Hello @Toanne Termeer - van de Ven , We have two possibilities how to remember to create transactions in NetSuite. If they are the same and are repeated every year, you might use the functionality of Memorized Transactions and set them in to your Reminders Portlet on your Dashboard. For details how to create a Memorized…

Hello @mark petzold , I would like to apologize for the late reply, below, you may see details about the Saved Search formulas to be created to get the appropriate average amounts per customer: Transaction Saved Search Criteria: Type: is Sales Order Main Line: is true Status: is Sales Order:Billed Results: Amount | Summary…

Hello @Kedalene , Did the given response above help resolve your concern? If so, we would greatly appreciate you giving us an update and clicking the "Yes" button for “Did this answer the question?” for the response post which will also help us and the other community members track replies that are meaningful, and you will…

Hello @Vernita , Glad to have you with us today. Thank you for creating this thread regarding the Amortization Schedule. Please allow our gurus to review your concern and perform their initial investigation. We will reach out again if we have updates on this. To our other members, feel free to share your insights or…

Hello @User_XD469 , Unfortunately, yes, this is the system limitation. Currently, NetSuite is using the Memo field from the header to compare it with the bank transaction. As there are two Bank Transactions using the same Memo information system is not able to identify to which GL Transaction it should be matched. Not even…

Hello @User_NG5TG , I am glad that I could help you with this matter. We would greatly appreciate if you can click "Yes" on “Did this answer your 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…

Hello @Toanne Termeer - van de Ven , As per my checking, the standard way to display period details from Billing Schedule is currently the system limitation. Please, see the following Enhancement requests created: 147431 Display Period Covered on the Invoice PDF when using Billing Schedules. 509985 Sales Order w/ Billing…

Hello @User_JJC0O , Thanks for posting your concern here! Kindly allow us to review your concern regarding the advanced pdf template and we'll provide updates in this thread. To other members, feel free to share your insights on this too should you have any.

Hello @Kedalene , You may check them on the Setup -> Accounting -> Accounting Books In this case, it seems, that you are not using secondary books as of now and you have set only one Accounting Book. Nevertheless, as there is this option, it means, that you have enabled the Multi-Book Accounting and I believe it was…

Hello @Kedalene , As correctly mentioned already by @GauravAgrawal please, check the Accounting Book permission for this specific role which is having this error message. You may find the set up on the Role Record: Please, let us know if you were able to fix this issue. Thank you very much.

Hello @Kedalene , Glad to have you with us today. Thank you for creating this thread regarding the Insufficient Permission Error. Please allow our gurus to review your concern and perform their initial investigation. We will reach out again if we have updates on this. Thank you @GauravAgrawal for your comment. I apricate…

Hello @Rumaysa Mirza , Thanks for posting your concern here! Kindly allow us to review your concern regarding the Custom Approval Workflow and we'll provide updates in this thread. Thank you @GauravAgrawal for your comments.

Hello @Sivasubramaniam , Thanks for posting your concern here! Kindly allow us to review your concern regarding the downloading the CSV file and we'll provide updates in this thread. To other members, feel free to share your insights on this too should you have any.

Hello @User_KHABQ , Did you were able to test this using the Employee Center role? Please, let me know.

Hello @Neo_Suite , You may try to add in to your Saved Search Results the following fields to have two columns for Payments and Applied Journal entries: Field: Formula (Numeric) | Formula: Case WHEN ({applyingtransaction.type} = 'Payment') then {applyingtransaction.amount} ELSE 0 END | Custom Label: Payment Field: Formula…

Hello @User_SLDIG , Unfortunately, till this time no one was requesting the same. I checked this already. You may create an Enhancement Request for this functionality via SuiteIdeas page. Thank you for your understanding and limited assistance on this matter.

Hello @Erez Storch , By matching the transaction on the Match Bank Data page doesn't mean, that you have reconciled them. On this page you are only matching the GL transactions with the Bank transactions. For the reconciliation of the Bank Statement you would need to continue with the second step which is the Reconcile…

Hello @User_NG5TG , Based on my testing, you might add to your Results fields the following to see details as per your requirements: Status | Custom Label: Invoice Status Amount Paid | Custom Label: Invoice Amount Paid Amount Remaining | Custom Label: Invoice Amount Remaining The whole Results would be as follows: Note: I…

Hello @Sivasubramaniam , I did some testing in my test account and I can confirm, that the sorting in a Saved Search is not working properly when we specify Sort by Formula: Resutls: It seems to be related to the following Enhancement requests: 489975 - Saved Search > Sort by Formula (Numeric) > Use Formula Numeric as…

Hello @Neo_Suite , Thank you for creating this thread regarding the Saved Search. Kindly allow us some time to check this on our end and we'll get back to you for updates. Any other users who can share their insights? Feel free to add your comments!

Hello @User_3R1NK , Thank you for creating this thread regarding the Taxation. Kindly allow us some time to check this on our end and we'll get back to you for updates. Any other users who can share their insights? Feel free to add your comments!

Hello @Edwards_05 , Thanks for posting your concern here! Kindly allow us to review your concern regarding the Saved Search and we'll provide updates in this thread. To other members, feel free to share your insights on this too should you have any.

Hello @User_Q1DPO , Thanks for posting your concern here! Kindly allow us to review your concern regarding the Inventory Aging Saved Search and we'll provide updates in this thread. To other members, feel free to share your insights on this too should you have any.

Hello @Janakan , Glad to have you with us today again. Thank you for creating this thread regarding Revenue Arrangements. Please allow our gurus to review your concern and perform their initial investigation. We will reach out again if we have updates on this. To our other members, feel free to share your insights or…

Hello @Janakan , Thank you for creating this thread regarding the removing SO from Create Projects from Sales Transactions page. Kindly allow us some time to check this on our end and we'll get back to you for updates. Any other users who can share their insights? Feel free to add your comments!

Hello @User_SLDIG , Based on my testing the field Dunning Recipient CC is used only for the Customers' email which is set upped on the Customer Record in case you have NOT checked this preference: Do not Send Letters to Customer Email: See below details from my settings of the Dunning Customer: The only possibility to…

Hello @User_Q1DPO , Thank you for creating this thread regarding the error message encountered upon installation of the FEFO Bundle.. Kindly allow us some time to check this on our end and we'll get back to you for updates. Any other users who can share their insights? Feel free to add your comments!

Hello @Janakan , Thank you again for creating this thread regarding the Revenue Arrangements. Kindly allow us some time to check this on our end and we'll get back to you for updates. Any other users who can share their insights? Feel free to add your comments!

Hello @Benjamin Paul - USA , Glad to have you with us today. Thank you for creating this thread regarding the managing the shelf life of food. Please allow our gurus to review your concern and perform their initial investigation. We will reach out again if we have updates on this. To our other members, feel free to share…

Hello @User_Q1DPO , Thank you for creating this thread regarding the FEFO Lot Assignments Bundle. Kindly allow us some time to check this on our end and we'll get back to you for updates. Any other users who can share their insights? Feel free to add your comments!