Issue: Transactions were imported with the standard approval status set to “Approved,” but the custom approval status is empty. The imported transactions incorrectly show a Submit for Approval button even though they are already approved. The user cannot readily identify which transactions are showing these discrepancies. Solution: To resolve the issue of transactions showing unwanted… Continue reading Scenario: Transactions Imported Before Workflow Enablement Show Unwanted Approval Buttons
Author: Athira Joy
“Next Bill” Button Not Available on Sales Order for Project with Time and Materials Billing Type
A user is attempting to bill a project with the Time and Materials Billing Type, but the Next Bill button is not appearing on the related Sales Order. This issue may arise when the Service Item used in the actual time entry does not match the Service Item used on the Sales Order. The Next… Continue reading “Next Bill” Button Not Available on Sales Order for Project with Time and Materials Billing Type
Duplicate Invoice Number Notification
Requirement The Client requires customization to ensure that a popup notification or warning is displayed if an invoice number entered in a transaction is duplicate. This check should happen immediately upon entering the invoice number, providing instant feedback to the user to avoid duplication issues. Deliverables The deliverables are described below based on… Continue reading Duplicate Invoice Number Notification
Bill Submission via Vendor Center
Requirement Vendors will input and submit their invoices/bills through the Vendor Center. Once submitted, these bills undergo a sequential approval process, managed by the Finance Manager. The finance manager has the authority to review and approve the bills. If any discrepancies are identified in a bill, the finance manager will reject it, providing a… Continue reading Bill Submission via Vendor Center
TDS Rounding Implementation in NetSuite Bill Transactions
Requirement The Client requires a solution to ensure that TDS amounts in NetSuite Bill transactions are rounded up to the nearest whole number, as decimal figures are not acceptable for tax reporting purposes. The specific requirements are: Rounding of TDS Amounts: Implement a method to adjust the total bill amount by adding a non-inventory resale… Continue reading TDS Rounding Implementation in NetSuite Bill Transactions
Guide to Deleting a Reconciled Statement in NetSuite
If you have already reconciled a bank statement but subsequently receive more transactions that need to be included in that statement period, you can delete the reconciled statement and start the reconciliation process over. Important Considerations: Deleting a statement causes the transactions to become unreconciled but remain matched and submitted. After deleting, you cannot generate… Continue reading Guide to Deleting a Reconciled Statement in NetSuite
Troubleshooting Unreconciled Transactions in NetSuite
A previously reconciled transaction becomes unreconciled in NetSuite. The following reasons could explain why previously reconciled transactions become unreconciled: Transaction Editing: Warning Notification: When a reconciled transaction is edited, NetSuite issues a soft warning: “Editing this transaction will unreconcile the transaction.” Action: Ensure that users are aware of this warning and avoid editing reconciled transactions… Continue reading Troubleshooting Unreconciled Transactions in NetSuite
Unreconciling Transactions in NetSuite Using the Reconcile Account Statement Feature
A user needs to unreconcile transactions that have already been cleared in the past month using the Reconcile Account Statement Feature. By default, NetSuite does not allow modifications to past reconciliations that have been saved. To unreconcile transactions that were reconciled using the Reconcile Account Statement Feature, follow these steps: Access the Account: Navigate to… Continue reading Unreconciling Transactions in NetSuite Using the Reconcile Account Statement Feature
Troubleshooting Missing Transactions in the Match Bank Data Page
A user observes that a transaction does not appear on the Match Bank Data page, but the Account Register shows that the transaction is not reconciled yet. In NetSuite, transactions marked as cleared in the Account Register appear under the Reconcile Account Statement page. Only uncleared transactions are available in the Match Bank Data page.… Continue reading Troubleshooting Missing Transactions in the Match Bank Data Page
Resolving the “No Line Was Found to Apply a Discount to During Allocation” Error in Revenue Arrangements
Users encounter an error when attempting to update a revenue arrangement: “No line was found to apply a discount to during allocation.” Additionally, the Compliant checkbox remains unmarked. Solution: Understand the Compliant Checkbox: The Compliant checkbox indicates that revenue is allocated between revenue elements. It is related to the “Transaction Is Allocation Bundle” setting. Verify… Continue reading Resolving the “No Line Was Found to Apply a Discount to During Allocation” Error in Revenue Arrangements