Hey @User_TCN82, There are multiple ways to resolve this, some of which would be based on your specific configuration. Questions Is this required only for Work Orders generated from Sales Orders? Are you physically fulfilling Sales Orders only from the "Despatch" location? Do you have assemblies that can be built in both…

Hey @User_4BBKV, The voiding and updating of the Bank Rec is the cleanest option and shouldn't take too much extra time. Any other method will involve more work and won't be as clean. The best practice is to wait for all payments to be processed via Bank before completing the Bank Rec.

Thanks for confirming. Try SUM(NVL({task.custevent10},0)) instead of SUM({task.custevent10})

Hey @User_NG5TG, The issue might be related to Field IDs. Can you confirm you selected the correct field ID for the "Task: Cost of Job" field?

Thanks for the additional details. I confirmed that the "Before Record Load" trigger doesn't work. Can you open a support case and ask them to investigate? If you change the trigger to "Before User Edit" and edit the Customer Record, the form will change correctly. I know this won't work for you. If NS Support can't…

Thanks for sharing, @Ivy Lopez-Oracle!

Thanks for the screenshots. I assume the action is "Set Field Value". Can you set the Condition similar to my screenshot and try again?

Can you share some screenshots of the workflow so I can help? Here are a few screenshots that should work for you:

While I was at NetSuite, I had multiple customers with Incentive Comp module and remember building such Saved Searches. The key is to have the Commissionable Item included in those transactions, so you can include them in Saved Searches. Currently, I don't have access to NetSuite Accounts with Incentive Comp and won't be…

Sure. Quotes with the following statuses are included Open Sales Orders with the following statuses are included Partially Fulfilled Pending Billing Pending Billing / Partially Fulfilled Pending Fulfillment RMAs with the following statuses are included: Partially Received Pending Receipt Pending Refund Partially Received /…

Quotes fall under Quotes Sales Orders and RMAs fall under Unbilled Orders Invoices and Credit Memos fall under Actuals.

Hey @Jagdish_Chamat, I recall that the maximum is 500 items. The best practice is to use up to 200 items in sublists. More than that may negatively impact system performance.

Hey @Vismay Barot, Do you have the NetSuite Incentive Compensation / Employee Commissions module? If yes, you should be able to create such a Saved Search with the proper configuration and by using the "Commissionable Item".

Hey @User_ZSBAE, You would need a workflow and a custom "Customer Form" to achieve that. Create a custom "Customer Form" with the required fields Create a workflow to set the custom form when the Customer Record is viewed by the Sales Role(s).

Thanks for the additional information. Questions: Can you check one or two "On Order" items and confirm the criteria don't unintentionally exclude them? Can you confirm the "Customer Type" is a custom field on the Item Record? For your second question, you have to incorporate a custom field into the Saved Search similar to…

@Anco Distributors, If the "Current Inventory Snapshot" shows the On Order amounts, then it must be the "Planning Horizon" or Filters that exclude those POs. What is the Saved Search criteria for the Planning Workbench View?

@mardel, Can you check if: Did any related routings change after the WO Completion and before the WO Close? Is there any GL impact on WO Close? Were any changes made to the WO Completion after the WO Close was saved? Thanks.

The script doesn't need to supersede the ALN script. It can run its own action of hiding the Expiration Date field. I haven't done this exact customization for my customers and am unsure how easy/hard it it will be. I know that it is possible to build such a script that won't interfere with the SuiteApp scripts. You may…

Hey @Anco Distributors, The "On Order" being blank might be due to the Date Range or filters. Can you confirm that the "Planning Horizon" and related filters are accurate on your Planning Workbench? Also, do you see "On Order" amounts correctly populated when you run the "Current Inventory Snapshot" report? For your second…

Hey @User_JJC0O, Natively, a Custom Segment can only be added to Allocation Schedule lines. Did you try to achieve the same Allocation by having the Custom Segment on the Line? You may need to create several Allocations to achieve the required results.

Hey @User_2LD8N, Natively, you can't add the "Inventory Status" field to the Inventory Snapshot Report. The workarounds are: Create a Saved Search to mimic the Inventory Snapshot Report and include the Inventory Status field Create a custom field on the Item record to populate the Inventory Status (e.g., via Scheduled…

Thanks for the answers. The GL Account change may happen when the default GL Account is updated on the Item. Your case appears to be different, as it does that randomly. Native NetSuite doesn't have such back-end logic. I can think of only two reasons it happens in your instance: A SuiteApp/Bundle/Script changes the GL…

Hey @mardel, Could you share a screenshot or clarify which quantities are shown as 0 (e.g., Built quantity on the WO header, Used in Build on the WO line, etc)

Thanks for the responses. Questions: Do you have the "Amount" or "Quantity" variance between PO and Bill for Items that were posted to GL 5000? Do you click "Bill" from the PO or the Item Receipt? What is the GL impact for the same items on the Item Receipt, GL 5014 or GL 5000? Do you have both GL 5014 and GL 5000 set as…

Hey @JonahMc, The SuiteApp adds a record called Lot Number Record. See if you can hide the "Expiration Date" field there and if that would resolve the issue. If this doesn't work, then you will need a script.

Hey @Baz Steele, Yes, you can do that via CSV update by marking the "Close" checkbox on all Sales Order Lines for the required Sales Orders.

Sure. On a high level: Create a Custom non-stored field on the WO header that would populate the Lot # value (e.g., via Saved Search or field sourcing) Create a scheduled Workflow that runs every 30 minutes (or nightly) to populate the Lot # (the same field that you have on the SO) field based on the value from the WO…

Thanks for the provided information. Because the item on the SO line is only populated on the WO / Assembly header, you need a workflow or a script to add the custom Lot # field value to the WO / Assembly lines (BOM Revision Items). You can't achieve that without customization.

Hey @kvidyasreddy, When you say "unapplied payment date, applied payment date", are you referring to the "date the payment was applied" and "date the payment was unapplied"? If yes, then you can't get that via Saved Search, as NetSuite isn't natively tracking "Apply / Unapply Dates". You would need a script for to capture…

Thanks for the screenshots. Questions: Do you have Amortization Schedules attached to lines with a different GL impact? Do you issue one Bill from the PO or multiple? Do you have an "Item Receipt" step for any of the PO items? Do you process PO Prepayments? Can you share the "System Note" (the "History" link on the…