Hello @"3426318", Mexico Localization compared with Mexico Compliance supports Electronic Invoicing. And in order to utilize the full functionality of Mexico Localization, the Withholding Tax SuiteApp is recommended to be installed if you are going to account for Withholding Taxes (for Legacy Tax). May I confirm if the…

Hello @"MJ NCO", This is to acknowledge your questions and to inform you that we will further review these. We will reply on this thread as soon as we are done with our research and testing on our end. Thank you. Kind regards, Camille Cagalingan-Oracle

Hello @"paula.courtemanche", Good day! This is to acknowledge your questions and to inform you that we will further review this. We will reply on this thread as soon as we are done with our research and testing on our end. Thank you. Warm regards, Camille Cagalingan-Oracle Ask A Guru

Hello @"3677020", To create a Bank Account, you may follow the steps below: * Navigate to Lists > Accounting > Accounts > New * Set Type = Bank * Fill in necessary fields * Hit Save Note: Bank Accounts and Credit Card Accounts must be restricted to a single Subsidiary. You may also visit SuiteAnswers ID: 7698 Creating…

Hi @"carlyn"! You may submit a Case to be attached to the defect so that you will be updated on the said issue.

Hello @"Karin Petkovsek" This is currently an issue that affects certain areas of NetSuite. Our Engineers are aware and are currently looking into it. Kindly check status.netsuite.com for updates. A Defect has already been filed for this issue logged under Issue 575828:DNS change in NA2 affecting site availability. The…

Hello @"WillHendrick", This is currently an issue that affects certain areas of NetSuite. Our Engineers are aware and are currently looking into it. Kindly check status.netsuite.com for updates. A Defect has already been filed for this issue logged under Issue 575828:DNS change in NA2 affecting site availability. The…

Hello @"PaulFleetwood", I created my own Transaction Saved Search that might help you modify your own Saved Search. Below is the sample scenario to test the saved search. I. Created an Invoice (Invoice 44) in January 2020 before closing the January 2020 Period (take note of the highlighted data) II. Closed the January 2020…

Hello @"3426318", May I confirm if your concern here is if the generation of electronic invoice also takes into account the withholding taxes and payment supplements? Feel free to add relevant information that you think will be helpful in our investigation. Thank you. Kind regards, Camille Cagalingan-Oracle

Hello @"3426318", PACs (certification providers authorized by the SAT) are responsible for all communications between NetSuite and the Mexican tax authority for certification purposes. When the e-document has been successfully generated, you can submit it to the SAT for certification. In the certification process, NetSuite…

Hello @"NS_YB", Thank you so much for the further explanation of your concern. Since this concern is also related with some customization, I will be coordinating this with my colleagues who are experts on the said field. We will get back to you for any updates. Thank you. Regards, Camille Cagalingan-Oracle

Hello @"NS_YB", Per my understanding, you want to pull the Total of the Summary Saved Search that is in the Customer Record when creating a Customer Record Saved Search. Allow me to gather a few information for further understanding: * Where do you exactly place the Summary Saved Search in the Customer Record? Screenshot…

Hello @"Adry", Upon further checking, the ability to roll-up the balances of the Sub-locations to their Parent location in the report is not yet supported in NetSuite. However, there is already an enhancement filed for the same concern logged under Enhancement 83426: Financial Statements - Would like the ability to rollup…

Hello @"jannespa", Currently, NetSuite does not have a standard functionality to add a Tax Description column in transaction forms that will pull the Description from the Tax Code record. I have not also found an enhancement related to this. We appreciate your effort in bringing this to our attention and we sincerely…

Hello @"tonyarbeckett", Good day! Please allow me to gather a few information: * Screenshots of the result of the Transaction Saved Search * How is the Cash Donation being disaggregated from the Fund/Revenue Detail Report? * What is your expected behavior/result of the search? Thank you and looking forward to your…

You're welcome, @"3426318"!

Hello @"BaileyD", NetSuite does not allow an option to set or change the Internal IDs of any record, because where users can change or alter the order of the numbers, there are opportunities for duplicates. For reporting and compliance reasons, this value is not changed. Also, Internal IDs of Subsidiaries (any…

Hello @"PaulFleetwood", I was also able to replicate your concern. The Report is inaccessible for the Custom Role despite giving him access in the Access tab of the report unless I add the "Financial Statement" permission in his role. However, it is by standard behavior of the system to require the Permission to be added…

Hello @"nic_reg_01", I agree with @"WillHendrick". I tried to recreate the search and saw the expected results. The search is throwing results for the Formula (Numeric) you have set which based on your screenshot, should represent the Accounts. Let us know if there is other result that you are expecting. Thanks and…

Thanks for the response, @"PaulFleetwood"! May I know the Standard Role that is assigned to the User and the Financial Report you are currently working on? - Camille Cagalingan-Oracle

Hello @"3426318", As of the moment, the ability to pay Bills in different Currency other than the original Currency is still an enhancement logged under Enhancement 229321: Transactions > Purchases/Vendors > Pay Bills > Select a bank account > Please allow application to other transactions with currencies different from…

Hello @"PaulFleetwood", Have you tried to add the specific employee and the role in the Access tab of the Report under its Report Builder? Regards, Camille Cagalingan-Oracle

Thanks @"paula.courtemanche"! I'm currently testing this on my end. Can you also provide me the formula and the details of the Count of Job/Project # column? - Camille Cagalingan-Oracle

Hello @"paula.courtemanche", Good day! This is to acknowledge your question. We will further check this on our end and will get back to you once we're done. May I ask what type of Saved Search are you currently working on? Thanks and Regards, Camille Cagalingan-Oracle

Hello @"lynsey.roberts", Currently, aside from the Standard Columns available in the Report, we can also select Custom Segments. However, the ability to use select a Custom Field as Column in the Income Statement is still an Enhancement logged under Enhancement 138533: Reports > Ability to run any (or most) reports in…

Hello @"vti", Let me further coordinate with my colleagues if it is possible to do this by using a script. Thank you and we will get back to you. Regards, Camille Cagalingan-Oracle

Hello @"vti", I have tested this on my end. I did the same formula as yours and was able to create a column for the Line Number where the number auto-populates. On my end, the column is also not available in the Report Builder. The reason why this is not appearing in the Report Builder is because the Store Value is not…

Hello @"FZuk_OZ", During Multi-Book implementation, since Elimination Journals are Book Specific Records, these would fall under the manually triggered tasks that are executed after book activation. For further guidance, please coordinate the same with the NetSuite consultants implementing the feature on your end. Kind…

Hello @"4173429", Good day! I am a bit confused about the concern. May I confirm if what you want is to be able to search the details from the Billable Time subtab in the Items tab of the Invoice? If not, can you kindly provide a specific example of how the goal should be achieved? Thank you. Kind regards, Camille…

Hello @"Hormese Paul", I am not sure if you really pertain to Subsidiary in the Set Up Taxes Page since we can only assign Default Tax Code to the Country and not the Subsidiary in the said page. But if you intend to create a search for the Default Tax Code assigned for each Country in this Page, you may try to do the…