Angela Bayliss · Senior Solution Architect · Silver Crown

Go to your custom segment, and click edit. Navigate to the 'Application & Sourcing' Tab, and under 'Transactions' you should see the option of 'Deposit'. Place a check box next to deposit. Save. Voila Good Luck! ~angela

You may want to file a support case for this. ~angela

I'm not clear on how it's not working properly. It's hard to provide idea's when the problem isn't understood. :) ~angela

Custom segments won't appear on custom forms that exist at the time the custom segment is created. You may have to manually update your custom forms to add it on, - look on the 'custom' tab of existing forms, and you may find it there to add to your forms. ~angela

On Your Sales Tax Liability by tax agency or Sales Tax Liability by tax item reports, click 'Customize'. Go to 'More Options'. Check the box that says 'Cash Basis'. Voila! Good Luck! ~angela

Is this still an issue? ~angela

You can set up new Unit of Measurement for Hours/Days, and apply it to your service items. However, you will be restricted to bill all of those specific items by only 1 unit type. For example, a Unit type of hour and a sales unit type of day will always invoice customers in days and portions thereof. ~angela

I played around some more... It's there - thanks Angela! That was really nice of you! Ok Wiz, you know I love you, so be gentle when I try and help you understand this. Believe it or not, it makes sense when you look at the bigger picture. (and stop calling me nice, you're gonna ruin my reputation...) BTW, StephQ appeared…

Clearly I am missing something here. Perhaps one of you nice people can help. If not, someone not nice will suffice. I am trying to email an attachment along with a transaction receipt. Step 1. Enter transaction details on an invoice. Step II. Go to Communication>Files on said invoice. Step three. Upload a new file. Step…

I totally second Wally and Oliver.

I have a purchase order which has been received, billed and paid; however, apparently when the bill was created it was not attributed to the PO so the PO remains in "pending bill" status. Is there a way to link the bill to the PO after the fact? Otherwise do I need to delete the bill & bill payments and recreate them…

We have created problem codes/dropdown list to help us identify why our customers are not paying us in a timely manner. One problem we are running into with our larger customers is that several invoices will have the same problem. Is there a way to select all the invoices withing a customer that have the same issue and…

We charged sales tax on an order and after the customer paid for it they came to use with a tax exempt form. How do I credit just the sales tax from the order so that I can return the funds to their credit card? Thanks One option: Create a CM for the customer using a general 'good faith' type of credit. Note the account…

You can take care of this very simply, by creating an item of type = Discount, and map the accounting expense account to your 'sample' expense account in your COA. on the sales order, or invoice, apply this discount for 100%, and your entire order is zero cost to customer, and 100% expensed to samples. Regards, ~angela

You may not need a script, based upon how you charge sales taxes. If you use Netsuite Sales Taxes, and set the rate at the transaction level, you could store the tax item value on the SO along with the ship to address and set it with a workflow before user submit. In that case, you can simply print the stored Shipping…

We have this same issue but for warranty work so 1 billed customer (the warranty company) and many ship to customers. We need to retain the Ship to Address for Sales Tax implications. But when you change customer it wipes out the Ship To Address even if already Fulfilled. Any way to handle this other than copy and paste…

I was working in an order when all the sudden i found that the sales order, which was already fulfilled, needed to be fulfilled, and that the Sales Order was closed. I dont know what happened or how, but i need to re-open the sales order and invoice it. Any help please? Cody is spot on here with reopening the SO, but I…

Hi Don, Go to manage roles, edit whatever role you want to give permissions to. On the 'Lists' tab, add 'financial history'. voila ;)

customer said this is important to them as it greatly affects her business and will call everyday until this gets fixed. Oh Lisa, ^5. I saw this and cracked up- way to go. If all else fails, annoy them till they give up- usually works for me~ lolol Seriously though, since Malin is on this and he has isolated the problem,…

Yes...we are still experiencing problems. We have update the website setup to use the "standard sales order" form but the orders still continue to come in using the "custom sales order" form. I think your problem may be that the 'standard sales order' is designed to support either invoices or cash sales, based upon the…

you could certainly utilize department or class functionality for this. Either would allow you to run financials on the new line.

Hi, We are re-vamping the way we use NetSuite, revising our workflows, etc. In doing so, we will be implementing POs and SOs and I have some questions about the workflow associated with the different options for POs. We buy and sell online advertising space - basically each buy with an agency corresponds to a buy with…

Another way to find if the bank reconciliation could be one that was placed on hold, and to find the date it was placed on hold for, would be to go to: 1. Lists > Accounting > Accounts' 2. Click on the Bank Account in question so that it brings you to the Register 3. Scroll down the list of entries and look in the…

Just wondering if anyone else has ever tried to get a Tax by County report out of Netsuite. It seems to be taxes often need to be reported by County, something that is not supported by Netsuite. How do people cope with this? I'm basically going to an Excel VLOOKUP based solution... anyone got a better solution? Your method…

The first suggestion I would make to this workflow would be to confirm the items being shipped prior to saving the fullfillment. This would fix the entire problem, no?

There are times when I have found that someone began a reconciliation using the incorrect date. When this happens, it can be tricky to find- you can look up the history of recons, or, if it is simply being held (not saved) you can find it by systematically checking each day since the lat good reconciliation. For example,…

hmmm well, I wouldn't call this a defect, as the workflow you use depends upon the inventory stock levels being 100% correct. The inventory numbers are subjected to other influences, so unless item counts are changing without justification, not really a defect. What to do in your case? To retain your current workflow,…

Thanks so much Angela - that worked perfectly! glad to hear I could be of help. Have fun!

I have a simple process for accounting for donated items, it might work for you- Process the donations as you would a normal sale. Create a discount called ' donations' with a discounted rate of 100%. Link the discount to its own account for donations (cause they may be tax deductible :D ) On the sales order, apply the…

From my experience you cannot change it on future periods only. If you make the change it will go back and change all the exisiting transactions as well. So you have 2 choices: 1. Open up the old periods and accept that it will change all the postings. 2. Make the item inactive and set up a new one. If your an admin, you…