Double click on the 'NetSuite Logo' on the users dashboard. This will show the page load times similar to this: There you go! ~angela

OK- Sorry for the delay. It's UAT week onsite. In reviewing your navigation path, I see where you got confused. We can approach this differently, and easier- Before you begin, navigate to Customization>List Records & Fields> Record Types, and delete the customization you created. Clean it up- Once you've removed the…

Suiteanswer 80105 may help you: Last Updated02/01/2024Reading Time1 minAnswer ID80105 Applies To Product: Netsuite 2019.2 Scenario To Create a Saved Search showing quantity available for Inventory Items, assemblies and available Components of Kits: Solution 1. Go to Lists > Search > Saved Searches > New > Item 2.…

You will need to create a workflow. Set the field value before record load when the different forms are used. Be careful - you will need to ensure the workflow triggers if they change the form back, too. setting it with a workflow is not best practice. best practice is to train your users to update the field accordingly -…

Bulk approvals are not available when using Suiteapprovals. The purpose of the approval is to ensure the person approves is reviewing the transaction. Bulk approving is a direct contradiction to that logic - an approver must approve transactions individually. You can also set them up to approve via email with…

If you are the assigned approver as a user, the expectation is that you will actually review the sales orders you are approving. So yes, you will need to view each sales order and click the 'approve' button. The approval you set will then be captured in the 'Approval History' subtab on the sales order. ~angela

Hi Jessie, When you bring in opening balances for the implementation, each bank account should be reconciled for the go live date to prepare for Bank Reconciliations in NetSuite. If go live is on 05/01/24, create a bank rec for 04/30/24, and clear all entries from historical loads. Set the ending balance to be the actual…

Bulk approvals? In Suiteapprovals, specific approvers are set by the approval rule. Using Suiteapprovals, each transaction must be approved in the approval chain defined for the transaction. Depending on the rule and the rule amounts, you may need multiple levels of approvals per the rule. Bulk approvals are driven by the…

'Approve Sales Order' List is driven by the approve sales orders permission in a role. It is not driven by Suiteapprovals. For Suiteapprovals, you have a specific approver, and that approver must approve the SO's. You can use the role permission OR suiteapprovals. They don't work together - as they shouldn't.…

Thanks @Jeremy Guimaras -Oracle . Not the answer I wanted, but it's an answer. Silliest setting EVER! Many companies have multiple receipts/bills per PO. Ugh. ~angela

If you are asking if a dashboard can be filtered by a specific department - for the entire dashboard portlets, the answer is yes. Go to home>set Preferences >Restrict view > and select the department. Note that this method requires a user set this each time they login. It's not permanent. If you want to do this for users,…

If you are importing at peak business times, this behavior is expected. Your best bet is to kick off the imports of >10,000 lines late in the workday. When you have a lot of users in the system at 1 time, imports will go slower. Hope this helps! ~angela

If the item is committed on the work order, and the work order is in process, the item will de-commit when the work order is closed. Since it's in process, if you try to de-commit the item, it won't appear, because the work order could have a completion with backflush (even if you don't use it) - and nothing would prevent…

No. The last count date is set based upon the last inventory count transaction. It cannot be modified by scripts (and shouldn't be). This field is designed to report accurately for audit purposes. If it were editable, inventory counts wouldn't be reliable. ~angela

Create the item with a -1 after it. Then go to items-list- open all filters & show inactives, and sort by item name. You should find the duplicate item in the list. If you don't, file a case with NetSuite. Everytime I have encountered this, it's due to an inactive item with the same name. Might try clearing your cache if…

You have an add on (Paid for) module that alllows you to do this. It's native, but not free. ~angela

It's checked by default, and should be unchecked if you want to see who creates records. And no, it won't work for existing transactions/records. ~angela

WHen I last worked with Power BI (3 years ago), the biggest issue was that the Power BI team will set up all reports for you from NetSuite. If you want any report changes, only Power BI support can update them. So you may not be able to customize anything on your own, if that hasn't changed. ~angela

You cannot source a field when the fields are different types. Try this: Create a custom list of your 'territories'. Update the subsidiaries with the custom list valiue. Then set the sourcing field type to 'list - Territory' and you should be able to source from there. Also note - The subsidiaries are tied to the…

Don't feel like an idiot. All of us are learning different pieces and modules of NetSuite all the time. At least you have an easy fix! Have a great day. ~angela

Ah. In that case, it's more of an internal process than a NetSuite setting. For example, if your accounting department wants to run balance sheets by department, then users should ensure departments are set for all balance sheet accounts. NetSuite can support many different processes, but it cannot define the process for…

I'm not sure what you mean by 'account rules'. There are account types, they can be available to individual subsidiaries, or all of them, they can be restricted to departments or classes, etc. Customers and Vendors are tied to specific subsidiaries, unless you have multi sub customers/vendors enabled. Transactions for…

Go to Setup>Accounting>Accounting Preferences, and ensure that this box is checked: Dumb setting, and is not checked by default. ~angela

I'm not clear on your question? You can change a customer type to individual on the record itself, via CSV, etc. What is your actual question? ~angela

Oh wow. Another way you can do this is to create a saved search. Use the Suiteanswer # 72893, which has a table of 'applied to' & 'applying' transactions. Just a thought. ~angela Applied To Transaction Type Type Applying Transaction Type • Purchase Order • Item Receipt Bill • Bill Credit • Bill Payment • Vendor Return…

The only times you would expect that the system notes subtab is empty is if the box is checked, OR you're looking at transactions cloned into a sandbox environment. ~angela

Do not check that box! It will remove all system notes for records when they are created. I asked about this box because your transaction didn't show any system notes, which may occur if the box is checked. Please uncheck the box. My apologies for the confusion. ~angela

What you're mentioning is more of a process, not something managed in NetSuite. Users should be trained to not delete any rules. Note that users may create new rules as needed, to manage transactions that may not have a rule defined yet. Your approach should be in training users. I don't believe NetSuite will limit user…

There is a free bundle by RSM 'Mass Delete With Saved Search' (234093) that works to delete multiple records using a saved search. Install the bundle, create a saved search of records to delete, add the search internal ID to the script deployment, and watch the records go away! Its a slick way to remove as many records as…

Any users who will be performing the bank matching for reconciliations will need full access to the reconciliation rules. Without permission, they will not be able to use the rules for reconciliation. I hope this answers your question. ~angela