Hi @JoshPNW Try going to: Home> Set Preferences> Analytics, where you have a number of preferences including the PDF font. This only impacts when exporting results in PDF. In case you're asking generally and not just in relation to font size, if you also go to: Your saved search> Results/ Highlighting, you get more…

HI @nayeem_43955 I'm not sure how complex your approval routing needs to be or how many people are involved in creating credits etc, but we are using the Return Authorisation as our credit approvals. For us, I removed the Credit button from the invoice transaction form and so credits can only be created from RA's following…

Hi @Kenny Wise Thanks, a little more info may help e.g screenshots for both views etc. Go through the steps sent earlier by Patrick and I and revert what you find. One thing I forgot to add is to check for any Subsidiary differences between you and your user, as well as the PO's being looked for.

Hi @Kenny Wise I agree with @Patrick Fresnosa-Oracle In addition I would ask: Where are you both viewing the PO list from? e.g saved search, custom report or PO list view. If the user is able to see the PO in list view but cannot open the transaction then check for any workflows. If you're both looking from a saved search…

Hi @Ivy Lopez-Oracle How long have you been working with NetSuite in the areas that you're a guru?

HI @User_4CBRD I don't know how 'smart' you want the process to run but I am thinking of creating a 'Commission' item with the COA needed for posting these values. Then process credit memos against the invoices using this item. The credit memos can either be refunded or applied to future invoices as per your agreement with…

Hi @Dominica Sevilla-Oracle Finally got a response from NetSuite support. The feature is not available within the NetSuite line of application services. There is an Enhancement Request logged for this feature request: Enhancement #194516 Summary: The ability to filter search and add fields from the transaction line level…

Hi @User_4BRSA You can achieve this via journal entries, follow this article: Use Unapplied Payment from one Customer to pay for Invoice of another Customer - SuiteAnswer Id: 67723

Hi @JoshPNW In your scenario I would create an email alert to trigger each time an invoice is created without an SO. See screenshots below to guide your setup: Start a Transaction saved search. NB: If you also create invoices from purchase bills (billable items) then you might want to change your Applied Transaction = None…

Hi @Sonics If I am getting your request correctly it sounds like you want to create a custom record who's parent record is the Sales Order. You can then create the custom fields you want to be on the Quality record. The button will then say New Quality. See example of my setup where my custom record is called Custom PO:…

Hi @John Griffin I think there is a limitation to pulling a custom field that derives its value from a formula onto saved search or pdf templates since Store Value is False. I suggest the following: Create a second custom field X that derives its value from your Open Bal field. Set Store Value = True Create a workflow to…

Hi @Meherin The quickest way I can think of is to configure your custom field to retrieve the customer record data as below, though I could not pick up data from the standard Email field. Got to Customization> Lists, Records & Fields> Transaction Body Fields> select your Fulfilment Email field. Sourcing and Filtering…

Hi @User_EGVUA Instead of your Results column config of: Try changing the Summary Type to = Count: Then check if the totals for both columns.

Hi @dle_35705 Sorry I should have added notes for that! The 0.2 represents the VAT level in my country which is 20%. So change this to your local Vat rate.

Hi @Dominica Sevilla-Oracle Apologies for the delay, I missed the notification of your reply coming into my mailbox. I think I have some setting in my account causing this problem. Unfortunate thing is, I can't figure out what that setting may be. If no-one else can help the two of us with some tips then I might have to…

Hi @dle_35705 @Shamaine Chan-Oracle I had a look at this and I don't know if I understand the request correctly so bear with me. Firstly, is there any reason why you are using formula for the below? So I have produced the below results and hope they work for you: Cash Sale: Saved Search Results: You'll notice this shows…

Hi @jb123 I find it easier to use a transaction saved search for this purpose. Go to: Reports> New Search> Transaction. Criteria tab: Type = Bill Results tab: Applied To Transaction (PO) Applying Transaction (Not sure what this will show you, in my case this returns the Invoice as we don't use SO's. Add this and the below…

Hi @Martha Hakes I don't have inventory management in my current account to reproduce but can you check if the the following is setup in your account: Setup> Company> Enable Features> Items & Inventory subtab > Items section > Bar Coding and Item Labels = T

HI @User_LYA61 Sure that makes sense. In this case can you add to your saved search criteria: Item (is none of) = NI0520 Freight PST Exempt

Hi @User_LYA61 This article may help for this as it did for me some time back: Transaction Search to Display all Items using a Custom Price Level (non formula) SuiteAnswer Id: 25336

Hi @Dominica Sevilla-Oracle Could I see your criteria then I can try to reproduce on a new saved search altogether?

Hi @Dominica Sevilla-Oracle When I added Applying Transaction to Available Filter tab on a Saved Search, I only see Bill transactions and not all transactions. So I added Applying Transaction Fields: Type filter, ran the saved search, set the Applying Transaction Fields: Type filter = Invoice, but I still only see Bills on…

Hi @Asher_123 Select: Import Type = Items Record Type = Serialized Item (I haven't used an org with inventory management so this might be titled slightly different but I'm sure you will see an option that best resembles Serialized Item).

Hi @Asher_123 Am I right that you have a custom field on item records called 'Item Number'? So you now want to mass update that field? If yes then yes you can mass update that field via csv import. Your import file will need the Internal ID and the Item Number column data.

Hi @PaulFleetwood In that case you might want to check if you have a workflow running on the contact record and setting this after record submission.

Hi @Hakam Karawi If you prefer the mass update route follow the guidance in the SuiteAnswer article I sent. Otherwise the csv import will not be as stressful, you only need to split the file into two i.e 20k lines on each file.

Hi @Hakam Karawi CSV import would've been one of my options if I was doing it. What do you mean "the records are very long"? If I'm understanding correctly you just need to: export your item list with result fields = Internal ID, SKU Re-label SKU column name to MPN save as CSV Import the change. Optionally you could use…

Thanks @Pauline Joy Cac-Oracle It was spinning my head. tried workflow too and wasn't getting a result. I will take the script route as advised thanks

Anyone with an idea what I am missing here?

Hi @Red Atok-Oracle Your idea to use integers worked and got me a step forward, but there is one last column total not adding up. I will define and at the same time answering your earlier question number (1): Project Task Saved search 1: CEO Project Placement Resource Count - Detail Criteria: Results: Results - Totals:…