The simple way to see if there is a script affecting the RMA's is to navigate to Customization>Scripts>Scripted records. Choose the transaction type that you are concerned about, and disable each script one at a time. It is doubtful that a script would make a field inline, but this is how you would check that. ~angela

I'm really confused at this point, as that bundle has been deprecated:

It is always recommended that you test installations of new features in your sandbox. ~angela

You have to update the lines that are open on the PO to closed, individually - The PO Status is a summary status made up of the line values. When you click the 'close' button on the actual PO in the UI, it marks all lines on the PO that are still open to 'closed' I don't believe that you can perform this action via a…

You have to update the lines that are open on the PO to closed, individually - The PO Status is a summary status made up of the line values. When you click the 'close' button on the actual PO in the UI, it marks all lines on the PO that are still open to 'closed' I'm not sure that you can perform this action via a…

When using ODBC, the connection to NetSuite is driven by the type of external application you are using to connect. Depending on the application, the data retrieval process may not be the same. What external application are you using to connect via ODBC? ~angela

It sounds like your team needs to clear their browsing cache. If this is not done regularly, things like what you're describing happen - along with other weirdness. Here is a document on how to clear your cache, and optimize your usage of NetSuite. ~angela

I was able to easily add a group of static customers. You may want to clear your cache and try again. Or log in using incognito mode and give it a try.

You should be able to source the field 'intercotransaction' (PAIRED INTERCOMPANY TRANSACTION) to the search to see the related PO. Is that not working? ~angela

Customize your report, and check what is set in the 'description' under more options. Titles don't usually repeat the report title. Make sure this description box does not have 'Demo NonProfit' in the description column. If it doesn't, then it's in the company setup. Let me know and we can go through the troubleshooting…

Hi Kedalene, Intercompany elimination entries are created during month end, when the closing process is run. (Assuming that interco framework is configured). Journal entries with the 'elimination' column are Intercompany Journal Entries, while journals without the elimination column are standard Journals. Unless something…

Unless something changed recently, you cannot publish a dashboard to the mobile app. The mobile app is very specific, allowing users to enter time, expenses, etc - it's not expected to support custom activities. Sorry it's not the answer you want. ~angela

Hi Kedalene, To understand the difference, you need to understand the purpose of the 2 tables. The consolidated exchange rate table is used to drive reporting. It contains the Current, Average and historical rates by month. Depending on the settings within each account in your COA, accounts can be converted for reporting…

Your issue is occuring due to the field attempting to source data again when a PO is created. However, if the 'store value' of the field is checked, it shouldn't source again. Can you provide 2 sets of screenshots? 1 set is a field that is sourcing on the PO as expected, the second should be a field that is not sourcing…

To create a new one time posting rule, create a new rev rec rule, and choose 'one time direct' as the posting type. You can then apply this rule to the items you want to post once without further rev rec to apply. ~angela

Hi Ken, You will need administrator access in both systems to create the tokens. It's best if the user for the integrations has a web services only role. Is it safe? I can't answer that specific question, but I can tell you this: when connecting to a web services only role, there is a high level of security. Also, any…

Now, with 2024.1, you are correct. You can no longer just add email addresses to the report schedule, or even to just email the report. You will need to update the report to add either a group, or specific recipients. If the recipients are employees, you can create the employee record without giving them access. Note- to…

Yes. In your screenshot, set this field: This will apply to the entire order. ~angela

Can you take a screenshot of the overall workflow? This type of view?

Suiteapprovals doesn't apply to VRMA's or Customer RMA's. ~angela

Any major configuration change should always be tested in Sandbox first. This is a perfect example of why. 😉 ~angela

It's hard to provide you with an answer without knowing your NetSuite Configuration. You mentioned that 'there is no place for you to enter credit card information in manually. Could you navigate to a specific transaction where you can't enter in credit card information, edit the transaction, and change the form to…

Please let us know what they say? ~angela

You can build a custom integration for anything you like using NetSuite API. There is no out of the box 'connector' - unless Dynamics has built one. For any integration, there has to be some sort of 'connector' - whether you build a custom one or use one available. ~angela

Are you looking for an integration platform?

I use Suiteanswer #72893 all the time! It has the 'applied to' & 'applying to' table for transactions. Scenario User wants to know all possible types of transactions linked through Applied To and Applying Transaction join fields for Saved Search. Solution The table below outlines all possible types of transactions linked…

OK. You're not going to be able to do this. I think you will need to ensure that when new orders are placed, they are reviewed to apply the correct discounts to apply. Sorry it's not the answer you want. ~angela

I don't see any actions that are actually setting the next approver. The screenshots you provided don't show the set field value for the field 'next approver' that I can see? (I'm old, so may have missed it?) ~angela

OK - let me review it. BRB ~angela

If I understand correctly, you want to update the name of the approver on RMA's, and the field was set by a workflow. You can do this a couple of different ways, but I'm not sure if you want to update the workflow or update the transactions… ~angela