u/Ok_Major_2401

Hi everyone,

I am facing an issue with cancelling an active workflow instance in NetSuite using a custom role.

The workflow is a Journal Entry approval workflow. The user can access the Journal Entry and navigate to:

System Information → Active Workflows

The active workflow is displayed, and the Cancel link is visible. However, the user is unable to click/use the Cancel link.

The role currently has the following permissions:

• Workflow – Full
• Make Journal Entry – Full
• Journal Approval – Full

I also verified that the user has access to the Journal Entry itself.

Despite having these permissions, the Cancel option is still not working. My understanding is that cancelling an individual workflow instance may be restricted to the Administrator role, but I would like to confirm whether there is any permission or role setup that allows a non-Administrator user to cancel an active workflow instance.

Has anyone encountered this? Is there a way to grant this functionality to a custom role, or is using the Administrator role the only option?

Thanks in advance!

Hi everyone,

We are experiencing an issue with a custom NetSuite report and would appreciate your help identifying the possible root cause.

The report was previously displaying the correct and expected balances. However, it is now showing unexpectedly large negative values in the Open Balance column for several Customer/Job and Cost Center combinations.

Some examples include:

• SAR -2,406,106.09
• SAR -3,153,606.09

These values do not appear to be consistent with the underlying transaction data. Since this is an aging summary for open/unpaid receivables, negative balances of this magnitude should not normally appear.

We are currently investigating possibilities such as:

• Incorrect Open Balance formula or sign handling
• Credit Memos or Customer Payments being included incorrectly
• Fully applied transactions still being counted as open
• Duplicate transaction rows caused by joins or report customization
• Issues with Customer/Job and Cost Center grouping
• Recent changes to the report criteria, filters, or underlying customization

Has anyone experienced a similar issue in a NetSuite custom report or saved search? What would be the best approach to identify whether the issue is caused by duplicate records, incorrect transaction application, or the report calculation itself?

Any suggestions on where to start troubleshooting would be greatly appreciated. Thank you!

Hi everyone,

I'm facing an issue with a custom Financial Statement report in NetSuite and was hoping someone has encountered this before.

I have an account:

811-03 – Other Income - VAT Not Applicable - Rent Rev

In the Trial Balance (Jan 2026 – Jun 2026):

• Credit Amount: SAR 6,000.00
• Closing Balance: SAR 6,000.00

So the balance is clearly posted to the GL.

However, in the Monthly P&L report, the same account appears in the report hierarchy, but the amount displayed is 0.00 SAR.

Things I've verified:

• The account exists in the Financial Statement layout.
• Same subsidiary is selected.
• The account is active.
• The amount is visible in the Trial Balance.

What I haven't been able to determine is why the P&L is excluding the transaction while the Trial Balance includes it.

Has anyone experienced something similar? Specifically:

• Could this be caused by Financial Row filters?
• Are there any report customization settings that exclude certain transaction types?
• Could Department/Class/Location or custom segments cause this behavior?
• Is there any difference in how Trial Balance and Financial Statement reports source their data that I should check?

Any suggestions on where to investigate would be greatly appreciated.

Thanks in advance!

The client requirement is to create a saved search where it has to show all the following fields in the results:

Date

PR#

Requester Name

PO#

Item

Item description

Status

Receipt Date

What we did is:

created 2 saved searches as follows

1. PR->PO->IR

https://preview.redd.it/lwipuplvxlbh1.png?width=934&format=png&auto=webp&s=42bc9575510291a2ef682ce086ab525a84ffcef6

2. PO->IR

https://preview.redd.it/3vbtrvxxxlbh1.png?width=933&format=png&auto=webp&s=efbfeb8f68101670df52312ea81bbabb4cc3953c

But in the second saved search i am having results of saves search 1(obviously) but how can i remove POs created from PR.

Also how can i get exact IR date?

Is it possible to combine both the saved Searches into 1

Every answer/response is appreciated. :D

Hi everyone,

I'm facing an issue with a NetSuite saved search and would appreciate any insights.

I have a saved search based on Purchase Requisitions. In the Results tab, I've added Item : Description, but the output shows "- None -" for every record.

However, when I open the related Purchase Order, the Description column on the item line contains a value.

Here's what I've checked so far:

• The item is a Non-Inventory Item.
• The Purchase Description field on the item record is empty.
• There is no standard Description field populated on the item record.
• Yet the PO line still displays a description.

My questions are:

1. Where is this line-level description coming from?
2. Is it possible that it's being populated by a Workflow or SuiteScript?
3. How can I retrieve the same line-level description in a saved search?
4. Should I be using a different field instead of Item : Description?

Has anyone encountered this before? Any suggestions on how to identify the source of the description or the correct saved search field would be greatly appreciated.

Created transfer orders but unable to see them in transfer order list.
Also if someone else has created the transfer order, that too is not visible in this role.

Any help is appreciated.

Hi everyone,

I'm trying to change the subsidiary for an existing employee record, but I'm running into an issue.

The Subsidiary field on the employee record is appearing as an inline/non-editable field, so I'm unable to modify it. I already checked the following:

• No active workflows affecting the employee record
• In form customization, the Subsidiary field is set as a normal field type
• Role permissions seem fine

Still, the field remains non-editable for existing employees.

Has anyone faced this issue before? Is there any standard NetSuite restriction or setting that controls changing the subsidiary on an existing employee record?

Any suggestions would be appreciated.