First, on the 'name' field on your JE, you must select the vendor name that you are offsetting the bill from. If you don't select the vendor name in your JE line, it won't be available to apply to a bill. Once your JE is right, it will appear as a credit on the vendor record list of transactions. When you go to pay bills,…

There are MANY Consultants out there, but I don't believe that this user group is the place to really look for consulting. I believe the rules of this community don't allow solicitations. You can post on Linkedin and ask (be ready for a flood) or you can IM people here - IE- I could easily bring you to Jade Global… Whoever…

You can load these via csv using Journals. Using a standard JE Import template (usually found inside your NetSuite File Cabinet if you search on template). The transfers are essentially nothing more than JE's as far as GL impact. While you can't import Bank Transfers, you can import JE's. I hope this helps!

On your Sales Order Form, on the items subtab, there is a 'discount' field and a 'Discount rate'. If you'd like to set a straight 2.00 off, set a discount item and set the rate to 2.00, Make sense? If you don't see the discount fields, you may need to edit your form (upper right hand corner of the SO, click Customize,…

False

In your screenshots, it seems like the form you are using doesn't have the data needed. If you expose Items360 subtab, it shows all cost versions and std costs. To edit your form, click 'customize' in the upper right corner of your screen. Go to Subtabs, and show any that are hidden. The form appears very different in the…

When you create your report, add 'applied transaction' as a result, and run it. You should see some types of records. Once you are getting the records, we can filter them down. I don't know what you mean by a quick walkthrough.

You are able to set 1 password policy for all users in your account. You can set up 2FA on any roles where you would like added security. Administrators always require 2FA. You can set the requirements for 2FA on each role I hope this helps!

Admin role has no restrictions by definition. You cannot log into a SSO role as an administrator. You will have to log into the account using your SSO in order to see the SSO roles. Make sense?

The default of 6 attempts cannot be changed. However, if someone get's suspended for 30 minutes- this can be overcome by an Administrator resetting a password on the employee's record. Sorry it's not the answer you want.

Yeah- I think the issue is that you can only have a single attachment unless you script it. Why don't you want the letter in the body? That's unusual - as people are less willing to open an attachment - and demand letters are usually something you want clearly communicated. What you want is available via scripting, but not…

False -

Suiteanswer 26741 Imports Using Multiple Price Levels and Quantities ExampleLast Updated03/31/2025Reading Time5 minsAnswer ID26741 If both Multiple Prices and Quantity Pricing are enabled, the sublist area of the item record form includes a row for each price level, and a column for each quantity. You can view this form…

They're actually looking for someone to provide a template.

Yes, you should be able to edit the bills, if they are not locked. Do you see the edit button on the bills?

Glad I could help! 😁

If those custom fields don't show on your CM form, you may have to create new fields specific to this workflow. Are you comfortable creating the new fields? Both are list values, one a list of employees, the second a list of approval status's. Make sense?

You may have to check/uncheck it manually. Edit the record, checl/uncheck, save and repeat. Some of the item fields are snarky when trying to update via csv.

A fully Billed PO is considered complete. You don't have any lines with open quantities - which is what is needed in order to qualify for 'closing'. Make sense?

I think you'll need to create new fields to capture this, because Credit Memo's are not one of the default transactions and those fields may be tied to suiteapprovals. (Found at setup>accounting> accounting preferences>approval routing). You won't be able to use Suiteapprovals to do this. You can create a workflow to route…

Hi Mary, I'm not familiar with ZoneBilling. I'm sorry. I hope you figure it out!

Ugh. You might try clearing your cache? If that doesn't help, file a case. It should pick up the one you have defaulting.

Use Main Line Name in your results. That should display the vendor name.

If you navigate to Documents>email templates - are you able to view the dunning template? I suspect that the dunning email template may be blank. Please check your template and let us know?

When posting amortization entries, it is not possible to control the memo of auto generated journals. You can edit the line memo's after the journals are created. Sorry it's not the answer you want.

You'll need to customize the detail report, or you can customize the summary report by adding in the transaction information. Type, amount, document number, etc can all be added to the report you want to use. I've added line details to many summary reports- It's easy. Just add the columns you want to see. Make sense?

Bulk apply JE's to Invoices? Why not just use accept customer payment and apply multiple Customer Invoices to one JE at a time?

The employee center is restrictive in it's content. Publishing a dashboard to the employee center is only available with the SuitePeople module. Sorry it's not the answer you want!

Natively, NetSuite won't recognize multiple orders with a single order. You can discuss the Business Process that you follow with your company, and ask about bundling orders with a single signature. This is an internal control, not a NetSuiteism.

Add a filter of 'Main Line' = False to the filter area On the results, use 'Main Line Name' Voila! Should be golden!