Shiela Marie Villaluz-Oracle Gold Trophy

Thank you so much for your insights @Tigran Shahnazaryan Hi @Kevin Hosea if this is only for Scheduled Billing Operations to create Invoices then you don't need the SuiteBilling features for this to work. Have you tried @Tigran Shahnazaryan's suggestion? Please let us know if this works for you. ☺️

Hi @R. Dieka Pribadi G. E., Thank you for your suggested workaround! Hi @Aruna Madabhushi To void the bill credits that are in the closed period, you can also create a journal entry that reverses the impact of the bill credit and then apply it to the bill credit transaction which is almost similar to the suggested…

Hi User_7NK3Q, I would like to follow up on this thread. 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…

Hi @HX_SUBHANKAR, I would like to follow up on this thread. 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…

Hi @User_CB63L I would like to follow up on this thread. 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…

Hi @User_CB63L The missing dropzone can be caused by several factors: Check bundle installed is correct, verify the bundle ID is 41309. Verify Setup > Customization > File Drag and Drop Setup has the record type enabled for File Drag and Drop. Check other browsers and make sure to give the page 10 seconds to load as it…

Hi User_7NK3Q. For option 1, you can try it first and check if the balance remains the same or if it would remove those balances. Based on previous cases with different scenario wherein we tried to filter some transactions, the amounts were also adjusted. For Option B, Invoices with Paid in Full status should not show on…

Hi @HX_SUBHANKAR, that is an interesting scenario. It might be the case since you were importing a file where some items have no pricing on customer master and it will default to null that is why it is asking for the amount. Additional notes: If there is no item pricing set on the customer record, it will pull the price…

Hello User_7NK3Q! That is an interesting scenario. You may consider the following solutions: A. Remove Inactive Subsidiary on A/R Aging Report 1. Open the A/R Aging Report 2. Click on Customize 3. Click on Filters section 4. Expand Customer/Project > Subsidiary > Name 5. Select Not Equal to Inactive Subsidiary 6. Rename…

@HX_SUBHANKAR You're welcome! Happy to help!😊

Hi @HX_SUBHANKAR. I agree with @Mr. Khan. Also, please ensure that the multi-subsidiary feature is enabled in your NetSuite account. If not, enable it to allow for subsidiary-based transactions. 1.Go to Setup > Company > Enable Features. 2.On the Company subtab, in the ERP General section, check…

Hi @Pallavi1903 Thank you for that clarification. I tested this further and, yes, this is a current standard behavior. Bills with linked Payments that is under Pending Approval status will be tagged as Paid In Full. The Bill status changes to "Paid in Full" in order to prevent the creation of new Bill Payments for the same…

Hi @Jessie P Upon further testing, I am unable to pull up the information of the Subcustomer from the line level of Payment. I also tried to create another Saved Search ad use the Payment as Type however there is no option to add the Subcustomer even using Customer Fields… Per further checking, I found out the this is a…

Hi @Jessie P, you may also consider this Saved Search Setup to show the Deposit records that is linked to Payments Criteria: Results: Saved Search Result: Please let me know what you think.

Hi @BenP, I would like to follow up on this thread. 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…

Hi @Pallavi1903. Sure! Here's the result of my testing: As you see, I have the same setup as yours wherein the Vendor Payments box was ticked under Approval Routing. Then I created a Vendor Prepayment and a Bill with Pending Approval Status. Upon attempting to apply, the Bill was not showing on the Apply tab and only…

Hi @kees.netsuiteadmin! I conducted a test by creating a Saved Transaction Search designed to identify any changes to the Item fields such as when a New Value specifies an added Item. However, when I ran the search and modified a Sales Order from the Search Results by adding an item, the search did not capture the update.…

Hi, @BenP. Based on your description, you need a mechanism to assign specific customers to different finance team members for credit control purposes. This ensures efficient management and accountability within your organization. While NetSuite doesn't have a built-in field for this exact purpose, a custom field on the…

Awesome inputs @Chelsea Jacobs ! Thank you! 😊

Hi @Pallavi1903! The behavior you're describing is not the standard behavior in NetSuite. When a bill payment is applied to a bill, the bill status should only change to "Paid in Full" after the payment itself has been approved. There are a few possible reasons for this discrepancy: Custom Script: It's possible that a…

Hi, Ali. You’re welcome, and we’re glad to be of help! By the way, you might be interested in participating in our Weekly Quiz. You only have until Sept. 19, 2 PM ET respectively to comment on your answers and earn rewards! Click here for more details. 😊

Hi Ali. Per checking, the ability to customize Advanced Partner Center role to view Billable Expenses and add expense reporting is a current system limitation. The following enhancements are logged to address them: 1. Enhancement 720656 Custom Advanced Partner Center > Transactions > Invoices > Items > Ability to view…

Hello, everyone! We invite you to join the conversation and share your valuable insights with us. In case you know someone who is new to NetSuite, we encourage you to direct them to our newly launched "New to NetSuite" page. This page is specifically designed to offer them information and guidance and help them make the…

Hi, Everyone! @Meherin needs our help. Don't hesitate to contribute your knowledge and best practices. In case you know someone who is new to NetSuite, we encourage you to direct them to our newly launched "New to NetSuite" page. This page is specifically designed to offer them information and guidance and help them make…