Hi, I would like to activate this thread. If a solution has been found, please do direct me to the correct thread. We have checked MATCH BILL TO RECEIPT on our items. MATCH BILL TO RECEIPT is checked on the PO. We partially received an item. On the vendor bill, we notice that there is an increase in the rate of the item.…

Hi, Katerina, yes will provide example. UPDATE: I'm not going for COMPOUND ASSETS. We get multiple assets that we want to combine into one. For example, we could get Monitors in one bill and get its peripherals in the other. When we propose the asset, we want to say that the peripherals parent would be the monitor. So in…

Hi Patrick, thanks for your response and yes I created a filter for date range, but since we have the accounting period also selected, the result is a mixed one. Additional question I have is, in the screen shot below, it looks like the filter for Date did not get any result, but the native date field was used for the…

Hi Jack, yes. Since the bill payment is not yet made, it would show zero. So here's what we came up with: Criteria (Summary): Summary Type : Maximum Field: Formula (Numeric) is 1 Formula : case when ((sum({amount})-max({createdfrom.total}))>(max({createdfrom.total)*.1)) then 1 else 0 end We then added this to our workflow…

Dominica, yes. This was on a workflow and hence I tried creating a saved search to see if that can help me. I did not want to implement 3 way match work flow as it has more complex states. All I want to make sure is to make sure that the total amount billed is not more than 10% of PO amount and if it is, then set that…

So I added this to my saved search criteria: case when ({appliedtotransaction.amount} - {appliedtotransaction.amountpaid} >{appliedtotransaction.amount}*1.1) and {appliedtotransaction.type} = 'Purchase Order' then 1 else 0 end But when I create 2 vendor bills for my PO, I had my first bill come under the PO amount, so that…

Dominica/Gaurav, I'm basically trying to add this condition in a workflow. Since I was not getting that, thought of creating a saved search. I'm setting one of the states in Pending Approval if my vendor bill exceeds PO by 10%. Sorry for the confusion. Thanks, Preethi

Thanks Dominica, will try this way too. I almost had it the way you were showing.

Hi Gaurav, let me give a try on this and let you know!! Thanks so much for the quick response. Preethi

This seems like it should work, however, detailed here is what I have: I've this intercompany JE: Here UK01 is the UK Subsidiary and the base currency is GBP. US02-LLC is the parent company of UK01 and the base currency of that is USD. In my saved search, the GBP amount (Amount (Foreign Currency)) shows correct amount,…

Hi Patrick, In the example below, you can see the USD columns have $300000, in the saved search, when {amount} field gives me 254,106.90 which is correct base currency amount for UK and not for USD which is the Transaction Currency. I need to get that $300000 in my Transaction saved search. Thanks, Preethi

I would like to provide an update. I had my Consolidated Exchange Rate set to Per-Account. Now I have set that to None. Still need help on this as I see my USD Balance the same as the base currency amount of the subsidiaries -

Hi, Is it one of these?

I'm following on this.

But I need the record type = 'Journal', is it not available in dataset? Thanks, Preethi

Thanks Gaurav, yes this is what we have informed the client. Also we suggested that they add another line for bank charges if it gets to that level. Thanks, Preethi

Thanks Patrick.

Hi Patrick, We cannot use SuiteTax as we have other entities (like Israel) and instead we are using International Tax Reporting. Lot of articles on SuiteAnswers have information with SuiteTax and very little on how to set it up for International Tax Reporting. Are there any documentation and / or videos that I can look…

Yes, it says it is installed. One more question, we are not using SuiteTax for this, instead we are using International Tax bundle. Is there anything else that we need to take care? Apart from the user guide that NetSuite provides, are there any videos on how to generate the tax reports and how to set up the vendors? I've…

UPDATE: I uninstalled and re-installed the SuiteApp. Hoping this should work!! I'm still seeing this - Preethi

The customer wants to know if the Reconciliation Report will give them what transaction(s) in NetSuite were matched to what in the Bank Statement Import. Preethi

Yes, and that would Unmatch the transactions, re-doing which can be very tedious when it is a year's worth of data. Just wanted to check if there was any way where we can, once reconciled, can show to the Auditors that the specific transaction was matched against X number of transactions in NetSuite? Thanks, Preethi

Hi There, I'm Preethi Kondur, located in Michigan, USA. I currently work as a NetSuite Consultant. I specialize in Financials First, WMS and Inventory management modules. I also am certified to implement ARM. Fun fact....hmmm...various goofy moments? Thanks for all the help that this community provides!! Happy to be here!!…

Hi Johanna, this is amazing!! Didn't know it was this simple, I was complicating it with a workflow to see if that works!! Thanks!! Preethi

Hi Johanna, Here's the custom record and the description text that we have been trying to populate on PO. Here's the custom field on the vendor record: Here's custom field on the PO where we are trying to get the text: In short: We have a custom record called PO Terms Catalog that has: Name : Standard Terms Description :…

Hi, looks like there is something else running on one of our accounts that might have caused this not to work as expected. After inactivating few scripts, I was able to see the difference: Standard cost item: Inventory cost revaluation: Item receipt: Thanks for the guidance! Preethi

Hi, I'm testing this now, the cost engine is running, will update you once that is done. Thanks for your quick response and follow up!! Preethi

Sorry, this doesn't answer the question as to "Why does it post the entire amount instead of posting the variance to PPV account?" We have given enough time and yes the saved search was created to check if it is still running. I don't think this is working.

Hi, we have set it to "After Transaction Entry", shouldn't it then post to PPV account immediately? Also, it posts the entire amount once the cost engine is done running. How to post the exact or actual variance?

Thanks, we will test this in production.