Forum Stats

  • 3,679,582 Users
  • 57,524 Discussions
  • 190,820 Comments

Discussions

Check out Oracle NetSuite upcoming events and conferences here
NetSuite Maintenance - September 25
Please note that on Saturday, September 25, 2021, at 10:00 PM Pacific time, our Case Management System will undergo a scheduled maintenance for approximately 180 minutes. During this time, case creation via SuiteAnswers will be unavailable and inbound calls will be routed to Customer Service.
Cheers to 1️⃣0️⃣ years of #SuiteWorld! 🎉 We’re celebrating by extending the Super Saver Pass AND launching the digital On Air experience TODAY! Whether you join us in-person or digitally, we can’t wait to make even more memories with you. https://lnkd.in/dGpPpmUV
Webinar | COSTING 101: Learning the Basics of Inventory Costing webinar was a success! Please take a minute to fill out this short survey. For those who missed it - Don't worry! Here's the link to the recorded session!
NetSuite Support Assistant: A quicker way to get answers to your basic NetSuite questions
The NetSuite Support Assistant is a convenient chatbot SuiteApp that provides quick responses to your basic questions directly from your NetSuite Account.
Click NetSuite Support Assistant Now Available for more details.
Release Preview 2021.2

If you would like to receive a 2021.2 Release Preview account, please opt -in to take advantage of the Release Preview access period to prepare and become familiar with the new NetSuite capabilities. For details, see Requesting a Release Preview Account.

If you receive a Release Preview account in 2021.2, you can access it several weeks before your production account is scheduled for an upgrade to the new release of NetSuite. Notifications with details about Release Preview availability are sent to the account administrators as described in Release Preview Notifications. Release Preview availability information is also posted on the New Release portlet.

Different Grace Period for Certain Clients

Brian L. Brown
Brian L. Brown Member, forum_userscommunity_users Posts: 23 Green Ribbon
edited Sep 13, 2021 6:56PM in Ask A Guru 69.61.147.235

Problem Definition

NS does not support having a differentFinance Charges “Grace Period” for certain clients.

The answer is no.

So now we are trying to solve the problem at the time of Assessing Finance Charges.

Some of our clients’ contracts state a 10-day grace period while others state a 30-day. They all have the same payment term (1st of the month). Altering that doesn't have the affect we want.


Desired Outcome

What we would like to do is to have the ability to filter the clients who populate the Assess Finance Charge page, and thus filter the clients such that not all clients who have an overdue invoice are assessed finance charges at the same time.


This way, we could add a custom attribute to the client for those with a non-standard 10-day grace period. 

On day 11, Assess Finance Charges for all clients except those with this attribute.

On day 31, Assess Finance Charges for all clients who have this attribute.


However, we don’t see any filtering options on this page.


Another option would be to use a workflow to cancel/reject the finance charges for the ‘exception clients’ on Day 11,

But we can’t seem to create a workflow that would do this.


Would be curious if anyone has a creative solution to this.

Answers

  • Joahnna Given Uy-Oracle
    Joahnna Given Uy-Oracle Member, forum_netsuite_mod, ORACLE_EMPLOYEE Posts: 134 Silver Badge

    Hello @Brian L. Brown ,




    Welcome back to the community! 

    Thank you for posting your question here.



    Allow our gurus to review your concern and perform their initial investigation.

    Anyone who also have insights that may help, feel free to join this thread!


    Thank you,

    Joahnna

  • Joahnna Given Uy-Oracle
    Joahnna Given Uy-Oracle Member, forum_netsuite_mod, ORACLE_EMPLOYEE Posts: 134 Silver Badge

    Hi @Brian L. Brown ,


    Hope you are having a good day.


    Just to clarify your concern. You want to filter the client that has access/can populate the Assess Finance Charge page. Some of the clients that are not overdue invoices will not be assessed finance charges. 


    You want to create a workflow that will not charge or cancel/reject finance charges for the Exception Clients on day 11.

    - For this matter, do you mean that if the client is on day 11 and they are one of those with a non-standard 10-day grace period , they should not be charged? 


    To understand this clearer, would it be possible to send an example of this? Also, we would like to request for screenshots of the Record/Page, as well as the sample Clients you are referring to. Please remove any confidential information on the screenshots you'll attach. 


    Feel free to add additional information that may help us understand more about the concern.


    Thank you,

    Joahnna

  • Brian L. Brown
    Brian L. Brown Member, forum_userscommunity_users Posts: 23 Green Ribbon

    See attached document but generally yes, you are understanding the request.


  • Joahnna Given Uy-Oracle
    Joahnna Given Uy-Oracle Member, forum_netsuite_mod, ORACLE_EMPLOYEE Posts: 134 Silver Badge

    Hi Brian,


    Hope you are currently having a great day!


    I have tested into this and unfortunately, it not possible. I have checked if there are other alternative solution for this. There is also no current article that might help us with this customization.

    You may submit an idea in the SuiteIdeas page for an enhancement filing.


    Apologies for the inconvenience these limitations are causing you, but I hope this helps clarify your concern.

    Other members who would still like to share their insights are welcome to join the thread!


    Thanks and regards,

    Joahnna

  • Brian L. Brown
    Brian L. Brown Member, forum_userscommunity_users Posts: 23 Green Ribbon

    Thank you Joahnna for taking the time to investigate. We appreciate it.