Olivier Gagnon NC

Ah, I see what you mean now. What if you give the clerk the rights to create Credit Memos but not Return Authrisations? The Credit Memo does not do anything to inventory, provided it is created from an Invoice (i.e. not "free standing", like Miguel mentionned). There is no current system way to block the creation of…

in Inventory Transaction Control Comment by Olivier Gagnon NC Jan 18, 2008 8:56AM

If memory serves, Netsuite uses sales data from the last 3 months to set your reorder point. So a single spike of 75 on a single day, compared to an average of 3 a day, won't affect Netsuite much. Aside from that, you there is no control pannel anywhere to tell Netsuite "ignore this transaction". If you are certain your…

in Order Spikes Comment by Olivier Gagnon NC Jan 17, 2008 4:16PM

Coop, As your profile does not show your email, I sent you a private message.

in Calculating cost of Assembly items Comment by Olivier Gagnon NC Jan 14, 2008 11:09AM

Carlos, You do indeed need scripting to get that information. We have such a script for sale, if you are interested. Here is a link to our ready-made scripting solutions - "Calculate Cost and Profit of Assembly" is the last one at the bottom. Regards,

in Calculating cost of Assembly items Comment by Olivier Gagnon NC Jan 11, 2008 8:25AM

Carlos and I are discussing details of the script, which are probably of general interest, so here is the continuation of our exchange: From Carlos What exactly is the difference between the calculation performed by your script and Netsuite's "Total Value" calculation under the Inventory Subtab of Assembly items? My Answer…

in Calculating cost of Assembly items Comment by Olivier Gagnon NC Jan 14, 2008 10:33AM

Carlos, I will answer you by email shortly. Thanks,

in Calculating cost of Assembly items Comment by Olivier Gagnon NC Jan 11, 2008 11:39AM

The only currently supported transformation is Non-Inventory Item -> Inventory Item. Anything else does require inactivating and recreating the items.

in Changing Inventory classification Comment by Olivier Gagnon NC Jul 28, 2009 8:18AM

My pleasure, email sent.

in Calculating cost of Assembly items Comment by Olivier Gagnon NC Jan 25, 2008 8:19AM

Emails sent to everyone Thanks,

in Calculating cost of Assembly items Comment by Olivier Gagnon NC Jan 14, 2008 9:12AM

This is crucial to know. If Cecelia's understanding of the COGS flaws above are correct, we have a HUGE problem.

in FIFO and Assembly Items Comment by Olivier Gagnon NC Sep 22, 2008 8:40AM

Holy 6 year old thread, Batman!

in Reorder Point and Preferred Stock Level Comment by Olivier Gagnon NC Jun 27, 2013 6:52AM

I tested a similar script not too long ago. It's all doable - here's a snippet: (...) var i; var count = record.getLineItemCount('locations'); for(i=1; i<=count; i++) { record.setLineItemValue('locations','preferredstocklevel',i,'1'); record.setLineItemValue('locations','reorderpoint',i,'0'); } (...) 'locations' is the…

in Reorder Point and Preferred Stock Level Comment by Olivier Gagnon NC Aug 22, 2007 8:31AM

No, you can't. You have to whip out your Excel vlookup skills ;)

in Assembly members report Comment by Olivier Gagnon NC Dec 1, 2009 8:49AM

Hi, You can't make a Report, but you can make a Saved Search. Use the Member Item and Member Quantity to see, for an item, all of it's member components, as well as how many are required to make the assembly.

in Assembly members report Comment by Olivier Gagnon NC Aug 16, 2007 8:15AM

Yeah, I kind of know why. You would need to switch to a more complicated Formula in there. I don't have time to test this on a demo, so I can give you my ideas and you can try it out. I'm thinking the criteria needs to be removed, and in the results you need a formula to read the Transaction type. If the type is an Invoice…

in Report for Items on Hand Not Sold Comment by Olivier Gagnon NC Dec 3, 2009 8:27AM

It's totally impossible to import Inventory Adjustment Worksheets. This would be the appropriate transaction for Pgysical Inventory Counts, but it's simply out of reach. A close enough result can be achieved with the usage of Inventory Adjustments. I have a good blog post on the difference between the two, incidentally,…

in Import Inventory Worksheets Comment by Olivier Gagnon NC Feb 17, 2010 4:02PM

CRITERIA STANDARD Transaction: Type is any of Cash Sale, Invoice, -none- SUMMARY Maximum Transaction: Date is empty OR Maximum Transaction: Date is on or before 6 months ago RESULTS Name -> Group Transaction: Date -> Max So to get the OR on your summary criteria, you'll need to tick in "use expressions". Transaction: Date…

in Report for Items on Hand Not Sold Comment by Olivier Gagnon NC Nov 5, 2009 8:35AM

Let's say you have an invoice, dated in 10/2/2008 (october 2nd 2008), posted in the Period of Oct 08. This period is closed. For x reason, today, you create a Credit Memo that you back date to 10/1/2008. As that period is closed, while the transaction is dated 10/2/2008, the posting period is Dec 2009 (today's period). So,…

in Cost of sales randomly changes for closed periods Comment by Olivier Gagnon NC Dec 14, 2009 3:04PM

Are costs related to sales in any way? If not, then things are looking grim for you. If you can tie costs to sales, then what you can do (and really your only option) is to base commissions off "Alternate Sales Amount" (ASA) and have a script calculate sales minus costs on a per-line basis and update the ASA field with…

in Commission to calculate costs derived from purchases, for travels,marketing etc. - best practices? Comment by Olivier Gagnon NC Jan 18, 2016 11:10AM

Usually ASA scripts will be User Events, but a Scheduled is possible. It all depends on your ASA calculation. I had a client that wanted ASA to reflect the profitability of the line, by taking into consideration Special Orders and even credits, and then on top of that to have special considerations for taxes and other such…

in Commission to calculate costs derived from purchases, for travels,marketing etc. - best practices? Comment by Olivier Gagnon NC Jun 28, 2016 7:23AM

Will the new "search based commission schedule" feature in v 12.2 offer a possible solution to some of these challenges? That would be all sorts of amazing but I doubt it. I don't have any hands-on with this (though it suddenly surged ahead on my priorities to do so...) but it seems this is only used to identify items on…

in Commission on Gross Profit Not Calculated Comment by Olivier Gagnon NC Sep 7, 2012 4:04PM

Probably, but nothing has been publicly revealed. It could be years.

in Commissions on Revenue Comment by Olivier Gagnon NC Feb 19, 2016 7:16AM

Workflows can't ever affect anything line-item/sublist based, so no. I think the only way would be scripting. It's pretty complicated for what it is, though. You'd have to create a sublist object using scripting, which would allow you to filter the Employee list any way you like. Then, using more scripting, you'd have to…

in Limit who shows in Sales Team Members dropdown Comment by Olivier Gagnon NC Oct 4, 2012 7:02AM

You can assign a Quota and Schedule at the parent subsidiary level, and satisfaction of that Quota will be calculated by summing sales occuring across all children subs.

in Commissions in OneWorld Comment by Olivier Gagnon NC Mar 22, 2012 8:39AM

This is not currently possible.

in Commissions on Revenue Comment by Olivier Gagnon NC Mar 4, 2015 7:23AM

Hey Julie This is a know issue, has been for some time, unfortunately. If you Special Order to bring to stock, the items won't allocate to any other order. Is that a feasible work-around? Otherwise, the more complicated version is to switch commissions to ASA and have a lot of scripting calculate Gross Profit that way. You…

in Commission on Gross Profit Not Calculated Comment by Olivier Gagnon NC Sep 6, 2012 12:37PM

Do you need per-line Classes or Transaction-level Classes? Can different items on an order have different classes? If you just need body-level Classes, you can easily run an update using CSV import instead of script. Much simpler. If you need to update every line, scripting is your best bet. It is not a mass update script.…

in Set the class retroactively... Comment by Olivier Gagnon NC Jul 28, 2010 8:26AM

Your GBP invoice scenario: what is the base currency of the subsidiary it is logged against? USD or GBP? Is the USD amount the booking currency, or is that the consolidated exchange rate translation?

in Saved search invoice tax amount Comment by Olivier Gagnon NC May 21, 2018 7:38AM

Good to hear this worked! This comes up as a use case every so often.

in Summed Transaction Values multiplied by number of joined custom records Comment by Olivier Gagnon NC May 15, 2018 7:59AM

Indeed there isn't a straight-up field that tell you. But, to resolve, just multiply the tax amount by the exchange rate.

in Saved search invoice tax amount Comment by Olivier Gagnon NC May 18, 2018 7:33AM

Olivier Gagnon NC Red Ribbon

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