Hey @HC22, The "Territories" and Custom Fields don't impact role access. When the role is set to "Own and subordinates only", the users are granted access to records belonging to their supervisor hierarchy. Are you saying that with the set preference, users can't see their supervisor's customers? If so, can you provide…

Hey @Puja Ghosh, The SuiteSuccess team tests the bundles multiple times before releasing them, so I would be surprised if that is a defect. Can you check if all standard roles are active? Sometimes, when standard roles are inactivated, bundles don't install properly as they are trying to access standard roles and can't.

Hey @MHS Crane, The best practice is to set up one customer with multiple Ship To Addresses. To facilitate reporting, you can create a custom "Branch" field and tag Ship To addresses and Contacts.

Hey @User_KY495, You can do that by choosing the Item join and select "Name = Does Not Start With":

Hey @Lauren Rosen, There is a SuiteApp called "Effective Date Pricing" that should help with that.

You can do that with a Transaction Saved Search with the following criteria: It would be best to schedule it to send weekly emails with the previous week's results, so you have all the required historical records.

Hey @Lauren Rosen, I helped to design the NetSuite Standalone ARM module and my response is biased. @Angela Bayliss is correct - it can be a nightmare if it is not configured correctly and users aren't properly trained. This applies to any advanced tool. If it is configured properly, it should make your work significantly…

Charge-based Billing supports any recurring billing patterns. For Charge-based projects, the billing frequency is defined by Billing Rule, not the Billing Schedule:

@Vernita, Yes - the SuiteApp uses JEs to redistribute costs. JEs can be linked to Projects. If you confirmed the "Transaction Line Distribution" SuiteApp couldn't be configured to post to Projects, then you would need to do the re-allocation manually or via script.

Hey @Mathias_Netsuite, What Billing Type do you have on the Project? If you use Charge Based Billing, you only need one default Billing Schedule and the Billing will be defined via Billing Rules.

Hey @Vernita, Take a look at the "Transaction Line Distribution" SuiteApp, which should help with your issues.

Hey @FazeprooF, To overcome that issue, you should turn on the "Use Expressions" under the Saved Search Criteria and use OR to define the "Is / Is Not" within parentesis.

If you want the MRP to order quantities of 24, then you should set the "Lot Sizing Method" to "Fixed Lot Size" and set the "Fixed Lot Size" to 24.

Perhaps you wanted to set the "Fixed Lot Size" and not the "Fixed Lot Multiple". Check SAID: 95176 - Setting Supply Planning Parameters for a reference. With MRP, you can't choose the "Fixed Lot Size":

Thanks for the clarification. Do you have the "Advanced Item Location" enabled? If yes, are you comparing the Fixed Lot Size and Workbench results for the same location?

Hey @Bill Quinn, You can create a "Payment Token" custom record attached to the Sales Order record. When you send the sales order and token information to NetSuite via RestLet, you can store the token information on the "Payment Token" custom record attached to the SO. You can then retrieve that information from the custom…

Hey @User_M4JOC, Would you need to enter a specific date or a date range?

Hey @Philly_NS, On one of your screenshots, the item is "1717-White," and on the other, it is "1717-Lagoon". Is it the same item?

When you create an account transaction and manually match it with an imported bank line, you can click the Make Auto-Create Rule From Selected Transactions box. That way, you can auto-create JEs based on Reconciliation Rules:

Hey @Gert Van Damme, Did you consider using the Project Intercompany Cross Charge Request feature? https://suiteanswers.custhelp.com/app/answers/detail/a_id/1011997/loc/en_US https://suiteanswers.custhelp.com/app/answers/detail/a_id/9313/loc/en_US Another option is to create a Dummy Customer representing the Subsidiary and…

Hey @Mark Dotson, Do you have the "Preferred Bins" set on the Item Record? If yes, you can choose the "Inventory Item: Preferred Bin Number: Name" to show the Bin Name. Or, you would need to create a custom "Bin" field on the Item record to include it in the Physical Inventory Worksheet report.

@esabis @Patrick Fresnosa-Oracle For most records (95%+) in NetSuite, you can show the "non-stored" custom field value in a Saved Search if the result is populated via formula or sourcing. The Time entry record is a rare exception. If you create a "non-stored" custom field on the Time record (check the Time checkbox, not…

Hey @esabis, You can't get the Project Manager on a Timesheet Saved Search natively. The Project Manager information is stored on the Project record. The Project record is "two joins away" from the Timesheet record (→ Time → Project). Saved Searches only support queries to "one join away" records. You can get the Project…

Hey @User_WUH6O, You can build a Transaction Saved Search for Invoices (Main Line = True) and join it to the Messages record. That way you can get the list of all invoices in your system with an attached email. You can show the fields such as "Sent", "Date", "Author," and more:

Do you have DKIM set up in Email Preferences? If not, do you and the Ops Manager use the same email client? If you don't have DKIM, this might be impacting the "From Email" functionality: https://suiteanswers.custhelp.com/app/answers/detail/a_id/103008/loc/en_US

@Patrick Fresnosa-Oracle, Doesn't it mean that in @Nickoletta Gounaris's case the "Inverse" wasn't used?

Did you all use the same method to send out those emails? Also, do you all have the same setting under the User's Set Preferences for the "From Email Address"?

Hey @brocha, Most of my customers have the "From Address for Emailed Forms" set to "User Email". That way, user's emails sent from NetSuite show their email address in the "From" field. If you want to use the Company Email for some of the employees, you can do that by setting the Company Email under the User's Set…

Thanks, @Nickoletta Gounaris, In both cases, the "Direct" method was used, and NetSuite chose the rate that Xignite provided. The only difference is the time of the update. @Patrick Fresnosa-Oracle - do you know if NetSuite would say "Direct", even if used Rate Inversion? Thanks.

Hey @User_Q3A12, Yes - here is the document.