hi @User_B6T7M I think you need join field Applied to Transaction: Type = Sales Order

see Enhancement 188607

@Tom Dalton see Enhancement 188607

Hi @BWM- Shem Follow the guidance on SuiteAnswer ID 97021. This article refers to an item field so just adapt it to your record type. Hope this helps.

hi @BEM- Shem Is this a formula field? if it is then maybe create a second custom field that sources from your formula field and with Store Value = T.

Hi @KevinWong You could use the filling steps: (1) Create a custom Created By field. Type = List/Record. Store Value = T. List/Record = Employee. Validation & Defaulting> Dynamic Default = Current User. Save. (2) Create a custom field Created By Email Type = Email Address. Store Value = T. Source & Filtering> Source List =…

Hi @User_ILOPF I checked my safari and it loads well. I am on Version 16.6 (18615.3.12.11.2). Please try the below articles I found online as well as check your safari version: https://discussions.apple.com/thread/253892292?sortBy=best Reading Reddit I can see this is a common issue.

Hi @Glory I've never tried the following formula on a custom field but use it in saved searches. See if it works in your case: Formula (text) = SUBSTR({vendor}, 1, 10) Where: {vendor} is the field you are sourcing from. 1 = instruction to start at position 1. 10 = instruction to extract 10 characters. Using my example,…

Hi @Dwight Schrute You may want to do this via changing the transaction date within you desired tax period. Suggest trying this in sandbox first.

Hi @Kedalene Am I correct that you have posted this initial journal with a reversal date of 1/4/2023 but the reversal is posted on the same day you posted the initial journal? I am thinking this could be caused by the reversal date being in the past. You did the correct thing checking the Defer Entry field. Could you try…

Hi Have you tried to refresh the reminders portlet? This is done via the circular arrow that appears when you hover your cursor over the portlet. If that has already been tried you may want to remove and re-dd the portlet or clear browser cache.

Hi @User_Z8H2D have you checked this field on the record you’re editing if it has the correct value? Im thinking you have a validation workflow or script preventing edits of your record based on field validation.

Hi @User_REUC1 You’ll need to extract the customer Internal ID from NetSuite and map using that for the import. I also suggest loading your data in two loads to avoid unexpected timeouts.

Hi @User_E15G4 I believe option one works if you have your workflow set the record Inactive if the custom checkbox is not checked by the checker/ approved. but this means you would also need to remove edit permissions from the item record from roles that not checkers. your option 2 may work with the configuration of a…

Hi @srussell In your scenario revenue plans will only be created on fulfilment. You would need the ‘create on billing’ to create plans on invoicing.

Hi @MikeGodbout Can you clarify when you say the employees are setup? Does that mean they have an employee record and access is assigned in sandbox? if so, do you use SSO in production or sandbox? Check if the roles in prod and sandbox have the Setup> SAML permission. I’m assuming the uses are not assigned the admin role?

Hi @Katerina Winklerova-Oracle I tried your suggestion and indeed the results exported in the UI without any summary types showed duplicate results even though the UI search run showed correct results. I've placed back my summary types and get the right info.

Hi both Apologies I have not feedback, I will check the suggestion on Monday.

Correct, if you want to enter all those fields individually as normal on a transaction then a non-inventory item or service item with a basic Item Name/ Number and dummy COA's is the next option.

HI @User_1I8SP I would advise using a saved search to attain the information you need. You need saved search type = Transaction. Add criteria: Type = Sales Order Add Results fields from 'Activity fields' and 'Message fields' join sections.

HI @Ben Belzer I had a similar use case in a previous organisation and we used a Description item where you can then customise the description on the quote line level.

Hi @Katerina Winklerova-Oracle I did not find the cause but I found a workaround for this issue. If you add a Summary Type on the results the email alert comes with the correct results.

Hi @Katerina Winklerova-Oracle Please see the below screenshots. Transaction line for INV-UK56339: Transaction line for INV-UK56340: Saved search UI results: NB: Results sorted by Document Number and the saved search lines match the transaction lines. Email alert results:

Hi@Varonis inc. Thanks for confirming the test results. In which case I think you may want to review your business process. I don’t know what you normally do with the warning e.g a manual approval for the order to go ahead etc. You could increase the credit limit of those per-approved customers and enforce the ‘Hold’…

Hi @Varonis inc. My experience is that the Warning Only setting works only when orders are input manually in the NetSuite UI. The same issue is replicated when orders are created via csv import (enhancement 324824 logged). I have not tested this, but you might want to test the behaviour of setting your preference to On…

The same issue was observed with Excel attachment and a failed alert when using pdf attachment. This failed PDF option confirms that lines were duplicated because I had only 6 lines on the saved search but my failure reason was over 50 lines on the pdf.

Hi @Katerina Winklerova-Oracle I tried this and I get the same results: Ran the saved search in the NS UI and I get correct results. Email alert with csv attachment arrived with lines duplicated. Taking one invoice as an example, it has one transaction line but showed on the csv attachment as 4 identical lines. Any other…

Hi @Katerina Winklerova-Oracle Thanks for that tip, I have updated me saved search and will check results on the next trigger in a bit.

Hi @Mathias_Netsuite Also ensure you have the right country licences (chargeable) for the new subsidiary from NetSuite and if you used up current subsidiary licences you’ll need to request additional ones from NetSuite (free of charge).

That is your issue. mid you change account to an Income type account, the item will show.