Ramu Komireddy_9891 · Senior Oracle Netsuite Functional Consultant · Bronze Trophy

Hi @User_9V660 NetSuite best practice for a "bounced" or returned payment involves keeping the original payment for the deposit, creating a Journal Entry for the reversal, and then swapping what the payment is applied to. You will record the funds leaving your bank account using a Journal Entry. Go to Transactions >…

Hi @Karen See if the Disposal Date field is hidden on your default preferred form, it will not appear in the mapping list.

Hi @User_OFTMK try this Main Line: False Tax Line: False Shipping Line: False Account Type: whatever type your COGS accounts are — This helps isolate the debit side of the IF. Results, Document Number » Group Item (Line Level) » Group Sales Order Date » Maximum »{appliedtotransaction.date} COGS Amount » Sum » {cogsamount}…

Hi @User_IVHTW are you using an Administrator role for the CSV Import, or a specific functional role (like A/R Clerk or Accountant)? Can you try this in the Import Assistant (Field Mapping) follow the below mapping sequence, Customer (Internal ID) Subsidiary (Internal ID) Date Sales Order (Internal ID) Payment Amount

Hi @User_YMX0F Navigate to Transactions > Financial > Update Revenue Arrangements and Plans. In the Update Revenue Arrangements section, select the specific date range or leave it broad to catch the SO. Click Update. Result: NetSuite will scan for any "Revenue Element" (the underlying link between the SO line and the…

Hi @User_OFTMK try to use below formula, CASE WHEN NVL({appliedtotransaction.fxamount}, 0) != 0 THEN {appliedtotransaction.amount} / {appliedtotransaction.fxamount} WHEN NVL({debitfxamount}, 0) != 0 THEN {debitamount} / {debitfxamount} ELSE 0 END Criteria: Type is Item Fulfillment. Criteria: Main Line is False (to see…

C

Hi @Lyssa you can import the 3-year subscription at the Year 1 price, and then immediately import "Change Orders" scheduled for the start of Year 2 and Year 3 to modify the pricing. Ensure your Price Plans for Year 1, Year 2, and Year 3 are already created in NetSuite. Go to Setup > Import/Export > Import Tasks > Import…

Hi @User_PCF01 Approach A: Standard Feature (Credit Hold) - No Customization Required NetSuite has a native Credit Hold feature designed exactly for AR to control transactional activity. How it works: When a customer is created in this specific Class, their "Hold" field is set to ON. NetSuite's native accounting…

Hi @Suri_NS You are not alone in facing this. This is currently a known issue within the NetSuite community specifically affecting the India Localization SuiteTax Engine (ILSE) when users attempt to edit and save Vendor Bills. Another user reported the exact same error behavior in late April/early May 2026. NetSuite…

NetSuite Support will be able to look at the backend script execution logs to see exactly why it is failing to fetch the data. Please raise a support ticket for this, better option!

Hi @lstapf Tax Reporting & Returns: Navigate to Reports > Payroll to access tax liability reports, state withholding reports, and other filings. W-2/Form Retrieval: For employees, navigate to the Payroll portlet in the Employee Center, or go to Lists > Employees > Employees > Edit > Payroll > Taxes to find W-4 and tax form…

NetSuite WMS generates "Pick Tasks" based on a Wave release. If the Wave for this Sales Order was released before the inventory was properly committed (e.g., when the committed quantity was 0), the resulting Pick Task is corrupted. It is trying to tell you to pick "0" or a null quantity, which the WMS app translates…

Hi @User_IVHTW even if the customer has access to multiple subsidiaries, the Customer Deposit and the Sales Order must belong to the exact same subsidiary. You must force the Customer Deposit to use the Sales Order's subsidiary rather than defaulting to the customer's primary subsidiary.

Hi @Jet Zhang checking the "Run Server SuiteScript and Trigger Workflows" preference in NetSuite only triggers User Event scripts on an individual, per-record basis as they are imported.

Hi @User_JKLFU can you past the screenshot of sales order items subtab, NetSuite WMS relies strictly on committed quantities to generate picking tasks. If the line item on the Sales Order you are trying to pick is not committed, WMS will not recognize that there is inventory to pick for that specific order, which results…

Hi @Tom Dalton add a Formula (Percent) or Formula (Numeric) column and try this SQL, ROUND( (NVL({pricelevel9},0) + NVL({custitemamzn_stndrd_shipng_cost},0) - NVL({custitemlanded_cost_per_sales_unit},0) - NVL({custitemone_piece_fee_paid_to_amazon},0) -…

yes you can use {transferlocation.id} instead of {transferorded.id}

B

Hi @Hakesville in Netuite, the internal ID for the "To Location" field on a Transfer Order is actually transferlocation, not tolocation. Go back to your Workflow Action condition Delete the current To Location = Ft. Pierce parameter in the Visual Builder. Add a new field parameter, but instead of looking for "To Location",…

Hi @User_PM4A7 When you customize standard forms, often uncheck the "Show" box for the Address Select Dropdown to "clean up" the form, thinking it is redundant because they only want users to see the Address Text Box. However, removing the dropdown field from the form breaks the chain reaction, meaning the text box will…

Hi @User_YMX0F in NetSuite ARM, the Total Amount Recognized and Total Amount Deferred columns are system-calculated fields. They are strictly driven by posted Revenue Recognition Journal Entries that are linked to the Revenue Recognition Plans, it is natively impossible to update the "Recognized" or "Deferred" amounts on…

C

@Vernita To get a non-Admin role appears in that dropdown, the role should have below: Log in using Access Tokens: Full User Access Tokens: Full SOAP or REST Web Services: Full Two-Factor Authentication Required: Not Required SAML Single Sign-on: Not Added Core Administration Permissions: Unchecked

@Pallavi1903 because the contract was already 100% recognized by December, the remaining unrecognized revenue balance is $0. When NetSuite extends the dates and applies "Update Remaining Periods Only," it divides that $0 balance across the newly added 3 months, resulting in exactly $0 of planned revenue for January,…

@Vernita when you select a name in the USER dropdown, NetSuite looks at the employee's Access tab and filters their assigned roles based on a rigid set of rules. If a role does not meet all of these rules, it is hidden. You must ensure the permission is specifically Log in using Access Tokens and the level is set to Full…

Hi @Vernita when an inventory status is set to not be available for commitment, NetSuite correctly removes that quantity from the Available bucket. However, the Inventory Detail dropdown on a manual Item Fulfillment doesn't filter by Available stock—it displays all On Hand stock. Because the 'Pending QA' items are still…

Hi @Vernita the "Make Inventory Available for Commitment" checkbox does exactly what its name implies: it strictly dictates whether NetSuite is allowed to automatically (or manually) commit/allocate that inventory to open Sales Orders or Transfer Orders. However, this checkbox does not inherently block a warehouse worker…

Hi @Vernita the role must also have the User Access Tokens permission to physically appear in the UI dropdown you are currently looking at. To create a token for the Administrator role, you must do it from the perspective of the user: Log in to NetSuite using your Administrator role. Go to your main Home Dashboard. Look…

B