Hi @User_D92JB, Do you use additional scripts or workflows for the approval process other than enabling the Approval Process Preference?

Hi @User_JAOO4, Can you send the screenshot of the custom field record/setup used in the report filter? Thanks!

Hi @User_D92JB, Can we confirm what kind of approval process are you using in your Purchase Orders?

Hi @User_OGQAD, Per internal coordination, this might be possible using custom fields and workflows to log/keep track of the value of the Balance field as the Balance field under customer record is not getting logged under System Notes to be used on a Saved Search. If you really needed the report in your account, you may…

Hi @User_OGQAD, Per testing, there is no report that fits your requirements. AR Aging report can be used but it will only show unpaid transactions based on the As Of Date Filter. On the other hand, custom Saved Search can only pull up records based on the set Date and Status Criteria which will pull up Open transactions…

Hi @EarnestC, A gentle follow up on the needed data. Thank you!

Hi @User_PNRDJ, Expand/click the +Sales Transaction under Add Fields, find and expand the +Customer/Project or +Customer/Job then click Name. Follow the navigation from the step#3, make sure to expand the fields. In the Edit Columns tab, add Customer/Project (Sales Transaction > Customer/Project > Name) and Price Level:…

Hi @EarnestC, Have you set any filters from the Filters section of the results page? Kindly send also a screenshot of the Available Filters tab of the Saved Search.

Hi @User_PNRDJ, 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_9VREU, Unfortunately this system behavior is the same for most Netsuite records, changes are not retroactive for already created transaction. Subscription Plan is also just a template of the Subscription, data can always be changed on the Subscription records. If you need to update Subscriptions in bulk, you may…

Hi @User_PNRDJ, You may use the Sales by Item Detail in your report. Navigate to Reports > Sales > Sales by Item > Detail Click Customize In the Edit Columns tab, add Customer/Project (Sales > Customer/Project > Name) and Price Level: Name (Sales > Price Level > Name) From the Report Preview table, drag the…

Hi @User_9VREU, 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…

Greetings, everyone! We have a fellow member, @User_JW5WW, 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! In the meantime, you might be interested in participating in our Pop Quiz. You only have until November 15,…

Hi @NSPK, 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_9VREU, Yes, it is possible to change the Renewal Uplift percentage each year from the Subscription record upon Renewal every year. If your renewal process is manual, just change the percentage from % Renewal Uplift column from the Subscription Change Order - Renew page > Existing Lines tab upon Renewal. On the…

Hi @HX_SUBHANKAR, Per confirmation, this behavior is a standard in NetSuite. Payment can be created for the top-level customer to be applied in any Invoices of the top-level customer or its subcustomers. But subcustomers can only accept payment for their own Invoices. However, Credit Memos can be applied to any open…

Hi @NSPK, Creating a customization to automize the process will be okay, just make sure that the originating sales account will be closed at the end of the process. Let us know if you have clarifications. Thank you! We would greatly appreciate if you can click "Yes" on “Did this answer the question?” below the comment/s…

Hi @kees.netsuiteadmin, The ability to customize the Bill Payment Processing page is currently not possible. This is already filed as an Enhancement request 294873 Electronic Payments > Payment Processing > Bill Payment Processing > Ability to Customize the Page. For now, you can go ahead and vote for the said Enhancement.…

@Miyu 様 本件につきまして、先ほどのコメントをご覧いただけたか確認させていただいております。 この件についてさらに調査するために、情報の更新をいただけると幸いです。 よろしくお願いいたします。

Hi @NSPK, Good day! Cash Refunds are created to reverse the GL Impact of the Cash Sales. Currently, there is no way to change the sales account as this Return process of creating a cash refund is only a reversal process. Additionally, if you decided to create a manual Journal Entry to reclass the account, you still need to…

Hi @Vishnu M, Per checking, this is currently a standard behavior. There is already a filed Enhancement request for this feature which is 346132 Setup > Company > Printing, Fax & Email Preferences > Email> From Address For Emailed Forms = Subsidiary Return Email Address > when sending Customer Statement, from email address…

Hi @kmd_14170, Edit the Saved Search, from Results tab > Columns subtab where you added the Results fields, select Group from Summary Type column of Date and Document Number then add Sum as Summary Type of Amount. Please let me know if this works on your end. Thank you! We would greatly appreciate if you can click "Yes" on…

Hi @kmd_14170, To create a Sales Order Saved Search that contains a specific items but returns all included items in a transaction, follow the steps below: Navigate to Lists > Search > Saved Searches > New Click Transaction Search Title: Enter Title Click Criteria tab Click Standard subtab Filter: Note: For every required…

Hola @Ramiro Ruiz, 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 compartir…

Greetings, everyone! We have a fellow member, @Vernita, 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!

@Miyu 様、 トランザクションに適用されたい変更を具体的に教えてくださいますか。特定のトランザクション・タイプ、現在のステータスおよび使用する必要がある新しいステータスについてご教示ください。

Hi @EarnestC, a gentle follow up on the needed data. Thanks!

Hi @User_T6EIK, Just checking in if you were able to check the previous comment. 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…

Hi @User_T6EIK, Using the suggested Criteria will return all records with Pending Approval status without the set Next Approver even if the records are not processed under SuiteApprovals. Records in draft status from the preference is only applicable to records that are processed with SuiteApprovals. Submit for approval…

Hi @EarnestC, Can you provide a screenshot of the sample results from the report and the sample exported file? Make sure to remove confidential data on the screenshot/s. Thank you!