I tried creating a new calendar and I think I had issues around using same periods. OK let me try this again maybe I missed something. Thanks @jays

if not I can do a sandbox webex session with you

to maybe clarify the calendar conversation, Multi-Calendar is only available in OneWorld accounts. So if @mg2017 has only one legal entity or isn't on OW, using the multi-calendar feature isn't an option. If you have multi-calendar, then it is really easy, but without it, it's tough. I ran into this with a client. we had to move all transactions out of the period in question and then create the new period structure. If you have that many months worth of data, you may just have to create it with the new structure for next year. You can't really change the past.

@rsm_ryan_meyer we have One World but couldn't find a way to do this and NS Support said it's not possible. @jays would be great if you could have a look at my configurations!

Hi everyone, I am trying to pull the current forecast from the customer dashboard on a custom entity field on the customer record. I have reached out to NetSuite support who said we cannot achieve this. We tried creating a search based on the forecast report. The idea was to use the search for sourcing on the custom field. But the search cannot be built exactly like the forecast report.

Anyone, use the dunning letters bundle? we built our own solution but with high order volume, i'm curious if anyone here has used it.

watching the training videos right now. They seem to be old. They mention something called manage accounting periods. (setup> accounting> manage accounting periods) but that dosent seem to be in the 2016 version that i am using. anyone know how to navigate to manage accounting periods in here?

I have manage accounting periods in the section described there. Maybe you don't have permissions to view it?

i am the administrator. is that something which is one world only? cuz we dont have subsidiaries setup. There perhaps maybe a setting to unlock that in the menu.

Hmm that may be the issue, I'm afraid I'm not sure though.

Can you search for it in the search bar at the top?

nope dosent populate any results

Sounds like it's a permissions issue, you could check the help documentation for info https://system.eu1.netsuite.com/app/help/helpcenter.nl?topic=LIST_PERIOD

The note at the top of that page says "This page is available if you have the View level or higher of the Manage Accounting Periods permission. You must have at least the Edit level of this permission to set up or edit accounting periods."

Hello, just to confirm - is it impossible to change a subsidiary on a customer record once transactions have been posted?

Yeah @james_lloyd

Hmmm. Thanks @Matt - I was hoping maybe we could close them off and then change it (i.e., it only applied if there ‘open’ transactions).

@shamwow19 I have One World also. I did see this in help "Setup > Accounting > Manage G/L > Manage Accounting Periods" Which is a different menu structure than what I have.

Guys, which of you is using TAX on Quotes ? Do you quote customers with VAT ?

Hey @shamwow I agree with others this sounds like a permissions issue. Do you by chance have the System Administrator role and not Administrator? The System Admin role is pretty locked down away from anything related to accounting.

nope i am pretty sure i am the administrator. i figure it would say so if i was the system admin on the top right where the sign out button is.

just discovered today that if you write a check (without entering a 'bill' and paying via 'bill payment') , Netsuite considers that a 'prepayment' and excludes it from the 1099 amounts..../headpalm (am I the only one out there that didn't know this?!)

<!channel> - can anyone speak to me about cost of sale adjustment GL impacts on inventory adjustment and item fulfillments and the scenarios that cause them. the suiteanswer wasn't incredibly clear.

@mkmulkey I may be able to offer some insight, we just went through a multi-month process of getting our Balance Sheet and Inventory valuation's to (finally!) match. And we go through some recurring crazy of using inventory worksheets to ensure our (future) item fulfillment COGs are accurate.

What specific question(s) do you have?

Hey @mkmulkey the document below helped me a lot. Pages 88-116 would probably be the most useful. Short answer is that there's a hierarchy to costing. If you post an entry at 4 pm that's a higher hierarchy than an entry you posted at 9 am, the system will go back and adjust the 9 am entry for costing changes caused by the 4 pm entry. There's all sorts of quirks and a lot more detail, but that's the simplified gist of it. https://netsuite.custhelp.com/app/answers/detail/a_id/50634/kw/suiteworld%20costing

@rsm_ryan_meyer - appreciate that. It did help a little.

@shamwow19 Check under Enable Features if the "Accounting Periods" feature is enabled

@User uploaded a file:

@michoel thats it. it was disabled. thanks a lot!! you are a lifesaver