When a user attempts to select a specific project on the line tab while creating an advanced intercompany journal entry, the desired project is not available in the options.
This is a standard behavior in NetSuite, where journal entries only source projects created under the subsidiary for which the journal entry is made. Even if a different subsidiary is selected at the line level, only projects associated with the header subsidiary will be available.
Steps to Resolve:
- NetSuite limits project selection to those associated with the header subsidiary of the journal entry. This restriction is logged as an Enhancement Request (Issue 591145) for potential future updates.
- As a workaround, ensure the customer record associated with the project includes the currency of the subsidiary selected at the line level.
Detailed Steps:
- Access Customer Record:
- Navigate to the customer record linked to the project.
- Go to Lists > Relationships > Customers and select the relevant customer.
- Update Financial Information:
- On the Financial tab, add the currency of the subsidiary selected in the journal entry line.
- This allows the project to be selected in the journal entry line for that subsidiary.
- Verify Journal Entry:
- Return to the advanced intercompany journal entry.
- You should now be able to select the desired project in the name column for the line subsidiary.
Notes:
- It is important to recognize that changing the header subsidiary in the journal entry will require the deletion of associated journal entry lines.
- The outlined workaround effectively manages the limitation until a system enhancement is released.
By following these steps, users can successfully include the necessary projects in advanced intercompany journal entries, ensuring accurate financial reporting and project management.