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EOM terms - How to configure
Hi Gurus, How to configure EOM Terms that, regardless of the transaction date, calculate the due date from the end of the current month. Example - Transaction is created on 1-Jun, 10-Jun, 24-Jun, or 30-Jun, the due date should always be based on 30-Jun. Please guide.
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The Vendor terms are not populating when the Bill is created from a Memorized Transaction
Hi Team, Reaching out for assistance on an issue where when we select a memorized transaction, the vendor terms (added to the vendor record) is not populating. Is this a limitation of NetSuite? Thank you.
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Prompt Payment Discount Settings
I am having trouble finding the settings for Prompt Payment Discount Preferences as referenced in this documentation: Setting Up Prompt Payment Discount Preferences Does anyone know if this documentation is outdated / where these settings may live? The navigation path in the documentation is not yielding any results for me.
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Payment Due Date Based on Fulfillment Date
We have customers who we require a 50% deposit at the time of order placement. Since these projects are larger, and require multiple steps, and sometimes drag out for months, the rest of the payment is due after the items are fully fulfilled. I've tested Installments in Sandbox, however, since it's still date-based, as…
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NSC | How To Check Vendor and Transactions Terms Mismatch?
Scenario: User would like to check transactions that have different Terms from the Vendor record. To resolve this, we may create a Transaction Saved Search and filter out Purchase Orders and Vendor Bills that have different Terms. Here are the steps we may take: Navigate to Lists > Search > Saved Searches > New Select…
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Customer Credit Applications In NetSuite
Hello all, we currently have a (manual) method for customers to switch from prepaid to invoicing terms. It involves scoring them based on provided data, our research, and prior purchase history. This score then determines their credit limit. While there are some subjective elements, most of it is data-driven. The basics…
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How to create a formula that will add date fields to the term fields?
hi team seek advice on how to create a formula that will add date fields to the term fields to come up with the due date.
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How to create Payment Terms based on receipt?
I have a client that needs 50% upfront / 50% on arrival 30% upfront / 70% on Arrival 100% upfront 100% at delivery 30% / 70% remaining only after the goods arrive to the destination port Has anyone else had similar requirements and if so how have they managed it
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How to set default Terms
Hello, Would it be possible to set the highlighted terms as a default when I set up the prospect? We typically don't know in advance if the customers want terms or cod so we like to keep it all prospects at (TBD=to be determined) if possible. Thanks, Liz
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NSC | Invoice > Terms is Not Defaulting to Customer Record Default Terms
Scenario: Customer record has set a default Terms but Invoices created do not follow the default Terms. Solution: Check if the Sales Order is assigned or has any item assigned to a Billing Schedule. If yes, it is a standard behavior that the Sales Order and Invoice will follow the Billing Schedule Recurrence Payment Terms…