Hi @Dominica Sevilla-Oracle The import worked. I don't know which part I was doing wrong but I feel like I repeated what I was already doing. The only thing different was the filter criteria on my bill export saved search, but I tested with two bills and the Line ID was still the same as before the criteria change. I'm…

Hi @Dominica Sevilla-Oracle Thanks for your feedback. So I only have items on my bills and not expenses so Instead of mapping to Vendor Bill Expenses : Line, I mapped to Vendor Bill Items : Order Line and similar for Tax Code. I also noticed that I have a couple of options for line ID from my transaction extract: Line ID…

Hi @LavenderBlue Looking at your saved search result column fields, in addition to the suggestions from @Micah Timbol-Oracle you might also try an Amortization Schedule saved search which you can pull the Journal Fields e.g Journal Fields: Document Number.

I don't think you're able to do what you say from my research. In my tests, i have some tabs which were added via some feature bundles and I can access these as well as customise them to hide/ show to certain roles.

Hi @Patrick Fresnosa-Oracle Thanks for getting back to me. The error I get is "missing Account and Amount" when I import with a related Line Order Id. My bill only has an AP account and GL impact also shows an account of type Other Current Liability.

Hi @BWM- Shem I hope I am understanding your requirement which is to set a custom Balance Sheet Detail format as the default view when you click into a a COA line on the Balance Sheet Summary report? If so you need to take the following steps: Customize the Balance Sheet Detail report to match you needs and Save As with a…

Hi @User_6Z1W1 If the tabs you want to remove are custom tabs then you can; Go to: Customization> Center and Tabs> Center Tabs Click 'Edit' against the tab you want to hide. Change the associated 'Center' or edit the 'Audience' to suit your needs. If you're dealing with standard centre tabs then see SuiteAnwer Id 48984

Hi @Charlene Did you resolve this?

Hi @Charlene You can use a workflow to achieve this. Here is a link to help you configure this: Hide Fields on Record via Workflow SuiteAnswer Id: 36583 Some things to note from the suiteanswer steps: Remember to change the Record Type to what you need (Opportunity). Change the workflow Condition to leave it blank or…

Hi @rburns515 Is there a particular center tab you want this drop down to work from? I do know using the 'Show In Menu' setting on your saved search will make that saved search accessible via: Reports> Saved Searches> saved search name.

Hi @Vernita You need to create a bill credit for bill 2. Creating a Vendor Credit Directly from a Vendor Bill suiteanswer Id: 11161 Then link the bill credit and deposit as @Emilia Ironov-Oracle advised as per suiteanswer article she provided.

Great stuff @LavenderBlue , if it all worked if you can mark which was the answer that worked as the 'accepted answer' so others can find it easy.

Hi @Red Atok-Oracle Yes I tried with the vendor name field along the way. It doesn't seem feasible. Thank you for the proposed formula. I tried that but it returns the line level Name which is a client on bills. Lucky for me the user has asked for further filters on the COA and other segmentation. This means the problem…

OMG @Emilia Ironov-Oracle I I didn't even think to check that, something so simple!

Oh yes @User_C2D0I The date ranges don't have an option for a Fiscal Half so the manual period selection under 'Custom' Alternate Period Range will work. You probably already configured it but make sure your report front end date filter also reflects the current fiscal half by setting via the 'Custom' selection..

@User_C2D0I Are you now wanting to compare one current quarter with two quarters from last year or you want to compare current half year to same half last year?

HI @User_C2D0I I think from your screenshot what is missing is configuration of the 'Alternative Period Range' on the Comparative Amount column. Can you set it to 'Same Fiscal Quarter Last year'.

Hi @User_C2D0I This can be achieved via a comparative income statement. I've dug out this resource for you: Comparative Income Statement Report > Show Details of This Year and Last Year's Income Statement by Accounting Period SuiteAnswer Id: 86036 Just make sure to change the Period filter to a 'fiscal quarter' option for…

Hi @User_LYA61 I found this resource from BOX that might help: https://support.box.com/hc/en-us/articles/360043694854-Adding-a-NetSuite-Record-Type-to-the-Record-Type-Config-Table

Ok, this is where I was asking earlier to know what you're using for approvals? How do you currently know the approver for an invoice? Does the approval assign to a role or the actual person? Screenshots would help so I can see what we need to pull into your search criteria.

Hi @rburns515 Assuming you are using advanced approvals, I would suggest a transaction saved search with the following criteria to start and you can add as required: Where 'Mine' should be replaced with the name of your user. Set the results to match your user's requirements. Just including a link to the saved search…

Hi @rburns515 When you say "...one user", is this user the approver or the creator? If it approver then my next question is what are you using for your approvals?

Hi @User_HD44H Fr both Reports and Saved Searches you can use the SuiteBundler feature. You can find information here: SuiteBundler Overview SuiteAnswer Id: 8082 For Saved Searches alone you can use the new Copy To Account feature. You can find information here: Copy to Account Overview SuiteAnswer Id: 82334 I hope this…

Hi @Patrick Fresnosa-Oracle That is correct. The revenue stream = Core is correct when results are not grouped, but once they're grouped on the same saved search then the value is incorrect. On that basis, it is hard for me to say whether the results are duplicated or not since they show correctly when ungrouped. Steps to…

Hi @Red Atok-Oracle Sure we can, please see below. Results config: Results when both Bills and Journals included: The below with Supplier = -None- are bills. The formula column is showing the supplier name correctly, I just hid it. Drilling down into the first line from above (Feb 2021 with Amount Debit £15.62): Screenshot…

Legend! That was it @Patrick Fresnosa-Oracle We are not even using that field but when I exposed it on the employee form it was defaulted to 23/10/2020 so I think we had this field exposed when we were importing records then someone in the implementation team removed it from the form. Thank you so much for your tips!

Hi @User_8ZUQ1 I suggest creating a transaction saved search with criteria: Type = Bill and Vendor Prepayment Status = Bill:Open, Vendor Prepayment:Paid (up to you needs if you also want to include Vendor Prepayment:Partially Applied since this will show the full prepayment value and not just the remaining/ unapplied…

Hi @Patrick Fresnosa-Oracle Thanks, that all makes sense and I just learnt about the Target Utilisation! But somehow does not explain my case. We are not using the Target Utilisation field and have not since go live. I notice in your example editing the work calendar will also update the Available Hours so my report should…

Hi @Asher_123 Did you maybe seta schedule twice? The workflow feature allows you to set a schedule for (1) the workflow itself and (2) the workflow action. So check your workflow actions don't have a different schedule set. How many is a 'few hours'? Screenshots of the workflow, workflow record and workflow history on an…

Thanks @Pauline Joy Cac-Oracle I thought workflow might be the way forward, thanks I have used that workaround.