Angela Bayliss · Senior Solution Architect · Silver Crown

well, I am still working out the kinks- my report is a bit skewed due to the way we use JE's to offset trades (ap/ar) between our divisions (we have three) but if the system is used in a straightforward manner, it should work. Keeping in mind several things- the report must include both invoices and fulfillments, as the…

WOW- It worked? good to know, now all I have to do is figure out how to deal with incorporating JE's. Perhaps someone has a tip here- Right now, in this report, it appears that for every payment applied to an invoice, the payment is applied to each line item based on a percentage of the total payment. When you have…

I have been able to complete this report- if anyone is interested in the report parameters, let me know- Ill post them.

In the 'Columns' filter of the report, does running the report by 'Accounting Period' help? Regards, ~angela

Hi Jim, I'd be happy to explain. I have actually done a great deal more testing with this, so my original post of average pricing instead of actual wasn't completely accurate. The problem is simpler than I originally thought, but just as misleading. First-I'm not going to do the full citation, but wikipedia says the same…

But the estimated GP will only be as accurate as the cost estimate type. E.g. if you’re using the ‘item defined’ cost estimate type, you will have to make sure that it’s up to date. Thanks! Darren Hi Darren, A very quick question for you, if I may. In the sneak peek, and other sales/ marketing info put out recently, the…

thanks Cecelia- always nice to confirm I haven't lost my mind. I'm so far past batty right now, it's not even funny. So, if I understand this, Netsuite uses a definition of Gross Profit other than an industry standard definition. (I checked wikipedia, says rev-cogs=gp) so is Gross Profit as a name a bit misleading- or am I…

Angela - The reality is that any statement of gross profit when the inventory impact has not happened yet (e.g. on an opportunity, estimate, or sales order) is by its very nature estimated. Thanks, -e Hi Evan, you are absolutely correct, although my own disclaimer here is that I am evaluating the NS GP on the report, and…

The Facts: [LIST] [*]COGS is essential to the GP formula. [/LIST] [LIST] [*]Netsuite report is date driven. [/LIST] [LIST] [*]If the dates exclude the step in the transaction cycle that impact COGS - Netsuite calculates cogs as zero. [/LIST] [LIST] [*]This is not acceptable in any industry standard GP formula, EVER. There…

Using the register for the COGS account (you listed one account) may not capture the correct number. COGS is a type of account, as well as an actual account itself. Depending upon the financial report layouts, some other COGS accounts may roll into the number seen on the income statement. Does that help?

Hi Jim, All financial reports are based upon criteria and setup of the chart of accounts. If you are talking about basic financials (ie Income report, balance sheet, etc) the presentation can be changed only by rearranging the account types. So, to answer your question, yes, it is possible to do this, but not by using…

If you don't use account numbers,then you cannot sort by something you do not use.

If your needing both, you might want to just customize the financials and save a copy for cash base, leaving default as accrual. To do this, go to your financial statement, click customize, and place a check box in the 'cash basis' box. Once you save it, you can run both reports without messing with your settings. You will…

If you go into setup-accounting-accounting preferences-in the 'general' tab, there is a box that is called 'cash basis reporting' If you click it and save, should do the trick.

what does your sort option show? Reports-financial- TB-Customize- sort order?

I see the summary count field- but each time I apply this count to the transaction number, my search comes up blank. Anyone know what I am doing wrong? ok wait- it isnt blank, but the only thing displayed is the count, in the top right of the screen. What I want is the list of items, with a summary count of the total…

T, We set these some months back. They have been duplicated from day 1, and no amount of deleting, rescheduling, or any other tweeking has made any difference.

Cash is not required to go through the undeposited funds account to show up on a reconciliation. The only reason a JE, payment or even a deposit wouldn't show up on a reconciliation would be if it had been cleared on another reconciliation. Are you sure that there is not a second reconciliation out there?

Steve - way to go,- looking into it more. your are too good, my hobo friend...

I see in this thread that someone asked about Canadian version functionality. This immediately reminded me of the single most important training tool NS provides- and at least in my mind - the most powerful. This user group. My own career as a Solution Provider with Netsuite began with me being an end user. Lanz Nefflen…

So far I am the only admin here where I work. We would like a 2nd admin to split Netsuite duties and as backup in case I die ;-/ We don't have the staff internally to train someone so we're considering hiring a general IT (Mac OSX) person whom has experience as a Netsuite admin. Are we asking too much? Thanks all. You may…

Perhaps a CSV import with 'dont show price', thena banner onyour websie indicating they should call for all pricing- make the message global, hide prices individually? would that do it?

I am not sure what you mean with 'International' version, as this is a general term. There is a US version that supports tax laws, payroll, domestic shipping, etc. It is in English. There is a Canadian version that supports Canadian business, taxes, etc, Same with AUD version. The primary differences are in the…

You do not have to delete a user to free up the license. All that you have to do is remove their access, and then inactivate the user. You don't want to delete them, as it contains part of your accounting audit trails.

My return e-mail is on the setup-company information page, immediately below the Tax ID Number.

Hi, I'm very new to the forums and I had a quick (I hope it will be) question about email Marketing resources. Are there any recommended books or even in NetSuite for emailers. My audience is from a BB to BB instead of consumer. I feel these two are in a lot of way the same but also very different. I would love to hear any…

Thanks for the help Angela. I have gone through that help topic before as well. The problem for us is that the Register button is still being shown on the customers screen when they look at a quote. Even if we choose None next to the Check Register option within our custom Web Customer Center role, you can still see the…

I think I will put in a case. Thanks for your help. anytime.... good luck!

Hello, What we are trying to do is prepare the quote and make it available to a customer when they log in to the web store My Account. The customer is able to click a button and bring up a sales order, but is then presented with the same screen as our sales rep. Is anyone aware of a way for the customer to click a button…

Does anyone know how to get the case email reply to address for an email sent out to a customer (given that customer no longer has the email)? We have a customer that accidentally signed up our NetSuite case reply-to email to a service called wayn.com and now this case is being reopened all the time. The only way to opt…