Tigran Shahnazaryan · CEO @ Novelance · Gold Crown

Hey @Sam Chiu TP/TW, Can you check whether the Department is populated on the related Work Order lines? A missing department on the Work Order might be causing this.

Yes, that's the Internal ID of the Employee Record.

Do you have experience building such workflows? You need to work with an experienced consultant to build it, to ensure it works correctly, and only impacts the required Sales Orders.

Hey @John Griffin, Not seeing the full configuration, it is hard to pinpoint the actual cause. Did you check whether the Costing Engine has completed running and all numbers are final? Most probably, it is caused by an incorrect Item/Component UOM or related configuration. I have seen instances where the cost was…

Please ask the user to clear the browser cache and try again. Can you also ask another user to check if it worked for them? I assume the Subslist Search is shared with those roles. If this still doesn't work, I recommend opening a Support Case and letting them know the native functionality isn't working as designed on your…

Hey @User_PCF01, Yes, you can create a Workflow to close a Sales Order. The workflow will close all Sales Order lines by setting the "Isclosed" field to "True" using a Sublist Group Action. Here are more details on this process: Using Sublist Action Groups

Hey @User_PCF01, You can achieve this via a script. When a Replacement Order is created, the script checks whether there is a "recent order for the same vendor" and auto-populates the applicable "Shipping Address" for the Replacement Order.

Hey @RobertBongers, Yes, you can do that. You need to edit the "Sublist Saved Search" and select the required "Roles" under "Roles → Sublist":

Hey @John Nikko Yes, it is possible to do via Scheduled Workflow. One option is to create a Saved Search and use it as a Condition in the Send Email action. The criteria will be a Case Statement to produce results when "Today" = "First Working Day of the Current Month (you need to replace this with the actual formula)".…

Hey @User_6YI1X, During our CRM Implementations, we noticed that issue a couple of times. It is typically linked to the corrupt browser cache. Please delete the custom Contact Roles, delete the browser cache, relog to NetSuite and recreate the Contact Roles. The reason you can't update the Contact Role directly, because it…

Hey @User_S6FVQ, You need to do this via script. We have done this for several customers. Although this isn't a complex script, it isn't simple either. It needs to cover various use cases, such as "manual edits to Required By Date", Sales Order Copying, Creating a Sales Order from a Quote, updating the Ship Date via CSV,…

Hey @Jack Goodwin, That's one of the major limitations of the Financial Reporting Engine, and the only workarounds are customization or using an external BI Tool. Some reports, such as the Balance Sheet or Trial Balance, can't be built with dynamic rolling periods. That's just a design limitation. I agree that Analytics…

Hey @Jack Goodwin, I am surprised they didn't add the "Quarterly" option, as it is quite common. Per the Cash 360 native design, we aren't able to use the "Quarterly" timing option, which I hope will be added in a future release.

Hey @David DeLisser, I agree that it would have been great to have the hybrid option available. NetSuite typically rolls out new features gradually, and I won't be surprised if they support the Consignment Inventory with Assembly items in 26.2 or 27.1. At this point, this is the native design, and I don't think it is…

Hey @User_P6PVX, The process of updating the Consolidated Exchange Rates is manual and done by the user. The "Calculate Consolidated Exchange Rates" task is included in the Period Close Checklist to ensure the task is completed during the Period Close process. When you use the "Quick Close" to close the periods, the…

Thanks for the clarification, @Glaced999991, The Contact has two company joins, "Company (Primary)" and "Company". The "Company (Primary)" is the one that appears in the Contact Header (Company) field. All other Companies to which the Contact is attached are under the "Company" (not Parent) join. You won't be able to show…

Hey @Gino Matthys, There is a risk that the upgrade will impact the E-invoicing Integration. NetSuite specifically mentions the following in the FAQ: If you use any third-party integrations, particularly those that involve the creation or update of taxable transactions, please check with your vendors to ensure these…

Hey @Glaced999991, You mentioned "natively show," and in the screenshot, I see "custom field" configuration. Could you provide more context on what you are trying to do?

ZPL Layout editing options are limited. Check the WMS configuration (under Mobile Print Templates) to ensure everything looks correct. The label typically pulls from fields available on the record being printed, so you should be able to get the Ship To from the Sales Orders. There might be unique configurations done on…

I can't reproduce this error message on my end, and there are many reasons you may be seeing it. It will be difficult for me to propose a solution without access to your system. NetSuite Customer Support has access to your system, and I recommend asking them to investigate the issue. Thank you.

Hey @JM Benitez, Most probably, the issue is with the "Shipping Label PDF/XML". Did you check what address the label is pointing to? You should be able to update it to print the correct address.

Hey @Warren Ashcroft, I assume you are using the APM tools to analyze performance and identify areas for improvement and potential bottlenecks. If you are consistently seeing 80% of the slowness is due to the "Server", you have to open a Support Case and ask them to investigate. If all configurations and customizations in…

Hey @Tiffany_A, If the Saved Search is set up correctly, it should work. In some cases, the issue is the criteria. Other times, value of checkboxes, such as "Send on Update" under the "Specific Recipients" or "Recipients from Results" tabs. Try using the "Send Emails According To Schedule" for testing purposes and see if…

In certain cases, you need to customize the "3 Way Match" workflow to accomodate specific use cases. Can you share the exact error message that you receive? Also, do you create Item Receipts for Non-inventory Items?

Hey @Yee Yie, I reviewed the "3 Way Match Vendor Bill Approval" and didn't see any restrictions on "Item Type". If an item is supported by the Procure-to-pay module, then the 3-way matching workflow will work for it.

Hey @Karen See, I recommend using "Internal ID" instead of the Name for most records. Instead of entering the "Department Name" in the CSV Import File, you have to enter "Department's Internal IDs". In the Import Mapping Screen, ensure you let NetSuite know you are using "Internal ID" instead of "Name".

Hey @Karen See, What you are experiencing is by design. I agree that it is somewhat confusing, and it would have been great to have an option to show both the Account Number and the Name. Currently, there is no native configuration option to enable it.

Hey @Kirtee Jeetah-Naran, The Netsuite Bill Capture is mainly available in the United States and the United Kingdom. There are NetSuite solution providers in Mauritius (such as Cloud At Work Mauritius or itelligence Business Solutions) that might be able to help implement OCR for NetSuite.

Hey @Audrey G., This might be a caching issue, as it takes some time for these types of changes to propagate back to the NetSuite Database. When did the change happen? Please clear your browser cache, log back into NetSuite, and try again. Also, please confirm that the user doesn't have any other role that is part of the…

Hey @User 90210-Oracle, This is happening because "Auto-generated Numbers" are enabled for Vendors. If you turn it off, you won't see them in the drop-down: