Angela Bayliss · Senior Solution Architect · Silver Crown

I actually have a report that does this. What you must understand is the fundamentals of searching. A transaction search is just that- it will only return results based upon transaction (order) level. I would suggest that you try using a report. You can stack the results pretty easily. You can also return specifics within…

sorry, been a day- try this https://usergroup.netsuite.com/users/showthread.php?t=1633&highlight=dangerous

I think the confusion is coming from the attempts to place a custom field onto the "invoice billable customers" form. (transactions-customers-invoicebillable customers) Ablanks workaround is to deal with these on an individual basis, from the transaction itself, then having some searches that dictate her workflow. (nice…

no. Attaching them in the friendly gray button approach will sent them as html, not pdf. not sure what the scary yellow e-mail button does, been disabled and hidden for a while in my accounts.

already answered by Cecelia. nice....:)

Well, much as I hate to say something nice about NS at the moment, I can tell you this much, Miguel- we have had it on for a year now, using mail merges only once in a while, and I have never seen evidence of that, nor have I gotten any feedback as to this happening. It is your call, thats just my experience.

Miguel, When I am using the "friendly Gray Button" , it opens up a message with three tabs, the first designates the recipient, the second is the message (where all those handy templates are, and the third is for attachments. If you choose the "default", it will send it as a pdf, inline above sends it in the body of the…

most of what you ever wanted to know about the dangerous e-mail button :D https://usergroup.netsuite.com/users/newreply.php

and there you go- Miguel- straight from the top :)

Are your three tabs called "messages" "Recipients" and "attachments"?

you have got to love that Evan- he is a very handy guy to have around. Thanks!

You also have to make sure you preferences are set correctly on Home > Set Preferences > Transactions tab > Email/Print as HTML UNCHECKED. Each user must set his/her preferences separately. Nick, You are my hero for the day. You, my friend, ROCK! this is fabulous! Thank you thank you thank you

DOH! you did say bills- need...more...coffee.. to take a discount on a vendor bill, you must define the terms on the financial tab of the vendor. For example, 2% 10 N 30 allows for a 2% discount if paid within ten days. When you enter the bill itself, you do not reflect the discount, the discount is calculated…

Im stumped, been trying to remove this in one of my test accounts by tweeking the settings, and I can't find it. Maybe those kind folks at NS can help?

and your attachments tab does not include a checkbox that says "include transaction"?

hi Angelika, In order to use the discount field, you have to first define your discounts- much as you would your items. If I remember correctly, discounts are a percentage of the total. For example, you could create "Gold Customer Discount", set it for 10-20% off, then apply it on invoices. Does that make sense?

assuming your role is unrestricted-I am going to give you a search that may work for you: new search- transaction- create saved search- criteria- type=sales order, payment, invoice on the results tab, get rid of everything but the following(you may have to add some) date date closed type name status amount also on the…

Julie, you are limiting your parameters before you even start. sales orders are a type of transaction. So are invoices. A sales order report will not pull up any information pertaining to an invoice, and an invoice report will not pull up anything like a sales order number. You have to go a level higher- for example-…

ok, now I am even confusing myself... You can choose to have the discounts calculated for you, as described above, but I also see there is a discount field available when the amount is not autocalculated. When you go into "pay bills" there is a discount field available. Keep in mind I do very little accounting data entry…

It is a calculation term in Excel. If you don't use it, then my suggestion wouldnt make sense to you. You can easily create a search or report- whatever you want, but you will have to search on the two different transactions. The sales order and the invoice. Your "simple" report is trying to pull information that is unique…

Just a simple report like I would do in Excel - the 5 column headings with the single rows of data below. -Julie- do you know what vlookup is? can you use it well?

Julie, are you trying to create a single line that lists all of these, or would a grouping work. For example, a line with the pertinent invoice information and a line below it with the sales order information?

"Bill purchase order" isnt going to help you anyway- because you want to receive the PO, correct? If so, try this. setup-manage roles- open the role you want to enable receiving. on the Permissions tab, under transactions, enter "recieve purchase orders"- you may or may not also need "receive items" Voila

then your almost there..... go into your purchse order VIEW mode- (save it first)the button WILL NOT appear in edit mode let me know if you still dont see it

yes-to both- but you will not be able to clearly identify "in dispute" vs regular aging on your A/R schedules

yes- the button under the header? Fourth from the left, I believe- this button will not show if the role viewing it does not have permission...

sure- several- how you will do so depends upon how you want it to show in your reporting. A custom field should easily do the trick, but it isnt going to be reflected in your A/R reports- will just show as open.

Actually, had to revisit this today. While the script runs without errors, when you go back in, there is still no zero in the credit limit field. (sigh).... Here is what I did- copied and pasted your script into a notepad file, saved as a .js file, uploaded to scripts on the custom form, I set the script file drop down to…

billing in advance of receipts will only work if you are paying for the order in full. (at least thats what happened when I tested last summer) Also, the billing would affect the accounting end- this does not hold true if you use the process Brian outlined above. In Brians outline, it is basically a wash. (net 0 affect in…

Well, glad you can work with it, not sure of why there is a difference, but as long as you can work with it, great!