Dominica Sevilla-Oracle Blue Diamond

Hello @Karanjot Singh, Good day! Hope you are well. ? As per my understanding, you want to lock Estimates once they are processed and only Administrator and Customer Care role can still edit it. Upon checking, there's an Enhancement logged for this which is 161898 Transaction > Estimates > Ability to Lock Estimates that…

Hello @User_O6D8L, Good day! Hope you are well. ? Did the Saved Search worked on your end? Your feedback is highly appreciated. By marking "Yes" on the "Did this answer the question?" on my previous comment, it will be tagged as Accepted Answer. With this, it will also help other members of the community that might…

Hello @Biomerics_Admin Glad to have you with us today. Thank you for creating another thread. ? Regarding your concern, it is currently an Enhancement logged as 112956 Transactions > Customers > Accept customer's payment : Be able to accept payment or apply credit memo using different currency than the invoice's currency.…

Hello @User_O6D8L, Good day! ? As per my understanding, you want to create Bill Payment Saved Search that will show its related Bills and Bill Credits. Upon checking, it is not possible to pull up the transactions under Credits Applied subtab of the Bill Payment record as Bill Credits are applied to Bills and not to the…

Hello again @User_O6D8L, Thank you for creating another thread. ? Allow our gurus to review your concern and perform their initial investigation. We will reach out again if we have updates on this. To other users, feel free join in the discussion as well. ?

Hello @User_O6D8L, Glad to have you with us today. Thank you for creating another thread. ? Allow our gurus to review your concern and perform their initial investigation. We will reach out again if we have updates on this. To other users, feel free join in the discussion as well. ?

Hello @User_SDDLJ, Good day! Hope you are well. ? Do you find any comments for this concern helpful? Your feedback is highly appreciated. By marking Yes on the "Did this answer the question?" question, it will tag that comment as Accepted Answer. With this, it will also help other members of the community that might…

Hello, @MichaelT! ? I consulted this internally to further review your concern. From the side of OTC, what we can advise is to create a new Sales Order (considering there's no Projects involved). However, you mentioned that this is not feasible on your end due to the Projects associated to the incorrect Sales Order.…

Hello @User_NG9BL, Apologies again for the inconvenience that this system limitation is causing you. I appreciate your understanding on this matter. ?‍♀️ To other users, who is encountering the same reported behavior, feel free to share your workarounds! Thank you. ?

Welcome, Jay! I am glad that it is working on your end. Enjoy the rest of the day and please stay safe! ?

Hello @Jay Schwausch, Good day! ? Under the Results tab of the Saved Search you're working on, kindly add Applying Transaction Fields... Date. Kindly try this and see if this will have the desired result. Also, on your Criteria, the Applying Transaction Fields... > Type = Payment, Credit Memo, Invoice will exclude the…

Hello @User_6YI1X, Good day! ? Upon checking, 'Enable Item Line Shipping' field is only available on Product Invoice form, not on other forms such as Service Invoice, Professional Invoice form, etc. If this is not showing on the custom form you are working on, it is probably because it is not originated from a Standard…

This is noted, @Biomerics_Admin Kindly use this formula: Formula (Date) = case when {linesystemnotes.field} = 'Closed' and {linesystemnotes.newvalue} = 'T' then {linesystemnotes.date} end I hope this helps. ? --------------------- If you find this reply to your question as helpful, others with the same question might find…

Hello @User_EM9S3, Welcome to NetSuite Support Community! ? Thank you for creating this thread. ? Allow our gurus to review your concern and perform their initial investigation. We will reach out again if we have updates on this. In the meantime, to get you started in our community, we recommend the following: Update your…

Hello @Biomerics_Admin, Good day! ? Understand that you want to display the Date when the Item Line was closed. To do this, under the Results tab of the Saved Search kindly add: Formula (Text) = case when {linesystemnotes.field} = 'Closed' and {linesystemnotes.newvalue} = 'T' then {linesystemnotes.date} end I hope this…

Hello @User_SZ0C3, Good day! Hope you are well. ? I just like to follow up on this concern. Do you still encounter the error? It would be appreciated if you can provide the information asked on my previous comment. Thank you very much! ?

Hello @User_SZ0C3, Good day! Hope you are well. ? Do you find any comments for this concern helpful? Your feedback is highly appreciated. By marking Yes on the "Did this answer the question?" question, it will tag that comment as Accepted Answer. With this, it will also help other members of the community that might…

Hello Michael, Good day! Hope you are well. ? Do you find any comments for this concern helpful? Your feedback is highly appreciated. By marking Yes on the "Did this answer the question?" question, it will tag that comment as Accepted Answer. With this, it will also help other members of the community that might encounter…

Hello @User_SDDLJ, Note that under the Criteria tab, we added Main Line is False, this helped us get the related records of the Sales Orders. This will also capture the item lines of the record. Hence, if you have three Items on the Sales Order, the Saved Search will display three lines on the result as well. We can…

Hello Tim, Yes, per checking, setting the External ID of a record via a Workflow is still not possible. If the main goal is to set the External ID to null, like mentioned, it is not possible and logged as Enhancement 160343 WS | CSV | SS - Ability to update external ID to blank/null. It is an is expected behavior of the…

Hello @User_SDDLJ, Good day! ? As per my understanding, you want to create a Report for the list of your Sales Orders, the next column would be its associated Item Fulfillment, then the next column is for the Invoice. You can create a Saved Search for this. Kindly follow the steps below: Navigate to Lists > Search > Saved…

Hello Michael, Good day! ? Note that creating Credit Memo also affects the Inventory. The Quantity on Hand of the Item will increase by the quantity set on the Credit Memo. As such, it will not only write off the amount but will also return the quantity on hand. Does this behavior answers the concern on "Creating a credit…

Hello @Biomerics_Admin, Good day! Hope you are well. ? Did we answer your question? Do you find any comments for this concern helpful? Your feedback is highly appreciated. By marking Yes on the "Did this answer the question?" question, it will tag that comment as Accepted Answer. With this, it will also help other members…

Thank you for you understanding as well, @Martha Hakes. ? Enjoy the rest of the day and please stay safe! ❤

Hello @NetSuite4All, Good day! ? Understand that you want to update the External IDs of your Customer records to null via CSV Import. I was able to reproduce the reported behavior, even received the same error message. Upon further checking, you can update the External ID of Customer records but you cannot set it to blank…

Hello @User_SZ0C3, Good day! ? To help you visualize what @Biomerics_Admin stated, here are more details and screenshots for your reference: Navigate to Setup > Company > Enable Features > Company Enable the Multi-Language feature Navigate to Home > Set Preferences > General Under the Language tab, select a language you…

Hello @Martha Hakes, Good day! ? As per my understanding, you are trying to remove Euro currency on Vendor Price of Item records; however, you are unable to map the currency on the CSV Import. As per checking, there's an Enhancement filed related to this logged as Enhancement 237922 CSV Import > Not able to map the…

Hello @User_SZ0C3, As per my understanding, when you are trying to sync Customer records, you are receiving the error message: "Found 0 'customerRefund'. It may be permission violation or no transactions of this type in ERP." To help me checking on this concern, kindly provide the following: Step by step procedure to…

Hello @Biomerics_Admin, Good day! ? Please be guided that the Customer Deposit Application will be applied or will be noted on the Invoice. Sharing you the tests that I did on my end and their results. Scenario 1: 1. Create a Sales Order, then click Create Deposit button 2. Populate necessary fields on the Customer Deposit…

Hello @Keith Boatner, Glad to have you with us today. Thank you for creating another thread. ? Allow our gurus to review your concern and perform their initial investigation. We will reach out again if we have updates on this. To other users, feel free join in the discussion as well. ?