Hi @JamesHuntley, You might be able to use the "Purchase Approver" without selecting the "Approval Routing". Could you please test it and let me know if you still have issues? Thanks.

Hi @User_HWW8S, Could you edit the Sales Order and click Customize -> Customize Form to check what printing type you are using? If you are using the "Advanced" option, then you would need to edit the "Print Template" under Customization -> Forms -> Advanced PDF/HTML Templates.

Hi @User_5HBIC, Could you please advise why you need to do that? If the goal is to exclude GL Accounts that don't have budgeted amounts from the "Budget" screen, you can use the "Account Type" = "Existing" filter:

Hi @Jose Vale, I noticed you selected the "Bill EFT Payment Information: Internal ID" = "Is not None" criteria only once, although you need to have it on two sequential rows. Could you please make the update and try again? Thanks.

Hi @User_4SFC6, That's a great question. In NetSuite, Journal Entry acts as a hybrid transaction, which sometimes can be used as a replacement for other transactions, such as Customer Payment, Bank Transfer, etc. The use case you are describing isn't uncommon and can be automated via customization, so when the sweep…

@User_2LD8N, I noticed you are trying to create the Workflow on the Purchase Order. My recommendation is to do that for the Vendor Record. Once you create a new PO for that vendor, the selected Tax Code should auto-source to the PO. You can update the Tax Code for the in-flight POs via CSV import. Could you try with…

Hi @User_EKY01, You can change the Revenue Rule on the related Revenue Plan only if the Month End Revenue Journal hasn't been posted. Based on your description, you have many in-progress RevRec transactions, so that is not an option. The good news is that there is a solution. Even if you have the "Update Remaining Periods…

No worries, @Santi B. - I am here to help the community! Thanks for the additional information. I sense there is some confusion about the "Percent Complete" functionality. Let me summarize it for you: The "Use Percent Complete % for Forecasting" applies only to forecasted revenue. It doesn't impact the Actual Revenue in…

Thanks for the clarification, @User_LUL5V, For actual Inventory items, you don't really need to generate charges from projects to then invoice the expense back to the customer. You can still link the PO to the SO for reporting purposes via drop-ship transaction. There a several options we can explore - let me know if you…

Thanks for the additional information, @Santi B. To ensure we are aligned on the issue, could you advise if your main concern is: Percent Complete Revenue (Forecast) Percent Complete Revenue (Actual) Both

Thanks for the additional information. If the shared workflow is the only one running on "Account", something else must be affecting the deselection. Can you hold the "Windows Ctrl key / Mac ⌘ key" and click on the selected item to see if that helps deselect it? Also, could you share screenshots of the "Default Value"…

You can't delete a GL Account once there are transactions because of the "dependency relationship". However, you can edit that GL account, change the Name and Number (e.g., append "_old"), and make it inactive. You can then create a new GL account with the required Name, Number, and Type.

I see what you mean, @User_7YN8E, You can't change the Type of a GL Account if transactions are posted to that account.

Hi @User_7YN8E, The Account Type for Parent and Child accounts should always match. NetSuite has lots of functionalities that are based on the account type, so by design, NetSuite won't allow linked accounts (Parent <-> Child) to have different types (e.g., "Other Asset" to be a parent of "Long Term Liability").

Hi @User_SP0KO, Could you check if there is a Workflow running on the Account record that is preventing the deselection? Also, can you share screenshots from the custom field's main tab and sub-tabs? Typical multi-select fields shouldn't cause issues with deselection.

Hi @User_2LD8N, For Canadian Vendors, there should be a field called "Tax Code/Tax Item". If you select "CA- Zero" for a Canadian Vendor, it will default to POs for that vendor. If you regularly create Canadian Vendors, you can create a Workflow to default "Tax Code/Tax Item" = "CA- Zero" for all Canadian Vendors.

Hi @User_XMFHV, Yes, that's going to be a lot of manual work... I know that Amortization Schedules can be edited via Server-side Scripts. Not all fields are exposed, though. When you are saying "destination account", are you referring to this? If yes, that field should be accessible to scripting.

Hi @User_DATN1, You may not need the custom field if you use Revenue Plan for your search. Could you try this search, showing the "Posted Revenue and Cost by Customer", and let me know if it is close to what you are looking for?

Hi @User_NG5TG, Yes, there are a few ways to do that. Here is one reference search you can use:

Thanks for checking, @User_7YN8E, Do you get a specific error message when you click "Save" after changing the Parent account?

Thanks for the additional information, @User_X0ICX, Did you check my previous post to confirm none of those configuration changes happened right before the June 2023 revaluation? Also, were there any changes to the multi-book configuration? NetSuite support has access to back-end logs that we don't, so they might be able…

Great news, @Ramkumar Natchimuthu!

Thanks for the clarification, @User_KBP3V, Employee Commissions can be accrued in a few different ways. For example, it can be sourced from a source transaction to a Revenue Arrangement to be amortized as part of Monthly RevRec Journals and accrued as part of Cost Deferral Journal. Could you advise how it is calculated in…

Thanks for the clarification, @User_E15G4, Could you choose the "Display Negative Numbers" = "Absolute Value" and let me know if that's what you were looking for? Thanks.

That's good to know that this wasn't a custom field @Jay Schwausch and @Joahnna Given Uy-Oracle @Jay Schwausch - I can paste screenshots without any problems, so it might have been a temporary issue. I would be curious to see the screenshot of the Workflow Field. If it can't be displayed directly, you might be able to…

Yes, I am not 100% clear why all of this doesn't seem to be working in one search, @mark petzold. I plan to spend a little bit more time on this to try a few other options. If this doesn't work in one search, our options are: One Saved Search per year A Saved Search requiring date selection. (you already implemented this)…

Thanks for the additional testing, @Patrick Fresnosa-Oracle. The "Charge Type" = "Purchase" on the Sales Order line should trigger the linkage to the Sales Order. If not, it has no other purpose of being available to be selected on the Sales Order. There is a chance NetSuite removed the Sales Order linkage option for…

Hi @User_LUL5V, The time of the creation SO won't impact it. Sometimes, the Billable charges aren't linked to Sales Orders as "NetSuite" treats them as "standalone from Sales Orders". Another such example is a Billable Expense Charge that is generated based on Charge-based Project Rule. In these cases, the link to the…

Hi @Mathias_Netsuite, You can enable a feature called Intercompany Time and Expense to cross-charge Project Expenses between subsidiaries.

Hi @User_7YN8E, Could you try to edit the Subaccount and change the Parent from there?