3944633 Newbie

When you go back to the budget, be sure to select the budget category/location/class etc. in the drop-downs. Budgets are classified by those categories. You may also try Transactions > Financial > Set Up Budgets > List to see what budgets are there. If still not there, check for correct open period, exact match on…

Are you setting a probability? This affects high and low with projected amount field I believe. Consider setting a probability and trying again. Are you setting line items? If so, don't set projected total. Hope that helps.

You should also be able to close them with a server-side script. We have done so for individual SOs (close SO from invoice on save). I would think attaching to a "larger" search would work as well. Goog luck! ;) =r

See below on import issue status. Are you having problems importing the JEs? I'll gladly share template. However, it will likely require some modifications as it was custom made for a client. It is not the generic JE as it does not have the Name or Class fields and validates against their COA. Issue Number 126981 Type…

It is a know issue in NetSuite. Have been using xml imports and manual entries. I have created an Excel template that creates the xml domument from a spreadsheet. Hopefully this will be fixed within a few days (JE import has been out since June 30). Hope that helps.

Re Excel: From the toolbar: Data > XML > XML Source. If you have a "correctly formed" xml file or schema file (.xsd) that represents the NetSuite xml layout for the "thing" you wish to import, you can map it to your spreadsheet columns. Then you can Data > XML > Export to an xml file that you can import into NetSuite.…

Alternate methods: 1. Set up Excel CSV import template and use CSV import to update prices. Not as sexy as Web Services or Mass updates, but it will work. Prices Level columns become Price Level:Price Level A, Price Level:Price Level B and so forth (use Update, of course, on the import). 2: Use xml import to update price…

You can manually enter G/L balances at Transactions > Other > Enter Opening Balances. If you wish to import account balances only you can use the Journal Entry template at Transactions > Other > Create Journal Entries > Import and click on the example file link. If importing A/R or A/P balances, you will need to use xml…

MS Excel will do it for you if you know enough about making the schema file to attach to the worksheet (not free, but most people have Excel). The Agent works great too (of course I work with Initiative One). :D

Will this be a continuing need to import tasks? Is so, you will need a way to create the xml file for import. This can be done several ways: 1) There is a program called "The Agent" that will process imports for NetSuite; 2) MS Excel can be programmed to create the xml file; 3) Other programs can create and validate the…

BTW IE8 is faster than Firefox according to tests by Computer World Magazine. It is certainly MUCH faster than IE7. I hate to admit it, but it does work pretty well (don't tell any of my friends and associates). Have fun! :)

Computerworld has it faster than both Firefox 3.07 and Chrome 2.x, with Chrome 2.x being 2nd, if I remember correctly. See one such article at: http://www.computerworld.com/action/article.do?command=viewArticleBasic&articleId=9130120

I know that if you enter a transaction date other than today's date and click "Save and New" the entered date will carry forward. My thought is that you have at least one transaction with that date (5/12/2209). Might want to find it. ;) It also may be possible that your browser cache is holding the date. You may want to…

Jim, An example is below. You can use the elements you need. Some are required and you will need a tool to validate the xml prior to import. Good luck! :) <?smbxml version="1.0" encoding="UTF-8"?> <!DOCTYPE smbxml SYSTEM "http://www.netsuite.com/xml/dtd/smb_5_01.dtd"> <smbxml missingFieldOverwrite="false"> <request…

We found this problem as well when items were shipped prior to being received into inventory. The inventory recalculation that runs daily wasn't getting through all of the transaction before it timed out. NetSuite had to run a manual inventory recalculation that took several weeks (a high transaction volume account). This…

Jim, You can still use xml to import them. I haven't imported Estimates in a while, but it still should work. Let me know how I can help. Good luck! :)

Have to admit, UOM has always been an interesting "feature" in NetSuite. ;) I have built several work-arounds to deal with the issue (one in Canada). Have fun!

Ryan, I would think that you can have a script to set the default location. Am I mistaken?

Oliver, Sort of makes sense to me. Qty Available = Qty available to sell (1) in Sale Units, and on hand in inventory (7.6 pounds) in Stock Units. Sale Unit defaults to Base Unit unless changed. Have a fun day! :)

I believe that changing form Non-inventory to Inventory type item will recalculate the transactions associated with those items. Try opening the period(s) where the item was sold/adjusted/purchased. That is what the error indicates that should be done. Hope that helps. :)

Nice job Darren! Winner, winner, chicken dinner! :)

You can make one the default. BTW, that is not the only issue you face if you are going to turn on multi-location inventory. You will DEFINITELY want to do your homework on that change. On the chance that I might repeat myself, you DEFINITELY want to do you homework on changing to multi-location inventory. You WILL be…

Cases have been filed (i.e. 720188). Please attach your case to defect: Defect 144413 - Transactions >Sales > Sales Order. Delete sales order. Unexpected error Best wishes! :)

I have noted in our case, the SO was created via Web Services and the SO form is missing the "Status" dropdown (Pending Fulfillment, Pending Approval). It cannot be added back to the form for some reason. I wonder if this is having an effect since that field is required. I have also noted that in 2008.1 that scripts (and…

Try a formula like DECODE({custbody_cod}, 'T', {total} + 9, {total}) where custbody_cod is the script name for the COD checkbox. DECODE is the if statement - DECODE( Evaluate this field/formula , result to look for , value/formula if result found, default value). Hope that helps. :)

Angela, You noted that you found a fix. Can you elaborate? Thanks!!!! :)

In Setup > Setup Web Site > Set Up Web Site. on the Shopping tab there is a setting "Web Store Out of Stock Items". Select "Allow back orders with no out of stock message". That should work. Hope that helps. :)

Rebecca, Is the Vendor checked as an individual? If settings in Setup > Company > General preferences are set to default to Vendors as individuals, and Show Individuals as contacts is true, this could be what you are seeing. Hope that helps. :)

Try clearing your browser cache. Also check browser cache settings as prescribed (< 100 mb, check new pages = automatic, etc.). Also try Lists > Customer, then switch to Prospect in dropdown. Hope that helps.

It should nto be necessary to do #3 and in fact that will degrade NetSuite performance. Thanks, -e Evan, Thanks for the update. Perhaps I was using old info. Oooops. :)