Hi @User_7NK3Q, That is correct: the intercompany journal entry (IC JE) workaround does not directly link or "tie" the credit memo from Subsidiary A to the original invoice in Subsidiary B within NetSuite. This is a current limitation of standard OneWorld functionality, as NetSuite enforces subsidiary segregation for AR/AP…

Hi @User283824, Here’s a recommended approach in NetSuite, given your use of Financials, Inventory, and Order Management modules: 1. Create a Separate Item Record for Samples Item Type: Use an Inventory Item or Non-Inventory-for-Resale item, depending on whether you wish to physically track sample inventory. Naming: Name…

Hi @User_BD08X, If you would like to retrieve some details, you can use the Audit Trail (Transactions > Management > View Audit Trail) or create a Saved Search (Lists > Search > Saved Searches > New > select Deleted Record) but note that the data available for this search is limited. On the other hand, if you would like to…

Hi @User_7NK3Q, 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 @Chelsea Jacobs, NetSuite’s standard automation (Transform Sales Order to Drop Ship PO) does not always transfer custom or some header-level fields like Memo, Department, and Location from SO to the automatically created PO. Even when values are set during your CSV import, the automatic PO creation may ignore or…

Hi @User_7NK3Q, You cannot apply transactions between different subsidiaries; transactions can only be applied if they belong to the same subsidiary. Therefore, an Intercompany Journal Entry is created to correct or balance transactions between subsidiaries.

Hi @Leonardo Melo, 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…

Hi @Leonardo Melo, You’ve identified a common limitation: Standard NetSuite reports do not expose certain sublist or related-record fields, like the Installment > Bank Information on vendor bills. Since the information is available in a Saved Search but not in standard reports, here are your options and the recommended…

Hi @Nissam CP NetSuite does not natively support cancelling or voiding an Item Fulfillment record (like you might void a bill or check). However, since the fulfillment is still in Packed status and not yet shipped, here are your best available options to preserve the transaction history: 1. Add a Memo/Custom Field to…

Hi @User_7NK3Q, In standard NetSuite OneWorld functionality, credit memos and invoices can only be directly applied to each other when both transactions belong to the same subsidiary. Intercompany applications (e.g., applying a credit memo from Subsidiary A to an invoice in Subsidiary B) are not natively supported, even if…

Hi @User_PCF01, In NetSuite, access control is primarily managed at the record type and field level through roles and permissions, not at the specific workflow or transaction origin level (such as how a record is created). There is no native way to restrict the creation of credit memos or cash refunds only when initiated…

Hi @User_KAGURA, 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…

Hi @User_KAGURA, Field behavior for transfer orders differs from sales orders, which is why{quantityfulfilled}does not work as expected. For Transfer Orders: {quantity}: Ordered quantity {quantityshiprecv}: Quantity shipped or received (across both Ship and Receipt transactions) Fields like {quantityfulfilled} and…

Hi @User_XYEZP, Can you confirm what specific type of AP Report are you using?

Hi @Dext3r, Yes, closing the line (or order) is the correct approach in this scenario, particularly because: It prevents further processing. Closing the sales order line (or the SO itself) tells NetSuite/WMS that no further actions (fulfillment, billing) should happen for the remaining items, preventing accidental…

Hi @Divya Unnikrishnan Per checking, there is no documented alternative solution as of now. For now, you can go to SuiteIdeas page to vote for the Enhancement. We appreciate your understanding on this current system limitation.

Thank you @SILJA K C for sharing your insight on this! Hi @Ashoka_Sanjapu, You may also check the SuiteAnswer article 18407 Track Customer Replies to Transactional Emails.

Hi @MTL_MIA Create a saved search with the following details: In Criteria add Type is Deposit , add a Date filter to limit number of results In Results tab, add Applied To Transaction field.

Hi @User_2CE7R Classes help you organize broader segments within your business. See article Creating Classes for more details.

Hi @User_2CE7R 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 @User_EW3WP , Have you seen our last comment? Kindly provide the additional details needed for further investigation.

Hi @User_CT8DV Have you checked our previous comments? Please let us know if this achieves your expected results. 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 @Ted Stout, We would greatly appreciate if you can click "Yes" on “Did this answer the question?” below the comment/s that helped in your concern or share a different solution that works for you. Doing so will help other community members who might have the same concern find the answer easier and you will also get…

Hi @User_IJB6M, Per checking, the feature you are looking for is not yet possible on NetSuite. There is already a filed Enhancement for the same request which is 337290 Electronic Payments > Bill Payments > Information from Memo field to source from Bill transaction. You can go to SuiteIdeas page to vote for the…

Hola @Jessica Mercado Estamos encantados de tenerle con nosotros hoy. Gracias por crear este hilo. Por favor, permita que nuestros gurús revisen su preocupación y realicen su investigación inicial. Nos pondremos en contacto de nuevo si tenemos novedades al respecto. Para nuestros otros miembros, siéntanse libres de…

Hi @User_CT8DV Have you created the Expense Category to be used with the said Expense Account? If not, kindly create one and refer to article Creating an Expense Category. See the article Vendor Bill Import for the guidelines in importing a Bill. Note that importing a record is like entering a manual record, in Expense…

Hi @User_EW3WP , Can you send us the details of the import? Kindly explain further the tax types, is this a custom fields used in the account? What tax bundle are you using?

Greetings, everyone! We have a fellow member, @User_IJB6M, 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 @Ted Stout, Kindly check the following topics: Getting Access When You Forget Your Password Update Security Questions Link Reset Your 2FA Settings Finding Your Settings Portlet Refer to article User Access Reset Tool and Unable to Access NetSuite.

Hi @User_2CE7R In NetSuite, the Accounts Receivable (AR) account used for posting receivables on invoices is typically determined by the AR account selected on the customer record, subsidiary, accounting preferences, or (in OneWorld environments) the relevant subsidiary’s settings. NetSuite does not natively allow you to…