I see. Do you have Strongpoint that allows checking all objects in NetSuite that impact the defined field (e.g., Purchase Approver)? If not, can you go to a Dev/Sandbox environment and remove the Approval Routing for Purchase Orders and see if that impacts the locked field on the employee record? You can also try using a…

Hi @Laura K, Please use this Saved Search as a reference and let me know if it doesn't work for you:

Hi @ZShah, Can you check if any of your invoices impact the P&L directly? If you are using Advanced Revenue Recognition, invoices would only impact the Balance Sheet (e.g., DR: Accounts Receivable and CR: Deferred Revenue).

Hi @User_JED7G, Was this invoice created in a subsidiary with a base currency of AUD? This could happen if the base currency of the subsidiary isn't AUD, so the report is converting it back to the base currency of the subsidiary (e.g., USD) and then to the Parent Subsidiary currency of AUD.

Hi @Mark Halsey, You can do that via Sales Force Automation Mass Update:

Hi @Tafara, Did you try the Saved Search, and it didn't work for you? If yes, please share the screenshots so I can take a look. The Saved Search worked for me. Thanks.@Tata Consultancy

Hi @Vernita, Could you check if you have the "Log System Notes on Update Only" unchecked under General Preferences? It is checked by default and might be the reason you are not seeing complete logs.

Hi @Janakan, Could you remove the "Sales Rep": Show = Yes filter from the Saved Search and export again? If this resolved the issue, we would need to use a different filter or modify the criteria for the Sales Rep.

No problem at all - we will figure it out. Just before trying another CSV, please do the same for the Subsidiary as you did for the account, so the mapping uses "Internal ID" instead of the "Name" of the subsidiary. Have a nice weekend, too!

Could you double-check the internal ID of the subsidiary is 25? Also, could you try using the Parent subsidiary or another subsidiary/account combination? Once we have one successful CSV import, we will be in a better position to pinpoint the cause. Typically, if you successfully create the transaction via UI, mirroring it…

Hi @Vernita, Based on your configuration, the system might be using the Consolidated Exchange Rate for the conversion. Could you check that and let me know if you still can't reconcile it? Thanks.

Hi @Vernita, The error seems to be related to Work Calendars. Do you have a default calendar in the system? Also, do you set Work Calendars on Employee Records? Thanks.

Hi @Chandanesh, Could you use the following reference search and see if it works for you:

Yes, thanks for that. Could you confirm that you used every information on the manual entry 100% matching the CSV? If yes, can you try another GL account instead of Account 11000? Also, did you enter the same External ID on both lines of the CSV import file? Note that I created a Custom Transaction replicating yours, and…

Thanks for the additional clarification, @JamesHuntley, The "Approval Routing" checkbox for "Purchase Requests" or "Purchase Orders" shouldn't itself impact the display type of the "Purchase Approver" field on the Employee Record. Could you go to Customization -> Scripting -> Scripted Records -> Employee and see if any…

Could you please share the screenshot for the Address Form that you customized? (Go to Customization > Forms > Address Forms, click Customize for the standard address form, and move the phone number to the last one.)

No worries at all, @MikeGodbout - I would be glad to help! The new error message confirms the issue isn't related to a wrong account name. It seems the issue might be related to currency or other restrictions. Can you try to enter the Custom Transaction through the UI with the exact same data you have in CSV (e.g., post to…

I am glad it worked, @Jose Vale, You had everything that was needed, and indeed, it wasn't clear what was causing the error message.

Thanks for checking. Can you do the following and try to import again? On the import template, replace Account 11000 with the Internal ID of that account. On the mapping, replace "Name" for the Account with "Internal ID". Run the import If the import is successful, or we get a different error message, then the issue might…

If you click on the pencil for the account on your mapping, does it say "Name", "Internal ID," or "External ID"?

Can you check the Script Execution Logs and see if any of the "EP" scripts is logging this error? If yes, the logs may provide additional insights into the cause.

Thanks for checking, @User_HWW8S, Also, does your custom address form look like this?

Hi @MikeGodbout, Are you using "Name" or "Internal ID" for the import mapping for the account? My recommendation is to always use "Internal ID" as using "Name" may result in the above error message. Thanks.

Thanks for the clarification, @User_5HBIC, The "Budget Category" filter on the Budget vs. Actual report has a look-up against the Budget Transaction Record (e.g., app.netsuite.com/app/accounting/transactions/budgets.nl?id=1) The GL Account itself isn't being filtered. The only way to include a GL Account in the Budget vs.…

@JamesHuntley, Is the "Purchase Approver" field grayed out on the Employee Record? If yes, that might be caused by another workflow. Could you check what else might be affecting it? I don't have the "Approval Routing" enabled in my NetSuite instance, and the field isn't grayed out.

Thanks for trying that, @Jose Vale, Could you also try to completely remove the "Bill EFT Payment Information: Internal ID" = "Is not None" criteria and see if that works? I suspect it might only apply to Bill Payments, although NS recommended adding it. Thanks.

The options I was referring to wouldn't be for Inventory Items sold through Projects. By design, NetSuite allows only non-physical items to be directly associated with a Project/Service, a transaction fundamentally different from the "sale of physical goods".

Everything looks good on this screenshot, @User_SP0KO, Did you find the field with the "multiple select" type? If yes, could you send screenshots of all field tabs (e.g., Main, Validation & Defaulting, Sourcing, etc.). Can you do the same for the "Code Type" and "Default Value" fields? There was nothing on the "Validation…

I am glad it worked, @User_SP0KO! What I meant was for you to click on the field called "Default Value" and screenshot the main tab and sub-tabs, such as "Validation & Defaulting". A field itself may have a Formula that populates the value. Here is a sample Text Field's screenshot: There seems to be other "missing…

Hi @User_GE47I, There are a few ways you can do it via Workflow or Workflow + Custom Field with Sourcing. One option is to create a Scheduled Customer Workflow and use a Customer Saved Search with specific criteria (see reference criteria below) to trigger the "Set Field Value" action: Let me know if you have any issues.