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Thanks @Angela Bayliss Agreed. It seems there is no one step process.

Thanks @Angela Bayliss for the quick response. This is what currently we are doing and would like to explore option to do this in one step. Basically while posting customer payment if there is an option to add bank fees is what we are looking for. Match Bank Data option is what Netsuite Standard suggest. In this case the…

Hello Angela Bayliss, I have a similar scenario and the objective is to record customer payment along with bank fees in one transaction. As our item on customer invoice has deferred revenue account, the Bank Charge item does not have Deferred Revenue account. When I create customer Payment for the invoice and and add Bank…

Thank you @Red Velasco-Oracle will reach out to our technical team to try these workarounds. Will post the feedback, could take until next year given the holiday schedule.

Hello @Dwight Schrute We have same requirement and in my experience I have voted for so many enhancements in the past 5 years and have not seen any update/timeline on these pending enhancements. Also adding {today} {now} to the report header option are not preferred by users, as they do not want to modify anything while…

On a similar note, can anyone share the feedback of you are using Cash 360 dashboard and how the user adoption is for this tool. Thanks

Thank you @Ayitah Tallada-Oracle

Thank you @Patrick Fresnosa-Oracle for detailed explanation. This is very helpful.

Hello @Ayitah Tallada-Oracle , Here is a sample screenshot For columns D and E, the View Detail option will display the document details. Column F is the formula as (D - E) and would like to see if there is a option to show similar details for column F as well. Thank you

Hello, We have a Standard Report for Transactions which include information: Column 1 - Amount for current month Column 2 - Amount for previous month Column 3 - Column 1 - Column 2 For first 2 columns the View Details option is linked to detail report with document numbers and account information. Is there a standard or…

@Patrick Fresnosa-Oracle Thank you for the response. The alternate solution is not acceptable for the audit team, as the data needs to be in Excel and not pdf.

Thanks @Able Wilson for the response. This is helpful. On another note, if we customize any standard report in Netsuite (Financial or standard reports), is there an option to customize the report title to include 'Run Date' of the report. This is normally requirement from Audit when we generate reports there is no option…

Let me rephrase the question. In the available filters when added shows all possible values in dropdown. Is there a way to restrict the dropdown list by certain criteria (like for GL accounts filter dropdown, restrict the values available by certain type or account starting with specific number?)

Hello @Red Atok-Oracle This question is somewhat related for Transaction Type = Journal Search. Is there a way to identify the type for {name}, as we have Journals for Customer, vendor and employee records and the name corresponds to the respective record id. Would like to know in saved search if we can extract the name…

Formula (Text)

I tried the above syntax and it gives errors 'Invalid expression'

There are other complexities using is NULL function as one of the type we are checking for 2 categories: category1 category2 and when used the formula category1 <> MISC or null, category2 <> INTERNAL or null, satisfies both conditions for the same {type} and the results are incorrect. In this case it Netsuite allows nested…

Hello @FazeprooF Thanks for the note. Yes tried that approach, however <> 'AAA' type condition does not capture for null values, that's why = 'AAA else works in theory so that else also incorporates null value.

Hello I have a similar requirement and would like to know if it's possible or a limitation. I have transaction saved search and the formula I like is CASE WHEN ({type} = 'A' or {type} = 'B' and {category} = 'XXX') THEN 'XXX' ELSE 'yyy' END CASE WHEN ({type} = 'C' or {type} = 'D' and {category} = 'AAA') THEN 'AAA' ELSE…

Hello, I have similar requirement and the above suite answers link does not work. Thanks

Hello @Shiela Marie Villaluz-Oracle Option A is not suitable as it will only remove from the report but the balance will still stay. For Option B, if the payment was already received against this invoice as part of bulk JE, how would this work? Thank you

Hello @Clarisa De Torres-Oracle Thank your for quick response. It seems we also had a criteria account type = 'Bank' and that's the reason applied to transactions fields did not work. Will fine tune the criteria further now that I know the field is available. Appreciate your help.

Hello @Micah Timbol-Oracle Thank you for the suggestion. This approach worked, although curious to know what was the challenge with original option as that is normally how users add the pages to their shortcut.

Basically I type in 'Match Bank Data' on global search which takes to appropriate page and then I click on 'Star' to add this page to Shortcuts menu, enter the description I wish to see on the menu and Save. No error comes up, however from Home dashboard when I click on Star to review shortcuts, this page is not there.

@Jervin Nicholas Teopengco-Oracle I tested this solution and it works as expected. Appreciate your help. Thank you

@Jervin Nicholas Teopengco-Oracle Thank you for the detailed steps. Please allow me 3-4 days to test this out and I will update the post

Hello @Jervin Nicholas Teopengco-Oracle Thank you for the response. We tried this approach before and it works. The challenge we have is, the same custom form is used by all roles. There are some roles in Procurement, Finance and Supply chain users who would need this Email option available to email the PO to Vendor if…

Hello @Veronica Steluta Mincior-Oracle Thank you for the response. We already have Track messages set to 'View' for these roles and as you mentioned the user can still manually click Actions → Email to trigger the email. I would like to understand customization option (although not preferred) to restrict this access.

@Tris Mendoza-Oracle Thank you for the feedback. As I am checking in with our Account Manager as well, wanted to get some thoughts from this forum too, Our original requirement is to consume part from different bins (from same location) in parallel at the same time from multiple production stations. As we build product…