Dominica Sevilla-Oracle Blue Diamond

I appreciate the additional information provided. ? Can you check and confirm again if this is reproducible using Standard Invoice Form? Also, are you using International Tax Reports bundle? I found SuiteAnswers article 65251 Transactions > Sales > Create Invoices > Custom Form > Select Customer > Billing Address and…

It would be appreciated if you can provide a screenshot of the Account field or the reported behavior after selecting a Customer. Thank you! ?

Thanks for confirming. ? As per my understanding when you create an Invoice by navigating to Transactions > Sales > Create Invoice, the Account field is not auto-populating. Upon testing on test account, the Account field auto-populates after selecting a Customer. If it doesn't populate after selecting a Customer, please…

Hello @Biomerics_Admin, Good day! ? Have you tried clearing cache? Also, when you mentioned that it is working when you changed the form, does it mean that the reported behavior is only encountered when using this Custom Form? Is it working when you use Standard Invoice Form? Thank you! ?

Hello Daniel, Good day! ? To have a Saved Search that will display Customer Deposits without Deposit Application, kindly follow the steps below: Navigate to Lists > Search > Saved Searches > New Select Transaction On the Criteria tab > Standard subtab, add the following filters: Type = is Customer Deposit Main Line = is…

You're welcome, Martha! I'm glad that I was able to help. ❤

Hello @Martha Hakes, To display the Date Closed of the Return Authorization, under the Results tab of the Saved Search, kindly add: Formula (Date) = CASE WHEN ({systemnotes.field}='Document Status' and {systemnotes.newvalue}='Closed') THEN TO_DATE({systemnotes.date},'MM.DD.YYYY') ELSE NULL END Hope this helps. Thank you…

Hello Daniel, Good day! Hope you are well. ? When you mentioned that you want to reconcile Customer Deposits, is it by having a Report verifying Sales Orders and their related Customer Deposit and Invoices and their related Deposit Application? If so, kindly follow the steps below to create a Transaction Saved Search: 1.…

Hello @RichardMc, Good day! ? As per my understanding, you want to filter the result of the Saved Search by a specific transaction. As per checking, showing Document Number in the Filter Region is not yet possible and is logged under: Enhancement: 228281 Summary: Available Filter for Sales Order Transaction Saved Search by…

Hello @Blue Skies, Good day! Hope you are well. ? Apologies for the late response on this concern. Upon further checking, like what Micah mentioned, I also noted that it is a standard behavior to see N/A on the result when there's a zero value. Kindly check the amounts on the This Period or Last Period if there's a zero…

Hello @FoxFoxFox, Good day! ? Apologies for the late response on this question. Have you tried to click the "Ship Date" header on the Saved Search? For the first click, it will show the Ship Date in ascending order, on the second click, it will show the Ship Date in descending order. I hope this will display your expected…

Hello @JohanvL, Good day! Hope you are well. ? Apologies for being unable to get back to you sooner for this concern. As per my understanding, you want to have a Report that will display only the Customers with all Sales Order being billed. I also tested the criteria you provided and I encountered the same reported…

Hello Martha, Good day! ? Under the Results tab of the Saved Search, kindly add: Formula (Numeric) = CASE WHEN ({systemnotes.field}='Document Status' and {systemnotes.newvalue}='Closed') THEN (ABS({datecreated}-{systemnotes.date})) ELSE 0 END I hope this will work on your end as well. Let us know. Thank you very much! ?…

Hello @Neil Espiritu-Oracle, Good day! ? It would be appreciated if you can provide the step by step procedure on how you send the ACH file. Thank you! ?

Hello @User_LYA61, Glad to have you with us today. Thank you for creating another thread. ? Allow our gurus to review your concern and perform their initial investigation. We will reach out again if we have updates on this. To other users, feel free join in the discussion as well. ?

Hello, Good day! Hope you are well. ? I would just like to follow up on this. It would be appreciated if you can confirm the following information: When you say "we usually pay from banks that belong to a different entity", did you mean that a third party pays on your behalf? Or did you mean that you are paying…

Hello @Blue Skies, Good day! ? Can you check what is selected on the Restrict To field? Let us know if it will stay N/A once the said field is set to All. Thank you very much! To other users, free to share your insights on this as well. ? ----------------- If you find this reply to your question as helpful, others with the…

Hello @User_HPB3I, Good day! Thank you for creating this thread. ? As per my understanding you want to display the Amount if Name (Project Name) is not blank. Under the Results tab of the Saved Search, kindly try these formulas: Formula (Numeric) = case when {xx} is not null then {amount} else 0 end Note: This column will…

Great! I am glad that it worked on your end. ❤ By the way, to get you started in our community, we recommend the following: Update your profile, add a profile picture and preferred username so other members can address you properly moving forward. You can check out Community Tip: Updating Your Profile! on how to do this.…

Hello @User_VFD2A, Good day! Thank you for creating this thread. ? Sharing you the test that I did for this concern and its result: Navigated to Reports > Vendors/Payables > AP Aging Set As Of Date to Dec 2019 Clicked Refresh button Result: Only those open Bills as of December 2019 displayed. Below are screenshots for your…

Hello @Blue Skies, Good day! ? In addition to what Micah mentioned, you can try the steps below: Hover your mouse to the Menu icon (three dots) at the upper-right corner of the KPI Scorecard Click Set Up Set Restrict To field to All Click Save I hope this is feasible on your end. Let us know. Thank you! ? To other users,…

Hello @Dale Miquiabas-Oracle, Glad to have you with us today. Thank you for creating another thread. ? Allow our gurus to review your concern and perform their initial investigation. We will reach out again if we have updates on this. To other users, feel free join in the discussion as well. ?

Hello @User_NYYPL, Glad to have you with us today. Thank you for creating another thread. ? Allow our gurus to review your concern and perform their initial investigation. We will reach out again if we have updates on this. To other users, feel free join in the discussion as well. ?

Hello @User_LYJBH, Glad to have you with us today. Thank you for creating another thread. ? Allow our gurus to review your concern and perform their initial investigation. We will reach out again if we have updates on this. To other users, feel free join in the discussion as well. ?

Hello @User_BIGR1, Welcome to NetSuite Support Community! ? Thank you for creating this thread. ? Allow our gurus to review your concern and perform their initial investigation. We will reach out again if we have updates on this. In the meantime, to get you started in our community, we recommend the following: Update your…

Hello @FoxFoxFox, Can you further clarify what is your expected behavior on this? I consulted this internally on my end, and as we reviewed the screenshot you provided, it seems that it shows the expected behavior as the Internal ID is in order. The transaction with Ship Date of 11/3/2021 was after the transaction with…

Can you try populating the Then By field and set it to Ship Date? Let me know how it goes. Thank you! ? ------------------- If you find this reply to your question as helpful, others with the same question might find it helpful as well. By marking “Yes” on the “Did this answer your question?”, you’ll be able to aid the…

Hello @FoxFoxFox, Good day! Hope you are well. ? Kindly try this formula: DENSE_RANK() OVER (ORDER BY {internalid}, {shipdate} DESC) If the above formula doesn't work, screenshot of the result would be appreciated to clarify on how it is not working. Please rearrange the fields on the result and make the column for…

Thank you Chris for the clarification and for your help on this. ❤ I hope that this will also work for Pippa. Enjoy the rest of the day and please stay safe! ?

Hello @User_SZ0C3, Good day! ? To create a Customer Payment via UI, you have to navigate to Transactions > Customers > Accept Customer Payment, then, you'll be routed to this page: Note that the A/R Account field is mandatory. Its dropdown list is limited to Account Receivable accounts only, other types of accounts are not…