Angela Bayliss · Senior Solution Architect · Silver Crown

Julie you are right, in my opinion it is silly and basic. Angela there are lots of scenarios where you might want to change it. Some you may be happy for it to go backwards and change them all, some not. Internationally some may be required by law. For example our German branch has to post the entries according the VAT…

I dealt with this last month. My issue was based upon the average cost of items that are sold, but not in stock. One item went from an average cost of .05 to 25,000.00. Since it was an assembly member, it added up fast. Netsuite support actually fixed the issue for me. The costing problem I had was not due to multiple…

If you already use average costing, then using the Inventory adjustment worksheet sounds like the way for you to go. This will allow you to adjust, per item, the values- Oliver is correct, you can have the 'new' quantity be the same, and simply alter the value itself. HEY- look at that- we are almost neighbors ;)

Hello Scott, May I ask what costing method you use?

Well, if that's the way it is, that's the way it is. My point, though, is that there should be a way to value inventory across all locations and at each individual location independent of qty. There are going to be many times when the quantity is correct, but the valuation is wrong and is discovered during an audit or some…

Advanced inventory management in Netsuite can provide results that are accurate and helpful in automating your inventory levels to meet demand. However, much like many things in Netsuite, it works as well as it is set up. If the setup is not correct, or the data is corrupted, it will not provide you with the results you…

In 2008, the only transactions that are available via csv import is opportunity, sales order, or estimate. Importing QIF files allows you to enter payments directly, and do some reverse matching. However, the import of bills is not supported at this time via csv or QIF.

So providing only the right people have access to this.. its a good thing. Ok, I see your point. With the ongoing confusion of roles and permissions, as long as great care is taken on who can access-you make a good case. Also would allow for an earlier close date, instead of waiting until all month end activities are…

There is also a permission you can add to custom roles if you want to grant non-admins ability to edit in closed periods. thats kinda scary-in a way, it defeats the purpose of periods and closing them.

From an admin role, go to the setup-customization-entry forms. Choose the form, edit. On screen fields tab, main, uncheck location. save. In the meantime, may want to file an online case and post the ## here, so NS can follow up on it. Have fun!

Brion, you can always import the vendors, to have a complete vendor list within the system. You can then create a custom field on the item level, (or several, if necessary) providing you with alternate vendors for that product. This will not capture price differences, but it may assist with having alternate vendors…

only if the UPC and the item number are the same, I believe.

We are in the same boat...we've bounced back and forth on using "Record Customer Deposit" to "Accept Customer Payment"... We finally figured knowing the balance at the customer record is more important than GAAP...thus we use "Accept Customer Payment" To satisfy GAAP, we created a 2nd A/R account...at year-end we make a…

Angela: "Record Customer Deposit" credit Customer Deposits liability gl account (a system-generated account), and debits Undeposited Funds. That why they don't show in A/R..because they are aren't being posted to the A/R gl account. Then on the Accept Customer Payments function, there is a tab for "Deposits" that will show…

May I ask how these deposits are processed, from the time the payment is receved, until placed into the customer deposit account?

We are an Australian company/supplier, but when we sell stock into California, we have had legal advice stating we must charge US Sales Tax (CA) of 7.25% (and all other states and their respective rates). Cheers, Matthew Advice from Who? I am with these guys- why would you be collecting sales tax for states, when you don't…

NS defaults to the customer's sales tax status not to the items. So how do I sell a gift certificate online and not charge tax? On the gift certificate field itself, on th basic tab, be certan that 'taxable' is not checked.

Check out your settings in setup-accounting-set up sales tax. I suspect you have the Charge sales tax on web orders set to always. Also, your 'items default to taxable may be enabled as well. You can also try and click on 'customize' on your item (gift certificate) form, and be certain 'taxable' is displayed.

You have to make one. Start with the physical Inventory worksheet, and add bins to it. It shows the typical inventory information for a physical count.

Export it to excel and manipulate it there. ;)

It sounds from Angela's post that the end user can actually initiate and receive a refund all on their own? this cant be true? Angela, online cases? can you explain more? do you force customer to log in so its tied to them or is it just an open case that can be tied to customer at later date? I dont want 100% automation,…

I have had an issue where my Balance Sheet is out of balance because there was no payment specified on a Return Authorization. The GL Impact is to a non-posting account and to an income account. Most accounting systems give an error and won't let you save the transaction --This seems like an Issue to me. What do you think?…

What do we do where we don't have a Bill yet ?, for example, Credit Card expenses. How can we make a payment on account then ? ok, now your confusing me. :confused: If you don't have a bill yet- for example, you are using a credit card to pay for something, you would simply go to transactions-bank- use credit card. Not…

Let me reiterate - we will soon restore the "Request Return" button to online sales orders, so the customer in the customer center can click "See Orders", view the order in question, and click "Request return" and their return request will be fully filled out. If they are not returning all the items, they will need to…

how about enter bills, make bill payments? better yet, bill purchase orders, make payments?:confused:

I'm not from Netsuite, but ran into the same problem. Here were the cons to allowing customers to create their own RMA'S- No way to determine, at a glance, if the item is within the allotted return period. Restocking- defective-etc. No way to limit what is returned. Because of these limitations, I agree, it is not workable…

If they created the order in the customer center they can presumably find the items they need in order to create the return request. Is the problem customers who created the order on the web store as opposed to in the customer center? Thanks, -e Hi Evan, Thanks for your interest, hopefully, I can say this in a way that…

What I don't understand is how the transaction date isn't relevant/cannot affect the period? If the date is within that period, surely that would affect it? We've proved the three-step fulfilment affects the period due to the transaction date, so I'm not sure if I understand correctly what the difference is between…

Evan, I am not sure what is happening here, but for some reason I can't get this to work. I am thinking that I am not setting up the item correctly. For some reason when I create the SO from the Opportunity, it won't allow me to "create a PO". It just puts a couple of grey lines in the box with no ability to click on the…

I just wish there was an "Unmark All" feature for when this happens - I can't tell you how many times our people (regardless of how many times you go over it) accidentally click on the "Close" button on huge sales orders. Going back through 3 pages of line items and unchecking them all is a royal pain. Maybe you should…