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@HenryPhillips @ddennison The quick answer is Yes. I have tried this with a Budget vs Actual report. In my report, I have 2 Datasets, one is budget(custom transaction) and the other is all transaction. You'd link the 2 datasets in the Pivot and put the Amount together to compare. In your use case, you could create 1 txn…

Hi, the "Revalue Open Balances for Foreign Currencies" checkbox is unavailable in the Report tool. You can try to build a custom Balance Sheet in Workbook/Dataset and the checkbox is available there.

Thank you @Tris Mendoza-Oracle! May I confirm that this means that even only displaying the BOM component is also not yet available? Thanks!

https://community.oracle.com/netsuite/english/discussion/comment/16871704#Comment_16871704 You are welcome!

Richard James Uri-Oracle Do you know any way to accomplish this goal?

I just want to add I have seen this before. If you make the field "Disabled" but not "Inline Edit", it will show. I feel this is maybe a native behavior of the "inline edit" field but I am also interested to know what NetSuite support would say.

Yes, there is. But needs a little bit of customization. You can add a free-text format field on the Vendor record and use Workflow to send email. In the free-text format field, enter multiple email addresses separated by comma, in the workflow send email action, put this field id to the CC field. Field sample: Workflow…

https://community.oracle.com/netsuite/english/discussion/comment/16870854#Comment_16870854 Thanks for sharing!

I would make the new vendor the Master Record when merging these 2 vendors, in this case, you can keep the EIN from the new vendor record. You can use the memo or comment field to add the old EIN.

It may be easier to create a Saved Search from the Sales Order record instead of the Purchase Order record. I would make the main line false, add the line information you need and choose "purchase order" in the result to expose the PO. Is this just reporting needs or are you using the Saved Search in a script or Workflow?

You can also create a Journal "Payment" that debits the AP account with the bill booked to, add the vendor in the NAME column, and credit the Credit Card account. Then apply this Journal to the Bill by clicking the "Make Payment" button from the Bill, select the Bill and Journal together to pay off.

1 trick you can try is to merge the old vendor record into the new vendor record, make the new vendor the master data you want to keep. Then, on the partially billed PO, you should see the new vendor name reflected.

Hello, @Benjamin Paul - USA On the custom field setup page, you just need to define the value in the Dynamic Default field to "Current User". Once this is set when a user creates an SO, his/her name should be automatically populated. Hope this helps :)

We have a similar business request of showing transactions with bank info approved vendor only. Instead of set the BAA field against the vendor, we set it with Bank Details. we also create another custom field on Bank Detail to copy the Vendor name and set the true vendor to a Test vendor record before the Bank Info…