlet is called SuiteApprovals | Pending and Rejected Records. If you only want to see records that are pending approval, you may use the SuiteApprovals | Records for Approval portlet.