Articles tagged #ENTRY
Articles tagged
#ENTRY
Post Time Entries > Error Message: "Invalid Account Reference Key on Currency XX"
An error is being generated when posting time: "Invalid Account Reference Key on Currency XXX"
Procedures to Set Up DKIM in Your Production Account
As of NetSuite 2024.1 release, the DKIM setup has changed, and the new method of configuring it in NetSuite is simpler than the previous procedures. NetSuite generates all necessary information, including the selector naming, for customers to add two DNS CNAME records to their domain provider's website. These two CNAME records enable Oracle NetSuite to manage the rotation of DKIM keys, which is a crucial security feature.
Journal Entries not Available in the Customer Profitability Report
The user creates a Customer Profitability Report by going to Reports > Customers/Receivables > Customer Profitability. However, journal entries are not available on the report.
Change the Default Font Format of Outgoing Case Message
The Message field in the Case record is a Rich Text Format field type. Users can change the appearance of the message in terms of Font and Font Size.
Journal Entry Transaction Nexus
The user wants to determine how the system identifies the Nexus of a Journal Entry Transaction.
Error: The subsidiary selected for To Subsidiary on the journal entry and Representing Subsidiary of Intercompany Vendor/Customer must match if you want to run Intercompany Elimination for this line
Create Advanced Intercompany Journal Entry > error: "The subsidiary selected for To Subsidiary on the journal entry and Representing Subsidiary of Intercompany Vendor/Customer must match if you want to run Intercompany Elimination for this line."
Cannot Select Intercompany Customer in Intercompany Journal Entry
On Intercompany Journal Entry, the Intercompany Customer of a Subsidiary does not appear in the Customer field.
Clear Beginning Balance of No Customer/Job in A/R Aging Report
Customer wanted to clear the beginning balance of No Customer/Job in A/R Aging Report throughTransactions > Financial > Make Journal Entries.
Field Group Tab Is Missing When Customizing a Custom Entry Form
One of the possible reasons why the Field Group tab is not available when trying to add or edit a field group on a custom form, is because the user is still using an old version of the custom form that came from a custom bundle.
Resolve error "You have entered an Invalid Field Value XXX for the following field: tax1acct" when create customer payment
Transactions > Payables > Pay Single Vendor
Custom Role with Make Journal Entries Permission is Unable to See Edit Button on Journal Entry
Custom RolewithFullpermission level onMake Journal Entriescannot see theEditbutton onJournal Entry.
Void Bill after Bill Payment/Check is Voided
Preference can be checked by Navigating toSetup>Accounting>Accounting Preferences>GeneralTab >Void Transactions Using Reversing Journals.
Resolve error:"You have entered an Invalid Field Value xxx for the following field: debit" on Journal Entry CSV Import
CSV import of Journal Entry throws the error in the CSV Response file.
Resolve Error: Update Transaction Failure: No Valid, Open, Tax Period for Date - Null When Approving Journal Entry with Reversal
User is unable to approve journal entry with reversal date next period due to notice: "Update Transaction Failure: No valid, open, tax period for date - null"
Understand the Order of Precedence or Hierarchy of Preferred Lead Forms and Preferred Prospect Forms
Under Setup > Sales > Sales Preference > General tab, the Administrator can set the preferred Lead form and preferred Prospect form in the Preferred Lead Form and Preferred Prospect Form fields.
Create Journal Entry to record Cash Receipt of Overpayment Transaction
There are times when we pay the Vendor more than the amount that was billed for our purchases. Each time, we have the option to either claim it as a credit to our accounts or simply received the cash refund. Since we received money as a refund from the Overpayment we made, we need to record it correctly in our accounting books.
Journal Entries > Related Records tab > Payments subtab > view applied to and applying transaction to this transaction
Scenario
- Journal Entry#1 (JE1) has Accounts Receivable debited while Journal Entry#2 (JE2) has the same Accounts Receivable account credited for the same amount
- These journals were applied to each other via Customer Payment
- Related Records tab > Paymentssub tab of:
- JE1showsJE2as the payment applied to it
- JE2shows no value
- User needs to viewJE1in theJE2transaction form >Related Records tab > Paymentssub tab
Solution
- Navigate toLists > Search > Saved Searches > New > Transaction
- Set the following values:
- Public =True
- Available as Sublist =True
- In theCriteriatab:
- SetUse Expressions =True
- Add the following filters in theStandardsub tab:
- Type =Journal
- (Applied To Transactions : Internal ID (Number) =is not empty or
- Applying Transactions : Internal ID (Number)=is not empty)
- In theResults tab > Columnssub tab
- SetSummary Type =Groupfor the following fields:
- Date
- Number
- Applied To Transaction
- Applying Transaction
- On theAvailableFilterssubtab, add at least one available filter to the search, and ensure that the first filter listed is aList/Record type. Otherwise, the saved search is not available to assign as a sublist.
- Renamethe search
- Example: Journals Applied
- ClickSave
- Set the following values:
- Navigate toCustomization > Forms > Sublists > Transactiontab
- Set:
- Search =Journals Applied
- Label =Journals Applied
- Tab =Related Records
- Journal =True
- ClickSave
- Set: