3942538 Newbie

Hello, Please enter a case for this. A support rep will be glad to discuss the implications/possible effect of increasing the location limit with you. If you decide to proceed then they can get the process rolling. Thanks, Theresa

The limit is in place in part to discourage users from creating Locations to identify areas within your warehouse, such as a bin, shelf, or dock. Doing so causes difficulties with fulfillments, LIFO and FIFO costing, and NetSuite reporting. With more than 50 locations, users won't be able to run inventory reports for all…

Hello, Often this type of thing occurs when either 1) a user edits or deletes a transaction dated prior to an item's distribution (this results in the system requiring that a location be placed on the transaction upon saving), or 2) a transaction gets backdated to a date prior to the distribution. To find problem…

Hi Pat, An admin should definitely be able to save an item with no accounts specified. Are you getting an error? Could it be that your form is customized, and the fields have been made mandatory? Theresa

Hello, I've done something similar to this using an item search... Criteria: Transaction : Item = FIFO Item Transaction : Type = any of bill, bill credit, item receipt (adjust as necessary) Results: Field 1= Name, Summary Type = Group Field 2= Transaction : Quantity, Summary Type = Group, Label = Purchased Field 3=…

I can't find specific documentation on the checkbox. However since you can set default item accounts in accounting preferences, this is likely the way users without access to accounts can create category-only items. In roles that have access to GL accounts, when creating an item you can choose to leave the item fields…

Does the search work if you leave the "group" summary type off of the Transaction : Item Rate line? I'm not sure why you're getting that error - I just re-created it and was able to save the search. I'll send you screenshots - maybe something will stand out... Theresa

Hello, This type of problem usually warrants a support case. I've started one for you and e-mailed you asking a few questions about what you're seeing... Thanks, Theresa

Hi Julie, There's an enhancement request asking for this - vote for #67751. Theresa

Hi Chris, I tried inactivating the duplicate schedule in my test account, but previous transactions still showed on the Estimated Commission report. Can you alter the "To" date on the commission plan so that it ends today, then create a new one to use moving forward? Unfortunately I can't inactivate the commission plan…

So you could use CASE WHEN TRUNC({datecreated}) = {today} then 'Label'. If the created date = today, then the system will return 'Label'.

Sorry, replace ABC and DEF with whatever default text you want to use...

This one is pretty simple but it works for me: CASE WHEN TRUNC({datecreated}) = {today} then 'ABC' ELSE 'DEF' END

Hello, Just to confirm - if I create the custom field as type text, it works for me: CASE to_char({shipdate}, 'MONTH') WHEN 'DECEMBER' THEN {item.cost} ELSE '0' END

Hi Javier, Try using that formula in a custom entity field - type = hyperlink. (You can then include that field in list view.) Seems to work in my test account... Theresa

There are several things that determine whether you can use DLE - 1. Forms need to allow DLE (look for the 'Enable Field Editing on Lists' checkbox on the preferred form you're using) 2. The fields you want to use DLE on must be visible on the form 3. Individual user must have permission to edit the field(s) Hope this…

Hello, You can't edit the template, however if there is enough room to play with on the other fields, you could try simply setting the Vertical Print Offset (found at Home > Set Preferences > Transactions tab. In the Vertical Print Offset field, enter a positive number to move text lower. For example, enter 0.1 to print…

Hi Nick, What you can do is - go to the bank register and find the transaction. You can then clear the checkbox in the "CLR" column, and click refresh at the bottom of the screen. There is an enhancement request being considered - vote for #151504 - Provide a way (on the bank statement page) to undo a system auto-match of…

There's an enhancement request asking for an audit trail for time tracking - vote for #84802. To track who entered the time sheet in my test account, I was able to create a custom column field (type = List/Record, Record = Employees). On the Validation and Defaulting tab I set the Dynamic Default to "Current User" so it…

Hello, You can create one record that is both a partner and a customer... if you edit the existing customer record, on the "Info" tab notice there is an "Other Relationships" field. Click the plus sign next to it, and you can choose Partner. Once you do this, you would be able to reference the record on customer records or…

I believe you want to vote for enhancement #124358. It requests that you be able to add pricing based on the item options. So for example: 1. Create Matrix Item = Tshirt 2. Options are color (Red, White, Blue) and size (S, M, L, XL) 3. Define price as $10 on parent level The enhancement requests the ability to tell the…

Hmmm... after further testing I can see that if the accounting preference "Void Transactions Using Reversing Journals" = T, you won't see a void button. Could this be the case in your account? If so, please vote for enhancement request #84785 > Void Transactions Using Reversing Journals > Put the void button back in…

Hello, If you edit the transfer order, you'll see a VOID button. This sets all quantities to zero, and the record remains in your transfer order list. Thanks, Theresa

Hello, Most standard fields can be made mandatory by customizing the form: 1. Setup > Customization > Transaction Forms > Customize 2. Click on the Screen Fields tab, and the Payment Subtab 3. Check the "Mandatory" box next to the Payment field 4. Save Thanks, Theresa

Hello, At first glance, it looks as though your transaction (whose error message was linked to the case you sent in) was out of balance by $1.20. This is also the shipping and handling amount in the transaction - is it a new one? If you view it from within your account, is it missing a GL account to post to? Thanks, Theresa

Hi Jim, What if you did this: 1. Home > Set Preferences > Transactions - Make sure the "Print Using HTML" box is cleared 2. Transactions > Management > Print Checks & Forms > Invoices - Click the "Mark All" button, then press "Print". 3. When the PDF file opens up, you can just close it without printing There's a bit of…

Hello, Right now the account field is "sticky" - meaning the system remembers the last one you used. You might want to vote for enhancement 85645 - asking to be able to select a default A/R account on a per customer basis. Thanks, Theresa

This is currently the expected behavior. Locations each track costing separately so when the items are returned to a different location, it tries to calculate the current cost for that new location - if no sales data exists, it falls back to the item purchase price or 0. Here's a workaround: If you find a Credit Memo that…

Hello, The ability to recognize gift certificate income appears to be tied to the "Lists > Items" permission - you need to set that role's level of access to "View". In my test account, if I set permission for Items to "Create" or higher, the role can recognize the income. Thanks, Theresa

At this time the print fields are not customizable - they will print out the data you'll need for the deposit slips you get from your bank, or that you order online. (Compatible checks and forms can be purchased from the NEBS Web site.) There is an enhancement request though - vote for #74665. Theresa