@Patrick Fresnosa-Oracle , since the intercompany transactions doesn't work for us, at least with the way NetSuite has built it, I was thinking of utilizing Custom Segment GL impact. Are there any documentation on how to set this up. Basically we are looking at creating PO-SO locally non-intercompany and the corresponding…

@Edwards_05 Thanks for the response. NSPK.

@Edwards_05 , not the shipping method, but delivery terms like DAP and EXW. I could not find that on the customer record and created a custom field, wanted to make sure that I wasn't missing something obvious. NSPK

Hi, as an update to this, we found a way to get this field updated and it is visible on vendor record. Thanks, NSPK

Hi Patrick, we want to void the non-intercompany PO/SO before month end closing, but I don't see a way to do that. I'll attach screenshots and explain further. Yes an intercompany JE would help but that requirese selecting an intercompany customer and vendor. NSPK

Thanks Patrick, that's what we have it, we have enabled UPDATE INTERCOMPANY ORDER QUANTITIES AUTOMATICALLY PRIOR TO SHIPMENT preference. Since there are lot of changes that happen before the container is packed, we are thinking of creating PO and SO in the respective subsidiary as if it is a regular transaciton. But is…

Hi Patrick, we use assembly items (all our items are assembly and we have some non-inventory). Once we have an item fulfillment record, even if it is in "Picked" status, we cannot edit the related PO/SO. It gives us this message when we add a new line or update the quantity on the line item that hasn't been fulfilled yet…

@Netsuite Team, any comments, suggestions on this? Thanks.

@Dext3r , thanks for sharing. But that will work for vendors as we can set up in the item master for specific vendors. From what I understand this provision is not available on the customer side. Meaning, I cannot set up prices for different customers on the item master. Let me know if I missed something here. Thanks, NSPK

User_XW280, @Dominica Sevilla-Oracle, just wanted to update on this. We faced the same issue but were able to resolve. SOLUTION: On the FedEx Registration page, use the email address where the test key generation from FedEx was sent. Usually this would be what you would have registered with FedEx. Use the Test Shipping…

Hi, wanted to provide an update, I was able to get this resolved and I can update the paired SO and not just that, have the corresponding PO also update with respect to quantity changes. There is a setting in Accounting Preferences -Update Intercompany Order Quantities Automatically Prior to Shipment. This allows the user…

@Nicole Mendoza-Oracle I'm still waiting on anyone out there who might know if this is possible.

Hi Angela, that's what I knew it to be, the native NS behavior, but one of the stairway accounts allow that. So that was an interesting find.

Hey Patrick, I re-read your solution, tried and it worked. So if we edit the parent department in the form and set it to inactive, it inactivates the child too. I just have to inactivate from the list and it works just fine. Thanks

Thanks for looking into this Patrick. Anyway I thought of mentioning the use case here. We don't want any transactions being posted to the parent department. Do you know if there is any other way to make this happen. NSPK

Hi Clarissa, thanks for your response. Yes, I understand that Accounting Period and Tax Period are different from each other. To clarify my question, the company reports both in June to May fiscal year and also in Standard Calendar year, so looks like my options are to make sure we have the respective periods created for…

Hi Patrick, yes, this will be separate activity from NSPB. We will be importing this by month, and have decided to bring in opening balances by JE. Just wanted to know if anyone has done this or have a different approach? NSPK.

Hi Patrick, We wanted to start loading trial balances from the month of Jan 2023 to Oct 2023. This is for NSPB, so we get some trend to show. But the 2022 -2023 B/S & P&L reports will not have the correct beginning balances. Has anyone faced this before? Do we need to load the TB from June 2022, so we have the correct…

So for now, I would think the work around would be to create a custom field and source the child department and make that field available on the transactions?

Hi, I tried inactivating the parent, but I still see that in the sales order -

Hi, instead of this approach of validating through the formula, I thought of creating a saved search, where in I filter out the total value of the order for all line items except when it is not Other Charge Item. However I cannot get this saved search made available on my custom field to use. Saved Search: I think I have…

Hi, any updates on this? Thanks!!

Hi @Niks Blando-Oracle , I should have mentioned that before, its on a custom field. I've a custom field called Order Total: This applies to Sales Order. Under Validation tab, I've the formula as: And going through this formula, I understand that this doesn't make sense. Is there a better way to get the order total less…

Hi @Wee Ming, thanks for trying this out. We essentially need 2 Base Prices, each for its own subsidiary. I could have used the price from EUR pricing, but needs to be in USD. I don't think we can add another base price for items. We need to have a discount on the other base price so cannot use the Price Level. Looks like…

Hi, can anyone let me know how to access PRICE LEVEL in transaction workflow? Thanks,

Hi, this was resolved by clearing cache in Chrome, but the weird thing is that no matter the instance, all our clients were getting F icon on Chrome browser. This did not happen in any other browser. Preethi

Clicked too fast, I see the link to customize, thanks for this.

We are looking at adding counties in USA. I went by Setup -> Company -> Countries.I click on EDIT against United Sates and this is the screen that I get - I do not see the CUSTOMIZE form option. Thanks,

Hi, yes, I've a saved search and the results of that I want it to be stored in a custom record.

Hi, I received access to Rebates & Trade Promotions suiteapp. In the Rebate Agreements, it makes it mandatory to select a Payee (in our case the payment type will be Paying) once we make the agreement active. Does this mean that we need to create agreement for every single customer?? We have about 5000 customers of which…