SouthernSun · Senior Consulting Director · Silver Medal

This field is a managed field since it came from the EBP bundle but the default level is Edit. I would assume you are able to populate it via either Workflow or Script. If the purpose is just to let the user see what primary Entity Bank Detail this vendor is using, you can also create a Saved Search and make it a sublist…

Hi @SeamusMon Have you heard anything back from support? This is bizarre behavior and I'm interested to know what could be the cause. Thanks for sharing in advance!

On top of creating a Saved Search to pull the pair, we are also using a custom field on the records to link them. On the Bill, we have a line custom field to show the Invoice that is generated for a particular line. On the Invoice, we also have a custom body field to refer back to the Bill record: A script will populate…

@Adam W You are welcome and happy to hear this helps! You can add the same fields on the Saved Search email too. If you can pick the fields from "insert field" drop-down and add it to the email body, it will reflect in the email.

Hi @User_RG1MF can you click on the Workflow configuration page and see how the trigger section is set up? Is it only trigger "on create"?

@Adam W Yes, you can include the GL impact. When you create the Saved Search, pull all lines of the Assembly record instead of just the main line, add all the information you need, under the Email tab, and use {result} field in the content: then you'd get an email with all lines like this:

@User_CQJ1E we have this use case as well. We do not change WO location which is the same as SO, instead, we do an Inventory Transfer for the items from the other locations to the WO location. We plan to do a custom automation solution allowing the system to transfer the item automatically.

This can be accomplished in the Analytics Workbook. Simply create a Budget Dataset with all the information you need.(You can find the joined field eg. internal ID of the Department or Account from the Dataset), then create a Pivot table to generate a Budget by period View. Dateset screenshot: Pivot table screenshot: You…

@Adam W The Saved Search will send out the notification when a new Assembly# is created which is the same result as you can get from Workflow. I would say either way works based on the requirements you provided.

This sounds achievable with Saved Search as well. You may not need to go into the Workflow route. SImply create a Saved Search of Assembly record, and reference the WO number, then, define the recipients under the email tab. I would assume you have a field on the record referencing the "associates" or a joint field from…

@Intelligere1.0 I'm not entirely sure of the use case (AR/PPA, etc) but for me a very basic answer could be to create a negative asset for the difference and assign the 'original' asset in the Parent Asset field on the (new) negative asset.We do this all the time, because Revalue doesn't take other things into…

You would need to do an Asset Transfer for that asset to change the location appropriately. After the Asset Transfer, your depreciation JE should inherit the new location.

hope this helps :)

@Varonis inc. You have found the payments for the invoice, you just need to add one more column to show the invoices of each payment applied to. Then, create a formula to compare the original Invoice# and the payment applied to Invoice#, add the formula to Criteria Summary to filter out the ones that do not match.

@Amjad Kasem Have you try using a formula in each dataset and then pulling the formula columns into the rows on the Workbook? So on each dataset, instead of pulling the price of that particular price leve, you write a formula such as "case when {pricelevel}=xxx then {rate} else NULL end", do the same thing for the 2nd…

@HenryPhillips @ddennison The quick answer is Yes. I have tried this with a Budget vs Actual report. In my report, I have 2 Datasets, one is budget(custom transaction) and the other is all transaction. You'd link the 2 datasets in the Pivot and put the Amount together to compare. In your use case, you could create 1 txn…

Hi, the "Revalue Open Balances for Foreign Currencies" checkbox is unavailable in the Report tool. You can try to build a custom Balance Sheet in Workbook/Dataset and the checkbox is available there.

Thank you @Tris Mendoza-Oracle! May I confirm that this means that even only displaying the BOM component is also not yet available? Thanks!

You are welcome!

Richard James Uri-Oracle Do you know any way to accomplish this goal?

I just want to add I have seen this before. If you make the field "Disabled" but not "Inline Edit", it will show. I feel this is maybe a native behavior of the "inline edit" field but I am also interested to know what NetSuite support would say.

Yes, there is. But needs a little bit of customization. You can add a free-text format field on the Vendor record and use Workflow to send email. In the free-text format field, enter multiple email addresses separated by comma, in the workflow send email action, put this field id to the CC field. Field sample: Workflow…

Thanks for sharing!

I would make the new vendor the Master Record when merging these 2 vendors, in this case, you can keep the EIN from the new vendor record. You can use the memo or comment field to add the old EIN.

It may be easier to create a Saved Search from the Sales Order record instead of the Purchase Order record. I would make the main line false, add the line information you need and choose "purchase order" in the result to expose the PO. Is this just reporting needs or are you using the Saved Search in a script or Workflow?

You can also create a Journal "Payment" that debits the AP account with the bill booked to, add the vendor in the NAME column, and credit the Credit Card account. Then apply this Journal to the Bill by clicking the "Make Payment" button from the Bill, select the Bill and Journal together to pay off.

1 trick you can try is to merge the old vendor record into the new vendor record, make the new vendor the master data you want to keep. Then, on the partially billed PO, you should see the new vendor name reflected.

Hello, @Benjamin Paul - USA On the custom field setup page, you just need to define the value in the Dynamic Default field to "Current User". Once this is set when a user creates an SO, his/her name should be automatically populated. Hope this helps :)

We have a similar business request of showing transactions with bank info approved vendor only. Instead of set the BAA field against the vendor, we set it with Bank Details. we also create another custom field on Bank Detail to copy the Vendor name and set the true vendor to a Test vendor record before the Bank Info…