Please click "Direct" for EUR/GBP and GBP/EUR. Let's see if that provides any additional insights:

Nickoletta, Do you have the "Currency Exchange Rate Types" enabled under the "Enable Features → International"? If yes, what is the related preference under the Setup -> Accounting -> Preferences -> Intercompany Preferences? Thanks.

I am glad it worked! Yes, I meant to propose the formula if the Internal ID wasn't available in the drop-down. In some cases, the formula doesn't work either. If that happens, you need to have another custom field that contains only the Internal ID, and then you reference that custom field in the workflow.

Can you try the following? On the custom record, change the field type for the Vendor to "List/Record" and select the Vendor list. Ensure the "store value" is checked. On the Workflow, select the "Internal ID" instead of "Name/ID" for the "Preferred Vendor" join Let's see if it works this time.

Thank you, Team!

Hey @Tim_1701, Do you have Items with several listed Vendors and only one selected as "Preferred"? Or, do you mainly have Items with one Vendor that is selected as "Preferred"?

Hey @Javier P., No - updating Journal Entry's line-level "Name" field via Workflow is impossible. You would need to write a script for that. If it is a one-off update, you can use a CSV import.

Could you please provide screenshots to help with troubleshooting? The above screenshot shows "Lists → Accounting → Currency Exchange Rates" for June 4th and another screenshot for the 30th of April.

Most probably, this is a permission issue. If the search is built by someone with an Admin role, all users will be included.

I understand that part. Where do you see the difference? Is it on a Transaction, a Saved Search, or somewhere else? Some rates are auto-populated and then manually updated; others might be displayed differently in Saved Searches, depending on the criteria, etc.

Hey @Nickoletta Gounaris, Could you clarify what you mean by "depending on which entity we look at"? I am unclear if you see different rates on transactions, Saved Searches, Financial Reports, or elsewhere. Note that you can update the Consolidated Exchange Rates used for consolidation if required.

Hey @BM136, What role are you using to create the Saved Search?

There is no specific guidance on this, as this would be a custom solution. Avalara doesn't natively support what you are aiming to achieve.

I understand what you mean. If you are using Use Codes, you can create a script or a workflow to add the "Parent Customer's Use Code" to transactions related to the Unit (Custom Record) so it runs through Avalara and exempts it accordingly. It will be harder to do if you are using Exemption Certificates.

Thanks for the additional information. Questions: I don't see the "Contract End Date" on the screenshot. Does it match the "Contract End Date" of the Contract Item? What is the "Target Renewal Date" and "Status" of the contract from the screenshot? Can you check the "Execution Logs" for the R05 script after you run it and…

Avalara has several ways of processing the exemptions. Do you use Avalara Use Codes or Exemption Certificates? One way to find that out is to open the Customer record and check the Address tab. If you have a Use Code there (e.g., "C"), then you are using those. If you are using the "Exemption Certificates", you should…

Hey @Wee Ming, Yes - your understanding of the setup is correct.

No - the number of columns in standard NetSuite Trend Graphs cannot be adjusted. If you need more columns, you need to build a custom SuiteLet or display the Chart in iFrame (sourced from another database to a custom portlet).

Per my above comment, you can update the value of a custom Item field via Scheduled Workflow. To do that, you need two custom fields: one non-stored field showing the results of a Saved Search (aka, the limitation) and another stored field that will be updated via scheduled workflow ("set field value" of the stored field…

Hey @User_K51C7, Depending on your setup, the "Document Number" column may show the Check # if the Vendor Bill was paid via Check. Can you check if that's the case for you?

Hey @Karanjot Singh, I assume you refer only to "Closed Won" Opportunities, not any Opportunities. Do you create Sales Orders only from Opportunities? Or do you sometimes create Standalone Sales Orders or Quotes/Estimates?

Hey @User_2LD8N, Do you use Avalara Use Codes or Exemption Certificates?

Would you be able to send a screenshot of the Contract record that also shows Contract Lines and related statuses? Also, can you send a screenshot of the "Options & Log" subtab of the related Sales Order? What happens when you run the R05 for a contract that doesn't have the button? If it renews, you can always delete the…

Hey @Sue Carstens, I have seen this happen for several reasons. Contract Renewal scripts hide the "Renew Now" button when no Contact Items on the Contract record are eligible for renewal. The most common reason is the hidden "Renewals Exclusion" sublist field on the related Sales Order Custom Form. Because of that, the…

Hey @User_JN952, Would Electronic Remittances work for you? One of my customers has FISPAN for JP Morgan, and it has Electronic Remittance functionality: You can check with them if they can do the same for TD Bank. If you want to print a Payment Remittance PDF, that would require customization.

A few more questions. Do you need to send invoices to Customer A, Customer B, etc? Or, can the invoice be generated for Generic Customer 1, which comprises Customer A, Customer B, etc? From a GAAP perspective, do you need the Revenue to be attributed to Customer A, Customer B, etc.? Or can we have accurate financials and a…

Option 1 would require selecting an Invoice rather than checking a box. Because any Vendor/PO can relate to any Customer/Invoice, it will be difficult to build logic to link them automatically. Alternatively, your team can select the related PO when they are creating the Advance Invoice. That would also establish the link…

Hey @Johnny Cash, The "Enter Completions" page is functional. It only works if the Assembly you are building doesn't require "Inventory Details" to be populated, such as Bins, Lot Numbering, Serialized Inventory, etc. This makes the "Enter Completions" page significantly less useful. The workaround is to build a script…

There are multiple ways this can be addressed. Here are some of the options: Option 1: Create a custom "Related Advance Invoice" field on the PO. Select the related advance invoice on the PO. Create a Saved Search to send an alert every time the PO becomes "Fully Billed", showing the "Total Billed" vs. "Total Invoiced".…

Thanks for the answers. Do you invoice the customer the differential only when the related Purchase Order is "Fully Billed"?