The configuration of customizations are directly related to the records where they are applied. Please be careful 'deleting' any custom object, as there may be other dependencies on the object. There is global help, suiteanswers and user guides that provide documentation on different area's, help on specific area's, etc.…

To set the field inline in the 'create' mode, you must use a workflow to set the field to inline, before record load. Otherwise, it will remain editable for your employees.

You may want to check your accounting preference for the 'Invoice in Advance of Fulfillment.' If this is enabled, customer invoices will include items not yet fulfilled. Hope this helps!

You could sort based upon internal ID of the periods…..As long as the periods were created in order. Note that accounting periods should not show up as dates, as transactions could be posted with a date in one period, but actually posted to a different period. IE - Vendor Bill dated 01/26/25, posted to Feb 2025 period….…

Are you taking the precaution to do this in a sandbox account first? Or a test account of some kind? Acquisitions usually don't have historical financials, you'll have only the 'Opening balances' from the acquisition date. If this is the case, no, no precautions. If there are other complexities I'm not understanding, you…

You can accept customer deposits on sales orders, which allows full editing of the SO before fulfillment. A slight change in process could resolve this issue for you in the future. To do this, create a Sales Order PDF that says 'invoice' at the top of the pdf, and submit that to the customer for payment. When payment is…

Actually, if the search has 'list' enabled, you can use direct list editing to edit your search values, IF the field has a pencil at the top of the column. Some fields cannot be edited from any search. Hope this helps!

Tigran is right. 100%

You don't show the email tab of your search. I suspect that you have the 'Send email when records are created/updated' box checked, Anything that could impact the JE (Such as gl impact as seen in your system notes) will generate an email that the transaction is modified. It doesn't require the JE actually be edited, just…

If you add the 'Location on Hand' field, and group it, sure you can!

If you have items in stock, and want them to be in bins - Edit the item and check the 'Use Bins' checkbox. You can associate preferred bins as described above. It will make the next step MUCH easier Go to transactions - Inventory - Bin Put Away worksheet define the location. The items will show up as pending putaway into a…

The steps will work for all associated opportunities and invoices by simply changing the criteria - if customer sales rep = rep 1, then update sales reps on opportunities & Invoices to be rep 1. It could work, if you update the criteria. This is the only native way to update the transactions easily. If you want it done…

You can easily do this with a series of saved mass updates: Mass Update #1 = Sales Force Automation - Change Sales Rep Assignment (Criteria = Inactive rep- change to replacement rep) The first one will update customers. Mass Update #2 = General Update on Open Opportunities - Criteria = Old sales rep, opportunity status =…

If you search on NetSuite Administrator Exam study guide & Sample tests, you will find both of these are available. If you send me a PM, with your email address, I can send you both of the items listed above that were published each year by NetSuite. I think I have 5 years worth of them saved, and am happy to share. Also,…

You cannot pair transactions when using the standard AR & AP Accounts. Once you create the vendor/customers for the Subsidiaries, you must use a specific 'Intercompany' AR or AP account for these paired transactions. The transactions themselves will never be zero'd out. That's not how NetSuite works. Back to my original…

Awesome! Since it is enabled by default, most people don't realize that it can, and should be disabled for most users. I'm glad I could assist!

False

I'm glad it helped!

Edit your assembly item Scroll down to the 'Purchasing/Inventory Subtab' At the bottom of this tab, you have another sublist of Bins, Locations, & Preferred vendor Click on the 'Bin Number' Add the preferred bin, location, and if you want the bin to default on transactions, put a check in the 'Preferred for Location'. If…

If your accounts are set up correctly (the COGS account not eliminating) how are you determining that transactions are not eliminating? I suspect that you are anticipating the paired Invoices/Bills to zero off of your aging registers when you run elimination, is that what you are expecting to see? When running monthly…

Create a new transaction saved search and give it a name Criteria Tab: Type = Cash Sale Criteria Tab: Main Line = False Criteria Tab: Tax Line = False Criteria Tab: Shipping Line = False Results subtab: Clear all fields (get rid of everything showing) Results subtab: Add these fields: Date Document Number tab 1 space, and…

You can transfer your assets to the new subsidiary, absolutely you can. If you have a lot of them to transfer, you can import the transfers using CSV. If you search on 'Asset Transfer' in online help, it provides you with step by step instructions on the import. Note that transferring the assets will not change the…

Can you turn off planned time entries? Are you dependent upon the planned time? Many companies don't use it, so you can easily disable it……

You can reference a specific item on a JE, but you'll have to add a custom item transaction line field to the JE I wasn't very clear on my original answer: You will need to create a custom item field. Within this field enter the royalty rate for each item, if the item has a royalty. You will need to create a custom entity…

If you don't mind, will you please choose an answer above that answered your question. Thanks

If I'm understanding you correctly, you have FA that are in the subsidiary you are merging from, and you'd like to bring those into the correct Subsidiary. Is that right?

A

You will need to open the periods back to december in order to load these. HOWEVER - You do not have to 'open' any of the subtasks of the period close. You only need to update the period from Closed/Locked to Unlocked. When doing this, only an administrator can create transactions, so as long as the administrator loads the…

You cannot apply bank fees (which are immediate posting, not rev rec eligible) with items that do trigger revenue recognition. As you found, this isn't possible. You cannot apply bank fees when accepting customer payments, unless they are captured on a credit memo. There is no 1 step process available. You have the option…

I did - once you enable internal ID's, all lists viewed will now have this column, and you can search for the internal ID your error file is referencing.