Hi @ER-Sree, The "Default" view can be customized and will show the next time you come back to that page. I see you are using the edited version called "ER Default". Can you temporarily show the "stored" field on the JE form and see if the values are populated? If yes, they would show on any Saved Search, including the…

Hi @Pallavi1903, The "Specific Recipient = Group" portion of the "Send Email" Workflow Action has a few limitations and can be confusing to use. You can select a Group in the "Specific Recipient" field if: The Group is Static (Dynamic Groups aren't supported) The "Email" field on the Group is populated The idea is that the…

Hi @Dext3r, When you created the new Inventory Status, did you check the "Make Inventory Available For Commitment"? If the checkbox is unchecked, the on-hand inventory associated with this status is excluded from the available count.

The "Unbilled Amount (Net of Tax)" formula works for my NetSuite instance, but yours might differ and have different fields. Could you please respond to my previously asked question so it is easier to assist you? Thanks. "Are you using Standard/Legacy Tax, SuiteTax, or a third-party solution?

Thanks for clarifying, @User_NG5TG, For "Unbilled Amount (Net of Tax)", you can use the following formula: NVL({createdfrom.amountunbilled} - {createdfrom.taxtotal},0) For the "Amount Paid on the Invoice with no tax", can you advise how it should be calculated? For example: Total Amount: 600 Tax Amount: 120 Amount (Net of…

I am glad it worked, @Curtis Beene, That setting is quite useful as "On Create" logs help resolve issues and conduct reviews on all sorts of records across the platform. I agree that it is best to consider all Pros and Cons before proceeding with one of the options.

I am glad it worked, @User_NG5TG, Could you clarify what you mean by "can expose the net of tax amount paid"? Payments aren't linked to Sales Orders. Also, if you share some screenshots, that would help with the resolution. Thanks.

Hi @Curtis Beene, Could you please check the "Setup -> Company -> General Preferences" and confirm "Log System Notes on Update Only" is not checked? Clearing that flag should start generating system notes "On Create".

Hi @Vernita, Yes - you can "Save As" workbooks. Here is a reference screenshot:

Hi @csmithson, There is a chance this pop-up is generated by customization. Could you check internally to confirm it wasn't built for a specific use case? Thanks.

Hi @ONO4, You can do that by going to Accounting Lists (https://9264337.app.netsuite.com/app/common/otherlists/accountingotherlists.nl), selecting Type = "Incoterm" under filters and clicking "New".

Hi @User_E15G4, Do you have anything selected under "Validation & Defaulting" and "Sourcing & Filtering" on the field? Thanks. I agree that typically a "Purchase Transaction" stored body field should appear on the "Open Purchase Orders" report. Can you clear the browser cache, re-log, and try again?

Hi @Toanne Termeer - van de Ven, There are a few options to do that (e.g., via Workflows, Custom Forms, Scripts, etc.). The most straightforward option is: Create a custom checkbox on the Employee record (e.g., Project Override) Create a custom checkbox on the Project record (e.g., Restricted Access) Create a custom…

Hi @User_NG5TG, Could you please try the formula again to ensure the error message isn't caused by something else? I am using only native fields and get no error messages on my side. Thanks.

Hi @User_D4XL9, Are you entering time against a Project Task? If yes, can you confirm the "Non-billable" checkbox is unchecked on the related Project Task? Thanks.

Thanks for the updated screenshots, @User_T00VZ, I noticed that the Start Date on the Sales Order screenshot was blank. Is that the field that you expect to populate on the PO? Can you send a PO screenshot that shows the location of the related Start Date field? Thank you.

Hi @BM136, Could you please share a screenshot from your "Fulfillment Screen" and "Custom Transaction Form"? It will help us to resolve your issue more efficiently. Thanks.

Hi @David Hali, That's a valid concern. Could you check the NetSuite Ship Central to see if it works for you? https://www.netsuite.com/portal/assets/pdf/ds-netsuite-ship-central.pdf One of the features is: Consolidate orders. Automatically identify orders that are going to the same customer location and pack those items…

Hi @User_JED7G, Could you please share a few screenshots to help us resolve your issue more efficiently? For example, it is unclear to me if you are referring to an invoice that your company is issuing or an invoice issued by another company that you are paying. Thank you.

Hi @User_JED7G, When you say, "how much of the invoices paid in the AR report is sales tax," are you referring to "partially paid" invoices that are still showing on AR Aging Report? Note that the payment itself is applied to the Invoice Total and not specifically against the Tax Amount. Here is a sample Transaction Saved…

Thanks for sharing the screenshots, @User_T00VZ, The images aren't very clear, and I might have missed the entered "Start Date" on the Sales Order and Purchase Order screenshots. Could you please re-upload the screenshots showing: Sales Order with a populated Start Date Purchase Order (before saving) with all the fields…

I didn't consider that use case. Are you using Standard/Legacy Tax, SuiteTax, or a third-party solution? Also, what is your parent subsidiary currency? Can you please also replace the original formula I proposed with this one? CASE WHEN {amountremainingisabovezero} = 'T' THEN ({netamountnotax} - {amountpaid}) ELSE 0 END

That makes sense, @User_1E7KR, Sandbox has several options to handle outbound emails. However, in 99% of use cases (the exception is login notification email, Saved Search alert email, and a few others), the email doesn't get sent to the actual recipient. The most common setting is to send emails generated in Sandbox to a…

Thanks for the clarification, @User_1E7KR, Can you confirm via https://9264337.app.netsuite.com/app/email/sentemaillist.nl (Sent Email List) that the email indeed wasn't sent by NetSuite? Sometimes emails are sent out but rejected/flagged by the receiving email server or filters. The Advanced Approvals SuiteSolution has a…

Those are sequentially generated "check numbers", which are available for user entry. The system assumes you don't have any "failed printed checks" (even though most Bill Payments aren't checks) and adds +1 to the previous number. NetSuite doesn't natively allow adding a prefix to Bill Payment Document Numbers.

Because Bill Payments don't have auto-generated Document Numbers, you can't natively add a prefix similar to, say, a Customer Invoice Document Number. For Bill Payments, you can do that via Workflow or a Script (i.e., to add a pre-defined prefix to all user-entered "Reference/Document Numbers" on Bill Payments).

Thanks for confirming, @User_NG5TG, Could you try the following formula and advise if this is what you were looking for:

Hi @CRATIV_Jason, That's a valid question. "Document Number" typically acts as a reference number. For transactions like Journal Entries, we turn "auto-numbering" on, so NetSuite adds sequential numbering for easier referencing and auditing. In most cases, Document Numbers are unique. However, with "Allow Override", you…

Hi @User_1E7KR, Did you build the workflow from scratch or are you using the Advanced Approvals SuiteSolution?

Thanks for the additional details, @User_NG5TG, When you said "...£123, 219.60 paid", were you referring to "Amount Remaining"? On your screenshot, the "Amount Paid" for £102, 683 is 0. Is this correct?