Thanks @Patrick Fresnosa-Oracle - I'll relay this information to the AP team 🙂

D. Non-Financial Reports

Hi @Patrick Fresnosa-Oracle - No items on the Expenses tab … Could the negative $ line be causing it? It looks like some script execution has taken place, but I'm unsure how to narrow down which scripts to review, as the default notes view doesn't readily identify which of the scripts are involved. Any insights to help…

Hi @Patrick Fresnosa-Oracle - Yes, the PO has a 'Bill' button to go along with the incorrect 'Approved/Pending Bill' status

Advanced Billing

B. 90 day

Hi @Patrick Fresnosa-Oracle Status of the Vendor Bill is Approved/Paid in Full Bill is still associated to the PO 3. PO status changes - I see here that the system did trigger an Pending Receipt status, but it never should have, as the Item record on the PO does not have the 'Can Be Fulfilled/Received' setting is not…

False

Thanks @Clarisa De Torres-Oracle - This got as close to the results the requestor was looking for as systemically possible, much appreciated!

C - Create Automatic Memorized Transactions as -System-

Hi @Clarisa De Torres-Oracle - Thank you for your response. The 'Can Not Expand' was actually the first thing I tried, and it is not landing on our end the same way it appears in your screenshot. How you have it in your screenshot is what the requesting party would like to see. When I apply that setting on my end, though,…

True

B - Initiates only on record creation

Hi @Micah Timbol-Oracle - Thank you for your response! In this instance, there is not a source Journal. The JE in question generated from a voided Bill Payment record. What options do we have in this scenario?

Answer is A

C. Straight line, using exact days

Hi @Patrick Fresnosa-Oracle I have followed the steps recommended for having a custom Balance Sheet Detail in the More Options drilldown field, and this is not working. No matter how I come at this, one side or the other, either the Summary or the Detail, isn't producing the needed results. I'm going to go ahead and submit…

True

Hi @Patrick Fresnosa-Oracle - Goodness, I apologize. I just realized I unintentionally folded in two separate things. We have two reports, the SSP Allocations you helped me with above, and a separate SSP Calculations one. The formulas you helped with are all in the Allocations report and that one is signed off and in…

Hi @Patrick Fresnosa-Oracle - I wish I could figure out where the Admin before me found the 'ASSETS : Current Assets : Cash' - That iteration of the report was created prior to my tenure. And now that the filter's been removed in testing trying to get a replication of the report, I guess there's no going back, as it…

Hi @Patrick Fresnosa-Oracle - Dusting off this older thread with an updated query. The revenue team has circled back on the draft that was submitted about one component that I'm not unsure how to address. Copy paste below. "I looked at the SSP calculation file today, and it looks like the revenue elements are pulling in…

Hi @Patrick Fresnosa-Oracle I'm also struggling with re-creating the filter highlighted in this screenshot. If this was a filter that was available when the first iteration of this report was created (pre my tenure), it doesn't look like it exists anymore. Nothing in the 'Budget and Financial' section of available filters…

Hi @Patrick Fresnosa-Oracle Thank you for your response 🙂 I set the 'Expand Level' option on the 'More Options' section, and the report still renders collapsed. When I go back to 'Customize', the setting has reverted to 'System Preference' (and I did not click 'Preview', I clicked 'Save' when making the change) I moved the…

Hi @Patrick Fresnosa-Oracle - Thank you so much for your response. Ended up removing the bottom two filters (which I was trying not to do as they were part of the original creation of the report, and the request was to make a fresh version of the original), and data finally pulled in. I do have two other questions, though.…

True

B. Set Up —> Company —> Enable Features —> Transactions tab

Hi @Patrick Fresnosa-Oracle - This second saved search received thumbs up across the board as well - Thank you so much!

Hi @Patrick Fresnosa-Oracle - As usual, your expertise comes through in the clutch. I have replicated the search above, and I believe this will speak to the business request regarding forecasting unrecognized. In a bid to borrow from your super-sized NetSuite brain cells once more - Do you know of a quick path to create…

C. Started

Hi @Patrick Fresnosa-Oracle - What would be the mechanism on this standard report to customize it to filter down to Unrecognized only? (Anything that does not have a Revenue Plan). When I review the filters options, I do not see Plan Status or Status as an option to apply.