A.) The Procurement Dashboard is automatically available after reinstalling the SuiteApp.

That is my understanding. You could test this in Sandbox by shutting off the approval workflow temporarily and seeing if your current workflow now executes and updates the Invoice. If it does, then you'll know it's because you have an approval workflow already in NetSuite. If the WF still does not execute correctly then it…

Hi @Vyvyan The Workflow Log screenshot where you circled "Approved" is only labeled as such because that's what you titled your State in the workflow (second screenshot). Just wanted to clarify that it does not indicate the Invoice was marked as approved. I do see that the Workflow log indicates that Approval Status = 2…

C. Time of Day

Adding this link which further explains how to prevent negative inventory if using the Enhanced Validations and Defaulting SuiteApp: https://docs.oracle.com/en/cloud/saas/netsuite/ns-online-help/section_1521526008.html#To-set-the-Prevent-Negative-Inventory-preference%3A

Hi @Rhys Gottwald That plan goes against the native functionality of NetSuite. The Bin assignment happens at the Item Fulfillment stage unless it's a lot-numbered or serialized item whereas the bin number needs to be assigned in advance of the ITF. What you're asking for would be a customization. A Custom field/column on…

Hi @User_A It's by design that certain areas of NetSuite are either all or nothing, meaning they can either have the permission in FULL or not have the permission at all. Workflows are a great example of that use case. If you want to keep the user from accessing workflows, you should remove that permission under their…

Hi @Rhys Gottwald Have you already review and tried this solution from SuiteAnswer 72460: Add Bin Number from Item Fulfillment to Sales Order Items It provides instructions for adding a Custom Field and Client Script.

A. Rollback

Hi @Divya Unnikrishnan Here's a link to the explanation for each function. Age in Days calculates the days passed since a date. https://docs.oracle.com/en/cloud/saas/netsuite/ns-online-help/section_N649633.html

Hi @User_WA9MO For Accounts Payable have you already tried the "Open Bill" report? You can still customize it if you don't want to see Credit Memos. Reports > Vendors/Payables > Open Bills For Accounts Receivable, have you already tried the "Open Invoices" report? You can still customize this one as well to eliminate…

Hi , We had a similar issue. We plan to remove the bundle after extensive testing but in the interim we removed the notice via the following steps: Go to Customization > scripting > Script Deployments Set the Record Type to: Sales Order Look for Client Script: Script Deployment: customdeploy_fortis_notification_cs_so…

D. CRM Fields

Hi @Vernita Because an Inbound Shipment is not a Transaction, I don't believe you can tie them together in a Transaction Saved Search with a Purchase Order. You can however, create an Inbound Shipment Saved Search and pull Purchase Order Fields into the Criteria and Results.

d. Increases, Decreases

Hi User_Q1DPO Are you sure the Credit Memos were connected to your invoices correctly when they were created so that the transactions are linked? Screenshots would help (okay to block proprietary/sensitive info)

Hi User_Q1DPO You'd likely need to use the Maximum function here or if Last Action Date is available use that. Can you provide us with what you've built so far as a Saved Search so we can help tweak it for you?

Hi User_Q1DPO You'd need to create a Transaction Saved Search with the basic criteria and results below: Criteria Type: Invoice Mainline: Yes Date: (recommend an invoice date range to reduce the # of results) Results Document Number Applying Transaction Fields: Type Applying Transaction Fields: Document Number Available…

Hi @Vernita I believe you'd need to create a new Sales Channel in the Supply Allocation/Order Management setup. Order Reservations are meant to guard inventory for certain parts of your business. If you want inventory guarded for another part of the business, ex. another sales channel, I believe you'd need to create a…

Hi @Vernita We utilize Supply Allocation as well and I'm checking with ACS to see if they know what the symbol means as well.

False

Apologies, I did not realize you were not in the US. I only have steps for US. I'd recommend adding what country you're trying to complete this in so someone else may be able to assist you further.

Hi @Puja Ghosh I agree the new setup has made it very complicated to get to. Here's what I found: Select Buy Exam like you have previously. It should take you here: https://www.netsuite.com/portal/services/training/suite-training/netsuite-certification.shtml Scroll down to the NetSuite Certification Levels. Since you're…

Hi @Judith Culanding-Oracle Your additional suggestion also did not produce any results so we'll take it up with NS directly. Thanks

D. JavaScript

Hi @Dext3r I put this error into SuiteAnswers and got the following AI response along with references to two SuiteAnswers. AI Response: When performing CSV Imports to give Contacts access to a Customer's account, you may encounter the error: "Unable to find a matching line for sublist contractroles with key: [contact]". To…

Hi @Judith Culanding-Oracle The SuiteAnswer does not work. See below. See below to identify if I'm doing something wrong:

Hi @Glaced999991 According to SuiteAnswer 41807 Odbc Query > Include Weight Unit in the Result When Searching for Items, the Unit Types cannot be modified. NetSuite only permits lb, oz, kg, and g at this time. An alternate solution would be to create a custom weight and unit type field if this is necessary for your…

Hi @Bee Yook Is the goal to have the JE's auto-approved or routed for approval?

Hi @Judith Culanding-Oracle The SuiteAnswer did not work.