Author: Parvathi M R

Users may view the Deletion Reason using the Transaction Numbering Audit Log Saved Search. Navigate to Lists > Search > Saved Searches > New Click Transaction Numbering Audit Log Search Titleor Navigate to Transactions > Management > Transaction Numbering Audit Log Click Customize View Click More Options Search Title: Enter Title Click Criteria tab Click Standard subtab Filter:. Select Transaction Type Transaction Type: Select any of Select Invoice Click Results tab Click Columns subtab Field:Select Deletion Reason Click Save & Run

Navigate to Lists > Search > Saved Searches > New Click Transaction Search Title: Name it as desired Click Criteria subtab Click Standard Filter: Select Type Click Add Type: Select any of Type: Select Journal Click Set Select Posting Click Add Posting: Select Yes Click Set Click Results subtab Click Remove all Field: Select Date Summary Type: Select Group Click Add Select Period Summary Type: Select Group Click Add Select Type Summary Type: Select Group Click Add Select Document Number Summary Type: Select Group Click Add Select Created By Summary Type: Select Group Click Add Select Formula (Text) Summary Type: Select Maximum Formula: case when… Continue reading Saved Search to Show Who Created and Approved a Journal Entry

To add a note to record pages: Open the record page where to add a note. From the Sticky Notes Toolbar, click on any of the note icons to create a new note. A new note window appears. To add the note to a field or record page, do the following: In the To field, can enter… Continue reading Sticky Notes on Record Pages

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

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)

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: 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

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

If the Approval Routing feature is not enabled, an employee’s immediate supervisor must approve an expense report after it is completed. If Approval Routing is enabled and set up, note the following. One or more supervisors or approvers can approve an expense report before it is sent to accounting for approval. A preference can be… Continue reading Supervisor Approval of Expense Reports

A journal entry is posted in a period to which the journal entry approver has access. Until a journal entry is approved, NetSuite displays the posting period based on the transaction date. If this period is locked or closed, the posting period is determined by the accounting preference Default Posting Period When Transaction Date in Closed Periods.… Continue reading Journal Entry Approval