🚨 Do you need to handle mismatched transaction states in NetSuite? 🚨
This tutorial will show you how to set preferences for managing mismatched transaction states in NetSuite.
Step-by-Step Guide 📋
- Navigate to Accounting Preferences 🛠️
- Go to Setup > Accounting > Preferences.
- Under Accounting Preferences, open the General Subtab.
- Locate the Transaction Date Setting 🔍
- Look for the option Allow Transaction Date Outside of Posting Period.
- Choose Your Preferred Option ⚙️
- You’ll see three options:
- Disallow 🚫: Users cannot save a transaction if the date is outside the posting period.
- Warn ⚠️: Users receive a warning but can still save the transaction.
- Allow ✅: Users can save the transaction without any warnings.
- You’ll see three options:
- Finalize Your Settings ✔️
- Select the option that suits your business needs.
Congratulations! 🎊 You’ve successfully handled mismatched transaction handling preferences in NetSuite. 🌟🎉
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