-
Removing Cost, extended cost, est cost, gross profit, gross profit % from invoices
Hello, I am removing the columns of costs of products, along with anything that relates to cost of products from invoicing/billing sales orders for all roles except admins. Would this affect reporting or analytics in the future? I do analyze gross margins, revenue from products, classes, etc.
-
PO of both Items and Expenses cannot be closed - It remains at Fully Billed status
This PO includes both Item and Expense lines. All item lines have been fully received, and all lines—both items and expenses—have the “Closed” box checked. However, one Expense line appears on the related Bill with a value of 0.00, which may be contributing to the issue. Is there a known workaround or recommended approach…
-
Adding Custom Segment to Bills and Journal Entries
How can I add a custom segment to Bills (transactions<payables<enter bills) and Journal Entries in Netsuite? I created a custom segment to try and allow us to have a 4th classification outside of Department, Class and Location. My example is called "Business Unit" that will allow us to toggle between Marketing and Core.…
-
WATCH: Difference Between Closing and Canceling a Sales Order then Re-opening a Sales Order
This is a how-to video on differentiating the closing and canceling a sales order and re-opening a closed sales order.
-
Location Missing On Expenses Bill
Hello, I'm logging Bills and have a query regarding location. If I log an Item based line the Location box appears on each line, if I log an Expense based line it only shows on the header record. I've checked the settings and can't find an option but is it possible to add the Location to Expense based lines. Screenshot…
-
Apply Amortization templates using Bill Capture Module
Hi Everyone, I'm exploring the possibilities to apply amortization template and amortization start date to the bill while creating the bill through scanned bills page (bill capture module). Is it possible to create custom fields in the bills and map them in the bill capture review page or can you suggest any alternative…
-
Approve Bills in Bulk
Is there a way to approve all pending approval bills together? 1) When I go to Transactions > Payables > Approve Bills 2) Check the transactions to Approve The refreshed page shows as number of records processed: 0[null] and the transaction still appears in the list. I've tried the accounting preference settings and…
-
NSC | How to create a Vendor Bill Saved Search created from Purchase Orders?
Scenario User wants to create a Saved Search for their Vendor Bills with Purchase Order as its source. Solution 1.) Navigate to Lists > Search > Saved Searches > New 2.) Select Transaction 3.) Under Criteria tab, set the following: Type = Bill Main Line = True Created From fields… > Select Type = Purchase Order 4.) Under…
-
Vendor Prepayment for 'proforma' vendor invoice
We are using Vendor Prepayment for (3) specific vendors that require a 10% upfront prepayment on orders over $XM. We understand how Vendor Prepayments work natively in NetSuite, however we have a slight challenge. Create a PO for the Vendor for $XM Created Vendor Prepayment for 10% of $XM, cut check and send to Vendor…
-
AP Bill Capture
Will AP Bill Capture line items be updated to include amortization templates and dates?