Angela Bayliss · Senior Solution Architect · Silver Crown

There is an option you have to enable which allows you to enter the Vendor's Bill and Bill the Vendor's Bill in advance of receiving the item. You must have that option shut-off. Setup Accounting > Ordering/Shipping > Bill in Advance of Receipt = ON this is applicable only if you do not have advanced receiving on. You…

Thanks Angela, good explanation. One more question if you don't mind: is an exchange account different than a suspense account? (sorry for highjacking the thread, folks...last time, I promise)... Cecelia :o yes, a suspense account is used as a holding account for expenses where the account is to be determined. AN exchange…

In the employee center role, there is a 'list' permission called documents and files. the three permissions-edit-full- and view- drive what the employee can do with the documents(files). Not sure contacts has much to do with this permission, although it is listed alphabetically above the documents permission.

negative, at least not with the current version. see this: https://usergroup.netsuite.com/users/showthread.php?t=4969&highlight=roles of course, there is no confirmation from NS, but sometimes, silence is deafening.

This can be done with relative ease. What is it that is causing you the prolem?

Be careful making assumptions- while the vendor/customer centers don't require licenses, the employee center does. I think our company has 5 licenses available above our full users. you would lhave to look at your contract to know how many you have.

Employee self service user is someone who has the ability to log into netsuite for the purpose of using the employee center- not for the purpose of being a netsuite user. This allows them to enter expense reports, purchase requests, etc, without the need for a full license user. Hope that helps!

Invalid Parent reference error... WTH?? :confused: Wow, I love talking to myself. The help file states to reference the parent item as shown in the example table in help under import matrix items clearly lists that the parent item name should be used... even shows it in the example.... Then, hidden deeply within another…

Invalid Parent reference error... WTH?? :confused:

and, here is a great big FYI!!! Once again, I learned the hard way........hence my thread on hth do you mass delete..... when importing records there is a choice on the file type of 'windows' or 'Mac Roman'. I was ripping through customers when I first noticed this. It defaults to 'Windows'. I happen to run Macs. I had…

Here is what I did. Imported the parent items in it's own file. Child item file column 'subitem of' I used the parent internal id on the upload AFTER YOU MAP the fields, click on the little pencil icon in that mapped area. change the item drop down from 'names' to 'internal id'. voila. (I say voila, don't ask me how many…

Since you are importing a csv file, if you are Excel savy, it is relatively easy to use vlookup and a couple of steps to clean this up prior to importing. Using Excel might save you a few bucks, and avoid the need for another software. ;)

its been a while.. but I dont think you can do it like that.. its probably failing on the primary contact - I believe you have to use 2 csv files.. one for customers and one for contacts.. You cannot do it in one and expect it to add the contact - there are other fields needed at contact level. yep, but I think the problem…

I know this one- for some unknown reason (probably to make us all a bit nuts), when importing item fields involving advanced inventory (once it has been turnedon or off- doesn't mtter) the prefferred stock level and reorder point filds are changed to boolean. You can't bring in a number in a boolean field, it is only a…

Hey, thanks for the response. Perhaps I am missing something here logically. What I am trying to do is to add items to our inventory (we stock jewlery, accessories and purses). As part of this, I would like to be able to set a new item to a location as well as set the quantity of this item at that location. I know that I…

So...about opening balances... We're live in the sense that I am playing around with the system. Ideally, before we go "live" I'd like to delete all of the test items/transactions I have created in during my past few weeks of blundering. I'm hoping this won't be as difficult as it probably will be. But, assuming I am…

Glad I haven't lost my ability to not only confuse myself but others as well! At any rate, I played around in the system some more last night and think I might have it figured out. Reading your last post helped affirm some of what I figured out on my own. (By the way, I have 0 NS training; why bother asking for directions…

Thanks again for your response. More questions though: I understand your point about needing to register the inventory as an asset. Assuming I wanted to do this, certainly there must be some way to do a batch upload of assets, right? For instance, how are you managing the input/output of your own inventory? Also, what is…

bringin in Quantity on hand is actually part of an accounting process for opening balances....no??? Mind if I ask what your trying to do? Not clear on it :confused:

perhaps you will find many of your answers in the CSV import guide. Have you looked at the guide? It explains most of this.

WCM: I ran into the same problem a few weeks ago. Our problem was that there was a hidden data row on row 65000 of my csv sheet. Needless to say the import, once started, could not be stopped for 48 hours until all 65000 leads were entered. The real list only had 1200 leads on it. It really slowed our system down and did…

If I understand correctly, and I may not- evan may need to jump in here, the delete all data button does not delete transactions. It is aimed toward all of your custom settings and customizations. It would not have worked for what I needed, to scrub transactions themselves.

I may not be from ns, but I can tell you that they enabled a mass delete for Transactions for me. I yelled pretty loud, and went pretty high up the food chain at ns to get it, but it worked. As soon as I was finished, they removed the ability. Essentially, I removed more than 24k transactions- as opposed to entity records,…

DD- let me know if all of your questions have been answered- I deal with a large inventory of serialized, non serialized, and kit items. I have lots of experience with these.

You will need to inactivate the items and bring them in again under the correct type. Once an item type is determined, it cant be changed. You can bring these in manually or via CSV, but you will need to clean out the wrong types first. You cannot create two items with the same name, regardless of what type they are. IE-…

After the long conversation we had about this, I had to test it. I went into one of my testing accounts, and hit that button. It did have two confirmation requests, as well as making me choose one subgroup of accounts to keep, but once processed, it went to pro services and came back after an hour or two. It worked exactly…

wow- I am really rather surprised- there is a mass delete function that NS enabled for me, I had to scrub more than 20k transactions and start over. It was not ideal either, but it did allow me to do it in days, rather than weeks. When I was finished, they turned it off. Perhaps this is a difficult thing, and only used…

yes, actually, many many times :cool:

Angela, Could you possible please leave a copy of your .csv header and one row of "test data" I have worked with SAP, Axapta, Saleforce etc.. and well after following the import instructions and re-iterating the data batching 7 times, with different variations. 1) We are using the latest .CSV import template - as provided…

The status of an invoice is either Open or paid in full. You could create a custom field with 'RMA Pending' that could be used to note that an RMA is pending, but I don't think you can change the actual status. A custom field could be used to filter out invoices from aging reports, so should work for you. ~angela