3940300 Green Ribbon

Hi K, A couple things: it sounds like you're building the rev rec functionality out yourself, i.e. not using rev rec module, yes? I would strongly recommend considering the rev rec module, it's worth the money. Probably one of the best things NetSuite has built. There is also some automated billing functionality available…

My understanding was that Paypal used to be a gateway option but was phased out, and that anyone still using it has been grandfathered. But maybe it's available again? Evan

On the topic of Excel: we used a tool called SmartView from a company called Solution 7 for about a year. I wouldn't think of it as a BI alternative, but it was great as a way to manipulate NetSuite data within Excel. They've built a thoughtfully designed Excel plugin that allows you to query, filter, etc. The use case for…

Hi Alex, I can speak to connecting NetSuite to Tableau, which isn't fun. There's no native Tableau connector for NetSuite, so you're left with 1) ODBC, 2) data warehouse, 3) RESTlet endpoints. I've tried 1) and 2), and am considering testing out 3). Only obvious challenge I foresee with 3) is whether Tableau's web data…

The permission is called "Employee Social Security numbers". It can be masked or unmasked. Evan

Any updates on this? That enhancement hasn't even been reviewed.

Hi Kelly, The requirement that makes this difficult is 2). It's otherwise straightforward. Do you use or have locations? You could potentially create your bulk purchase sales orders out of a separate location, transferring inventory only as needed. This would allow you to enter an SO for the bulk purchase, bill the whole…

Assuming we're talking inventory for sale, I'd reccomend a separate COGS account, specifically for inventory adjustments. Evan

However NS tracks FIFO behind the scenes, it's not exposed to the end user as far as I've seen, so I believe the answer is no. Also, if you've just changed from Average to FIFO, your cost data is still all going to effectively be average--I'm assuming you went through the process of of zeroing out the old average-costed…

Hi John, I think doing an IA is the only way to go as there's no inventory write-off transaction (though you could make one with a custom records and scripting). Regarding the cost: is the value field greyed out? You should be able to manually set a cost per line item on the IA. As far as I know, the only way to change…

The assembly item record basically defines a ratio of component inputs to a single assembled output. The actual inputs consumed and output produced will be defined in the assembly build transaction. The assembly build transaction will display the total number that can be built based on available inventory, and then the…

Workflow vs script choice on this is impacted by where the email(s) are located that you need to send to. They can be any of customer record, contact records, or the annoying "Email" field on the Sales Order. The dunning module is very good if it fits your requirements well, though it still has bugs, some significant.

No, you can do this via search. There's no field for balance as of a certain day. I guess you could calculate it, in theory, but in practice I don't think so.

Thanks for the info Jeffrey. It's appalling that this wasn't communicated more broadly. NetSuite - any explanation?

Wow. Sometimes it beggars belief.

Whoops, sorry. Meant to write "can't". If you need to run "balance as of" searches, I would say best path is to write a script that records the balance on a custom record, and then run your reports off that record. Someone else may correct me, but I don't believe you can run a SUM inside of a formula in a search (though…

Sweet, thanks for the suggestion. Much appreciated. Evan

This is awesome. Thank you!

Okay, so there are a couple boolean fields I just found available in the search criteria: "Is Allocation" and "Is Amortization/Revenue Recognition". Setting these both to "No" gets me what I want.

Called NetSuite, and filtering on that nifty status field isn't currently supported. Enhancement number is 199874 if you're interested in voting for it. Anyone got an idea for a workaround?

I don't know how to fix it, but I can tell you I've encountered it numerous times. The last time it happened to me with a search was about a year ago, and support couldn't figure it out. I've yet to notice a pattern of when it happens/when it doesn't. Evan

Looking at it a bit more, I basically need to be able to search the History records, and an aggregated search of Audit Trails (e.g. Enable Features, Subsidiary). I don't believe this exists in the UI, anyone done it another way or have any suggestions? Thank you, Evan

This is a defect, which is already Testing/Pending Release. Yay NetSuite! Thank you. Defect 229871

Thanks for your reply Evan. I'm not sure what you mean by "build that period into the date filter"? Can you elaborate? Might be helpful if I share what I have: Criteria Main Line is True AND Account is Accounts Receivable AND Type is Invoice AND Due Date is before end of this month AND ((System Notes: Date is within this…

Based on what you've said, I don't know, but if you post back with details on your criteria and results settings in the search, and what you're after, I'm sure someone can help. As far as only getting one email: is this happening when you bulk bill, and at least two transactions in the batch have this particular item, but…

No, not possible. Your idea sounds pretty nifty, but I imagine it'd be difficult to create. Multi-level drill-down in searches (similar to what already exists in reporting), could be really cool.

I think your best bet is to include "Income Account" as a results field, and then export to Excel. I'm curious though, why do you have one GL account used variously for Income, COGS, and Inventory? If your GL account is only used for Income, for example, the method suggested earlier of using a criteria filter will work.

The Electronic Payments bundle/module includes positive pay. There are actually two bundles, a basic that's free, and then a paid one for OneWorld accounts. I don't know if PP is in the basic or the paid, but worth checking. Evan

Hi Jeff, Thanks for the reply. No audit trail on ACH approvals is a gaping hole. That alternate solution would only work if the custom field is set via script when the ACH payment is approved, and I don't believe vendor payment transfers are exposed to script. Thanks, Evan

Any chance CSV and XML support will make it on the roadmap? The particular tool recommended here hasn't been updated in 8 years. Moreover, we can't just start using random software from random developers. It's not safe. There's a python library I'm going to check out, but this feels like it should be standard…