Hi @Kedalene, The SuiteApprovals would automatically change the "replaced" approver with the "delegated/new" approver on all "Pending Approval" transactions. You can only set the Start Date as "Today" or "Future Date". For example, you have 15 "Pending Approval" transactions with Employee 1 as the approver. You then…

The steps might differ slightly depending on the Journal Approval Workflow you use. Most probably the workflow locks the Journal Entry record when it is approved. You have to edit the "Lock Record" under the "Approved" state of the workflow and add the custom role in the condition to allow editing Approved Journals.

It is surprising that the source is blank. What are some of the populated fields for that line on the report? If you could send a screenshot, that would help. There can be multiple other reasons for the revaluation to start in June 2023, such as: A specific exchange rate wasn't getting updated for a long time and was…

Can you check the Internal IDs of the Projects? NetSuite might be sorting them by Internal ID in Edit mode. We can't change the sorting method of the Projects showing up on the Weekly Timesheet. I agree that it would have been great to have that option.

Hi @faisalabdulmoid_39498, Could you advise if you use Time Entry or Weekly Timesheet with the new UI? The most common time entry method is via Weekly Timesheet (new UI), where projects are sorted in alphabetical order: Note that you can also use "Contains" option when looking for the relevant projects:

Hi @User_YMWNR, You can do it via Reminders Portlet or Dashboard Tiles Portlet. Customer roles would need to have the following: Permission/access to the relevant portlet. The Reminders Portlet is easier to use and takes up less space. Permission/access to the related Saved Searches. The "undelivered emails, bounced emails…

Hi @User_LUL5V, I agree that the SRP/Advanced Projects guidance isn't complete. Please answer the following questions to facilitate the issue resolution: Did you link the Project to SO via Line or Header? Did charges generate based on data from a vendor bill? Can you send a screenshot of the related Charge Record? Can you…

Thanks for tagging, @Ivy Lopez-Oracle, Hi @ChrisG69, To understand the core issue better, could you please answer the following questions: Do you know if Amazon SP-API is using a pre-built NetSuite connector? If yes, did you confirm it is not customizable (i.e., the Tax ID field can't be added to the mapping)? Are you…

Thanks for confirming, @csmithson, That's what I suspected, which I mentioned in my earlier comment ;)

Hi @User_4B6IN, You can easily change Sales Orders that are in Pending Approval status. Once a Sales Order is Approved, it generates various related transactions, such as Revenue Arrangements, Billing Schedules, etc. It is not advised to make changes to Sales Orders that are Approved. As @Katerina Winklerova-Oracle…

Hi @CMC_CC, To further clarify @Micah Timbol-Oracle's comments, it might be best to set the "Journal Entry Approval" permission to "View" for the custom Accountant Role. That way, the users won't be able to "Approve/Unnaprove" journals. The custom Accountant Role may also need to have "Make Journal Entry" permission at the…

Hi @User_X0ICX, Could you please run the Reports -> Financial -> Unrealized Exchange Rate Gains and Losses report and see which source transaction caused it? Is it possible that the IC JE was edited and the Vendor Name populated last month, which is why NetSuite revalued the balance and a big FX difference resulted in a…

Hi @Christopher Williams, NetSuite built an AP Automation tool to simplify this process: https://www.netsuite.com/portal/assets/pdf/ds-netsuite-ap-automation.pdf It is in the early stages and has a number of limitations (e.g., it only supports parent subsidiary; for auto-payments, you need to use HSBC payment services,…

Hi @User_IJB6M, Here is an overview of NetSuite Cash Management tools: https://www.netsuite.com/portal/products/erp/financial-management/finance-accounting/cash-management-software.shtml I am also enclosing the Banking and Cash360 guides.

Hi @Kedalene, Thanks for confirming that you are using the same template and process but receiving the "The file upload failed" error message during the manual Bank File Import. It might be caused by: Unsupported characters (e.g., ",",) entered by the payers in the Memo column. Unnecessary spaces entered by the payers in…

Hi @Dext3r, Workflow that is set to "Testing" mode would only execute for the owner. If you want to involve others, you must set it to "Released". The leading practice is to test workflow changes in Sandbox before deploying them to Production. If other testers aren't available, you can create several "test/temporary"…

Hi @Kedalene, I assume you are using the SuiteApprovals SuiteApp. Could you clarify what you mean by "even it there is customized workflow"? The Approval Delegation in SuiteApprovals typically works without issues. You can delegate the approvals for a specific period (e.g., the approver is on PTO) or indefinitely (e.g.,…

Sure, let's discuss further to come up with the best option. Could you please advise which Financial Statements you are referring to? Typically, invoice detail/numbers are displayed on AR and management reports only. We might be able to modify the required reports to include the Group Invoice Numbers.

Hi @User_JED7G, I see what you mean. The easiest option would be to: Open the Customer Payment that you linked with the invoice Edit the Customer Payment Clear the "Apply" checkbox or make other modifications (e.g., change the amount or choose another invoice) Save the Customer Payment

Hi @User_JED7G, If the main concern is invoicing, the Invoice Group feature might be a good fit. You can combine multiple invoices for the same customer and send them as one invoice.

Thanks for the update, @Ramkumar Natchimuthu, Could you please provide more context so we can assist you more efficiently? For example: Details on the Saved Search (e.g., is it a System Note search or an Item search with System Note join?) What is the criteria of the Search?

Hi @User_FL4CK, Do you have those reports ready and want to add them to the navigational path? Or would you like to know how to build those Reports/Saved Searches?

Hi @User_8E39J, Once you create a Sales Order with "For Invoice Grouping" checked and generated related Group Invoices, you won't be able to uncheck the "Group Invoices" checkbox on the Customer Record. If you want to exclude future Sales Orders and Invoices for that customer from invoice grouping, you have two options:…

Do you think that transaction should have been in NetSuite and isn't? If yes, it might be best to check the status with the Payroll Functional owner. If you are using SuitePeople, you might need to match the Bank Data to a Payroll Transaction. If you aren't using SuitePeople, then it would be a Journal Entry.

Hi @User_8ZIY6, That's a valid concern. Currently, you can unlock only Purchase Orders, Vendor Bills, and Expense Reports. NetSuite is releasing SuiteApproval enhancements on a regular basis and hopefully, Sales Orders will be supported soon!

Hi @User_RM2YQ, If there is a transaction in your Bank Feed that is missing in NetSuite, you can use the "New Journal Entry", "New Charge," or "New Deposit" options on the "Match Bank Data" page to enter the relevant transaction. Regarding the impact, it will be immediate if you don't have approvals process for those…

Hi @Ramkumar Natchimuthu, The error might be caused by the missing "END" at the end of the Case Statement formula. Can you make the update (...ELSE 0 END) and see if it works? Thanks.

No worries at all - I understand you are dealing with lots of various requests. Please continue posting your questions here and we will help!

You might not be able to build this from Sales Order as the Customer Payment record is "two levels deep," (SO -> Invoice -> Customer Payment), and you can get only to one-level Joins on Saved Searches. Regarding the Unbilled Amounts from your screenshot, my questions are: If one of the Sales Orders is for 2,195.50 and has…

Yes, you can Sum/Group them to show one line per JE if you don't need to see line-level information (e.g., line description, GL Account, etc.)