Angela Bayliss · Senior Solution Architect · Silver Crown

Unless something changed recently, you cannot publish a dashboard to the mobile app. The mobile app is very specific, allowing users to enter time, expenses, etc - it's not expected to support custom activities. Sorry it's not the answer you want. ~angela

Hi Kedalene, To understand the difference, you need to understand the purpose of the 2 tables. The consolidated exchange rate table is used to drive reporting. It contains the Current, Average and historical rates by month. Depending on the settings within each account in your COA, accounts can be converted for reporting…

Your issue is occuring due to the field attempting to source data again when a PO is created. However, if the 'store value' of the field is checked, it shouldn't source again. Can you provide 2 sets of screenshots? 1 set is a field that is sourcing on the PO as expected, the second should be a field that is not sourcing…

To create a new one time posting rule, create a new rev rec rule, and choose 'one time direct' as the posting type. You can then apply this rule to the items you want to post once without further rev rec to apply. ~angela

Hi Ken, You will need administrator access in both systems to create the tokens. It's best if the user for the integrations has a web services only role. Is it safe? I can't answer that specific question, but I can tell you this: when connecting to a web services only role, there is a high level of security. Also, any…

Now, with 2024.1, you are correct. You can no longer just add email addresses to the report schedule, or even to just email the report. You will need to update the report to add either a group, or specific recipients. If the recipients are employees, you can create the employee record without giving them access. Note- to…

Yes. In your screenshot, set this field: This will apply to the entire order. ~angela

Can you take a screenshot of the overall workflow? This type of view?

Suiteapprovals doesn't apply to VRMA's or Customer RMA's. ~angela

Any major configuration change should always be tested in Sandbox first. This is a perfect example of why. 😉 ~angela

It's hard to provide you with an answer without knowing your NetSuite Configuration. You mentioned that 'there is no place for you to enter credit card information in manually. Could you navigate to a specific transaction where you can't enter in credit card information, edit the transaction, and change the form to…

Please let us know what they say? ~angela

You can build a custom integration for anything you like using NetSuite API. There is no out of the box 'connector' - unless Dynamics has built one. For any integration, there has to be some sort of 'connector' - whether you build a custom one or use one available. ~angela

Are you looking for an integration platform?

I use Suiteanswer #72893 all the time! It has the 'applied to' & 'applying to' table for transactions. Scenario User wants to know all possible types of transactions linked through Applied To and Applying Transaction join fields for Saved Search. Solution The table below outlines all possible types of transactions linked…

OK. You're not going to be able to do this. I think you will need to ensure that when new orders are placed, they are reviewed to apply the correct discounts to apply. Sorry it's not the answer you want. ~angela

I don't see any actions that are actually setting the next approver. The screenshots you provided don't show the set field value for the field 'next approver' that I can see? (I'm old, so may have missed it?) ~angela

OK - let me review it. BRB ~angela

If I understand correctly, you want to update the name of the approver on RMA's, and the field was set by a workflow. You can do this a couple of different ways, but I'm not sure if you want to update the workflow or update the transactions… ~angela

You can send @Robert Nedelkow-Oracle a message to request they be merged. You'll need to find your other accounts and provide them as well. If you provide them with the info, they can merge them! ~angela

Here is a link to the NetSuite Schema page - provides field names for - everything. https://www.netsuite.com/help/helpcenter/en_US/srbrowser/Browser2016_1/schema/record/account.html ~angela

If you look for sales orders that are closed, that may do the trick. Unbilled orders are just that - sales orders that haven't been billed. This can include Sales Orders that were closed without being fulfilled as well. Just a thought. ~angela

I would love to have the ability to 'unsubscribe' from posts where I'm not adding value. Sometimes when I log in I have so many alerts that I can't find the posts I was following to provide help. Unless there is a way and I don't know how to do it? ~angela

Honestly, I have no idea why NetSuite does what it does sometimes. A brilliant program written by MIT grads who have never worked in an office….. I can guess that they included that sentence for any account being newly configured. If there are no assemblies with components in the system when the 'advanced boms' are…

Click on the 'direct revenue posting' checkbox. But be aware that you can't combine these types of items with items that do have deferred revenue on transactions. If you want to blend items that post directly with items that have deferred revenue, you can set up a revenue recognition rule that is 'Direct, one time posting'…

Answer is Copy to Account. B

Shenanigans- I love it! You can also inactivate any forms that you don't want anyone to use, to prevent 'shenanigans'. Good luck! ~angela

If they already have users using NetSuite with Okta, the setup has already been completed. FYI. ~angela

Creating a support case, meeting with OKTA and talking with everyone will not negate the need to create the employee in NetSuite and provision them with a role. You cannot provision a new NetSuite user via OKTA. Its not possible to do. My current client uses OKTA, and I've been through this numerous times recently. I am…

You cannot disable advanced BOMS, once you have enabled it, unless it's a brand new account and there is no data in it. If you enable it within an existing account with assemblies and components, you cannot disable it. Here's why: When you enable the feature, all of the assembly items with components are updated to the…