Articles tagged #A
Articles tagged
#A

Shipping Tax Code Blanks After Changing Shipping Address

Shipping Tax Code becomes blank after user changes Shipping Address in new Sales Order.

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Effect of Adding/Updating Case Status on Case Searches

User needs to change or add a Case Status and they would like to know what will happen to their existing saved searches where the status is added as a filter.

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Alternate way to edit a locked custom list/record field from a bundle

User needs to update a field however it is locked and can't be edited.

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Create a Custom Administrator Role That Does Not Have Any Access to Financial Data

User wants to utilize anAdministratorrole thatdoes not have any access to their financial data.

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Balance Sheet > Amounts Incorrectly Translated from Foreign Currency to Base Currency, especially after a Currency Revaluation

Users customizes Balance Sheet to include the Amount (Foreign Currency) column and the system shows below behavior: Amount in Foreign Currency x Month-end Ending Rate* Amount in Base Currency

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Setting Up Customer Center Price Preferences

Set the display of current price in the Order Guide Entry popup window in the Customer Center role.

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Transaction Saved Search to Show Item Pricing per Customer

The user is utilizing Multi-currency and would like to show the Transaction Foreign Item Rate and not the Base Currency Item Rate. They need to have a Transaction Saved Search that would show the Item Pricing Level, Item, Amount per customer.

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Active Project Does Not Show Up on the Journal Entry Line Project Field

Go to Transactions > Financial > Make Journal Entry

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Add Project Name to Customer Statements

Currently, there is no way to print Transaction Body/Line Fields that have been sourced from a different record on Advanced PDF/HTML Templates. A custom field and workflow can be used as a workaround for this limitation.

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Downloaded Project Table Does not Contain Project Data

The downloaded Project table does not contain project data.

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Show Purchase Orders and Vendor Bills Under Related Records of Project/Job Record When Projects on Sales Transactions Are Not Consolidated

Purchase transactions (Purchase Orders and Vendor Bills) are not directly associated with Project entities because they are part of the Accounts Payable module and not the Advanced Project Management module of NetSuite. This is reproducible when the Accounting Preference "Consolidate Projects on Sales Transactions" is disabled.

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Basic Projects: Customer > Create New > Job/Project > Address Not Auto-Populated

When creating a new Job/Project, the Address tab may or may not be automatically populated, depending on the configuration set.

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Purchase Order/Vendor Bill Is Not Showing Under Related Records Subtab of the Project Record

Purchase Orders/Vendor Bills are not displaying under the Related Records subtab of the Project record.

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User Cannot Log in to Sandbox After Refresh

A request for a Sandbox account refresh was made, but after the activation of the new copy, some users are unable to access the Sandbox account.

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Scheduled Version Upgrade Dates and Refresh Requests

During the upgrade period for a new release of NetSuite, please pay attention to your scheduled upgrade date. Do not request a sandbox refresh when the upgrade date is near. A sandbox refresh request will fail if it does not complete before your scheduled version upgrade begins.

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Saved Search to Show Fulfillment /Invoice Dates of Sales Orders in a Date Range

Create Saved Search to display the Fulfillment and Invoice applied to a Sales Order within a specific Date Range

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Sales Order Saved Search to Display Related Invoice, Item Fulfillments, Purchase Orders, and Bills

User requires a Sales Order Saved Search to show related Invoices, Item Fulfillments, Purchase Orders and Bills on each column.

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Discount Item With Negative Rate Displays Positive When Used as Promotion in Transaction Records

Discount Itemrecordsthat indicatesNegative Rate(E.g.-20.0%) in Promotion records will indeed displayPositive(E.g.20.0%)in transaction records (E.g. Sales Order) by design.

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Show the Last Log in Details of All Active Employees in a Saved Search

User needs to identify what are the roles assigned to their employees which are active and non-actively used.

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Update Security Questions Link

The first time you log in to NetSuite, you are prompted to set up three security questions that are used to verify your identity. You have the option of changing these questions and answers.

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