Hi @User_WJTCO, Can you give us the details of this concern? What type of report are you using and what transaction record are you trying to pull up? You can also send screenshots, just make sure to hide confidential data. Thanks!

Hi @User_CF0Y0, Per testing on a standard test account, both the Next Bill and Bill Remaining button will appear on the Sales Order record if the Advanced Billing feature is enabled, whether a Billing Schedule is added or not. If Advanced Billing is not enabled or if you claim that this is not the case on your end from the…

Hello @Angela Bayliss, I have tested this on a standard test account and created custom fields with different Types and was able to get the same behavior only for Checkbox Type of custom fields. I also tested the import with different setup for the Advanced Options but the behavior is consistent for Checkbox Type of custom…

Hi @User_VNPGX, The ability to customize the Billing Operations page is currently under an Enhancement request 453690 Process Billing Operations > Ability to Customize the Page and Set Fields as Mandatory or Not. Also, record failures page is not customizable via Saved Search as Billing Operations Saved Search Type can…

Hi @JordVanBrink, Per checking, there is a newly filed issue with the same concern which is 817392 SuiteApprovals > Approve Sales Order > Stuck in Pending Approval > Transaction was not in balance. Total = Tax Amount. You may create a ticket so the Support team can verify if your issue is the same and they can attach your…

Greetings, everyone! We have a fellow member, @GSONI, who could use our assistance. Please don't hesitate to share your knowledge and best practices to help them out. Your input is highly valued and appreciated!

Greetings, everyone! We have a fellow member, @User_RLV0D, who could use our assistance. Please don't hesitate to share your knowledge and best practices to help them out. Your input is highly valued and appreciated!

Hi @Deepak Joseph, Per further checking, the Sales team will not show the expected results unless the field is included or added in the actual transaction records. I have also consulted this on our SuiteAnalytics expert and the same result as yours was returned. We tried looking for a related Enhancement but only found one…

Hi @User_RLXCM, Since this is a performance issue and you have done the basic troubleshooting. We may need to escalate this matter to our Support Team. Please file an Online Case so that they can thoroughly investigate the issue. Thank you!

Greetings, everyone! We have a fellow member, @FazeprooF, who could use our assistance. Please don't hesitate to share your knowledge and best practices to help them out. Your input is highly valued and appreciated! Int he meantime, you might be interested in participating in our Weekly Quiz. You only have until April 3,…

Hi @User_9PX9D, Are you referring for Invoices or Credit Memo records? As mentioned, the created Custom field for Credit Memo from the workaround can be added as another column in the AR Aging report. However, the computation or how the data is represented in the AR Aging report won't be affected by the created custom…

Hi @hailey, Unfortunately, there are no native process for automation of accruals other than what was mentioned below: Though, there is already a filed Enhancement for the same feature request which is the 163141 Transactions > Purchases/Vendors > Customer would like to have the ability to see a List of Purchase Orders not…

Hi @Aew, Have you checked the previous comment? Please let us know if this achieves your expected results. If not, kindly check the active scripts that is affecting the status of the record. Thanks!

Hi @Ben Belzer, Just checking in if you were to see the previous comments. Let us know if you need clarifications. Thanks! We would greatly appreciate if you can click "Yes" on “Did this answer the question?” below the comment/s that helped in your concern. Doing so will help other community members who might have the same…

Hi @Mary Rivas, Per further checking, the Bundle 233521 Zone Advanced Billing [Zone&Co] is not owned by NetSuite and was created by a third party. Thus, there are no documented article regarding the bundle on our end. Kindly be advised that as much as we would want to assist you, what we could recommend now is you may…

Hi @Ben Belzer, This is a standard behavior from the system. A payment method represents an account that transactions write into. It also determines how payment processing is performed. Payment Method is typically used when the Order will be processed via Credit Card Processing. Usage of this feature other than the Credit…

Hi @Ben Belzer, The reason is due to a set Payment Method, when you set a Payment Method from the Sales Order, the Create Deposit will be hidden. You can only create Deposits by removing the Payment Method. If the Create Deposit Button is not visible on the Sales Order Record, the reason must be one of the following:…

Hi @Ben Belzer, Per testing on a standard test account without any approval process other than manual, you can still create a Deposit via Create Deposit button for Unapproved Sales Orders. If the Create Deposit button is missing on Sales Orders with Pending Approval status, maybe there are customization (Approval scripts…

Hi @Mary Rivas, Can you confirm the specific Bundle name and Bundle ID you are using for this feature? Thanks!

Hi @Mel H, Just checking in if you were to see the previous comments. Kindly send the needed data. Thank you!

Hi @Deepak Joseph, Can you confirm the specific datasets you are using for 1 & 2? Additionally, can you confirm if you are using the Team Selling feature?

Hi @Ben Belzer, If you are only using a manual approval and not any of the approval process, you may just create a custom workflow that will only allow approval or editing of Approval Status when there is a linked Customer Deposit to the Sales Order.

Greetings, everyone! We have a fellow member, @Elizabeth Vance, who could use our assistance. Please don't hesitate to share your knowledge and best practices to help them out. Your input is highly valued and appreciated!

Hi @Mel H, Can I confirm if you are using this page to trigger the email? Can you send us the screenshot of sample Saved Search result with the Invoice details and the Email being sent? Note to remove confidential data.

Hi @User_T5MB2, Kindly check the following articles: Entering a Cash Sale Managing Undeposited Cash Sales Create Invoice Instead of Cash Sale When Billing Sales Orders for Customers with Default Credit Card Create a Cash Sale without Charging the Credit Card Let me know if you have clarification. Thanks!

Hi @Mel H, Let me know if you need further clarification. If yes, kindly send needed data. Thanks!

Hi @Mel H, Note that Applied to Transaction results cannot be displayed on a sublist view, only in a Saved Search result or preview. If you are not using a sublist, kindly send the screenshot of your Criteria and Results tab and the actual results from your report. There may be some criteria that is blocking the results.

Hi @EarnestC, Just checking in if you were to see the previous comments. Let us know if you need clarifications. Thanks! We would greatly appreciate if you can click "Yes" on “Did this answer the question?” below the comment/s that helped in your concern. Doing so will help other community members who might have the same…

Hi @EarnestC, Kindly check article 10017 Line Item Updates on Transactions Imports on how to update or add line items on a transaction record. Let me know if you have clarification. Thank you!

Hi @User_UOMAU, Per testing, this is a standard behavior when the Saved Search with Applied Transaction Fields is added under Sublist view for both the Vendor and Customer records. There is already an Enhancement request filed for this which is 165261 Search > Saved Searches > New > Transaction > "Available as Sublist…