Hi @BWM- Shem, Are you trying to delete an image that you uploaded (e.g., Expense Report receipt)? NetSuite typically allows the image/file owners to edit/delete them. The permission that allows Custom Roles to delete any image/file is "Lists -> Documents and Files -> Level: Full". However, care must be taken when…

Hi @Kedalene, NetSuite doesn't allow the copying of Subsidiaries. The Subsidiary record is an essential "reference record". It drives most of the underlying functionality of the related transactions and records. This is why NetSuite designed the product so that Subsidiary records are created from scratch.

Hi @manuelsaomartinho and @Dale H, I agree that it is best to correct this issue. If not, the "No Vendor" will permanently appear in the AP Aging Detail report (you can remove it from AP Aging Summary by creating an adjusting JE with No Vendor debiting the AP Account). To correct this, you would need to: Re-open the…

Hi @mark petzold, It seems you would like to treat "multiple donations per customer per year" as "one total donation per customer per year". Can you try this formula and advise on the results? Field Value: Formula (Currency) Summary Type: SUM Formula: SUM(CASE WHEN TO_CHAR({trandate},'YYYY') = '2023' THEN {amount} ELSE 0…

Hi @User_T00VZ, To help with the troubleshooting, please advise on the following: Are you using standard or custom Start/End Dates? Are you using standard or custom Drop-ship PO Form? If you are using a custom form, is it linked to the SO form? Can you share a few screenshots? Thanks.

Hi @User_NG5TG, Can you please share a few screenshots with the actual amounts from transactions and what is missing? This will help to ensure everyone is aligned and your issue is resolved efficiently. Thanks.

Sure - here are some reference screenshots:

Hi @ER-Sree, Sure. For this to work, you need three main components. Field with a "Store Value" = "False" (e.g., Total Journal Amount) powered by a Saved Search. You already created this field (I wrote a savesearch to sum(dr) and linked it to the default value of this custom field.) Field with a "Store Value" = "True"…

You can do it with a Custom Sublist if you create it as a Custom Record with the required fields, filters, and configuration to show CC Charges on specified transactions and transaction types. Here is a reference: You can do it with just sublists if you add the reference transaction (e.g., JE or Check) on the Credit Card…

Hi @Febin Antony, Yes, you can create a KPI Scorecard to show the AR vs AP. You can also add Bank data to make the KPI Scorecard more informative. Here is an example:

I see what you mean, @User_DJ8IA, If the client absolutely wants to match the payment to CC charges, you can offer to add a multi-select CC Charges list to be selected on the payment transaction.

Hi @User_E15G4, Yes, there are several workarounds. For example: Create a Custom Field (Free-form Text) to enter multiple emails. Create a Workflow to copy those emails to the "Email" field on the PO, which can accept multiple email addresses. With this solution, the PO will be sent to multiple recipients.

Hi @GuppyPhish, The issue probably isn't related to NetSuite impacting the back-end or scripts. NetSuite pushes semi-annual releases in March and September. They also regularly push hotfixes, which are relatively minor and often applied to specific user accounts. The best option is to check the execution logs of the…

Hi @Gia My "Mei" Luc, In some cases, a field on a Sublist can be hidden via Permissions. "Amount" isn't one of those fields. There are several solutions to this. For example: Create a Custom Form for the required role Hide the standard/current sublist Create a custom sublist without the "Amount" field

Hi @User_NG5TG, Could you check if you have the Project attached to the Opportunity header or line?

Hi @User_GE47I, You would need to create a Commissionable Item Saved Search and use the custom checkbox in the Criteria. Once done, you would need to include the newly created Saved Search in the new/related Commission Schedule.

Hi @Tybrneryan, Please help me to understand your use case better: Do you have the same Base Currency in both subsidiaries? Are you doing an "Arm's Length" transfer where the item rate / transfer price is the same? Do you have the Use Item Cost as Transfer Cost preferences disabled?

Hi @User_AZS9E, I have several questions to help with the troubleshooting: In Prod, do you process the ACH for Bills and Bill Credits together? If yes, do you see Bill Credits applied against Bills? Can you check the processed ACH file under Payments -> Payments Processing -> Payment File Administration and share the…

That's great news, @FazeprooF! Based on your findings, it might be best to group the results so it shows each Customer / Item / Price combination only once.

Thanks for the additional testing, @FazeprooF, Sometimes the "Pricing Search" results might be affected if you generate custom Price Lists. It seems you haven't done that. Can you create a test transaction adding the newly created items on a few lines with the same price? Let's see if that duplicates the search results.…

The criteria will be different for each Dashboard Tile. You would need to locate the Saved Search that's powering your Dashboard Tile and edit the "Audience -> Department" of that Saved Search. This is where the Saved Search is shown on the Dashboard Tile record:

I see what you mean, @Panadick, To see Sales Order items, the only option is to run the Sales Order Saved Search on a line level (i.e., Main Line = False). Certain joins, such as "Installment On Sales Order Fields..." is attached to the Sales Order header, and you can't natively combine them in one Saved Search.…

I see what you mean. Saved Searches power dashboards, and you should be able to achieve what you are looking for by setting department restrictions on related Saved Searches. Here is a Dashboard Tile sample Saved Search for the reference:

Hi @ER-Sree, When you said, "Later, I added that custom column to the journal list view. but it does not show the total there.", do you mean you added the newly created field to a Saved Search listing Journals? If yes, you would need to create a "Store Value" version of this field that will be regularly updated via…

Hi @Sue Campau, Yes, you can do that by navigating to the required Dashboard Tile and adding the required roles. Here is an example:

Yes, it is a browser issue, and we need to do that from time to time. Chrome (and other browsers) rely on the cache (temporary files) to speed up page loading. Sometimes the data in the cache becomes corrupted and causes issues for NetSuite.

Hi @User_DEF0A, If you are using Sales Orders, you can do it through "Related Records: For each flow, you have to go to the source transaction and check "Related Transactions". You can do it for entity records, such as Customer, Vendor, Project, etc.

Hi @TBalser, It happened to me a few times when I forgot to edit the Vendor Record before editing the Address. Can you check if that might be the case?

@Panadick, There must be an issue with the criteria. To help with the troubleshooting, please create a custom Transaction Search and share the results:

Hi @User_DJ8IA, Let's say the company has two Corporate Credit Cards: GL 1080 - Chase Visa GL 1090 - AmEx You would select one of these under "Account" on the Use Credit Card page. All charges are thus associated with this specific Credit Card. Let's say you have a $20,000 balance at the end of the month under "GL 1090 -…