3944633 Newbie

We have created the drop ship POs from the Sales Order to create the link via web services. We put the PO number in a custom column field (have settings for PO numbering to allow override). Once PO is created, retrieve the PO that is auto created and re-number it to the correct number. Hope that helps.

How about a SO search and add the results column "Amount Unbilled"? Add criteria: Amount Unbilled > 0. Add a formula column to get amount billed. Custom Formula field - Currency formula: {amount} - NVL({amountunbilled},0), custom label "Amount Billed". That should work.

Try a transaction search with the following: Criteria Tab: Main Line = true Type is Invoice Created From Fields: Type is Sales Order Results Tab: Sort by: Created From Fields : Date Then by: Created From Fields : Number Field, Summary Type, Custom Label, Summary Label Created From Fields : Date, Group, SO Date, "blank"…

Try including the field "Item on any Line" in your criteria. Hope that helps. :)

Evan, I believe all transactions now have Location. However Department and Class are not on Item Receipt or Fulfillment for instance. This would leave inventory balances in "no Department" for Balance Sheet reporting. Thanks for all you do! Have a fun day! :)

Jean, You can see the report origin by going to Reports > Saved Reports > All saved Reports. That report "Lead Source Analysis Detail" does not appear to have the field "Comments" available to use in the report. Not all fields are available in a report. Have a fun day! :)

I believe that on the standard Income Statement the "Columns" drop down includes "Department". This will only be accurate if all transactions have been marked with the appropriate Department. The transactions that have not been classified will appear in "No Department". Clicking on "More" to the right of the Columns…

We have developed specific applications for data transfer to SQL databases from NetSuite. Usually these are for application integrations. However, we have had a limited number of requests to report outside of NetSuite that might justify the development costs.

The Trabant version: You can make a custom report available as a web query report and use ODBC to query that table in Excel. You will have to refresh the Excel file periodically. The Toyota version: Get the ODBC links module form NetSuite. The Aston Martin version: Create web services program to get the data and submit it…

OK, heard that. Did you try scheduling the report(s) to run once a month? Not sure, but that might work.

I'm not certain what report(s) you are using, but most of them have a relative date range "This Month" and "Last Month". Web query reports will get the data from the report using the relative date ranges. Hope that helps. :)

You are seeing the header and the detail lines. Try filtering for mainline = true if you want only header information, mainline = false for detail lines only. Hope that helps. :)

Linda, This formula will work in version 2007.0 in a custom text field on the entity, transaction body field, search field formula, etc.. DECODE({billstate}, 'CO', 'MST', 'NC', 'EST', 'SC', 'EST', 'FL', 'EST', 'CA', 'PST', 'state', 'timezone', CONCAT('Unknown State = ',{billstate})) Add in the other states 'WA', 'PST', for…

Andrew, Good input/info! Thanks! :)

Likely will need to use a search criteria that is more concise. Best of luck! :)

We all definately will applaud reporting on Custom Records. For now, you will need to use a search. Best of luck. :)

Yes you are correct. We have written scripts to copy the selected Class to a custom field for clients who want to report by class on items. Custom fields are available in all reports. It's a pretty simple script. I believe that version 2007 will make that field more accessible for reporting. Good luck! ;)

The suggestions above work well. The area that requires attention is the Balance Sheet as described above. We implemented fund accounting for a non-profit and used classes for funds. We also did some scripting to handle allocations of expenses across funds such as payroll, expense reports, bills. Best wishes. :)

Bill, I can understand you frustration, but your opening line really doesn't insight people to assist you. NetSuite by far is NOT the crappiest UI. I've used over 21 ERP/Accounting/CRM/SFA etc..... systems. Almost ALL of them are worse than NetSuite. To reopen the order, edit the Sales Order. Select each item line and…

I can appreciate your thoughts that NetSuite does some things differently. I've also seen a number of users in 6 years who set up the system themselves and then get upset that it doesn't work like QuickBooks. Proper configuration and training is always key. Having an expert close by is also helpful. With you being a…

See https://usergroup.netsuite.com/users/showthread.php?t=1919 regarding this question. Hope that helps. :)

With regard to item distribution, I believe the distribution date has to be before the date of any effected transactions, if I recall correctly (I haven't dealt with this issue in a while). Have you tried that? Hope that helps. =r

Scott, If Customer PO # is a custom field, then it will work. If you go to the Custom Transaction Body Field (Customer PO #) and add it to PO and to the PO form you are using. Hope that helps. :)

Are your items set as "drop ship" items? If so, perhaps you can create a custom PO form called "Packing Slip" (and titled Packing Slip as well) that is your default Drop-ship PO form with the columns and fields that you need. Create the Drop-ship PO from the SO, then fax, print, email that form titled "Packing Slip". Hope…

Jim, Agreed, this could amount to much more time to fix. That's why people like me are needed (hopefully), right? :D Have a super day!

Geez Jim, I didn't think trying to be helpful would receive such a toasting. :p In the 6 years implementing NetSuite, I have tried to focus on helping people be effective within the current version of NetSuite and it's capabilities. NetSuite has changed vastly for the better in that time and yes, has had a few growing…

If the new field fixed it, how about importing the old value into the new field via csv import? Should be simple enough to do. It would be a two field import, internal id and the field you want to update. A search will get both the old value and the internalid fields, export the search and import (update only). Let me know…

I believe you may find that this occurs when the Sales Order has been approved. If the SO is set to Pending Approval, you should be able to edit the field(s). This actually makes sense. Once an SO line is approved, you shouldn't be able to change the line or the resulting PO, only new lines and POs. Did I miss something?…

Try setting a SO back to Pending approval, then try to edit drop ship field. We had a client with the same issue. Have fun! :)

I think he means "required fields" that are not on the form. That is likely why you can go back to the standard form and save it. The fields are saved in the table from the standard form, even when you go back to the custom form. Suggest looking at the standard form for required fields (usually yellow filled) and compare…