KaylaM Blue Ribbon

Option 1. We can not perform this, as we do not want to override set preferences for users in other regions. It looks like we will need to just set the number format manually on the customer if we want the PRINT and EMAIL pdfs to match. The Accounting team usually needs to print/download the invoices to upload to the…

@Elychelle Gulen-Oracle - we installed the bundle in our Sandbox, and can see it was updated. You're the best - thank you for helping us with this inquiry!

@Elychelle Gulen-Oracle - I appreciate your quick response! We don't have that Germany Localization SuiteApp - is this free of charge to install for our account?

I believe this solves my question! I'm going to sync with our Accounting team tomorrow and will let you know if I have any follow-up questions, but in my testing, the ESSS-DE or ES-DE tax codes were populated automatically as long as the customer had the required fields completed. You're the best @Patrick Fresnosa-Oracle !

@Elychelle Gulen-Oracle - reaching out to the new AM now. Our old AM said they didn't have one. But I'll see if he has the same answer...

Hello - we don't use this functionality anymore ever since we moved to OpenAir. Thank you for following up!

That worked! You're amazing!

@Micah Timbol-Oracle - not sure if you saw my comments above.

What role are you using when editing the account? It is the same when using the Administrator or Custom Role? I'm using the Administrator role. Is there or are there transactions using that Bank account already? Yes, there are. Were you able to check the other bank accounts if the behavior is the same? It is the same…

@Patrick Fresnosa-Oracle 1.) In the Tax Schedule you can select a non taxable tax code for Italy Accounting says it needs to be the tax code of the subsidiary, regardless if it is 0%. So this will not work. So if it is a UK subsidiary shipping to Italy, we need the UK 0% tax code. 2.) Assign a default tax code on the…

@Patrick Fresnosa-Oracle - thanks for always responding so quickly! So we have an Italy nexus on two subsidiaries: Subsidiary Italy (not sure if the same country nexus is required on the same country subsidiary?) Subsidiary UK (don't need it here...) I thought about adding the non-taxable code as a default in the tax…

Well it looks like there is an enhancement logged: Upon checking, the expected behavior is currently an Enhancement logged under 41956 Consolidated Billing> Create single invoice from multiple sales orders. Does anyone have a timeframe of when this will happen, or if it has?

Hello - yes it was all very helpful! It helped us determine that our error was in how we structured our subsidiaries. Because our parent sub was in GBP, the child sub in EUR was taking the consolidated exchange rate from the parent sub. 😔

So I found when you click the "Complete" link on the Run Revenue Arrangement page, it will take you to a list of updates. We were able to find the transaction with that error. However, it would be good to have the report/search beforehand so we can prevent these errors when running revenue.

@Patrick Fresnosa-Oracle - I tried each of the subsidiaries and refreshed the report, including Consolidated. I only have the date filters for Aug period, and then the subsidiaries (depending on which I choose from the dropdown). So it doesn't look like it's showing these particular Expense Accounts. I took a look at a…

(1) Intercompany Transaction Elimination So for last period, we do have elimination JEs created for our Expense accounts. I tried running the report with the same criteria as the search: Last period/Subsidiary = Elimination/Type = JE But still no data. (2) I have created the report - so hopefully this will suffice for…

@Patrick Fresnosa-Oracle (1) For the Intercompany Elimination, I've built the search (thank you!). I also wanted to take a look at the report to compare, but the report is always giving me "No Data Available" even though the search clearly has transactions. The report is only filter on Date Range: I've set to "Last Period"…

We are also not able to access yet for some users, and lagging for others.

Thanks @Micah Timbol-Oracle ! We most likely will be unable to open up prior periods. So I like the idea of deleting the future lines in the schedule, and then creating a new bill (with the remaining amount) to get a new schedule going with the updated details. But the remaining amount would need to be accounted for…

@Karin Petkovsek - If you go to Company Info in NetSuite, you can see where your Data Center is located. We are in Chicago, but our Data Center is listed as Seattle.

Hello - our instance in Chicago is also down.

@Patrick Fresnosa-Oracle - your help is greatly appreciated! I am recording this for our Accounting Manager (who has been out sick) and her team, and I think this will really help the team understand how to resolve these scenarios. Thank you for your help!

@Patrick Fresnosa-Oracle - I am checking the deferred revenue waterfall report for that Revenue Arrangement on the invoice. Keep in mind that the invoice revenue arrangement was created BEFORE we linked it to the project. So the invoice RAR only has the Customer, whereas the Credit Memo RAR has both the customer/project.…

@Patrick Fresnosa-Oracle - The invoice currency does match the Project currency. When the invoice was created it had the CAD currency, so the RAR in CAD was created. However, when the project was linked, it updated the invoice currency to USD. The RAR currency did not update from CAD to USD. Now when we try to credit the…

@Ivy Lopez-Oracle - Wow - this is incredible! The team is going to be VERY excited to have these reports. Plus, you taught me some more Analytics! I hope the guys on the original thread get to see these solutions. Thank you so much Ivy!!!?

Oh bummer - I'll vote for it! We need the order's fulfillment date, which should match the order's Ship Date. The Ship Date is on the main record, but we need each item to display in the report which is why I was using fulfillment date.

@Ivy Lopez-Oracle - any of them would be helpful. I was using the Reports / Order Management / Shipping Report, but I can't put Months as the column. I tried creating a Custom Report / Quantity Fulfilled. Here were my criteria, but again, I can't choose Month as the column in Section 4: We are just trying to pull a report…

@Ivy Lopez-Oracle - can you help answer this one? I think I need to build a custom report for this because I also need Inventory Items Shipped by Month. I pulled up the shipping report, but that does not let us report by month. I'm having trouble selecting the dataset for the custom report.

@Joy Noreen Magoling-Oracle - that is helpful but I wouldn't be converting a non-inventory item to inventory. I would need to convert it from inventory to non-inventory. I know I can't do that, so I'd have to create a new item to make it non-inventory. My question is what are the implications if I replaced the inventory…

@Joy Noreen Magoling-Oracle / @Ivy Lopez-Oracle - do you have any advice with this scenario?