Angela Bayliss · Senior Solution Architect · Silver Crown

Hi Robert, When the Sales Order is created, and the Billing schedule is set, a simple solution could be to change your process. Meaning, have the sales order be 'pending approval' to provide accounting the opportunity to review the billing schedule prior to the SO having any fulfillments. By updating the process this way,…

Yes, your expenses will still work once you've updated the approval workflow. However, expense lines are still going to drive the need for a receipt. If you truly want a 2 way match, You can use non inventory items for expense lines, with the pricing of 1=$1.00. On the non inventory item, under preferences subtab, you can…

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There's your answer. It's an enhancement. Ugh. Depending upon who is actually paying your bills, you may want to consider having your partner be a customer, with subcustomers underneath them - this will allow you to manage them in a way that works for you. ~angela

Here, this snippet shows how you can copy others who are not contacts. The red arrow points to the email address that comes from the entity record on the primary email. If the additional recipients are NOT contacts, you only need to add their actual email address.

Are you in production or a sandbox? I ask because it can make a HUGE difference.

Hi @Eklon Eleuterio - There really isn't a way to do that. It's a one at a time thing. Might be an enhancement somewhere, but that won't help you now. I started to try and give you a workaround, but since you can't import updates to subsidiaries via csv, it didn't work. :( Sorry there isn't an easier way. I feel your pain.…

You don't have to fill in anything other than the email address. If you want to save the email to use over and over, you will need to make a contact record.

I'm not sure you're understanding the alternate solution. When the orders are synced from your website, the .28 isn't coming over because it isn't recognized by NetSuite as any type of an item. By creating an item, and mapping this item into your orders synced from your websites, the .28 will be available to be captured.…

I think that your issue is in how you see the Partner record. In NetSuite, the definition of a partner is: A partner is a company with whom you have a business agreement, but who is not a customer or a vendor. Partner records can be created for companies and individuals that bring business to your company. Partners are not…

So the rejection reason is saved within this field : {custrecord_mhi_sw_reason_for_rejection} and you have a saved search that shows all rejection reasons. I don't see an actual bill number in all the results of your search, so that may be an issue. Add a filter to this search of 'Bill#' - this will allow the search…

If you go into NetSuite directly, are you able to update the account on the item record?

Apologies - yes, first day of the month in that case.

It is not possible to edit the GL impact of a paired intercompany transaction in a live NetSuite production account.

I suggest that you first import into a sandbox. Depending upon your item costing, reopening periods may cause a recalculation of average costs. If you can clear that hurdle, I suggest you import the data starting with actual trial balance as first period, and trial balance activity per month after - do this after hours,…

By design, you will not be able to edit the GL impact of any paired intercompany transactions. This includes Class, Department, Location, Items, Item quantity or item cost. The simple answer is that you cannot edit the paired transactions. ~angela

The start date for your plans MUST be the first day of your defined NetSuite calendar week. I wrestled with that same import error for a while before I figured it out. Once you update your import file to be the first day of each calendar week, your import should work as expected. ~angela

I've been providing NetSuite consulting for 20 years, and have seen this multiple times. The issue is made worse if using RF Smart. I'm glad I could at least end your search. ~angela

To be completely honest, the resolution for some companies is to ship from within NetSuite, and then print the documents needed for certain companies from your FEDEX portal. It's not the greatest solution, but it is what it it. ~angela

Option C - 10

https://www.airbase.com/ebook/p2p-designed-and-scaled-for-netsuite-users

@NY_CPA I have worked with Airbase in the past, and their solution is pretty powerful. They have the ability to support multiple subsidiaries, which may be what you're looking for. I hope this helps, ~angela

The contacts must be associated with the entity in order for them to appear as available within the list. ~angela

The simple answer is: The recipient list comes from Contacts associated with the Customer/Vendor/Entity record from which the email originates. (subentities and their contacts will also be available) IE- An invoice Recipient list will include contacts for the Customer defined on the invoice. A PO recipient list will…

Great! Glad to help. ~angela

You may want to receive this assembly individually. On the individual receipt, the inventory detail required will show up - allowing you to see exactly what it causing the error. ~angela

I'm not sure what you mean by 'in bulk'. To change a subsidiary logo, navigate to Setup>>Company>> Subsidiaries, edit the subsidiary, and add your new logo. You will need to do this manually for each subsidiary. If your forms are set up to source from subsidiary records, the logos on all related forms should automatically…

If you add the actual user record name, you should have successful results. Using 'system' as the user to be copied won't get you very far. ~angela

I have worked with MANY auditors at MANY different companies. A saved search has no gl impact, as it is only mining data within your system. I have never had an auditor question searches, unless they are searches specifically provided to the auditors. Are your auditors questioning saved searches in general? If so, searches…

If you find bad components within an assembly, the simplest way to correct this is: Unbuild the assembly. For the 'bad' parts, set these with an item status of 'bad' or 'quarantine' - whichever status doesn't allow the items to commit elsewhere. (Or adjust the bad item out of the system if you don't use inventory status)…