Nick Horowitz Green Ribbon

You can put multiple addresses in the To Be Emailed field on the Invoice if they separated by semicolons. But that being said, I have a client that has a little script when the page loads which looks to a custom field called comments. If there is any text in the comments field, then it popsup a dialog box in the browser…

Maybe you could get away with 1 form. And put custom fields on the form that are sourced to a formula. Then in the formula make it so the formula gets a value for the 1 specific vendor (which the extra data fields you need), but it will be null/blank for all other vendors. Would an approach like that work? How much extra…

The Administrator role should allow it. Open a ticket with Support.

Well the field-level help says it is supposed to accept semicolons (and no spaces between addresses). So I would open a support ticket because it is not behaving as the field help says it should. You are in the U.K. Are we talking about he same semicolon? Which is ;

Steph, this sounds like a bug in the line-item machine. Pls open a ticket. Also, FYI, the cells in the line-item numeric fields behave like Excel, so you can do mini calculations right in the cell using same formula syntax as Excel. For example: =2*45 <tab> Will put the result of 90 in the field

Correct. Use the discount feature right on the bill payment screen (just like when you take your 2% discount for paying in 10 days)

Putting $0 as the sales price on the Invoice makes your financials mistated and does not comply with GAAP. Your Sales Revenue will be low by the amount of the free giveaway, and your COGS expense will still show the normal COGS expense. You really should use a Discount item and have it flow into a separate contra-revenue…

Maybe create a custom boolean checkbox field on your RA to flag the 1% case where you want to refund after receipt, and then redesign your reminders to exclude those records that have the checkbox checked.

It says "Return" or "Authorize Return" and it generates an Return Authorization. You would have to use the Return Authorization workflow to do this: RA > IR > CM

Jocelyn, 2 suggestions: (1) On the Credit Memo do the positive +1 quantity with the old wrong higher prices. Then on the next line do a negative -1 quantity with the new lower price (the negatiave qty is like re-selling the item on the CM). You sometimes have to fiddle with the line item machine to let you enter a negative…

Spawn the CM from the SO, not from the IN. Then it will be linked to the SO! Sometimes you have to adjust your workflow to match how NS does things, rather than trying to adjust NS to how you do things.

alterv, I re-read your original post. This is the basically the use case where you need to do a price adjustment. I have several posts on here on how to use a CM with a positive and negative qty to achieve a price adjustment. Let me post a couple of links here shortly:…

Seth, Avatax should handle all that for you. They have custom script bundle that you install in your account. It's like $100/month for their service. Give Ryan Barnes a call over there. He is the NS expert. Tell him Nick Horowitz referred you.

Can you make the A/R Aging Report into an Excel Web Query and then do your graph in Excel and it will refresh automatically from the Excel Web Query.

Matt. A few questions: Who is the responsible to pay the credit card company, the employee or the company? By the way company credit cards are a pain in NS!! The best practice is the have a company policy that the employee is responsible to pay the credit card company. Therefore, the employee must submit an expense report…

Hi Tom. We use service items, so service items do allow negative qty on the Cash Refund--that's why I never ran into this block. I tested an inventory item and you're right...inventory items not permitted to have negative qty. So my solution won't work for inventory items. But here is a varient: Varient won't work. Removed.

I used to do this before Tax Groups even existed. You need to have Tax Items setup for every county in CA. There used to be a company called Knowledge Blue that put out an XML import file of all the Tax Items and zipcodes by CA county. Not sure if they are still around, but the idea is the same. There used to be a limit of…

Yes you are forced to use Employee Advances. BUT, you can rename that account and assign it any account number you want. So just do that. Same end result.

And the Inventory value used on a Drop Ship Item Receipt/Item Fullfillment (one in the same for drop ships) is ZERO hence the problem. A drop ship situation should use the COGS from the Bill PO, not the Inventory from the IF !!!

If you do a stand-alone CM, it will use your retail refund price as the COGS and the Inventory asset value--so that's not good either! In NS's defense, a Drop Ship (as opposed to a Special Order) does NOT go into Inventory, so therefore when returning it to Inventory they don't actually have an old Inventory value to go…

Peter, you can Use the Cash Refund form. You basically return the item at the old wrong price, the resell at the correct new lower price all on the Cash Refund form. The trick is to use -1 quantity to resell it on the second line. (It is negative 1 because this is a Cash Refund, so the positive qty is the refund, the…

Ashley, that is a Special Order PO in NS. (There are 2 types of PO's in NS: Drop-Ship PO & Special Order PO. The difference is the drop-ship PO's do NOT come into inventory, whereas Special Order PO's DO come into inventory). I think you may need to add the vendor's address as an additional ship to address on the…

Oliver, thank you for this example. So basically the only way to prevent impacting earlier dates, is to only date things today forward. Periods won't solve the problem. (Also once you start using periods, then you have the problem of making sure every user's perferences are set to Report by Period vs Report by Date)

Darren, it uses #2...but only if you do a stand-alone RA (i.e., not spawned from the Invoice or the Sales Order)

Claire, are you saying that you need a different email address for the Invoices&Statements versus the email address used for the Sales Order? All transactions will default to the email address that is set on the Customer record. So the trick is to get the email address on the customer record to be the correct email going…

Hi Chris. This is also a GAAP accounting question. When you receive the fee on Day 1. It is unearned, so you must put it on your balance sheet as a liability, because under GAAP you owe it back to the partner until you earn it. Create an Other Current Liability account called "Unearned Commitment Fees" (you use current…

Here are 2 other solutions: Use positive and negative qty on the Cash Refund Use 0 qty on the Cash Refund but change the total amount https://usergroup.netsuite.com/users/showthread.php?t=19986

Steph, if you edit any old transaction in the prior year it WILL impact your balance sheet & income statement. This is why NS offers a function to lock the the dates so nothing can be edited. If you run an Audit Trail report/search, you can find txns with post dates <= last year but date edited = this year (you have to run…

Yes, go to Transactions > Financial > Make Journal Entries > List Or alternatively, you can create a Saved Search/Transaction and just filter for TranType=JournalEntry

Maybe try Issue Customer Refund for the amount of the cash they gave out of the till. That should increase the A/R balance so it looks like the customer owes money. Then try applying the Gift Certificate to the A/R balance, and it should wash to zero.