Hi @Ted Stout, There is a workaround around this limitation by using the "Customers and Contacts Together": The high-level steps are: Create a Test/Temp Customer Import all Contacts with the required roles and assign them to the Test/Temp Customer. Export the list of newly created Contacts with Internal IDs Replace the…

I created a Custom Segment called Market Segment with three of the values from your screenshot: I can now show its values on the Income Statement as persistent columns: Could you compare your setup to mine and let me know if you have any questions? Thanks.

Thanks for checking, @Shin W, Some native fields are hidden from the custom sublist, and we would need to use a custom field to display the required value. Do you have Saved Search where you can see the Carton Quantity? If yes, can you share the criteria and the result? I would then recommend how/where to create the custom…

Thanks for the additional information, @Patrisja Nuguid-Oracle Could you confirm the Market Segment is a Custom Segment? If yes, could you check if it is applied to all transactions (Application & Sourcing tab > Transaction Columns subtab)?

Hi @ZShah, We should be able to do it via Saved Search. Could you please share the Criteria and the Results from the search? Thanks.

Hi @Shin W, You should be able to add the required columns by clicking "Customize" on the sublist: Let me know if it doesn't work or if you can't find the columns you need. Thanks.

Hi @Varonis inc., The filters for "Account" and "Transaction Type" show as "multiple" on the screenshot, so we can't see what is selected. Could you double-check to confirm the report is run with the exact same filters and still shows different results? Also, do you run the report in sequential order and get a different…

Hi @zshah, Here is the link to start the process of becoming a NetSuite Partner: https://www.netsuite.com/portal/partners/become-a-partner.shtml. Good luck!

Hi @Kedalene, Can you double-check if the user is logged into the correct role? Also, can you check if any of the permissions changed for the role that had access to the reminders? Thanks.

Hi @User_JJC0O, For each of the Field/Custom Records, you can set the Access Level = View for any of the applicable Custom Roles. Once done, they can view and select the values but not create them.

Hi @User_SVIBU, The journal shows on the Bill Payment page as it probably credits the AP account for a specific vendor. Is this intentional? NetSuite allows creating the AP via Journals and paying them through a Bill or another Journal. The JNL-5172 will disappear from the Bill Payment screen if the GL for the Credit is…

Hi @Patrisja Nuguid-Oracle, Could you check if you can use the Market Segment as persistent/matrix columns if you run the Income Statement Summary report? The "View Columns By" option doesn't work for the "Detail" version of the Income Statement.

No problem at all - I am glad to help! By design, the Intercompany AR and AP accounts are used for Intercompany Sales And Purchases and can be set to IC Customers and Vendors. The Intercompany Cross-charge mainly moves actual expenses/time from one subsidiary to another. It doesn't natively support the addition of a…

Could you please open a NetSuite Support Case and ask them to investigate this? They have the tools to help identify what is locking the Purchase Approver field on the Employee Record. I am curious to know what would be their answer. Thank you.

Sure - @kees.netsuiteadmin, If you open the Customer Deposit that has 18+ lines/checks, there should be a Print Summary option there:

Hi @Mathias_Netsuite, Yes - you can do that via the "Transactions -> Financial -> Create Intercompany Adjustments" process. For example, you have an employee in Subsidiary A who entered an Expense Report for a project in Subsidiary B. You can cross-charge that expense via the "Create Intercompany Adjustments" process. When…

We could have done this with a Saved Search if you had a direct link between Sales Orders and Purchase Orders. Because they aren't linked (which is a valid business use case), the only way I can think of to do what you need in an automated way is through customization. The script will run on a scheduled basis, record all…

Thanks for checking that, @JamesHuntley, What is the display type of other similar fields on the Employee Record, such as "Expense Approver", "Purchase Limit," and "Purchase Approval Limit"? The field is grayed out due to one of these: Display type setting on the field itself (this shouldn't apply as the field is native)…

Hi @Vernita, The detailed example that @Patrick Fresnosa-Oracle kindly provided would apply if you have the following: Parent (AUD) Child (USD) Grandchild (AUD) If you only have Parent and Child, and both have the AUD as their base currency, then the Consolidated Exchange shouldn't impact it. I would expect the Amount to…

Hi @kees.netsuiteadmin, NetSuite imposed that limitation as the pre-printed deposit slip (ordered from https://www.netsuiteforms.com/) can only include 18 checks. I agree that they should have provided an option to extend the number, as many customers aren't using the "official pre-printed slips". An alternative would be…

Hi @User_HWW8S, Typically, Trade Shows, Campaigns, and other lead-generating activities are tracked via Custom Field/List on your Lead/Prospect record. For example, you can create a field called "Trade Show" and a list called "Trade Show" and assign the list to the field. Then, you can create various "Trade Show" list…

You are welcome, @MikeGodbout - I am glad it worked! Interestingly, when you use the Account Internal ID (e.g., 863) on the CSV import, the name shouldn't really be an issue. Take care!

Hi @Martha Hakes, Do you create POs from Sales Orders? Do you want to see open Sales Orders only if they are linked to drop-ship POs? Thanks.

Hi @Mahmoud Alshami, Yes, it is possible. Please use this Saved Search as a reference to do that:

Hi @Dext3r, It might be easier to set this as a default preference for the required custom roles:

Hi @Janet P, There are several options to do that. Here are two of the methods: Create a Workflow that returns a user error when someone with the "Shipper Role" tries to edit the required fields on the Sales Order. Create a custom Sales Order form assigned to the Shipper Role where the required fields are "Inline/Disabled".

Hi @Febin Antony, Once the field is set to "Disabled", it won't show in the import mapping. Did you set it to "Disabled" = "On Create" via Workflow? If yes, you can exclude the "CSV Context" from the Workflow Action. Another option is to "Disable" the field only on a specific Time Tracking form and do the CSV Import using…

Hi @Cristian Cabacaba, Yes, you can do that via customization/scripting. Workflows currently support only "Item (line)" sublists but they may support "Account(line)" in the future. Thanks.

Hi @User_JED7G, Our customization options for the "General Ledger" report are limited, as it doesn't support SQL formulas. As the Invoice Group is made up of invoices, which are the transactions that create the GL impact, we won't be able to combine them into a single line on this report. Maybe it will help if you show the…

Thanks for confirming, @ZShah, Can you add the "Financial -> Document Number" column and see if it works for you? Thanks.