Hi @HertsChris, From what I am seeing, the only sure way to avoid duplicate Sales Order numbers is to uncheck the Allow Override box. This SuiteAnswer below indicates that Sales Order transactions are not affected by the Warn and Block setting. I can try to confirm this in my system when I get a chance later if you want.…

Hi @User_MC441, Glad you were able to resolve the issue. Have a great day, John

Hi @HertsChris, Is the Allow Override checkbox checked or unchecked for Sales Order Documents? See screenshot below of Set Up Auto-Generated Numbers. Regards, John

Hi @ChrisH, Has the default transaction form been modified? John

Hi @User_MC441, From my experience, Negative adjustments via CSV must be done separately from positive adjustments and the template for negative adjustments must use the "Bin" field and not the "To Bins" field. Likewise, the "Issue Inventory Number" field must be used and not the "Receipt Inventory Number" field. I would…

Hi @Tom Dalton, I am not sure if you are using Advanced BOM or not, but I routinely import BOM Revisions using the components' itemid field (just named Item in the template below). When I run into this error, it is usually caused by the item not existing yet - since my data is coming from a separate PLM system, I have to…

Great! Glad it worked.

Hi @Dirk Nieuwkamp, Try clicking on the deployment you are showing, select Edit, verify your saved search is listed under the Parameters tab, set date and time to run under the Schedule tab, and then select Save and Execute. I included a screenshot of one of my deployments below for reference. Please let me know how you…

Hi @eleran, I have a number of items set up as EACH for Primary Stock Unit and PK10 for Purchase Units because one vendor sells and prices them in packs of 10. When creating a PO, PK10 and its pricing are the default. If I purchase from an alternate vendor who sells and prices the same item as EACH, I change the UOM and…

Hi @Dirk Nieuwkamp, I have successfully used this great mass deletion tool that is offered for free from Techfino. It will probably work for the records you want to delete. The NetSuite Bundle ID and a link to more info on the tool are directly below. Bundle # 251197 https://www.techfino.com/blog/netsuite-mass-delete-tool…

Hi @Mark Dotson, I believe you first need to go Manage Roles and for the roles in question see what Item forms they are assigned to use. Then go to Entry Form Customization to see if the Item360 subtab is enabled. If the screenshots below represent the general path to follow. Let me know if any thing needs clarification.…

Within Template Setup you are actually changing the Title field and saving it.

No, one save from within Change ID, one save from within Template Setup, and a final Save As for the entire template form. As long as the last save is a Save As, your original form is safe. The first two saves for Change ID and Template Setup are not committed until you save the entire form. Hope that clears up the…

This worked for me, I had to essentially perform a save 3 times; from within Change ID, from within Template Setup, and then to save the main form using Save As. This created a new copy and left the old intact, without receiving any alerts about overwriting the file. I am not sure why it is not working for you. John

Did you get the alert when trying to Save As in the last step?

@Janis001, From your original custom form, try clicking on the Change ID button and change the ID first. Then click on the Template Setup button and change the template name. And then choose Save As. John

Good afternoon, This appears to be a program glitch. The Save As function appears to be retaining the existing Form ID and does not allow you to change the Form ID during the Save As. John

Hi Keith Boatner, I do not know that it is the best approach, but I chose to name the BOMs the same as their associated Assembly Items and restricting the BOM to the Assembly; maintaining a one-to-one relationship. In global search, this show up as: The BOM Revisions are named A, B, C, etc... This might give you an idea…

Good luck Eklon. John

Glad you may be able to use the tool, Eklon. I am not familiar enough with Asset records to offer more specific advice. However, I usually approach this type of mass manipulation by breaking out a few records to test the entire process before committing to the entire population. And even then it may be prudent to process…

Hi @Eklon Eleuterio, I am aware of a great mass deletion tool that is offered for free from Techfino. I have not used it for the same purpose as your inquiry, but it may be just what you are looking for. The NetSuite Bundle Id and a link to more info on the tool are directly below. Bundle # 251197 Hope this helps, John

Hi @KNason76 , The option below should only be performed if the Assemblies you are working with do not have any other associated BOMs on their records (or you want to delete all associated BOMs). The OVERWRITE SUSBLISTS option under Import Options will replace all data on the Bills of Materials sublist with your imported…

Hi @Matan Shachaf, In general, you can customize the transaction fields displayed by using the Customize View button in the header. I am not sure I understand what field information you are trying to add. Are you looking for descriptions for the Transaction Types that are shown in column 3 of your pic? Thanks, John

No. All appears normal here.

Hi @User_RHKAB, I usually edit the existing item by adding an "X" at the beginning of the current item name and then make it Inactive. A new item can then be created with the same name. There is nothing special about using an "X" it is just what I did the first time I had to change an item's type. This keeps them all…

Hi @Matan Shachaf , In a Search, the field is "Line ID." It is created in the order that the lines are added to the Sales Order. Previously, I have not found a way to expose this field on the SO form and created a custom field that is used for SO Line #s. I just did a quick search in Records Browser and did not see where…

@KNason76 , Unfortunately, the saved search is limited by the fields NetSuite chooses to present to us. Perhaps someone else will have another idea. John

Hi @KNason76, Here is a saved search I created. It is only good for the top level, but multiple passes working down the BOM could yield a multilevel picture. Hope this helps, John

Hi @Greg Ebel , Once you delete the Item Fulfilment, the product will show back in inventory. If you receive an error while trying to delete the IF, additional steps may need to be taken to temporarily change UPS/FedEx not to create an integrated shipment. Hope this helps, John

Hi @Vernita, Other than checking to make sure the item/serial number was not duplicated somehow and is currently in inventory, it may be helpful to see all transactions that contained that serial number to gain insight as to what may be causing the issue. The link below shows a search I created that may be helpful.…