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Disallow discounting on a specific item
Hello, We are trying to prevent our shipping charges from getting discounts applied to them. The help indicates there is a 'Disallow discount' checkbox at the item level, but it does not exist in our environment. We generally use a line item as our shipping item, and we have a discount item as a line item. Recently, we…
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Removing Item Fulfillment Requirement from Sales Orders
Hi Experts, We have recently received confirmation that capacity management and fulfillment processes are now fully handled in HubSpot and will no longer be used within NetSuite. Based on this change, we are planning to update our NetSuite configuration so that: Item Fulfillment is no longer required All Sales Orders move…
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"Please configure the inventory detail for XXX in the sales invoice."
Hello Everyone, I wanted to address an issue we're encountering when creating direct sales invoices in NetSuite. After clicking the "Save" button, an error message appears: "Please configure the inventory detail for XXX in the sales invoice." If I click the "Go Back" button, all manually entered data is lost, which is…
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How to pull the 'Credit Memo' under the customer payment > Apply > Credits Applied for a saved searc
Trying to create a saved search to pull the Credit Memo and the Applied to value on the Customer Payment > Apply > Credit Applied but I am getting blank results. The payment has not been applied to any invoice. Tried to follow this suiteanswer https://suiteanswers.custhelp.com/app/answers/detail/a_id/61740/loc/en_US but…
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Multiple email addresses
Hello team, I have a senario where I need to automate the sending of invoices to multiple contacts at the same time. Right now I have a field on the Customer record which holds the emails separated by a semi-colon. This field writes to a plain text field on the sales order as store value, so it can be edited in the event…
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NSC | Re-toggle Billing Schedule after any changes
Scenario The user is creating a Sales Order with a Billing Schedule. They initially set the Recurrence Count to 12 to bill the Sales Order over a 12-month period. However, the revised contract with the customer indicates that the order should only be billed over 6 months. The user had already added the original Billing…
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NSC | Using a Billing Schedule in a Sales Order with Multiple Items
Scenario The user created a Billing Schedule with different set of Amounts to be billed monthly, however, Sales Order with multiple Items shows incorrect Amounts. When only one item is added to an order, all monthly amounts are correct. However, when multiple items are added with the same Billing Schedule added per Item…
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NSC | Creating a Saved Search report to show related Return Authorization created for Invoice
Scenario When creating a Return Authorization (RMA) from a Sales Order or Cash Sale record, the resulting RMA will appear under the Related Records section of the originating record. However, if the RMA is created from an Invoice, it will not be listed under the Invoice's Related Records tab. Solution To verify if there is…
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NSC | Creating a Billing Schedule with a specific Billing Amounts
Scenario User wanted to customize a Billing Schedule to set specific Amounts to be billed per month to follow their customer request and agreed terms. Creating a billing schedule with set billing amounts ensures predictable, consistent invoicing over a defined period and amount. Solution Navigate to Lists > Accounting >…
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NSC | Customer Saved Search with Customer Balance Information
Scenario The user wants to view all Customer Balances in a single report. Currently, they are checking each customer's balance by navigating to the Customer record > Financial tab > Balance Information section. Solution To verify if there is a related RMA for an Invoice, you can create a Saved Search. Navigate to Report >…