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Whether you create a Return Authorization from the Sales Order or a Credit Memo from the Invoice, NetSuite should automatically generate rev rec schedules that reverse the revenue impact of the transaction being credited. It should all work hunky-dory out of the box, unless there's something amiss in the config as Amy…

Hi Conny, If nothing else, you need to implement Finance first. Get your subsidiaries, chart of accounts, departments, etc. configured correctly, and you'll have a good base. You could then load summary balances for sales, purchasing, etc, until you've configured those areas. If you can, I highly recommend mapping out your…

A couple things: I haven't worked with the Demand Planning module, so take my advice with some caution. That said, from what I've read in the documentation, demand and supply plans are by location by item. I would confirm with NetSuite that selecting a location doesn't just restrict you to the items available at that…

Will they be using the Demand Planning module? Would setting up a dummy location for the one-off orders, and calculating demand only based on the primary location work?

Beth, If the only issue is the negative amount value, try this: Instead of using the Amount field, use a formula currency field. Select {amount} in the Formula box, and take the absolute value by doing this: abs({amount}) Evan

Hi Will, I'd also recommend the item group approach. This is basically just a way to add multiple items to a transaction at once. Doing it this way, all your items would be composed of two child items, e.g.: Camera [LIST] [*]Camera Product [*]Labor [/LIST] When you create the parent "Camera" you can define the ratio of the…

I've always done them from the Invoice, didn't know you could initiate them from a Sales Order, but indeed you can, which I agree makes less sense than basing your RA off what you've billed.

Hi Will, I'm not in your industry, but your scenario sounds like it may be straightforward. What's the relationship between the parts and the labor, e.g. fixed, quantity, etc.,? Do you have the advanced inventory module? Evan

No, is the short answer. Does the defect prevent update via script?, because you could do it via web services.

For what it's worth (until NS replies): I'd be surprised if the answer to 1) & 2) isn't yes. 3) Webservice logs do auto-clear after 30 days, don't know if they count. In regards to 4, as of 2012.2, you can reduce these by setting the "Log System Notes on Update Only" to true. And yes they count, and no way to purge that I…

Very well. Where we've had issues, they've so far been minor, and their support team has been very helpful. Evan

Destruction, in the sense of deletion, would be a little difficult because most records will have related records, preventing deletion, and any Financial records would be in locked periods at that point. So far as I know, there's no ability to selectively delete chunks of historical data, so effectively you're retaining…

Hi, Best practice would be to use Partner records, and then populate partner data on all indirect customers. You can link the Partner records with their matching Customer record. For example, company "Supreme Reseller" has both a Partner record and a Customer record, and those records are linked (use the native "Other…

You can create a saved search for that customer's cases, and then set it up to email specific recipients (you'll need to set them up as contacts). You (or your customer) might not be happy with the output, but it would be the easiest to set-up. Alternately, I think you're right that a workflow would be the best way.

I've seen this solved before with End Customer fields on the transaction, and scripting to populate the End Customer's address in the Ship To on the transaction, leaving the Bill To that of your reseller, whom you select as the Customer for the transaction. I don't think there's a way to automate it without scripting. Evan

Hmmm, I'm not sure. You should be able to associate child customers to different subs than their parents. The system will auto-complete the subsidiary when you select the parent company, including overriding any value you've already selected for subsidiary, but I was able to select a different sub. If you're still having…

Go to Setup > Users/Roles > Manage Users A list of anyone with access loads. If a user has multiple roles, there'll be a line for each role. There's a filter at the bottom to filter the list by role.

What have you tried? I would think if did a count of internal ID for ship date equal to today, that would work. Where does it break? Evan

Hi Ravi, If you click on "Support" and then within the "Professional Services" box click on "NetSuite One Methodology", there's a lot of material. I don't think NetSuite's own implementation questionnaires are up there, I believe they're kept proprietary and confidential, but it looks like there's useful stuff nonetheless.…

I miss the view all unread content SO MUCH!!! Additional requests: 1) post previews in search results: the UI here needs improvement. The topic name should come first, furthest to the left (not user name with a great blank avatar spot), followed by the forum category, then user. 2) Page loads seem slow.

I assume you mean SAP Business By Design, yes? I've looked for comparisons before, but there's little info on By Design out there that feels even-handed, and even less that looks at it in any depth. The main issue may just be that it's so new, relatively speaking. As of three years ago, I think they only had about 50 live…

Maria, I'm still getting hung up on! :h_a_w: Performance of the new phone system is pretty bad so far. Evan

I finally got through (after three dropped calls). Two more issues: [LIST] [*]There's a volume mismatch between the hold music and the voice of the speaker on the other end of the line. While on hold, I have to turn the volume at least half-way down to get a normal volume, but when the support person comes back online, I…

Hi Maria, I have another issue related to Routing: If I press 8, corresponding to CSV Imports, I get the options for CRM & SFA next (instead of those for CSV imports). I tried this twice with identical results. It's frustrating that NetSuite seems to have rolled out a new phone system with this many problems. Was there no…

I was too quick on the draw. You have have to press "1" before entering your account number. If you don't press "1", and just jump into entering you account number as I'm in the habit of doing, your call gets routed to customer service, who I discovered are very different from support.

This is still happening, which is frustrating. Anyone from NetSuite have any insight?

Hi Maria, Thanks for your reply. Pressing "1" is an extra step for me, but I'll get over the mild annoyance, and I can see some people might find it useful. More important to me are the issues I've experienced since the change over, including dropped calls, bad call quality, and volume issues (mismatches between hold music…

Addendum: If what you want is a clone of the native Admin role, but restricted by sub, there's a custom full access role available in the bundle repository. You can install it and then customize it as needed.

Hi Lam, The standard sales by item/customer/etc report does exactly that. Just run it at the consolidated level. You can also use the Amount field (as opposed to Amount Foreign currency) when building saved searches. Evan

Olivier is right. Also, putting the dummy in gives you flexibility to more easily reorganize your tree (e.g. add a branch) should you need to in the future. Evan