Hi @User_2LD8N, You can create a Custom "Subcustomers" Sublist and hide the native one. That way you can get rid of the "New Sublead" and other buttons:

Hi @Maleeka , Could you share the screenshot of the "Sorting" tab of the report? I assume it is the Summary version of the report. The report screenshot that you shared has everything sorted by the Total Amount. Are you expecting something else?

Hi @User_GNSOF, The Release Preview account is a separate NetSuite instance, similar to Sandbox. NetSuite provides the RP accounts so customers can preview the new features and test their customizations to ensure they will work as expected when Production is upgraded. If you created the Items in the RP account that were…

Hi @MatB, You can use Advanced PDF/HTML for Customer Statements. There are two versions included by default: The multi-currency version often requires tweaking to work properly.

Hi @User_8UBAC, Natively, the "To Be Emailed" field isn't being tracked in NetSuite system logs. For this and a few other fields, you would need a customization to enable tracking.

It should. If you are unsure, you can try that in Sandbox first.

If you do the JE "non-specific" and the refund to a "specific" customer, then the amount may show up in the AR aging.

@Patrick Fresnosa-Oracle, Why do you think this U5 defect is taking so long to resolve? Per NetSuite official guidance, 80% of U5 defects are resolved within 4 E-Fix releases: Core product E-Fix releases are published monthly, so this defect should have been resolved a while ago.

Yes, it can. On the JE, make sure you choose the Customer/Name on the AR line.

No worries at all. The main issue is that you physically deposited $250 and only recorded $230 in the bank. You can now do the following: DR $20 Bank | CR $20 AR (Customer name) This will ensure the original transaction was recorded correctly. Then, you can process the customer refund: DR $20 AR (Customer name) | CR $20…

Thanks for confirming. Can you check the GL impact of your entry? You mentioned you only applied 230 to AR. So, where did you credit the extra $20? DR $250 (Bank) | CR $230 (AR) + CR $20 (***)

Did you deposit $230 or $250 into the Bank?

Hi @TThompson-CM, What is the status of the Defect report #667177?

I understand why you only debited $230 into AR. Because the customer paid $250, that's what you need to debit to the bank. Perhaps it is easiest to book that extra $20 to the AR and then reverse it via the Customer Refund transaction.

Hi @User_0B8DH, The original entry was DR: Bank | CR: Accounts Receivable You would need to do DR: Accounts Receivable | CR: Bank

Hi @SuiteCandy-Oracle, I agree that the description of the limitation is confusing. It is probably related to automation, such as "processing Customer Refunds via Electronic Payments". NetSuite may allow only one primary bank account to be selected for such transactions.

Hi @Honey Soe, You cannot display the header level Location on AP Aging Summary report. The GL impact is based on line-level, which is why only line level can be added to the report. You can have a Bill that has a Location ABC on the header and Location XYZ on the line (e.g., it was manually changed). In this instance, the…

Hi @User_P7UX4, The "A/P Balance" shows the "total impact on A/P accounts." It doesn't show cumulative balances, assumes vendor payments use the same class and department, and may sometimes show incorrect data. That's a confusing KPI, and I don't recommend using it. The "Payables" is always accurate and easier to…

The External ID should be unique for each record type. Using 1001 as an External ID for a non-Group record should not be a problem.

A unique identifier, such as External ID or Document Number, is required when creating a new record. If you populate External IDs (e.g., 1001, 1002, 1003, etc.) and map on the import, all records will get created with the "Add" option.

Hi @PeteLawson, If you are creating new records, it is better to do the import using "Add" instead of "Add/Update". Could you try that and let me know how it went? Thanks.

Thanks for the clarification; I was thinking about the Saved Search when I made the recommendation. Standard Reports don't have access to the "Created By" and "Posting Period" fields. You can display them if you add them as custom fields on transaction records and populate them via Workflow. Here is an example of a custom…

Thanks for confirming. I looked into this closer and realized that the "Vendor Bill" appears as a "Sublist" to the "Vendor Payment" record, as you can pay multiple Bills with one Vendor Payment. This is why the Custom Field value isn't copied from Bill to Vendor Payment. You would need to create a Workflow Action Script…

Hi @User_0HHAM, You need to use the "Created By" field in the results to see who created/initiated the transaction. You would need to use the "Period" field in the Saved Search results to see the posting period.

Hi @MichelCA, Could you change the field display type to 'Normal" on the Bill Payment and see if you can manually select the project? Also, could you double-check that you have the exact same field on PO, Bill, and Bill Payment?

There is a chance the user working in the RACG may miss the overlapping allocation when going back and forth from project to project, Day/Week view, etc. I found the prompt helpful. How about replacing the "Resources" subtab on the Project Task and adding a custom "New Resource Allocation via RACG" button? Clicking the…

@User_HPB3I, I built a sample report for combined allocations that I meant to share but noticed that in some instances, where there are multiple overlaps of the allocations, the result might get "weighted down" below the threshold for the alert. To make it 100% reliable with a Saved Search, we would need customization with…

Hi Helen, You can definitely ask ACS to help with that.

For #4, are the values selected manually by the user? Also, do you have cases when the field value of these fields is blank?

Good point. You still should be able to leverage that field. For multiple allocations, you could sum the "Total Percentage" per employee per day and set the triggers when the total is more than 100%.