Reopen Closed Purchase Orders

Navigate to Transactions > Purchases > Enter Purchase Orders > List Edit: Click Edit beside the Purchase Order user wants to open Click Items Closed: Remove Checkmark on each item line you want to reopenNote: If you do not see the Closed column immediately, scroll to the right. If still not found, use the Standard… Continue reading Reopen Closed Purchase Orders

Journal Entry Status = Pending Approval, Click Save But Posting Period is incorrect (changed)

A new Journal Entry was created with the initial status of Pending Approval. The Posting Period was manually selected. When saved, the Posting Period has been changed and not what was expected. Here’s an example: Before Saving:Transaction Date = 9/30/2019Posting Period = Oct 2019Status = Pending Approval After Saving:Posting Period = Nov 2019 This is a standard/expected behavior. For conditionally posting transactions (pending… Continue reading Journal Entry Status = Pending Approval, Click Save But Posting Period is incorrect (changed)

CSV Files for Import

Statement files in CSV format must adhere to the provided CSV template and constraints. To ensure successful import, the column headings must be in the first row in the specified order as follows: Date (MM/DD/YYYY), Payor/Payee Name, Transaction ID, Transaction Type, Amount, Memo, NS Internal Customer ID, NS Customer Name, Invoice Number(s). Date (MM/DD/YYYY) –… Continue reading CSV Files for Import

Run Currency Revaluation Error Resolution

Run Currency Revaluation > Error: Record could not be saved because the period close task for Month End Currency Revaluation has been completed for period Period XX” To resolve this, the user may follow the steps below: 1. Using an Administrator Role, navigate to Setup > Accounting > Manage Accounting Period  2. Click on the Checklist (magnifying glass icon) for the Period XX (as… Continue reading Run Currency Revaluation Error Resolution

How to Change Posting Period on an Invoice

1.  If the Period to which the Invoice should be posted is already Closed, it has to be re-opened first via Setup > Accounting > Manage Accounting Periods 2. Edit the Invoice 3. Set the correct Posting Period and Save it or 1. If the Period to which the Invoice should be posted is still Open 2. Edit the Invoice 3. Set the correct Posting Period and Save it

The custom transaction body field is not showing in the Sales order record in Netsuite.

This article covers the solution for displaying the custom transaction field created for sales orders not showing in the sales order record even after checking the Applies to “Sales” checkbox. After this setup, still not showing in the sales order record. Then check these steps: Go to the sales order record. Click customize button on… Continue reading The custom transaction body field is not showing in the Sales order record in Netsuite.