I struggle with it also. I "sometimes" receive notifications of new threads via email, many times not. Trying to find the correct category to post is is a struggle so it seems most post to the ask a guru. Finding old threads (and answers) from previous incarnations is impossible Previous forum had a list of all new threads…

Martha, You should also see a field "Mainline Name"

If I am understanding, you "Month End" group is just grouping all the transactions for the same month. What if you used the Function "Month" with that group? Similar to this (my example is summing Qty within a Year/Month):

You may want to check out the freemarker "include" or "Import" functions. Initial HTML template can do the logic to determine which other (A, B or C) to execute. Just a thought

I will add that I am NOT a CPA but I believe our company actually does get a W9 (or an equivalent) just to cover ourselves.

The Custom field is of type Text Area and sources its data from the Custom Field based on the contact For sourcing, our custom contact field is called _RAP-Ship to Contact (Don't judge-imported from another legacy NetSuite we acquired...)

If ALL the transactions in your system are test transactions, Create a Transaction Search (Mainline=yes) and a filter for Transaction Type. Select 1 type at a time to be able to use the inline edit mass delete function. You will learn what order to back transactions out because they are the reverse of what you did to get…

Yes, the contact custom field in our case is School. Unfortunately joining to a Contact, there is no full Billing Address field so you have to build using the components {custbody_install_school.billaddress1} {custbody_install_school.billaddress2} etc... You could do this via a formula in a single field but we keep them as…

Can I assume this is you "Test Data" prior to going live? If yes, you have to back out the test transactions in reverse of their dependencies. In the case of a PO 1) Any Bill Payments against Vendor Bills related to the PO 2) Vendor Bills against the PO 3) Any PO Receipts against the PO 4) The actual PO If you did any…

We have a similar situation here. We use a Contact record along with a Custom Field (Type=List, List=Contacts). When we create the Contact, we use the Billing Address fields to show where our installs will be done. It has the added benefit of showing all the Install locations under the Customer record on the Contact Tab

Unfortunately you need a second Custom Field (with Store data=Yes) and then use either a workflow or script to populate that field from the one derived via a search. A field derived from a search IS in fact available in a workflow.

Martha, You can definitely do this BUT... The Cost Estimate Type is really only used to Estimate the profitability of sales orders/invoices/cash sales. Because average cost is (usually) a more accurate representation of the cost of an item, especially if you use any form of Landed Cost, it can reflect the estimated…

Here is what we do for a Custom Subtab on the Customer record. It is a Customer Search that can also be run independantly Criteria: Results: Filter: (Note it uses "Starts With" so key in the Customer ID and hit tab) Hope this gets you close

The only time I can replicate it is if I forget to change the second CSV import screen to Update (instead of Add). On Add, Internal ID is not displayed for me but is if I select Update

I know this is a long shot... Under Set Preferences, do you have "Show Internal IDs" checked?

Actually there is. On the custom record, under the Links tab. Select which center(s) you want the selection to be on. Which tab heading (Section) and then the Category.

One other thing, we also modify our Quote form to not print the item number.

We just create a single dummy non-inventory item used for quotes (usually for items we do not yet stock) and the sales rep just rekeys into the description field to desribe the proposed item

Thanks for the quick reply. It is FreeForm text

Glad that worked. Unfortunately that field is not available by location.

Check for: 1) Needs to be an Item search (but I guess you knew that) 2) You need a filter (does not have to be displayed) of Internal ID That "should" do it. Screen shot example below of ours

We created our own Custom Sublist using a search that arraigned the columns to the way our users wanted to see them. They no longer use the NetSuite default screen. Make sure (if using multi-location) that you use all the location specific item fields (Location Available, Location On Order, etc)

Actually, go to Setup -> Company -> General Preferences and check the box for "Show Display Name with Item Codes"

On each system, have you gone to Setup -> Company -> Enable Features. Under the Suitecloud tab, at the very bottom, enable Copy to Account?

If, when you created the bookmark, you still have the title of that page you can add the title into the search at the top of the community page. I found all the ones I had bookmarked and tried.

Chris, I would like to say we are using it but have had a heck of a time getting it configured. We use Fifth Third bank and our logins do not connect and the help docs don't mention needing a special back login and our bank support folks are zero help.

By using a custom record, you could easily have a Custom Tab on the PO screen to list the associated Broker Bill as well as a tab on the Bill for the associated POs. You custom record could also contain other fields (like port arrival date) if you so chose

A Multi-Select field with List/Record = Transaction. (under Sourcing & Filtering tab, select Type = Purchase Order) would work for this Then when you are selecting, use the Wild Card % to make it easier to find the correct PO (otherwise you would have to type out Purchase Order #) Now you may also find it easier to use for…

That was what is causing the problem. That requires a lot more setup from the bank side. It has taken weeks to get them to export a proper file format

James, We use Fifth Third. I think by the list of Suite Answers above that we had the wrong SuiteApp installed. Our support consultant installed "Auto Bank Statement Import" and not the "Bank Feeds" SuiteApp so none of our setup screens looked at all like the SuiteAnswers. I just pointed him in the right direction and…