Tigran Shahnazaryan · CEO @ Novelance · Gold Crown

Hi @KaylaM and @User_4TK33, Are you adding Project Items to Sales Orders before or after the Sales Order approval? With the right setup, you shouldn't need to use the "Refresh Items from Project" feature. The correct items should appear on Invoices generated from Sales Orders upon clicking the "Next Bill" or through…

Hi @nag_m, Can you check if users with Custom Roles use the same criteria (e.g., Date) as the Admins? Does the report time out if users choose a shorter date range? If the Custom role has all the relevant permissions, it should run the report the same way as the Admin role. You can also ask the users to clear the browser…

Hi @Janakan, Can you check those five Sales Orders and confirm that all lines have the "Closed" checkbox ticked? Does the Sales Order still appear on the "Create Projects from Sales Transactions" with all lines closed? If yes, you can create a dummy project and assign to those five Sales Orders to clear them from the…

Hi @Janakan, If you click on the "Complete" hyperlink instead of the "92 Errors", you should see the transactions that caused the errors. Two of the 92 errors are caused by an incorrect Item and/or assigned Revenue Rule setup. The remaining 90 errors are caused by missing Projects on Source Transactions (e.g., Sales…

Hi @User_FL4CK, For all CSV import mappings, the leading practice is using the record's "Internal ID", which is always unique. Can you do that and try again? You can save the successful import mapping for future imports. There might be several reasons for this error, including: The "Name" (or another field, e.g., Ext ID)…

Hi @kees.netsuiteadmin, You won't be able to use the custom PDF template with the native "Sales Order -> Email" functionality. There are several options to do it, and the two most common are: Create a Script (you can add a Button or a Checkbox on the Sales Order to trigger it) to send an email using the custom PDF. Use the…

Hi @kees.netsuiteadmin, The "SO Changed Fields Data" might be a custom field that tracks the number of characters of another field. Can you check if such a field exists under "Customization -> Lists, Records & Fields -> Transaction Body Fields"? If yes, can you tell me: The field type Whether the "Store Value" is checked…