Tigran Shahnazaryan · CEO @ Novelance · Gold Crown

Hey @User_K51C7, Depending on your setup, the "Document Number" column may show the Check # if the Vendor Bill was paid via Check. Can you check if that's the case for you?

Hey @Karanjot Singh, I assume you refer only to "Closed Won" Opportunities, not any Opportunities. Do you create Sales Orders only from Opportunities? Or do you sometimes create Standalone Sales Orders or Quotes/Estimates?

Hey @User_2LD8N, Do you use Avalara Use Codes or Exemption Certificates?

Would you be able to send a screenshot of the Contract record that also shows Contract Lines and related statuses? Also, can you send a screenshot of the "Options & Log" subtab of the related Sales Order? What happens when you run the R05 for a contract that doesn't have the button? If it renews, you can always delete the…

Hey @Sue Carstens, I have seen this happen for several reasons. Contract Renewal scripts hide the "Renew Now" button when no Contact Items on the Contract record are eligible for renewal. The most common reason is the hidden "Renewals Exclusion" sublist field on the related Sales Order Custom Form. Because of that, the…

Hey @User_JN952, Would Electronic Remittances work for you? One of my customers has FISPAN for JP Morgan, and it has Electronic Remittance functionality: You can check with them if they can do the same for TD Bank. If you want to print a Payment Remittance PDF, that would require customization.

A few more questions. Do you need to send invoices to Customer A, Customer B, etc? Or, can the invoice be generated for Generic Customer 1, which comprises Customer A, Customer B, etc? From a GAAP perspective, do you need the Revenue to be attributed to Customer A, Customer B, etc.? Or can we have accurate financials and a…

Option 1 would require selecting an Invoice rather than checking a box. Because any Vendor/PO can relate to any Customer/Invoice, it will be difficult to build logic to link them automatically. Alternatively, your team can select the related PO when they are creating the Advance Invoice. That would also establish the link…

Hey @Johnny Cash, The "Enter Completions" page is functional. It only works if the Assembly you are building doesn't require "Inventory Details" to be populated, such as Bins, Lot Numbering, Serialized Inventory, etc. This makes the "Enter Completions" page significantly less useful. The workaround is to build a script…

There are multiple ways this can be addressed. Here are some of the options: Option 1: Create a custom "Related Advance Invoice" field on the PO. Select the related advance invoice on the PO. Create a Saved Search to send an alert every time the PO becomes "Fully Billed", showing the "Total Billed" vs. "Total Invoiced".…

Thanks for the answers. Do you invoice the customer the differential only when the related Purchase Order is "Fully Billed"?

Thanks for the answers. Natively, you can do this in NetSuite only if you create an individual Project for each Entity. Even with that, you may need to create additional projects when extra funding is provided. I am familiar with all leading ERPs and don't think any of them can do this out of the box. The beauty of…

Hey @User_8AEA1, I have a few questions: Can the total funding amount change after creating the project? Can the number of funders change after creating the project? Can the funding contribution ratio change per entity after creating the project? How do you recognize Project Revenue (i.e., Milestone, % Complete, etc.)?…

Hey @User_WI6QA, Could you provide an actual example of the issue? If you want to control field behavior (e.g., making specific fields non-editable for a specific custom role), you can do that via Workflow.

Hey @HC22, NetSuite sets a pre-defined amount of columns to display in Trend Graphs. When the setting is "Weeks", it displays 14 columns. When the setting is "Monthly" or "Yearly", it displays 13 columns. The column numbers are the same if you build charts via Analytics Workbook.

Hey @Lisa Mosrie, I have several questions: Do you use drop-ship Purchase Orders? Is the differential you are invoicing equal to "Bill Amount - Advance Invoice Amount," or do you also add a markup? Does "Advance Invoicing" apply to every customer or only specific customer types? Does "Advance Invoicing" apply to every…

Hey @Iain Cruden, NetSuite Reminders Portlet only supports "Summary Type = Count" Saved Searches. You have to either make the Saved Search non-summary or choose the "Summary Type = Count".

Hey @Hans de Molenaar, What is the base/reporting currency of the new/merged subsidiary?

Correct, NetSuite doesn't have a feature to apply bundle functionality to a custom record.

Multiple variables affect the GL impact, including how you process the transactions (e.g., do you have a WO Issue or use WO Completion with Backflush), Item configuration, Routings, Cost Templates, etc. Typically, issuing components debits the WIP, and completing the assembly credits the WIP. The WO Close will make the…

Hey @User_DFQMH, When we create Work Orders with Routings, we "activate" the Work In Process (WIP) accounting. Routings can have multiple steps, and each Manufacturing Operation Task may have a unique GL impact. In this case, the manufacturing process is multi-step. Between various steps, the Item Costs and other things…

I mistyped and meant to say Allocations. I resolved similar issues for Allocations, Amortization Schedules, Revenue Recognition Journals and more. Most of those journals contain the "Entity" or other relevant information only in the memo section, which is not optimal. I built customizations with my team to add the required…

Hey @User_L8T63, There is no automated way to apply the Bundle functionality to another custom record. Each bundle comprises custom objects/records, and installing the bundle "unzips" them in your NetSuite account.

Hey @Jessie P, Here is the process for migrating Open AP balances and ensuring the AP aging is accurate: The Best Practice for the Open AP Imports is: 1. Create a temporary “Clearing Account (AP)” GL Account with an “Other Current Liability” type. 2. Create an “Open AP” Non-inventory Item and map the expense to a "Clearing…

Hey @Erez Storch, That's a gap in NetSuite functionality related to Amortization Schedules. I resolved this issue for other customers via customization.

I can't recall if I ever tested this on historic transactions. It probably won't impact anything historical. If you have a Sandbox, you can try it there. The other option is to create RMAs for the applicable Sales Orders.

Hey @Chris E Davis, You can build a report based on the WO Completion Record to show the expense by type. Here is an example I built for a customer: If you want to display the costs broken up by type on the Work Order record, you would need to build a scheduled workflow (or a script) with related Saved Searches.

Hey @User_EPWHS, The best is to build the required reports as Saved Searches. Typically, I build Work Order (header and line), Work Order Completion, Work Order Issue, Work Order Close and Manufacturing Operation Task reports. I then move into analytical reports, such as "Assembly Est. Cost vs. Actual Cost" and "Work…

Apologies for the confusion; I wasn't specific enough. Here are the updated guides: The Best Practice for the Open AR Imports is: 1. Create a temporary “Clearing Account (AR)” GL Account with an “Other Current Asset” type. 2. Create an “Open AR” Non-inventory Item and map the “Income” account to the "Clearing Account…

Hey @Deano_M, NetSuite didn't expose this and a few other Account fields to Saved Searches. The good news is that you can get this information via Analytics Workbook: