Angela Bayliss · Senior Solution Architect · Silver Crown

Ahh, I see. Perhaps I should clarify then. Often times, as what happened in my case, there were people at the company who were trained, and then left. When I came aboard, there was nobody left who knew anything about NS. Due to the challenges I faced, in actually administering a system I didnt understand, the training was…

he bumped us! :eek: We just missed it, Evan, thats all. ;) been a bit busy in here.... Hello there Kathy, what kind of training are you looking for? THere is an absolute wealth of knowledge and tips here in the user group, that search button comes in very handy... If you are looking for training as in a class, NS has some…

I've been using netsuite for 2 years. All we use is the accounting portion because we have found the CRM and Website to be inadequate for our business process. I've read all the user guides over time. Most things don't work exactly as the User Guides say. I hope they're more accurate than they used to be. We dont pay for…

I am also a new user.We fired out accountant and I was asked to assume the role of maintaing out NetSUite account. I am a medical office manager not an accountant. I have no idea where to start. I am open to any and all the help I can get. I am finding that the online training and resource guides are not very useful. Wow,…

They won't replace training, Lisa, but here is a link to whitepapers that are available for public view. When I was still researching a lot, I found many of them very helpful. Also, if you have specific questions on them, you can always ask in here, and will usually get a quick response.…

This is simple to do using the formula field in reporting- add the colums you want to source from, then add the formula column. The formulas cannot be customized, so you cant get to creative, but the basic functionality of percentage is there, I believe.

We did our website in Martian and it worked better than in NS... just kidding! It worked equally as good but did not integrate. LOL- Wiz, you are one in a million.;)

I may have misunderstood your question or perhaps my understanding of Netsuite is inadequate in which case I apologise but have you really understood what netsuite suitescripts are? Suitescripts are scripts which call APIs which exist only in Netsuite. Saying that you want to use suitescripts on a non-netsuite website is…

This is possible by creating a custom form itself, and applying your layout. setup-customization-transaction forms click edit for the sales order form you want to use You will see several tabs, the one labeled screen fields is what is displayed on the order entry screen, the one labeled printing fields controls what is…

did you try setup-company-general preferences, and change the date format there?

Hey Clint- thank you! Even though I didnt need it, I was pretty proud of mysefl for coming up with that using the reference guides to teach me(and a couple of engineers laughing at me and making bets) Good to know I was at least on the right track. And I did test what Evan told me. It worked like a charm- go figure- the…

One last question here- this works well, but what if we want to ship something COD? it isnt really on terms, so the credit limit should not matter, but it seems like I cant get this to work as I am testing.

no- that will not work- what I need to know specifically is: what is the name of the function that handles the saving of sales order data?' According to my in house guy".the save button can be disabled, but you need the function to trigger when they click save...so that won't work...there has to be a specific function that…

Ok then- thanks! I'll be counting on this.

What I don't udnerstand is how this is different from what is available now. Let me be concrete - here is how NetSuite currently works with its built-in credit limit handling when set to enforce holds. Customer A has a credit limit of $1000. They have an open invoice of $750. User tries to enter a sales order of type…

but of course- being an idiot does not mean I'm that stupid ;) Have a great day, Mr. Goldberg...

Did you ever receive an answer to this question? I would really like to know. I have NS small business. My understanding is that the Suitescript is "Import Only - Through NetSuite Professional Services or Solution Providers." But How in the world do I activate the preferences for smbXML? I have none of the ways to set…

out, or in? I am testing bringing in invoices via xml. Duncan was a huge help, just got sidetracked for a bit. I should (pending no cisis) get to testing by the end of the week

Is there nobody who can even give me a hint here? Throw me a bone, guys....

Thanks, that proves quite helpful- Ill keep you posted!

My tekkies love firefox, so I can't thank both of you guys enough- this is VERY helpful - made me some serious points with them. :D

Thanks Evan, Thats promising, Do you know of any customers who have integrated with Asterisk, and may be willing to talk to us? Is there possibly a document that might assist my programmers in a successful integration of our own? Thanks for your help- very much apprecated.

You can create a workflow that emails the cash sale transaction only when certain criteria are met. When clicking 'to be emailed' within the transaction, it emails aftersubmit - without exception. ~angela

You can also create a 'Discount' item that can apply directly on your transaction with the 'boo boo'. If you prefer to create the credit after the fact, create the credit memo directly off of the invoice/cash sale itself, to allow your accounting department to track credits against their source. ~angela

There is a way to queue vendor bill payments prior to printing them, which allows for a step between queuing the approved bills and Printing (approving?). Once they are printed, they impact the G/L, as they should. Unlike a JE, a vendor payment is a legal commitment of payment, so there is no interim between marking them…

Hi Kevin, I've done this several times. Different banks have different technical requirements, and will provide these details upon request. How can I help? ~angela

You should be able to add a negative line to a transaction, as long as it's the quantity that's negative. The rate must be positive, allowing the quantity * rate to equal the negative total for the line. ~angela

On the customer record, you can set 'Pref Credit Card Processor' field (on the financial subtab) with a workflow. This way, it's automatic on the payment, and A/R doesn't have to think about it. :) ~angela

Hi Ben, You could create a workflow to clear out the 'send email' on the transaction, and then create a new action to send an email using a specific template via the same workflow. Attaching email templates is simple using workflows, as long as you have conditions that can be set to differentiate as to what template to use…

I don't believe that you can modify the mass email template when Invoicing Sales Orders. However, you could create a workflow that sends an email with a specific template from the invoice during the creation process. Regards, ~angela