Nick Horowitz Green Ribbon

otto, you can order the ODBC option on your NetSuite account and thereby get sql access to all your database tables. This is totally raw sql access, so you have to do a lot of work to put the data out and transform it into whatever form is needed to import it into the new system. ODBC is expensive, but if you add it in the…

Otto, could you share the Chinses vendor you are using to do all the re-keying? That would be a helpful resource for other new users implementing.

You can do a lot with scripting, but the lookup functionality is hard-coded and I don't think you can modify its behavior with script. You could I guess create your own custom field, hide the system field, put the script on the custom field, and have your script copy the result over from your custom field to the system…

Yes Projects in NetSuite were originally called Jobs and they behaved just like Customer:Job in Quickbooks, which is where they copied the original design. Since you say your list is only showing Projects, and you say there are hundreds of Projects, I have a hunch the parent Customer is actually in there mixed in with all…

Revenue Commitment is an optional module that costs extra to add to your account. If you want to do this the cheap way, then use the Accept Customer Deposit function. This will book the prepayment as a liability on your balance sheet. When you view the customer, you can see the amount of the deposit remaining. You invoice…

Accept Customer Deposit Then do your invoice and pay the invoice with some of the deposit amount. Already built into NetSuite.

Ok I did some testing. Looks like you are creating a new Project from scratch with Relationships > Jobs > New. When doing it this way NS requires you to enter the Customer. The better way to do it, is to spawn the new Project directly from the Customer record. So go to the Customer record first. Then look up in the "Create…

Hi Durbano. I sent you a private email yesterday.