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NSC | Remove balances with No Customer from AR Aging Report
Scenario User would like to seek guidance on addressing an issue with their Accounts Receivable (AR) aging report. There seem to be balances listed under 'No Customer' in the report, and they want to know how to eliminate or remove these unidentified customer balances from the AR aging report. Solution User can customize…
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NSC | Saved Search > Sum of Customer Deposits Applied to Sales Order
Scenario User would like to set up a saved search that effectively tracks customer deposits associated with sales orders. The goal is to display the total sum of customer deposits applied to each sales order and also show the remaining balance on those orders. They want to ensure they can easily monitor the deposit and…
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NSC | Resolve Error: "You need a higher permission for custom record type SAL Printing History.."
Scenario User is trying to delete an invoice but receives an error message stating 'Permission Violation: You need higher permission for the custom record type SAL Printing History...' User checked the User Role settings and confirmed that the 'Full Invoice Permission' is assigned under the Transactions tab. They want to…
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NSC | Replicate "Bill Date" from Invoice Sales Orders Page on Saved Search
Scenario A user is inquiring about the source of the "Bill Date" field on the "Invoice Sales Orders" page and aims to replicate this in a saved search. However, they are unable to locate the "Bill Date" within the saved search options. Solution Under the Results tab > Columns, you can add "Next Bill Date" field on the…
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New to NetSuite | Order to Cash: Customer Credit Limits and Credit Holds
Credit Limits and Credit Holds help manage the amount of credit extended to customers. If a customer is behind on payments or reaches a designated credit limit, NetSuite can restrict the entry of new sales transactions on credit. The customer remains restricted from placing new orders until outstanding invoices are paid or…
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New to NetSuite | Order to Cash: Applying a Discount to a Customer Invoice Group
This guide outlines how to apply a discount to one or more invoices within a Customer Invoice Group. This process can be completed either during payment processing or by using a discount item within the invoice record. Applying Discounts to Customer Invoice Groups Important Note: Applying discounts via payment processing…
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NSC | What is the Reason for Inconsistent Amount between A/R Aging and A/R balance in BS Report?
Scenario: User is facing an issue where they cannot reconcile the difference in the Accounts Receivable (A/R) Aging report and the A/R account balance in the Balance Sheet report. The amount discrepancy is minor, but they aim to understand the root cause and find a solution for this and any future variations. The available…
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NSC | Why is RMA Stuck in Pending Refund Status?
Scenario: User created an RMA (Return Merchandise Authorization) for the first time, received the returned item into stock, created a credit memo, and applied it to the corresponding invoice. Everything seems correct, but the original RMA status still shows as 'Pending Refund' in the returns authorizations register. User…
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NSC | Why Do Some Invoices Have the "Make Standalone Copy" Button While Others Do Not?
Scenario: A user notices that some Invoices have the 'Make Standalone Copy' button available, while others do not, and seeks to understand the underlying reason for this variation in functionality. Solution: The 'Make Standalone Copy' option is intended for non-standalone transactions. A standalone transaction refers to…
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NSC | How to Display the Invoice Group's Document No. Associated with Each Invoice in a Sublist
Scenario: The user wants to know if they can display the invoice group associated with each invoice in a sublist (i.e. Customer record > Transaction list) or saved search. They would like to add the Invoice Group number as a column in the view, as illustrated below. Solution: To display the invoice group document number…