Tigran Shahnazaryan · CEO @ Novelance · Gold Crown

Thanks for checking. Can you provide more details on "but obviously not able to create batch payment." Does this user get an error message? You can copy the Batch Payment Page URL from the User's role that can access it and paste + Enter for the User that has issues with that and see if you get any NetSuite errors on that.…

Hey @Kedalene, Yes, you should be able to do that via "Foreign Currency Variance Mapping". Here is an article to help with that: https://suiteanswers.custhelp.com/app/answers/detail/a_id/63068/loc/en_US

Hey @User_5FWNK, This article should help to make the edits to in-flight Amortizations: https://suiteanswers.custhelp.com/app/answers/detail/a_id/7862/loc/en_US

What happens when you try to remove the Sales Team from the UI? It seems the issue you are seeing can be resolved by updating the "Sales Rep" and "Contribution" retails first: https://suiteanswers.custhelp.com/app/answers/detail/a_id/18141/loc/en_US

Hey @User_ZT7UY, I have seen this issue a few times before. See if this article helps to clear the balances. https://suiteanswers.custhelp.com/app/answers/detail/a_id/28268/loc/en_US

Hey @User_BD08X, There is no documented limit on the maximum number of Tax Codes. For other records, such as "Locations", the limit is 100, which can be lifted through your Account Manager. If you hit a limit for Tax Codes, you should be able to increase it.

You won't be able to update the GL Impact via CSV. If you want the missing Class to be linked to the WO Completions, you need to delete it and recreate it. The other option is to create a JE Reclass Journal, to "reenter" the GL Impacts with the required Classes.

Hey @User_DATN1, The secondary role shouldn't affect the "EFT Role" functionality and the issue is probably linked to the Employee Record. Can you check if all Employees are under the same Subsidiary? Are there any differences between Employee Records, such as "Global Permissions"?

There are two options to do that. Option 1: Create a Scheduled Workflow to run every 30 minutes to update the Expected Close Date of related Quotes. Option 2: Create a script to update the related Quotes instantly when the Expected Close Date is changed on the Opportunity and the transaction is saved.

You can try replacing "Sales Team" with "Sales Rep" using Mass Update, then clear the Sales Rep afterwards. Take a look as this SAID as a reference. https://suiteanswers.custhelp.com/app/answers/detail/a_id/30057/loc/en_US

Hey @User_FT7OL, Did you try the "Overwrite Sublists" option?

Hey @User_CS6XH, Yes - you should be able to modify the underlying dataset to include additional transactions in the ARR & MRR Analytics Workbooks.

Hey @User_DATN1, The "Expected Close Date" should be copied natively from the Opportunity to a Quote/Estimate. Are you creating a Quote from an Opportunity, and the Expected Close Date isn't being copied?

Hey @User_3E6QA, I had a similar issue before and needed to open a Support Case with NetSuite and ask them to release the update to our NetSuite Accounts. Please try that.

Hey @ksage, There is a chance this is happening due to an update applied by NetSuite. Take a look at this post and see if that might apply. Thanks.…

Hey @User_YXS6J, This might be caused by a script created in your NetSuite Account. Can you check which script has the ID=1639? Try undeploying it and see if the issue goes away.

Hey @Mary Rivas, An Administrator can enter Employee Expenses on anyone's behalf via UI or CSV. The best practice is to assign a NetSuite Role (e.g., Employee Center) to enable employees enter their Expense Reports directly.

The default is "Pending Approval" for all Sales Orders "On Create" that need to go through the Approval Process. The other option is to set everything to "Pending Approval" and schedule a workflow that automatically sets some to "Pending Fulfillment" based on the criteria.

Hey @davidd039, We have a similar use case for some of our customers. We have a custom Sales Order approval workflow. In that workflow, we defined conditions on Sales Orders that should skip the "Sales Order Approval" step. EDI Orders typically have the External ID populated, so you can set those Sales Orders as requiring…

Hey @User_5D2M0, Once you require approval for Electronic Payments, you must set it up for all Bank Detail records. I would like NetSuite to introduce an option to allow "auto-approvals" or "no approvals" for some bank records.

Got it. You can build this search using the correct formula as a criterion. Most probably, you need to build a Customer Saved Search with a "Transaction Join". Depending on your system configuration, you may need to experiment with different formula combinations to achieve the required results. It will be something like:…

Thanks for sharing the screenshots. When you have the "Currency Exchange Rate Integration" feature disabled, NetSuite generates a native pop-up message that allows you to set the manually entered rate as a "default rate". If you click "Cancel" instead of "OK" in the pop-up message, the manually entered rate will apply only…

No, I was referring to a script that runs on the browser itself. I have seen that add an additional export options to the "Saved Search". In theory, you can also take out an option via the same method, but that should be tested.

Hey! Can you please share some screenshots to help with troubleshooting?

Hey @User_ZCWF3, When you say "haven't had an invoice using that term", are you referring to an invoice that has a different "Term" tagged on it? For example, the Customer has a "Net 30," but the invoice has an empty "Term". If yes, you can build a Saved Search to get the data you are looking for.

Hey @Jet Zhang, Natively, you can't hide that button. It can be done via a browser extension script.

Hey @User_5FWNK, The Workflow probably can't access that field. In that case, the primary option is to use a script.

Hey @User_9VVSQ, You can do that if "Enable Features → Consolidated Payments" is turned on.

Yes, try "After Record Submit" or "After Field Edit" triggers with the Saved Search condition.

Hey @User_S8PAJ, You can try using a Saved Search for the Workflow Conditions, which often provides the most flexibility.