Hello, @User_Q3A12. Correct, it's not possible. Vendor Prepayment is not one of the Transaction Types supported by Custom Segments as documented in SuiteAnswers 49965. Currently, there is an Enhancement Request submitted for this functionality which is Enhancement # 604396 : Request for supporting Vendor Prepayment by…

Hello, @User_Q3A12. Good day. Yes, that is the standard behavior. This is documented in SuiteAnswers 87416: The Check # field autofills with the value of the document number. When using a bank account, the Check # field autofills with the next consecutive number generated for the account. I hope this answers your question.…

Hola, @Maria Paula. Buen día. Solo queríamos confirmar si ha podido ver nuestro comentario anterior. ¡Gracias!

Greetings, everyone! Please feel free to share your thoughts, opinions, and ideas with us. We encourage an open and collaborative environment conducive to sharing and learning. — In case you know someone who is new to NetSuite, we encourage you to direct them to our newly launched "New to NetSuite" page. This page is…

Appreciate sharing your workaround on this, @Paul L. Walker! It would be also great if you create a separate Discussion for this as you can earn points and badges and have a chance to be the Content Creator of the Quarter. To know more about creating discussions, kindly visit the following links: How to Create a Discussion…

Hello, @Michelle Cronje. Good day. Just checking in if you were able to see our previous comment. Let us know if you need additional clarifications. Thanks!

Hola, @Maria Paula. Buen día. ¿Podemos preguntarle a qué Bundle o SuiteApp específico de transacciones de venta hace referencia para poder comprobar si hay otros similares disponibles para transacciones de compra?

Hello. @Michelle Cronje. Good day. You may submit a Support Case to request the provisioning of the SuiteSuccess EBP Summarization to your account. Thanks!

Greetings, everyone! Please feel free to share your thoughts, opinions, and ideas with us. We encourage an open and collaborative environment conducive to sharing and learning. — In case you know someone who is new to NetSuite, we encourage you to direct them to our newly launched "New to NetSuite" page. This page is…

Hello, @BenjaminJ. Good day. I have tested on my end and I can confirm that the Billing Schedule field value from the originating Sales Order of the Cash Sale cannot be exposed in the Sales by Sales Rep Summary Report. Regarding the custom field that you have created, I will coordinate internally with our SuiteBuilder…

Hello, @Paul L. Walker. Thank you for those additional information. Upon checking, the behavior you have noted is a native behavior since the Bill was created before the Item Receipt (when Match Bill to Receipt box is checked). As a workaround for this though, before posting vendor bill variance journal, you may do the…

Hello, @BenjaminJ. Good day. May we ask which standard sales report in NetSuite are you customizing/working on? You may navigate to Reports > Saved Reports > All Saved Reports and then take a screenshot so we could see. Please make sure to redact sensitive information such as account numbers, company name, emails,…

Hello, @User_EIB67. Good day. Just checking in if you were to see the previous comments. Let us know if you need clarifications. Thanks!

Greetings, everyone! Please feel free to share your thoughts, opinions, and ideas with us. We encourage an open and collaborative environment conducive to sharing and learning. — In case you know someone who is new to NetSuite, we encourage you to direct them to our newly launched "New to NetSuite" page. This page is…

Hello, @Paul L. Walker. Thank you for these additional information. If the {#Bill#} Variance Status field is found on the Vendor Bill item instead of the Purchase Order, that means you are posting variances based on Vendor Bill Lines. It could be that during the time you have created the Item Receipt, MATCH BILL TO RECEIPT…

Hello, @User_EIB67. @Tiru Chembeti is correct. In a Transaction Saved Search, SuiteApprovals Draft Status is not a field that you will be able to add as a Criteria or Result column. There could be a way though to see a list of transactions that are in Draft Status, but the information that you will be able to see are…

Hello, @Paul L. Walker. Good day. I had to edit the screenshots that you posted because it contained sensitive information such as Vendor Name, Subsidiary, Location, etc. Anyway, I just have to confirm with you as I am unable to verify this on the screenshots you have provided. You are sure that the screenshot of the Bill…

Hello, @Paul L. Walker. Good day. Is this a Drop Ship Purchase Order? If so, it will be a system standard behavior that this PO will not show in the Post Vendor Bill Variances page. If not, can you please send us a screenshot of the following (1 sample where it does not show up in the PVBV page): Purchase Order Item…

Hello, @ThomasOPT. Yes, it could be a concurrency issue. If you were trying to import at a time when multiple users are doing multiple actions in your NetSuite account, issues regarding CSV import performance are to be expected, especially if you were trying to import a large number of records. For imports with a large…

Hello, @ThomasOPT. Good day. Per checking, there are no reported issues regarding CSV Imports affecting multiple customers. May we ask for the following: What record/s are you trying to import? How many records are you trying to import and how many lines does your CSV file have? How many hours has your CSV Import been…

Hello, @Vernita. Good day. With 3 Way Vendor Bill Approval, if your Purchase Order is billed into multiple Vendor Bills, it compares the Purchase Order amount with the individual Vendor Bill instead of the cumulative amount of all the Vendor Bills. For example, in your scenario, you have created a PO, then partially billed…

Hello, @User_5OUXV. Good day. The date when customers receive Invoices with their Subscription Charges and the date when you generate the Invoice for the Subscription Charges could be different. You have the option to decide when you are going to send Invoices to your customers, once they have been generated. The date when…

Thanks for sharing these insights, @Paul L. Walker. 🙂 Our members who may be having the same requirement as you could follow your workaround.

Hello, @Paul L. Walker. It is probably not supported by a workflow, although I am not an expert in SuiteFlows. If you have additional questions about it we could create a separate thread to be answered by our SuiteBuilder Gurus.

Hello, @Paul L. Walker. Good day. Just checking in if you were able to see our previous comment. Thanks!

Hello, @User_PATP0. Good day. Just checking in if you were able to see our previous comment. Thanks!

Hello, @Paul L. Walker. According to my tests, technically, you can add a Custom Transaction Line Field with List/Record type applied to Journals. Then, for the List/Record field, you can choose the standard Transaction. This will allow you to manually select the Purchase Order among the list of transactions. Good thing…

Hello, @Vernita. Good day. Just checking in if you were able to see our previous comment. Thanks!

Alternatively, instead of using the main line Memo field, just use the memo line field instead. On the line Memo field, you may enter the PO #: Then, in your saved search, you may add a Formula Text field and enter the following formula: CASE WHEN {createdfrom} IS NULL THEN {memo} ELSE {createdfrom} END I hope this helps 🙂…

Hello, @Paul L. Walker. Thank you. You mean the Created From field. I get it now. Yes, you may create a custom field or perhaps, if you are not entering some other information to it, you may use the Memo field instead. See example below. On the Main Line Memo field, you may enter the PO #: Then, in your saved search, you…