Hey @User_Q1DPO, Can you set this on the Custom Segment and try again?

Hey @kdeardorff, Yes, it can be done via customization. Here is a sample code: https://netsuite.smash-ict.com/learn-how-to-generate-meaningful-amortization-journal-entry-memo-lines/

Hey @Nickey, Try entering "Taxable = False" and "Tax Item = None/Empty" and see if that works. I don't have access to a Canadian subsidiary right now to test it. I recall something like this worked years ago for a Canadian customer who had a similar request.

Yes, when Advanced Receiving is turned off, the GL impact of a Vendor Bill is DR: Inventory | CR: Accounts Payable.

Hey @User_JJC0O, You would need a script to mark the field in the Vendor Subsisidary sublist as mandatory.

No worries, let me explain. Let's say the SO has 1 line with $0 and 12 quantity with a monthly Billing Schedule. When you generate the first invoice, you will have $0 on the "Line #1". You would copy that line and enter 1,200 and a Start / End Date on "Line #2". When you save, a new RA will be generated. The invoice will…

NetSuite can accommodate almost any ad-hoc business requirements via Customization.

Some companies don't need an Item Receipt, so they have the "Advanced Receiving" turned off, and need to enter only the Bill/Invoice.

Invoicing will be a separate transaction. When you receive a drop-ship PO, you will generate an Item Fulfillment linked to the Sales Order.

Hey @Yumiko Fourbs, You may have multiple invoices created from a source Sales Order. Do you expect to change the Start/End Date every time a new invoice is created? The RA is based on the Sales Order, which is why NetSuite ARM is using the related Start/End Dates. If you have a $0 Sales Order and are creating Invoices…

Hey @Chris Haygarth ISDM, You can create a custom field and link to a Saved Search showing the Sales Order with a "Minimum" date. If you want to see the results directly via Project Saved Search, something along these lines should work:

@Zeen , We resolved this via a script that would create a Custom Record for each Billing Schedule entry.

Hey @Nickey, Try using the "Tax Item" not equal to "PST Tax Codes" and see if that works. What is the Internal ID of this field? If the above doesn't work, you can try to use a formula with the field ID as a criteria, which sometimes works if the field isn't available for selection.

Hey @User_1VBIQ, If you are talking about drop-ship POs, then "receiving" the PO is going to generate "Item Fulfillment" from the SO. There will be one transaction created.

Hey @brocha , Did you try using the "Same As Previous" option on the form for the State -> Zip fields?

Hey @User_M9P24, I recommend using "Name (Internal)" instead of "Name". In a Saved Search, the "Name" filter represents the Item Name, Display Name, VendorName, etc. You may get inaccurate or duplicate results (e.g., if you have several vendors on an item) if you use the "Name" filter.

Hey @Cecilia.J, What Expense Report Approvals do you use? (e.g., Enable Features -> Employees -> Time & Expenses -> Approval Routing) 

Hey @User_15Q1A, Natively, you can only show Pie Charts using the "Report Snapshots" portlet that relies on standard reports, not Saved Searches. There are multiple ways to display the results of a Saved Search as a Pie Chart via customization. For example, you can export Saved Search results to Google Drive, generate a…

Hey @C M, I assume you are on the standard/shared Tier and have no extra SuiteCloud+ licenses. I would recommend getting an extra SuiteCloud+ license. You can also upgrade to a Premium Tier for an improved Integration Concurrency and more performance upgrade options. You can refer to these articles for more information:…

Hey @CDuf, They should work without any issues, as you may use TBA for older integrations and OAuth 2.0 for new ones. It is preferable to convert the TBA to OAuth 2.0 at some point, as TBA is somewhat outdated.

Thank you, @Mayumi Ciara Marie Cupcupin-Oracle

Thank you!

Thank you, Team!!

Hey @User_LUL5V, NetSuite doesn't have a documented way to find the "missing GLs" on a custom financial report. What you have seen might be something that coincidentally "works" only in a very specific scenario. The only reliable way I found to ensure the custom financial report is accurate is to compare the totals (or…

Hey @Jeroen Sprangers ZS, The "Message" is one of the oldest records that hasn't been touched for a while. For reference, it only supports SuiteScript 1.0, while most other records support 2.0+. Perhaps it was possible to create custom fields via UI, and NetSuite later removed the access without updating the Records…

Hey @Maleeka, You can only have one active Dashboard view per Role linked to the Dashboard. For example, if you have one Controller Role and multiple versions of the Dashboard (e.g., Controller View 1, 2, 3), you can publish each one after another and check the preferred version. If you temporarily create extra copies of…

Hey @User_30ZOA, Yes, it can be done either via a custom saved search with an alert or a custom workflow with the "Send Email" action. Do you know if the email sent on behalf of the CFO is done by the Flexi Approvals? If yes, did you check if it can be modified per your business requirements?

Hey @Ann Wakefield, Yes, you can do it with the right setup. The main two options would be: The custom record appears as a hyperlink under the related custom Subtab on the SO. You click on the hyperlink to open the related Custom Record to make the updates. The custom record appears as a Sublist under the related custom…

Hey @Melody Hashemi, Do you have more Vendor Credits than Bills? Most probably, NetSuite is counting the Vendor Credits as negatives.

Yes, you should use "Name (Internal)" if you have Vendor Codes or Preferred Vendors on items (e.g., for Drop-ship) or other names such as "Product/Web Store names". I have only used the field name in Saved Searches and not sure what is the related Internal ID. Let's try the "nameinternal" or "itemidinternal" and see if…