Articles tagged #OR
Articles tagged
#OR
Create a Saved Search to show Bill Payment with the corresponding Bill and PO
If a user wants to track all Bill Payments created with the corresponding column for the Bill and Amount where this was applied, and down to the corresponding Purchase Orders, then the user can create this Saved Search:
Create Saved Search Showing the Number of Transactions Created per Vendor
Create a Transaction Saved Search that shows the number of Bills, Bill Payments and Purchase Order per Vendor.
Store Value of Summary Search Result
Custom fields that has values Set by aSummary Saved Searchare not stored in the database. This is because theStore Valueoption of the custom field is set to uncheck to allow the field to update its displayed value based on a Saved Search dynamically.
Delete Bill Payment Batch With No Associated Transactions - No Records to Show
There is an existingBill Payment Batchfound inPayments > Payment Processing > Payment Batch List>Opensubtab. Upon viewing theBill Payment Batch, there are no transactions associated. TheBill Payment Batchcannot be submitted since there are no line items.
Intercompany Elimination Report
The Intercompany Elimination report provides an audit trail of intercompany eliminations for a period. Run this report after posting intercompany elimination for a period. This report provides the source transactions marked for elimination, and the generated elimination journal entries.
Add Amount Due (Foreign Currency) into Open Bills Report
In this article you can find alternate solution forEnhancement 121606. Currently, the Amount Due (Foreign Currency) for A/P Reports including the Open Bills Report is not available.
Transactions and Amounts shown in the Income Statement Report Under No Class Column
When the Income Statement report is generated and the Column Footer Filter is Set to Class, Amounts show up in the -No Class- Column.
Create a Single Purchase Order from Multiple Order Requisitions
A user needs to create a single Purchase Order from multiple Order Requisitions
Creating an Expense Category
Expenses can be grouped into expense categories that are associated with specific expense accounts.
Saved Search to Pull up Base Price and Other Price Levels for a Specific Currency
User has multiple currencies setup under theSales/Pricingtab of item records and would like to create a saved search to pull up theBase PriceandPrice Levelfor a specific currency.
Accept Customer Payment for Invoice in Different Currency
It is currently not possible to directlyaccept Payment in different currency from the Invoice (as well Bill) currency. This is because NetSuite is not capable of double conversion of Currency. We only have a single Exchange Rate field on a single transaction.This feature is requested underEnhancement112956.The alternate solutionis applicable when a Customer Payment (in USD) and an Invoice (in Euro) were already created and it consists of 4 steps.Step 1: Create Customer Payment for Invoice inEuro. This is the original unapplied Payment based on the Invoice currency.
Saved Search to Expose all Currencies Associated with a Vendor
When users enableMulti-CurrencyforVendor, theCurrencyfield on Saved Search will only point toPrimary Currencyselected on theVendor record.
Multi-Currency Transaction > Bill Payment > Save: An unexpected error has occurred. Please click here to notify support and provide your contact information
The error is due to absence of setup in your Variance Account Mapping. This can be accessed inSetup>Accounting>Foreign Currency Variance Posting Rules.
Saved Search To Show Price Level in a Currency other than the Base Currency When Multi-Currency Feature is Enabled
A user needs to show a Price Level in a Currency other than the base currency set on the account.
How to create a new multi-currency payment file format:
Go to Payments > Setup > Payment File Templates > New.
Use Income Accounts on Multi-Currency Transactions
Currencyfield is grayed-out when creating anIncome type Account(Lists > Accounting > Accounts > New). On existing Income type Accounts, Currency field is not displayed.
Resolve Inability for Custom Role to Edit Purchase Orders via Inline Editing
Scenario
Custom role with Purchase Order permission, set to Edit access level, is unable to edit Purchase Orders via Inline Editing.
Solution
- Navigate toSetup>Users/Roles>Manage Roles
- Custom Role:ClickEdit
- General:
- Restrict Time and Expenses:RemoveCheckmark
- ClickSave