Based on the use case you provided, it might be better to use additional criteria in the alert to identify the users who aren't using NS regularly and need to get the alert. For example, they may have a specific "Job Record Type", "Remote" status, or another distinct identified. Alternatively, you can add a Custom Checkbox…

Hi @Dext3r, If you are using a multi-subsidiary customer feature, then it won't matter which vendor you select. Typically, the vendor doesn't matter, as you are billing an expense back to the customer per agreement with the customer, which may limit the amount but not specify the vendor.

Hi @Morgan Elmac, The "Invoicing Preferences -> Invoicing" won't apply to charge-based Projects. If you set the "Group Charges By" under "Invoicing Preferences -> Charge" to Transaction or Employee, the charges may appear on the same invoice. You could also edit the related charges and set them to the same or sequential…

You can't manually add lines to the Revenue Plan. NetSuite automatically adds them based on the Revenue Rule and other related information. For example, if you have a revenue of $1,200 and the Revenue Rule is to recognize it straight-line over 12 months, you will get 12 lines x $100 on the Revenue Plan.

No worries - I'm glad to help any way I can.

If you posted RevRec JEs against the Revenue Plan, you won't be able to change the Revenue Rule. The only option to change it is to delete the RevRec JEs. You may need to delete the Revenue Plan, update the Revenue Rule on the Revenue Arrangement line, and re-create the Revenue Plan. You can also consider marking the "Is…

I would be surprised if Global Search is cutting off search results. The Global Search is sorting the results alphabetically by default. Regarding the Item Search, if you search for "shelf", it shouldn't produce any results for items that don't contain the keyword. If clearing the custom field doesn't help, the best next…

The correct treatment for revaluing the Bank is to post the revaluation Gain/Loss to Unrealized GL. NetSuite is doing it correctly. The best is to double-check if you can change the destination GL for the Bank via Foreign Currency Variance Mapping. I used it for various mapping changes but can't recall if it included the…

Hi @Sunil Kumar Kardam, Could you provide more details on your specific issue? Do you have RevRec Journals posted against the Revenue Plan you are trying to edit? If you could share screenshots, that would help, too.

Hi @User_XMFHV, Can you check if instead of "includes me," you can choose "is me/mine":

Hi @User_Q1DPO, Per Accounting Standards, the Gain/Loss is Realized when a Sale or Purchase transaction is settled. Open Balance Sheer revaluations are Unrealized. Many companies buy/sell their cash. For example, they may sell USD and buy GBP or vice versa. When the sale or purchase transaction is completed, any foreign…

Hi @Chris74, The leading practice is to use the project record to control which projects are available for Time Entry. Under the "Preferences" subtab of the Project record, there is a checkbox called "Allow Time Entry": You can control which projects are available for time entry manually or via Workflow/Script. I mostly…

If you uncheck the "Global Search" checkbox from the custom text field, the search result discrepancies may go away. If, after several hours, the custom field is still indexed, it's a good idea to clear the text from the field and re-import with the field checkbox unchecked.

I analyzed both "Shelf" search exports that you provided and found the following: There are 1,849 unique item results when you search for "shelf" Globally and via Item list There are 1,584 unique items in the Item search (e.g., Internal ID 15118) There are 72 unique items in the Global search (e.g., Internal ID 16569) And…

You can add the Customer Name to the Invoice sublist on the Payment Record by editing the Payment, Customizing the Sublist, and ticking the "Name" checkbox:

No worries - let me know when you have time to look into this.

My proposed criteria had 3 lines, but yours has 5. Because you have two more lines, you must update the parenthesis for the whole criteria to work correctly. As I don't have your custom fields and items, I cannot test it properly on my side. Could you move the second parenthesis down and see how it works? Thanks.

Could you advise what specifically you need to do via reporting that doesn't work? We should be able to get the required information via record joins. I am unclear what you mean by "But PYMT doesn't". Are you trying to edit the Payments sublist on the Deposit record? It is not available on the form but you can add native…

Hi @CRATIV_Jason, What is the main reason you want to show the customer name on the Deposit Record header? Is it required for reporting? A Bank Deposit can relate to multiple customers, which is why they appear under the "Payments", "Other Deposit," and "Cash Back" sublists/lines:

Yes - there are 1,575 items similar to ADVA-AG-MT-300. The discrepancy explanation appears to be that the Global Search doesn't look at "Store Display Name" while the Item Search does. In the Item Search, can you change the filter to "Display Name" and see if that changes anything? Thanks.

Thanks for the exports; this is helpful. Yes, the inactive items might be one of the reasons. What happens when you do a global search for "ite: %shelf+"? Adding "+" to the global search keyword includes inactive records. Let's also look at the following Item: Internal ID: 50340 Name: ADVA-AG-MT-300 Display Name: Equipment…

That's good. Based on your previous comments, when you search for "item: shelf" in the global search, you get around 259-265. And when you search "shelf" on the Item page, you get 1777 results. Could you please export both to Excel and see what the discrepancies are?

Sounds good, @Eklon Eleuterio

Just the item page. Let's first confirm everything works correctly there.

Hi @Miki M-Oracle, Can you check if the customers for whom the Remittance isn't printed have anything in common? For example, those are multi-currency customers or have unapplied balances on account, partially applied Credit Memo, etc. There is a chance that the Advanced PDF template wasn't customized to account for all…

Thanks for checking that. I suspect the issue is with the "MB List w/Qtys" view. Could you select the "View = All", then Customize -> More Options, and only add the "Name" as a filter: Let's see what you get if you then search for "freezer" or "fryer". Can you also check if the results change if you search "%freezer" or…

Hi @Jake Pangan, The native linkage of the Sales Order to an Estimate happens via the back-end "Transaction Line ID," which is not exposed. We won't be able to link a standalone SO to an Estimate. The leading practice is to reverse the Item fulfillment and the Sales Order and create a new one from the estimate. If you want…

For the Item Name filter in the Saved Search filter, are you using "Name" or "Name (internal)"? If you use "Name", it may duplicate the results if you have items with multiple vendors and other multiple entities.

Got it; thanks for the additional information. If you select the required non-managerial role in the "Access" tab of the Custom Field and choose "None" for both levels, the field should become hidden for the non-managerial role. Here is an example:

You are welcome, @Craig_Verde