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Need Help Creating Saved Search for Refunded Sales Orders with Specific Conditions
Hi all, I’m looking for guidance on how to create a Saved Search that returns all Sales Orders where: The order was Refunded or Closed status The Customer Deposit was applied to a Customer Refund. The Item Fulfilment shows as shipped. The related Invoice still remains open. Any advice, sample criteria, or best practices…
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Copy custom field on customer deposit to Deposit Application via Workflow
Hi Gurus, We have a custom field on the Customer Deposit record. When creating a Customer Refund from the deposit, we would like to copy the value of that custom field to the related Deposit Application using a Workflow. In the workflow, we are using the Set Field Value action with the trigger set to After Record Submit,…
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Required Deposit Workflow documentation
I have turned this feature on but not sure of full functionality. Where is some more documentation? I have found only following: https://docs.oracle.com/en/cloud/saas/netsuite/ns-online-help/section_4588373194.html#bridgehead_159723984103 It seems to be mainly adding new fields and warning at top of screen. Can it be…
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How can a Customer Deposit be Fully Applied when the Payment Amount is more than the Applied amount?
We have a large customer deposit from which we have created 2 deposit applications. The customer deposit's status is Fully Applied, even though the total of the invoices on the Applied tab is less then the Payment Amount. Each of the 2 deposit applications has an amount remaining / unapplied amount, and the total of those…
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NetSuite Admin Tips: How to change Customer Deposit’s Billing information when printed?
When a Customer Deposit created directly from a Sales Order is printed, its Bill To information is being sourced from the Customer record, instead of the Sales Order Bill To information. This standard behavior has considered that Customer Deposits may be for more than one Bill, and multiple Bills may have different Billing…
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How to configure VAT as paid when an invoice is created from a sales order with a customer deposit
When we create invoices from a sales order that has a customer deposit, invoices are created as paid. This is correct, but from the accounting perspective VAT is recorded as an account receivable as it happens when you create any regular invoice but in this case, since the invoice is already paid, VAT should be recorded in…
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NSC | Sales Order > Missing Deposit Button
Scenario: Create Deposit button is not showing on some Sales Orders. If the Create Deposit button is missing on the Sales Order, here are the following possible reasons: A. The status of the Sales Order is Cancelled, Closed, or Billed. The Sales Order must be open for payment for the Create Deposit button to show on the…
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Customer Accept Payment screen is not showing Customer Deposits (or Credits)
The following process is not working as expected: Create Sales Order Take Deposit on Sales Order (Sales Order is in Pending Fulfilment stage) Go to Customer Record Click Accept Payment We would expect the Apply tab, Deposits subtab to show the Customer Deposit taken above. Currently these appear to be blank. Invoices are…
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NSC | Customer Deposit Not Auto-applying to Invoice
By standard process, once a Customer Deposit is created for a Sales Order, the Customer Deposit will automatically be applied to the Invoice upon billing the order. To automatically apply the Customer Deposit, you need to ensure that you follow the below steps: 1. Sales Order form used should be "Sales Order" or ''Sales…
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NSC | Saved Search > Sales Order and Customer Deposit Amount not Balance
Here's a Saved Search you can create to check the Sales Orders that have Customer Deposits with different amount. Navigate to Lists > Search > Saved Searches > New Select Transaction Under the Criteria tab > Standard subtab, add the following filters: Type = Sales Order Applying Transaction Type = Customer Deposit Under…