Hi @User_08WG, Can you explain more your formula and what are you trying to come up with the Saved Search? Kindly send also the screenshot of the Criteria tab. Thanks!

Hi @NE_JohnC I replicated the report and both the Transaction : Quantity and Transaction : Amount shows correct Sum values on my end. Can you also send the screenshot of the report results vs the actual transaction with items? Thanks!

Hi @User_VI798, Kindly follow through your Support ticket, you can also ask your Account Manager to escalate the ticket if it is really urgent, you can add the implementation schedule or the Date Needed to the information so they can reassess the Urgency of the concern. For now, verify if the Bill Capture is enabled in…

Hi @NE_JohnC Can you send us the screenshot of the actual Criteria and Results tab including the results view of the report? Thank you!

Hi @User_ZI0Y5 Yes, following the Step #1 does not resolve the entire issue, you need to follow up until Step #3 to successfully remove the pending deposit balance under customer record. Since the Customer Deposit balance only reflects creation of Customer Deposit and application on transaction to a Customer Deposit or JE…

Hi @gbradley No, you can only set the default account in general from Account Preferences. Currently, there is no feature available to set a default account per Subsidiary. If you'd like to explore customization as an alternative, we recommend you contact your Account Manager so they can generate the engagement with the…

Hi @User_ZI0Y5 Steps to resolve the issue: Create a Journal Entry to correct the Customer Deposit balance (reverse the Deposit Application entry with $5 amount) Apply the JE to an existing Payment or Customer Deposit via Transactions > Customer > Accept Customer Payment. In apply tab, select the JE then select the Payment…

Hi @gbradley Just checking in if you were to see the previous comments. Let us know if you need clarifications. Thanks! We would greatly appreciate if you can click "Yes" on “Did this answer the question?” below the comment/s that helped in your concern. Doing so will help other community members who might have the same…

Hi @User_68KLQ Just checking in if you were to see the previous comments. Let us know if you need clarifications. Thanks! We would greatly appreciate if you can click "Yes" on “Did this answer the question?” below the comment/s that helped in your concern. Doing so will help other community members who might have the same…

Hi @User_68KLQ If you will just add another item for the transaction, you can do the usual transaction import with the following changes: In Data Handling = Select Update In Field Mapping, map the Internal ID to make sure that the correct transaction will be updated Map the Item and other fields to be added If you wanted…

Hi @gbradley The Account field is mandatory by standard. It will not allow you to save a payment with blank Account field or unmarked Undeposited Funds. When the Account is marked but no actual account is selected, the error "Please enter a value for Account." will appear. You can make use of the Accounting Preference to…

Hi @User_ZI0Y5 The JE that was created will appear in Customer Payment > Apply tab > Invoice subtab, not under Deposits subtab The JE must be applied to another Payment record or Deposit record to offset the amount Since the Deposit Application (55) to an Invoice (55) was overstated (5) based on the edited Customer Deposit…

Hi @User_DFQMH , Just to clarify, you created a custom field and a custom workflow to automate this process?

Hi @Jel Fermindoza, Have you seen our last comment? Kindly provide the additional details needed for further investigation.

Hi @User_ZI0Y5 To successfully remove the negative balance under Customer Deposit, the JE must be applied to another record thru Transactions > Customer > Accept Customer Payment. You can apply the JE to an existing Payment or Deposit record which should have been the payment that was applied to the Invoice instead of the…

Hola, Estamos encantados de tenerle con nosotros hoy. Gracias por crear este hilo. Por favor, permita que nuestros gurús revisen su preocupación y realicen su investigación inicial. Nos pondremos en contacto de nuevo si tenemos novedades al respecto. Para nuestros otros miembros, siéntanse libres de compartir sus ideas o…

Greetings, everyone! We have a fellow member, @bcruson , who could use our assistance. Please don't hesitate to share your knowledge and best practices to help them out. Your input is highly valued and appreciated!

Hi @User_ZI0Y5 Per testing, editing of the amount of a Fully Applied Customer Deposit is not possible as it will only return an error. If the changes on amount was applied on your end, you can only create a manual Journal entry to correct the data, make sure to add the Customer name under Name column of the JE so that the…

Hi @Jel Fermindoza, Per screenshots, you have already 5 Subscription Revisions, can you send us the screenshot of the Change Orders tab of the affected Subscription? Have you checked if there are any customizations affecting the creation of the Change Order?

Hi @Jel Fermindoza, Creation of a Modify Pricing change order for a Subscription should not be restricted by the system for any kind of Subscription Item, unless you have violated a Change Order rule or there are existing customization on your end. Kindly check the Important Rules to Note section from the article New to…

Hola, Estamos encantados de tenerle con nosotros hoy. Gracias por crear este hilo. Por favor, permita que nuestros gurús revisen su preocupación y realicen su investigación inicial. Nos pondremos en contacto de nuevo si tenemos novedades al respecto. Para nuestros otros miembros, siéntanse libres de compartir sus ideas o…

Thank you for sharing your insights @Tigran Shahnazaryan. Hi @User_JJC0O, Have you seen the last comment? Let us know if the information provided was helpful. 😊

Hi @Elizabeth Vance, Just checking in if you were to see the previous comments. Let us know if you need clarifications. Thanks! We would greatly appreciate if you can click "Yes" on “Did this answer the question?” below the comment/s that helped in your concern. Doing so will help other community members who might have the…

Hi @Febin Antony, There is no documented Alternative Solution for both the filed Enhancement Request. If you'd like to explore a more complex solution or alternative, we recommend you contact your Account Manager so they can generate the engagement with the proper team in order for them to investigate the options and…

Hi @Elizabeth Vance, In standard NetSuite, allocating a header-level discount amount to each individual item line for reporting purposes is not supported directly via Saved Search, as line records do not reference the header discount. As a workaround, you can run a Saved Search for line items since Discount Item will be…

Hi @Febin Antony, Per checking, the ability to create a Billing Schedule report is not yet possible on NetSuite. Here are the related Enhancements filed for the same request: 83419 Advanced Billing - Billing Schedules - Would like the Forecast reports to show individual billing schedule transactions. 156014 Search/Reports>…

Hi @User_K51C7 Sakshi is correct. The ability to apply a discount on a transaction total of a Purchase Order is not yet possible in NetSuite. You can go to SuiteIdeas page to vote for the Enhancement. We appreciate your understanding on this current system limitation.

Greetings, everyone! We have a fellow member, @skicrave, who could use our assistance. Please don't hesitate to share your knowledge and best practices to help them out. Your input is highly valued and appreciated!

Hi @Mahdy Abdelaziz, Let us know if you need clarifications. Thanks! We would greatly appreciate if you can click "Yes" on “Did this answer the question?” below the comment/s that helped in your concern. Doing so will help other community members who might have the same concern find the answer easier and you will also get…

Hi @Mahdy Abdelaziz, Angela is correct. The only way to remove the Journal Entry under Apply tab of a Payment is to remove the Vendor name under Name column of the Journal Entry Lines. Though, this AP balance will appear on the AP Aging report under - No Vendor - and you must create another JE (without any Vendor Name) to…