Hi @Alex Joves -Oracle Thanks for the steps. The type would be 'Bill Payment' though and not bill. I wanted to see how much of a bill payment is unapplied. Thanks

option b

HI @Judith Culanding-Oracle There is an unusual sequence of events. A bill was entered for $36,046.77 A bill payment was created for the same amount. a user edited the original bill so that it was $35,057.06. This altered the amount applied of the bill payment to $35,057.06. leaving $989.71 unapplied. when creating a saved…

Hi @Alex Joves -Oracle Those enhancements don't appear to be related to my question. I was after the amount remaining as unapplied on a bill payment. That is definitely available on a saved search: The question is: how do I set up a custom field to pull that figure in the red box on a bill payment record.

Hi @Ayitah Tallada-Oracle What would be the use case to link a real bank account to the type "credit card" in NetSuite? That wouldn't serve any practical purpose. i.e. if you have a bank account set up as a credit card account in NetSuite, that suggests you have set up your NetSuite GL account incorrectly. Why would that…

Hi @Ivy Lopez-Oracle any updates on this?

Option A

Actually, I got it to work on customer payments when I tried again. The record join for the customer was on customer(payments and deposits). Not sure what happened the first time I tried that.

Option C

I would suggest using a reputable partner to do the implementation @m ramana They would provide the templates and carry out the set up in accordance with best practice. Trying to implement NetSuite yourself will be costlier in the long run since it isn't just a case of doing a few basic set up tasks and getting it wrong is…

true

true

@chnayak I have not used this myself, but this tool, Salto, looks like it is designed to help with deployments to track versions. It is designed to work with NetSuite It's also compatible with Git: Maybe try reaching out to them and requesting a demo?

EDIT: Please Disregard. I found the answer. It was not sourcing the bank details internal id correctly on the before submit action on the script. This meant the bank details set on the record, under the UI, was being reset to 'blank' since it was not sourced correctly by the script which was supposed to set the value

Would Github work to track changes? You can then add script notes and other info to commit requests

Hi @Richard James Uri-Oracle Is it possible to make file attachments to the record mandatory?(preventing record save without them)

Thanks @shielamarie I have seen journal entries in the standard NetSuite Aged AR report. These appear against 'No Customer/Project' i understand it is not good practice to adjust invoices in this way. However, I am confused by this paragraph from your post: Inclusion of Journal Entries in Aged A/R Report: Typically,…

Option B

Hi @Alex Joves -Oracle For the alternate solution of creating a list of values of all company names— is there a way to populate the custom list with values automatically? e.g. using a saved search of all customers and their company names is used to populate list values for the custom list? Thanks

answer: c

Hi @Alex Joves -Oracle If it is a Free Text field, how would that show a list of company names for the user to select from?

Hi @Red Velasco-Oracle My original question was about populating the Entity Bank Details (Vendor) field on a vendor bill. However, I wanted to test whether it is possible to populate the equivalent field on other records. In this case, on an expense report with the Entity Bank Details(Employee) field. The field (Entity…

Hi @Red Velasco-Oracle The bank record does not appear to be available on a workflow. I assumed it should be the same for an employee bank details as it is for vendor bank details. These are screenshots of trying to set the Entity Bank (Employee) field on an expense report:

Option C

Hi @Richard James Uri-Oracle No. There aren't any scripts running on the portlets or the underlying records. Thanks

Thanks @SouthernSun It can be edited on the UI to select a bank account. However, the requirement here is to populate the field automatically with the primary bank account record when creating a vendor bill so the user does not need to manually populate it.

Hi @Shiela Marie Villaluz-Oracle All users are facing the same issue

Consolidated Payment

Option C

Hi @Patrick Fresnosa-Oracle Thanks for this. Is there a way to split the account number and account name into two separate columns? Thanks