3941922 Newbie

Sales Rules are also applied when entering new Leads/Prospects/Customers from the UI.

I used to do custom check box field for one of my clients. You check the box for all the customers you're supposed to send the email to. Then I have a dynamic group that looks up the customers with the box checked. So I only need to check the boxes and use the dynamic group. But you can also Create Static Customer Group…

Will this work? 1. Go to Lists > Mass Update > Mass Updates. 2. Click General Updates > Phone Call. 3. Set your Criteria to filter the Phone Calls. 4. On Mass Update Fields, set Phone Call Date = DD/MM/YYYY; Apply = T. 5. Click the Preview button. 6. Uncheck the Apply button for those lines you do not want to update. 7.…

Hello oyomo, Another variation is to enable the "Available" field on the Purchase Order form so the person who is entering the PR will see if it's available or not. If not available, he can just go ahead with saving the PR and have it routed to the Supervisor for Approval If available, two things he can do: 1. Do not save…

Hello Emily, I submitted this to our Product Management team as an enhancement request. Enhancement 153342 - Customization: Please add the ability to remove the Expiration Date column field from the Inventory Adjustment screen. Regards.

Hello Jim, Thank you for the suggestion and we will make sure that this will be queued for inclusion to the Online Help and Inventory Guide PDF. Regards.

Hello jbginz, This is what one of my support team members who specializes on Inventory Management has to say: "The Item receipt that will be done next week but dated a week before the inventory worksheet will not affect the end quantity or values as of the date of the adjustnment. The inventory worksheet is taken as a…

It's not possible to change Inventory Item type records into Kit/Package type records (In general, you cannot change an Item's type.). Also, you do not really edit a member item, such as an Inventory Item, in order for it to become a Kit member. Please visit the NetSuite Help Center to learn more about how to create…

The Inventory Received Not Billed account is a holding/ temporary account. This is designed as an accounting control. When you have Setup > Company > Enable Features > Advanced Receiving = T, you split the Purchasing process into two: 1. Item Receipt - accountability of the Warehouse Manager 2. Bill - accountability of the…

Could this or something like this help? http://www.netsuite.com/portal/partners/directory/configureone.shtml And this link: https://usergroup.netsuite.com/users/showthread.php?t=13996

In order to 'update' existing records we must map an ID field so it knows which Items are which. This can be the internalID (Home > Set Preferences > General Tab > Show Internal ID = True), or externalID if you're using linked pages. The easiest way to obtain and update this info is to create a saved search of your items,…

Hi Jim, COGS Account for your Lot-numbered Assembly Item is mandatory. You can't save it without selecting one. But when you build this item, its cost is booked on the Asset Account you set it up with not the COGS Account. Then when you use this item to build your FG, the cost (in your Asset Account) will be passed to the…

There are two relevant feature requests open, two different directions: Enhancement 62227 - Ability to display in web site Item Groups Enhancement 148949 - Please add the ability to dynamically change kit/package prices on sales forms. ..should you wish to vote for these features.

From the NetSuite Help Center (please click the Help link on your NetSuite Dashboard): "You can pay your bills online with the Online Bill Pay feature. To use this feature, follow the setup procedure in Activating Online Bill Pay. When you set up and activate the Online Bill Pay feature, you can send payments…

Enhancement 152819 - Please add the ability to list and export in CSV all of the standard and custom fields in NetSuite, showing the field typeand other functions, similar to the what we currently show on the custom fields listings, should you wish to vote for this feature.

Enhancement 133945 - Lists > Relationships > Customers > Edit > Marketing subtab > Add Response - ability to customize/add fields to this form, should you wish to vote for this feature.

You can just edit the Transaction Form PDF Layout that your Invoice form uses. 1. Go to Setup > Customization > Transaction Form PDF Layouts. 2. Click Customize/ Edit for the Layout that is selected on the Invoice Form. 3. On the Custom PDF Layout page, click the Add Custom Element button to the left of the page. This…

Enhancement 131813 - Setup>Customization>Transaction Body Fields>Ability to Source "Lead Time" field into a custom transaction field, should you wish to vote for this feature.

Enhancement 82815 - Return authorizations> ability to create a sales order from the return, shoull you with to vote for this feature.

On the Item Fulfillment record, the Drop Ship PO column field will be populated if the Item Fulfilment was created from a Drop Ship PO.

Here are some uses I can think of: 1. When there's too many line items on the Invoice that adding these items one by one again will be time consuming. 2. Recurring Billings that have the same information with an existing invoice, like in rentals, again to save you time in re-entering the same information.

Enhancement 60908 - Customer wants to be prompted to automatically send email notifying customer/vendor of status change when voiding, cancelling, or deleting sales or purchase order, should you wish to vote for this feature. Currently you can Void or Delete the Purchase Order. However, Voiding will not allow you to view…

To make a payment for the company credit card: 1. Go to > > Write Checks. For general information about checks, see Writing Checks. 2. In the Account field, select the account containing the funds to cover this check. 3. Select the credit card company in the Payee field. 4. In the Amount field, enter the amount of the…

It's not possible to change the name of the Close button though.

Your Invoice form should be using any of the following PDF Layouts Or any customized versions of these(if you're printing using PDF): 1. Classic Aging Invoice Layout 2. Classic Aging/Disclaimer Invoice Layout 3. Standard Aging Invoice Layout 4. Standard Aging/Disclaimer Invoice Layout Then on the Custom Transaction Form,…

Other minor things would be when you need to map those Custom Item fields that you Apply to Inventory Items but not to Non-Inventory Items, or vice versa.

You cannot use a single mapping: 1. If you are mapping fields under the Inventory tab of an Inventory Item type, you cannot use this saved csv import for Non-Inventory Item types. The fundamental difference between these two types is that Non-Inventory Item types do not have an Inventory tab. 2. Being that the…

This feature is not available in NetSuite yet and is a work in progress as of this date.

I filed an issue per your request, and I even supplied the URL to this forum posting, but the sales rep is asking me questions that suggest they are not familiar with this functionality. Please can you look at my case 1254474? -Darren Hi Darren, Tech Support will contact you to discuss this new feature. I will coordinate…

Under Setup > Company > Auto-Generated Numbers > Transactions tab, you can set Allow Override = T for Invoices. You can also use the Suffix column for Invoices, if the suffix is going to be the same for all Invoices. Regards.