Shiela Marie Villaluz-Oracle Gold Trophy

Hi @User_VQJLW To achieve this, you may simple use the Available Filters tab and add the fields that you would like to filter and set it to None. Thank you!

I agree. Usually the email that it uses or follows is the transaction email found in To be Emailed field and if that field is empty, it follows the one from Customer record.

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Hi @User_MPUJU, glad to have you with us today and thanks for posting here in the NetSuite Support Community! Greetings, everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and appreciated! -- In case you…

Hi @Glan instead of using a Formula for this, you may consider to use the Filter function instead for the {systemnotes.type} = 'Set'.

Hi @Zeen Per testing, this worked on my end using this Filter: Entity > {Customer}/{Job} > Name Should you still encounter any issue, we advise for you to contact NetSuite Support Team to further investigate. Thank you!

Hi @Eunice_Rep Kindly allow us sometime to check this on our end and we'll get back to you for updates. Any other users who can share their insights? Feel free to add your comments!

Please let us know if you need further assistance. If there's none, kindly click "Yes" on "Did this answer the question?" if you find the reply on your thread helpful. This will aid the others with the same question to easily find the correct answer. Thanks @Dext3r!

Hi @PaulRipley , glad to have you with us today and thanks for posting here in the NetSuite Support Community! Greetings,everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and appreciated! -- In case you…

Hi @Tigran Shahnazaryan and @Akhil_k_t thank you for your suggestions! Hi @Eunice_Rep I agree with Tigran and Akhil. However the result would show the Address Internal ID from the Vendor record instead of Transaction record. Per further checking, this is a current system limitation in NetSuite and an it is logged under two…

Please let us know if you need further assistance. If there's none, kindly click "Yes" on "Did this answer the question?" if you find the reply on your thread helpful. This will aid the others with the same question to easily find the correct answer.

Hi @User_0DVZI Per checking, this is a current system limitation in NetSuite and an it is logged under Enhancement 451720 Ability to Set Default Purchase Discount Account on Vendor Record instead of in Accounting Preferences. You can vote for this enhancement on the SuiteIdeas page.

Hi @Akhil_k_t The Suite Procurement SuiteApp is an indirect procurement solution that allows users to procure items online from trading partners The Suite Procurement features are compatible with accounts without SuiteTax and can be used to select and purchase items from trading partner stores, view purchase order…

Hi @User_S6FVQ , glad to have you with us today and thanks for posting here in the NetSuite Support Community! Greetings,everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and appreciated! -- In case you…

Hi @A K M Farid Upon further investigation on our database, I found out that this is not yet possible in NetSuite's line of services and an enhancement request has already been filed to address this system limitation. This is documented in Enhancement #114790 Please add the ability to edit the Customer:Job or Vendor field…

Hi @Akhil_k_t Please let us know if you need further assistance. If there's none, kindly click "Yes" on "Did this answer the question?" if you find the reply on your thread helpful. This will aid the others with the same question to easily find the correct answer. You will also earn points and may unlock the Answer…

Hi @User_9VREU Thank you for creating this thread regarding the SuiteBilling and Subscriptions. Kindly allow us some time to check this on our end and we'll get back to you for updates.

Hi @A K M Farid Per checking, this is a curren system limitation logged under Enhancement 149752 Transactions > Sales > Enter Sales Order > Select Customer Name on the Customer Field > Address Tab > Be able to Select on the Ship to Select Field a different Customer. Here's a workaround for you: 1. Add the other customer…

Hi @Akhil_k_t Per checking on our end, users can associate different individual Purchase Orders on the line level of the bill as long as they are: Not Cancelled Open Not Pending Approval For PO Item Lines, using the line PO pop-up, items can be linked to open POs for the matched subsidiary, vendor, and currency with the…

Hi @Bibin_C I have exhausted all possible combination of criteria and results to pull up the amounts for the Sales Order, Purchase Order, Invoice and Vendor Bill to no avail. Please note that the Vendor Bill record does not have a directly link with the Dropship Sales Order, and we can only obtain the purchase cost of the…

We are now closing today’s session. We hope to see you in the next #AskAGuruLive! I hope the tips I provided will be helpful for you. 😊 Be sure to follow the AskAGuruLive tag for updates. To help us improve this program, feel free to share your feedback with us. Have a good one, everyone! 🎉

TIP 3: A User may want to Pull up all Merged Entity records (E.g. Leads / Customers / Contacts) via Saved Search. Here's how: Login as Administrator Navigate to Lists > Search > Saved Searches > New Select Entity Search Title: Enter a Title Example: Merged Entity Check Public checkbox Click Criteria Tab…

Hi @CDuf Thank you for participating on our Live Session today! However, this type of concern is handled by our SuiteBuilder team. Worry not, I created a separate thread for your concern so that they could look into it.

Hi @JK415 Thank you for joining our session! The subject you inquired about Direct Shipment is actually handled by our Supply Chain Management Team. I've taken the initiative to create a dedicated thread for this matter, allowing our specialists to address it directly.

Hi @User_ATBAH Thank you for participating on our Live Session today! However, managing Supoort Cases and customizing Saved Searches is beyond the scope of Order to Cash. Worry not, I created a separate thread for your concern so that they could look into it.

TIP 2: Sometimes, users need to identify potential duplicate records that exist under different record types—such as a company that has separate Customer and Vendor records in the system. Since these are not polymorphic entities, standard duplicate detection may not be enough.A simple yet effective way to spot these…

Hi @User_ATBAH It looks like your questions might be a bit beyond the Order to Cash Team! But no worries, I'll create a separate discussion thread to ensure your queries get the attention they deserve. 😀

Hi @User_4515M Thank you for joining our session! The subject you inquired about is actually handled by our Advanced Accounting Team. I've taken the initiative to create a dedicated thread for this matter, allowing our specialists to address it directly.

TIP 1: Are you trying to manage duplicate entity records? It is a common practice to prevent them using the Duplicate Detection feature. Login to NetSuite using role with permission to setup Duplicate Detection Navigate to Setup > Company > Duplicate Detection Click Other Preference tab Resolve Duplicates with Conflicting…

Hi @Chan Man , glad to have you with us today and thanks for posting here in the NetSuite Support Community! Greetings,everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and appreciated! -- In case you know…