Hi @Vernita I tested this in Analytics workbook and was able to reproduce the same. Main Line = T did not show header info only. I cannot think of anyway round this.

***Using the customer dashboard will not give you 'Average' days overdue though, just Days Overdue.

Hi @Varonis inc. and @Joahnna Given Uy-Oracle Can I suggest using a transaction saved search instead. 1. Navigate to Lists > Searches > Saved Searches 2. Select Transaction 3. Set the Following: Then follow the earlier steps provided to created your custom entity field. Side note: If you won't be needing to use this custom…

Hi @Vernita Main Line feature is not availble for journals. Please see Suiteanswer ID 48812: "The Main Line filter is not supported for transaction searches where the type is set to Journal Entry.

Hi @User_YMWNR I believe the feature you need is the Vendor Prepayments. You can enable this at: Setup> Company> Enable Features> Accounting tab> Advanced Features subtab> Vendor Prepayments. Once enabled you will also need to define accounting preferences for prepayment account etc. Please see suiteanswer ID 87403 which…

HI @Asher_123 I have seen this configured via script. If you have developers in your organisation maybe they can assist. I'm just ab admin so can't suggest the code.

Hi @User_ZCWF3 I notice that your part of your formula uses {customermain.address} and I was successful using {customer.address}. Would you be able to try it with {customer.address}?

Hi @User_75YL8 I'm wondering if this is being caused by the two actions being in the same state. Would you try having a third state and move the Send Email action to that?

Hi @User_75YL8 Could you elaborate what you're observing when you say you get the email 'on entry'? Are you getting an email before SO record is saved? Since the record transformation from proposal to SO is workflow controlled then I wouldn't expect there to be any interaction between entry and record submitted in the…

Hi @User_ZCWF3 Can you tell me what you observed? Also are your records renamed? e.g client instead of customer etc If you're able to share screenshot of your saved search criteria then the better.

Hi @User_ZCWF3 I have never found a field for this one, hope someone on here will enlighten us. But I have would suggest using a formulae which works for me. Try this (in addition to any other filters you require): Formula (Text): CASE WHEN {customer.address}={billaddress} THEN 1 ELSE 0 END Set Value is = 0

I can't say what exact size, but NetSuite recommends that to print your logo on standard forms, the logo must be no more than 114 pixels wide and 30 pixels high. I found the following suite answer articles that may help: ID: 30537 ID 38682

Hi @Michaela Howard Usually the logo is uploaded to a folder in your File Cabinet and then selected for use by following Setup > Company > Company Information. To check what folder your logo might be in: Go to Setup > Company > General Preferences> Company logo folder

Hi @User_NC62U I'm not sure how your saved search is built in full, maybe you can share some screenshots without showing any sensitive information? Have you been using the formulas posted on this thread? I tested in my account with the setup below and it worked: Results subtab:

Apologies @Benjamin Paul - USA For your use case I think it is actually better to use the Created From field. See screenshots of how you can setup the Transaction saved search: The second screenshot is from the Results subtab. NB: Criteria MainLine = T is optional, I used it so I only see one line of results per invoice.…

Also, what is the best value to set for the "Minimun Period Window Size" accounting setting? - I really can't say on this one. I think this varies depending on your company processes and needs. It is a decision best handled by the CFO/ Financial Controller etc depending on the hierarchy in your finance team.

Hi @Benjamin Paul - USA Indeed you can see some configuration changes, see SuiteAnswer ID: 92570. Create a System Note saved search. Set criteria to: Record Type = Company Preferences Optionally set criteria: Field = Minimum Period Window Size. Optionally set fields under Results subtag as you need. Run the saved search.

Hi @Benjamin Paul - USA I suspect this is due to the accounting setting Minimun Period Window Size which would have been set by someone. Can you check this by following: Setup? Accounting> Preferences> Accounting Preferences> General subtab> Minimun Period Window Size.

Hi @Benjamin Paul - USA You certainly can achieve this by using the Applying Transaction or the Applied To Transaction fields. Which one of the two to use depends on the direction you're search e.g invoice search also showing SO's/ SO search also showing invoices. This is suggestion is base don using a transaction saved…

Hi @User_IY8ZT Please can you share screenshots of your saved search setup?

I didn't realise Line ID is optional. I have always had it in all environments I have worked. Do you have Line Sequence ID instead? Not tested it but worth a try.

Hi @Biomerics_Admin If you're trying to update line level date fields then yes you can map using the transaction Line ID. For the transactions that you want to update you will need to create a transaction saved search including the following criteria, but not limited to: Tax Line = False Main Line = False Then on your…

Thanks @Shamaine Chan-Oracle Unfortunately I cannot find a way to do this in bulk. There is no delete mass update action and the CSV import does not delete the relationship, you can only update it. I can only suggest speaking to someone with scripting ability to see if they can do this via that route. cc @Claire.Arkell

Hi @Aniket-Silversky I haven't tested this but assuming you already know how to create email alerts and how you want them to trigger, have you tried to use the Line System Notes Fields... within your criteria? i.e Line System Notes : Field = Price Level Line System Notes : Old Value = not empty This way hopefully the alert…

Hi @NewNetSuiter What type of search is this? Are you able to show your filter setup with a screenshot?

Hi @Dominica Sevilla-Oracle Thanks for that and I agree my thinking was along the lines of deletion too. Grateful for the additional insights I will discuss with the users. Voiding is proving an issue from my tests in sandbox due to a Onesource suiteapp error. Back dating the Next Bill Cycle Date of the Billing Account?…

Hi @Joy Noreen Magoling-Oracle Thank you so much I somehow did not come across this SuiteAnswer article 66519. Though this article may need review since one can now change COGS and Asset accounts on item records without affecting historical transactions as of release 2021.2. On further investigation I found that all the…

Hi @User_USRCP Do you have screenshots of one of the customer fields? Do you see the address updates under System Notes? Any chance you have the Override checkbox = T on the addresses?

Hi @Joy Noreen Magoling-Oracle The item receipts are from purchase orders only. We don't use transfer orders.

Hi @Dominica Sevilla-Oracle Just checking who I can tag amongst the gurus for this area?