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Hi Ricky, Thanks for your reply. We went live in late Nov, but your suggestions are great, and I may still use your last regarding updating dunning evaluation results via CSV. We're still working through issues, both in the bundle and caused by it. It is, without doubt, the worst NetSuite module I've worked with. They are…

Hi Ricky, What was the result of your case? I'm just starting implementation and would love to know about any "gotchas" in advance. Thanks, Evan

I don't think you need to do what you're asking, i.e. change the GL impact based on transaction type. By default, inventory transfers post to an In Transit account, I believe--it's a been a couple years since I've worked with them. So I'm guessing the behavior you're describing is based on some existing…

Hi Erica, You'll need to turn off the native approval process, and create a custom workflow. Replicating the approve bills page will require a suitelet--at least I can't think of any other ways that wouldn't be super kludgey. Evan

Hi Sandra, I've never heard of anyone going the custom route on this. PDFs can be generated via script relatively easily, but generating something that would be accepted by your bank (MICR printing, etc.), and managing the security would be difficult--I'm not even sure MICR fonts can be embedded in PDFs. You'd probably be…

Have you tried un-checking "Send Order Fulfilled Confirmation Emails" in setup? Evan

Hi Andy, I search for "cash basis" in the help and found these steps, which capture it well: To change a custom report between cash basis and accrual basis: 1. Start the Report Builder (or Financial Report Builder) for the custom report, and click More Options. 2. On the More Options page, enable or disable the Cash Basis…

Hi Blaine, Thanks for the reply, and offer of help. We've got scripting resources, I was just hoping for a config solution. I'm still surprised it allows you to save the record as in any AP environment I'm familiar with duplicate reference numbers=duplicate bills. Thanks, Evan

Not without scripting. You could define an AR account in a custom field on each item record, set your default AR account as something like "AR Allocation", and then have a script that creates journal entries divvying up the AR Allocation amounts based the line item amounts and the AR accounts associated to those line…

There should be a "Create Deposit" button after saving the Sales Order, as long as it hasn't been billed already. Is that not appearing?

If anyone else encounters this, it's Defect # 165408.

Hmmm, no native support for that that I know of. It's a good idea though, but I think you'll need to script that, or fulfill twice and invoice twice, once for what's in stock, and then again for the backorder, unless you're closing it out. Maybe try turning on "Pick, Pack, Ship" and see if that will suit your process, if…

Good morning, What about setting up an AUS dollar bank account, associated to the Sing sub?

We're very interested in this functionality as well. I see the enhancement is "Under Investigation", which got me a little excited. Can anyone at NetSuite comment on timing?

Purchase orders can have expense lines and item lines. Only items have an associated quantity. Do you see a second sub-tab for items?

How about a non-inventory for purchase item?

Are they logged into the customer center? How is information about their locations tracked (custom fields, sub-customers?) Publishing a custom search would probably be the easiest way.

There's a bundle that installs a custom full access role. Search for "Full Access" in the bundle repository. It may need some updating as a I believe it's a little old.

Scratch that. I assumed we'd be able to successfully load the file by rounding all the numbers to one decimal place as I described. However despite that the numbers now appear to balance in Excel, NetSuite is still kicking it back as un-balanced. I'm talking to support now, but in anyone has any suggestions I'd love 'em.…

How about doing a test import of one contact? I'm thinking it will overwrite, but I don't know. If it doesn't overwrite, you could do one import to set that field to null, and then a second to set the right data.

Oops, ignore the second post. The issue we encountered after solving the rounding problem was because there was one line with both a debit and a credit. Still curious if anyone has encountered the rounding problem in Excel, and has a good way of isolating which number is causing it. Thanks, Evan

I trimmed all my decimals to two places and the upload worked. This seems like a bug though, I'm going to file a case.

Are you using two files, one for header data, one for expense? If you aren't, that's probably the cause of the amount issue, if you are, I'm not sure. Can you post a few example lines? For the Customer/job: Are you setting "Billable" to True? If you aren't I think NetSuite won't write whatever data you've mapped in the…

I didn't think you could delete the system generated accounts--are you sure?

Does the customer appear in the "Name" field of the AR line on both journals?

You're on the right track with system notes. Short of adding a custom field to capture status/stage changes, system notes is your only route. Can you post what you've tried for criteria?

Answers to your questions below, but my first suggestion is to use the native "Class" field, and then create a custom record (object) that tracks the status of each period by class. You could then either reference these records in saved searches, sending out alerts whenever someone posts to a "locked" period/class…

Yeah, you would think so. I gave it a quick try on Sales Orders (we don't use Oppty's in our NS instance), and got it to work with: System Notes: Date Field New Value (Also included, Transaction Type and Main Line.) I think the issue is with setting the System Notes: Type = Create. Glancing at a record, it looks like there…

For a scripted solution, I like khultquist's suggestion of auto-generating the bill and setting it to pending approval.

Yeah, I've seen this problem before, and agree it feels like missing functionality. The only solution is scripting. You can add a custom button to Item Receipts (only viewable by your billing department), that fires off a script to generate bills. Actually, as I'm thinking about it, there's another way: CSV upload of…