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Intelligent Payment Automation version 1.0.3 is now available in the SuiteApp Marketplace. The SuiteApp, powered by BILL, lets you automate payments, manage vendor details, and bank account information within NetSuite. Learn more
Comentários
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I am experiencing duplication too. If my Vendor has 4 addresses, the payment is displayed on the 1099 reports 4 times. I could remove the duplicates by adding a Criteria. I am still auditing my results. As I audited my results, I found I needed to add Credit Card Payments in order to include 1099 Eligible Vendors, paid…
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As I audited my results, I found I needed to add Credit Card Payments in order to include 1099 Eligible Vendors, paid with a credit card. I am now having trouble pulling in payments made via Wire transfer. Wire transfers are not a selection in the transaction Type list for Criteria. I thought Wires are considered checks…
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I am experiencing duplication too. If my Vendor has 4 addresses, the payment is displayed on the 1099 reports 4 times. I could remove the duplicates by adding a Criteria. I am still auditing my results.
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Yes, thank you Michelle. I have been trying to tell our Support team to use email from Case Record tab > Messages > Email button. When they only add one extra email address (most of the time) it's easy just to use the email field so they default to that process. I will use this as a reason they should conform and…
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For the 2020 tax year, the Internal Revenue Service (IRS) has introduced the 1099-NEC form for reporting all nonemployee compensation. As part of this introduction, the IRS has also changed or moved fields on the 1099-MISC form. The following SuiteApps for reporting third-party vendor payments have been updated to support…
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For the 2020 tax year, the Internal Revenue Service (IRS) has introduced the 1099-NEC form for reporting all nonemployee compensation. As part of this introduction, the IRS has also changed or moved fields on the 1099-MISC form. The following SuiteApps for reporting third-party vendor payments have been updated to support…
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We can consider this Answered. Thanks.
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Thanks Michelle. Chelsea has been set as Andrew's Supervisor since August 2020. He has a large list (228) of Tasks many created recently. When it didn't make any sense that she could not see them, I went to the community for ideas. I should have gone back to her and challenged her. She changed her View, and could see them.…
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I can't see if this discussion is closed so adding to it here. (If it needs to be a separate discussion, feel free to.) I am attempting to create a Saved Search of Products and Modules to retrieve the internal ids of each but I cannot find the record in the New Saved Search Type. I need the internal ids because I am trying…
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Thank you. I found what I was looking for but had not asked very well. Turns out I was looking for a "Timeline" Portlet on the Customer Dashboard.
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I have a Manager (Chelsea) that has a direct report employee (Andrew) and wants to see the Employee's (Andrew) Tasks by using the Task View Filter = - My Team- for the Assigned To field but receives no results of her subordinate's (Andrew) tasks. We are not using Team Selling (Sales Teams). They both use the same role and…
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I have used Netsuite Saved Searches to accumulate and audit my Vendor payments then used 1099online.com to actually distribute and file the forms (we have a small number).
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Thank you. No need for further explanation. Since SuiteAnalytics is relatively new and does not include all necessary fields, I like to record any fields that are still missing in all places that capture a need for additional fields. I do this so that, as the NetSuite development team determines which fields to include in…
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I went back to add another comment to these Enhancement requests. I was able to find and update 569547 but I was Unable to find 537174. I am attempting to utilize SuiteAnalytics workbooks so I can leverage Pivot tables but some Customer Case fields are not available. Set Up>Issues>Products on the Case form. I am trying to…
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Wow! So sorry. I know better. THANKS!!! I appreciate your patience. Hope your holidays are nice. Best.
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Thank you Michelle. Wishing you happy and healthy holidays.
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I updated my settings inside EXCEL and can now open downloaded excel files. Excel>Trust Center>Microsoft Excel Trust Center>Trust Center Settings>Fire Block Settings then changed my radial button to "Open selected file types in Protected View and allow editing."
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I have the same issue. I am going to create a formal NetSuite case.
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Just FYI. There is another similar thread in the discussions "How to Report Time for Custom On Hold Case Statuses" and "Saved Search to Calculate Time between Case Statuses.
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Just FYI. There is another similar thread in the discussions "Time in Stage/Status Search" and "Saved Search to Calculate Time between Case Statuses.
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I need to report the time a Case is in a specific status 'Waiting for Customer'. Theoretically, I am attempting to subtract the date:time the case went into the 'Waiting for Customer' status from the date:time is left the 'Waiting for Customer' status. While the System Information Date field format IS Date Time, the Field…
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Thank you Michelle. Great to hear from you. I need to have this contact send another email to confirm my new Duplicate Detection setting. I wanted to let you know that we do not use/license Projects/Jobs, so not a factor.
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I have one example lately that I cannot track down and am looking for hints. I have used NetSuite many years and understand that the above scenarios trigger the Case assigned to an Anonymous Customer. I have re-read the SuiteAnswers 23155, 68276, 90529 I have checked if there are multiple Customers associated to the…
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I would add that NetSuite should consider automating the Duration capture when the Assignee "Edits" through Saves the Case. It is currently awkward to work a case and navigate to Duratioin to start the stop watch. It is often forgotten since the Support team is focused on solving the Customer Case. We have tried many ways…
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just another thought.... Work Calendars.... Consider the below: All that use Support Management, please review SUITEIDEAS Enhancement Request 450157 related to Case Management. Title: Support Metrics - Incorporate work Calendar Details indicate: The support metrics are a good start but I believe the metrics should be more…
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Dang, As always, Thanks
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Thanks Michelle. Was Enhancement #88809 merged with Enhancement #76300? I don't find 88809. I have used Freshportlet in the meantime, but that is not easily available to the rest of my colleagues anymore. I understand that refreshing portlets realtime, would be an enormous drain on our resources but if we could have…
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As a workaround, per your suggestion I re-saved my bookmark deeper into the the user group to https://community.oracle.com/netsuite/. I apologize for not responding sooner. Thanks Robert.?️
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Ultimately I was prompted to change my password (per the normal NetSuite expiration period). I did reset it then and that synched up my Administrator credentials with my NetSuite Support Center credentials. It certainly wasn't urgent that I get into SuiteIdeas but it was unexpected that the two were out of sync. All is…
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Yes. Thank you Michelle. I have what I need. I monitor both lists daily and have alerts set up. As you see, they "seem" to be coming from inside NetSuite, which is suspicious. I refer to these SuiteAnswers from time to time and others should find them helpful. Just posting these instances in case anyone else experiences…