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Re: Items with no transaction for a specific time
1. Navigate to List > Search > Saved Searches > New
2. Select Item
3. Filter:
Select Type : Item type like Inventory, Service as required.
Select Transaction Fields : Type : None
Select Inactive as False
Select Transaction Fields : Date : last 6 month
4 Under Results Tab
Field:
Select Name Summary Type: Select Group
Select Display Name Summary Type: Select Group
Select Internal ID Summary Type : Group
Click Save & Run
NetSuite Admin Tip: How to Put Back Fund on Gift Certificate(GC) with a Cancelled Sales Order
Sample Scenario: On instances where the Sales Order is paid partly by Gift Card and partly by a Credit Card and the Credit Card declined but the Gift Card balance is not enough to cover for the Sales Order total eventually having the Sales Order cancelled, the fund in the Gift Card does not automatically get credited back. Below are the steps to move the fund back to the Gift Card:
- Create a Credit Memo to reflect the unused GC amount
- Create another GC
- Apply the said credit memo
Detailed Steps:
I. Creating a credit memo
1. Go to the Invoice record with which the Gift Certificates were bought.
2. Click Credit button to create a Credit Memo.
3. In the line items you will see all the items bought in that Invoice. Click the line item which has the same code with the Gift Certificate you're having issues with.
4. Hit Save.
Now you have created a Credit Memo for the customer.
You then have to create a GC and apply the Credit Memo you just created.
II. Creating a new GC
1. Create an Invoice
2. Type in the Customer Name
3. Input the GC in the item > Input Amount
4. Hit Save
III. Applying Credit Memo on the Invoice
1. Navigate to Transactions > Customer > Accept > Customer Payments
2. Type in the Customer Name
3. Under the Invoices Tab > Check the Apply box on the Invoice
4. Under the Credits tab > Check the Apply box on the Credit memo
5. Hit Save
Note: If the Payment Method is required, just pick any Payment Method. This will not affect the process.
You can now check the Invoice of the new GC and it would show that it was paid in full. Your customer can now use this new GC on other transactions.
To other members, please feel free to share your thoughts on the thread if you have other ways to put the fund back to the Gift Certificate with a cancelled Sales Order.
Re: save search - item availability today formulas help
Hello Gabriel,
You can use the the second formula (Using Partition by) explained in the below post
https://community.oracle.com/netsuite/discussion/4476066/add-running-balance-column-in-saved-search
But first, I suggest to create a custom body field (Formula) to help you flag the transactions that need to be included in the formula.
To summarize,
- Create a transaction body field (Non Store) and make a formula using CASE WHEN to flag the sales orders with QTY committed ZERO.
- Create a formula column in the saved search (Over Function using partition by, as explained in the mentioned post).
I hope this would help!
Ibraam
Re: Price difference between Purchase Order and Item Receipt
Hello @Dirk Nieuwkamp,
Per my understanding, you want the rate on the Item Receipt to be sourced from the Last Purchase Price on the Item record and not from the rate on the Purchase Order.
Upon checking, the expected behavior is possible via Workflow. Kindly reach out to your in-house developers for the creation of one as Support team cannot assist on creation of a Workflow from scratch.
I hope this helps. Thank you. 😊
Re: Analysis of profit and loss
Can you check the "Comparative Income Statement" standard report.
Re: Can you create a budget to a custom segment?
Hi Everyone,
I already found the answer. The custom segment should have the "Show in List" ticked.
Re: Client Script Line Validation - trigger when Sales Order created from Estimate
@Mikko De La Fuente-Oracle - no I don't think that will work. The problem is that the information is 'missing' from the Estimate, but needs to be 'required' on the Sales Order.
I can't make the fields mandatory on the Estimate (because initially the data will not be available), but it should be available before converting to a Sales Order. I just need to ensure that this information is present on the Estimate before the Estimate is converted to a Sales Order (because the Sales Order then generates a Purchase Order, and it is critical that the information is on the Purchase Order).
I think I'll work on preventing the Estimate being converted if the information is not present.
Re: How to make an opportunity line field mandatory
hi HertsChris
you can deploy a script to make the field mandatory at line level if only needed at opportunity.
You can also create a field and expose it only to opportunity form instead of other sales transaction like invoice, sales order.
Re: how to print setup
Hi MA User_576EZ,
you can do a full page print but doesnt reflect the checkbox checked.
Try exploring chrome extension GO FULL PAGE to print the entire page print.
Re: How do I update our logo on our customer invoice templates?
Hi ,
1) There are 2 ways You can update logo One directly update in Company information as mentioned in Above answer Which Is recommended.
2) Need Separate logo for invoice based on requirement we can also upload in Documents -> File Cabinet-> In any folder which you prefer (images) .
Open the advanced pdf find the <img src="${companyInformation.logoUrl}"
replace the ${companyInformation.logoUrl} with url of your image which you uploaded in file cabinet and set the height and width using style.
e.g: <img src="logoUrl" style="width: 200px; height:100px;"
Thanks