Thanks for the answers. Natively, you can do this in NetSuite only if you create an individual Project for each Entity. Even with that, you may need to create additional projects when extra funding is provided. I am familiar with all leading ERPs and don't think any of them can do this out of the box. The beauty of…

Hey @User_8AEA1, I have a few questions: Can the total funding amount change after creating the project? Can the number of funders change after creating the project? Can the funding contribution ratio change per entity after creating the project? How do you recognize Project Revenue (i.e., Milestone, % Complete, etc.)?…

Hey @User_WI6QA, Could you provide an actual example of the issue? If you want to control field behavior (e.g., making specific fields non-editable for a specific custom role), you can do that via Workflow.

Hey @HC22, NetSuite sets a pre-defined amount of columns to display in Trend Graphs. When the setting is "Weeks", it displays 14 columns. When the setting is "Monthly" or "Yearly", it displays 13 columns. The column numbers are the same if you build charts via Analytics Workbook.

Hey @Lisa Mosrie, I have several questions: Do you use drop-ship Purchase Orders? Is the differential you are invoicing equal to "Bill Amount - Advance Invoice Amount," or do you also add a markup? Does "Advance Invoicing" apply to every customer or only specific customer types? Does "Advance Invoicing" apply to every…

Hey @Iain Cruden, NetSuite Reminders Portlet only supports "Summary Type = Count" Saved Searches. You have to either make the Saved Search non-summary or choose the "Summary Type = Count".

Hey @Hans de Molenaar, What is the base/reporting currency of the new/merged subsidiary?

Correct, NetSuite doesn't have a feature to apply bundle functionality to a custom record.

Multiple variables affect the GL impact, including how you process the transactions (e.g., do you have a WO Issue or use WO Completion with Backflush), Item configuration, Routings, Cost Templates, etc. Typically, issuing components debits the WIP, and completing the assembly credits the WIP. The WO Close will make the…

Hey @User_DFQMH, When we create Work Orders with Routings, we "activate" the Work In Process (WIP) accounting. Routings can have multiple steps, and each Manufacturing Operation Task may have a unique GL impact. In this case, the manufacturing process is multi-step. Between various steps, the Item Costs and other things…

I mistyped and meant to say Allocations. I resolved similar issues for Allocations, Amortization Schedules, Revenue Recognition Journals and more. Most of those journals contain the "Entity" or other relevant information only in the memo section, which is not optimal. I built customizations with my team to add the required…

Hey @User_L8T63, There is no automated way to apply the Bundle functionality to another custom record. Each bundle comprises custom objects/records, and installing the bundle "unzips" them in your NetSuite account.

Hey @Jessie P, Here is the process for migrating Open AP balances and ensuring the AP aging is accurate: The Best Practice for the Open AP Imports is: 1. Create a temporary “Clearing Account (AP)” GL Account with an “Other Current Liability” type. 2. Create an “Open AP” Non-inventory Item and map the expense to a "Clearing…

Hey @Erez Storch, That's a gap in NetSuite functionality related to Amortization Schedules. I resolved this issue for other customers via customization.

I can't recall if I ever tested this on historic transactions. It probably won't impact anything historical. If you have a Sandbox, you can try it there. The other option is to create RMAs for the applicable Sales Orders.

Hey @Chris E Davis, You can build a report based on the WO Completion Record to show the expense by type. Here is an example I built for a customer: If you want to display the costs broken up by type on the Work Order record, you would need to build a scheduled workflow (or a script) with related Saved Searches.

Hey @User_EPWHS, The best is to build the required reports as Saved Searches. Typically, I build Work Order (header and line), Work Order Completion, Work Order Issue, Work Order Close and Manufacturing Operation Task reports. I then move into analytical reports, such as "Assembly Est. Cost vs. Actual Cost" and "Work…

Apologies for the confusion; I wasn't specific enough. Here are the updated guides: The Best Practice for the Open AR Imports is: 1. Create a temporary “Clearing Account (AR)” GL Account with an “Other Current Asset” type. 2. Create an “Open AR” Non-inventory Item and map the “Income” account to the "Clearing Account…

Hey @Deano_M, NetSuite didn't expose this and a few other Account fields to Saved Searches. The good news is that you can get this information via Analytics Workbook:

Hey @User_KBEB1, Thanks for the answers. If you only close Sales Orders when you don't want the revenue to be recognized, you can consider changing the "Create and maintain Revenue Element upon closed Sales Order" preference to "False". If you would like to keep the "Create and maintain Revenue Element upon closed Sales…

I built similar integrations, which worked with no issues. In this specific case, I can't help any further as I don't have access to the integration that Chrome River built. The logs are only relevant to those that know how to "link" them to the integration/code. I am 100% confident that this is not a NetSuite issue. This…

Hey @User_KBEB1, The Best Practice is to run the Month End Revenue Recognition Journals followed by the Revenue Reclassification Journals. I found that many NS Implementation Consultants never mention the Revenue Reclassification Journals, and customers end up with incorrect financials and many manual steps. Do you run the…

Hey @User_RG1MF, Plug-ins such as LeadsBridge connect Website Forms to NetSuite and can auto-create Leads or Prospects. My experience with these pre-built plugins is mixed. Sometimes, they work, and other times, they don't. Some of it depends on the integration requirements, the website form configuration, the website API,…

Hey @User_9AUJK, This is an issue with the Integration that Chrome River built. Nothing wrong with NetSuite. They clearly don't understand the NetSuite back-end architecture to claim something like that. Here is a screenshot of Expense Report lines synced via AmEx integration. You can have as many lines as needed with…

Hey @Naresh_-Oracle, The APM is the best tool for analyzing the performance of NetSuite workflows and scripts and their impact on various records.

You can import Resource Allocations in bulk via Setup → Import/Export → Import CSV Records → Activities → Resource Allocation Required resource allocation fields are: Resource, Customer:Project, Allocate, Allocation Type, Start Date, and End Date. These will be the columns on the CSV Import Template.

Hey @Kim Turner, NetSuite isn't automatically blocking "holidays" when employees enter time, as there can be variances between different states/provinces and companies in the same country. For the Resource Allocation issue that you have, there are a few workarounds. For example, you can import all "holiday/absent"…

Hey @Jessie P, The Best Practice for the Open AR Imports is: 1. Create an Open AR Item mapped to "Clearing Account. " 2. Import Open AR Invoices with the GL Impact of: DR: Accounts Receivable: xx | CR: Clearing Account: xx 3. Import Reversal Journal, with the GL Impact of: CR: Accounts Receivable: xx | DR: Clearing…

No, I am referring to the Estimated Cost that is calculated for Top Assemblies via a custom solution. It considers Routing Cost (if present), material cost (e.g., it will use the Last Purchase Price if the Average Cost is Zero), and more. It is doing continuous updates, and you always have the most recent Assembly…

If you found the SuiteApp working with Average Costing that's great. My customer also requested reports that compare the "Actual Cost" vs. "Estimated Cost", which I am unsure if the SuiteApp is recording on the Item Record.