megaphone
Update your Profile with your Support type to get your Support Type badge.
Nominate Your Peers for NetSuite Support Community's Choice of the Quarter! Submit your nomination today.
Stay in the know of how NetSuite can help grow your business with our guides, webinars, and events. Subscribe Here
What Topic Should We Cover Next? Your idea could be our next feature—drop your suggestion now!
No Limits. Just possibilities. Join us for complimentary one-day events around the world and step into a future fueled by AI and limitless potential. Discover what's next at SuiteConnect Tour 2026.
Try Intelligent Payment Automation – Fee Free For Your First Month For more information, visit this thread.
New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
Expand your NetSuite knowledge by joining our Ask A Guru Live sessions. RSVP on this event now.
Don't miss out on our Pop Quiz! You only have until tomorrow, April 21, 2026, 2:00PM ET to comment your answers.

My Stuff
Default Avatar
See All the Unlockable Badges See All the Unlockable Badges
New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.

3946258 Newbie

Comments

  • Hello, Child items of a matrix will follow the setting from the parent. If the parent matrix item is taxable all child items will also be taxable. If initially your parent was not taxable, just make sure to 'Update Matrix Item' so the setting from the parent will be carried over to child matrix items. If your matrix items…
    in Make Child Items Taxable Comment by 3946258 Apr 2, 2012 10:56PM
  • Hello, NetSuite currently don't have a way to automatically update your transactions whenever there are changes in your tax rates. Enhancement 13750 was already filed for this concern. Since you need to do a manual update of your transactions, here's an easier process that you can try. 1. Create a Transaction Saved Search…
    in new sales tax rates Comment by 3946258 Apr 2, 2012 10:36PM
  • Yes you can check the Allow Non-GL changes under your Manage Accounting Periods page or if you are using a role other than admin, you may do the necessary changes for as long as your role was given a permission to Allow Non GL Changes. Your Administrator can giev you this permission by doing the following: Go to…
    in Possible to unapply a apyament from a closed period? Comment by 3946258 Apr 3, 2012 5:00AM
  • Hello Carlyn, To write off a credit memo in NetSuite, here's how to do it: 1.Create a Journal Entry in Transactions>Financials>Make Journal Entries 2.Debit AR for the same amount of the credit memo and put the customer name. Make sure that it is the same AR account used in the Credit Memo to be written off. 3.Credit the…
    in How do you write-off credit memos? Comment by 3946258 Feb 23, 2012 1:26AM
  • Hello Matt, If you have enabled Multiple Location Inventory in your account, did you have a Location on your Invoice. This can also be one of the reasons why the quantity on the invoice was not deducted from your Inventory. I saw that you've tried editing your transaction, then removed the item and put it back on. So this…
    in Invoice Doesn't Reduce Inventory Comment by 3946258 Mar 12, 2013 2:55AM
  • Hi Mike, Creating a new price level which is a percentage of another price level other than the base price is still not available in NetSuite. This is also not available on Mass Update of Prices. CSV Import might be helpful but this depends on what your goal is. Will you be creating a number of price levels?
    in New Price Level % of another level Comment by 3946258 Apr 3, 2012 5:35AM
  • Hi, Aside from checking your settings in your Home > Set Preferences for 'Reporting/Search', if you have an Administrator access you can try to go to Setup > Accounting > Accounting Preferences > General tab you have two buttons for Aging Reports Use and these are Transaction Date and Due Date. You said you wanted to show…
    in A/P Aging not matching Balance Sheet Comment by 3946258 Feb 27, 2012 10:06PM
  • Yes that is correct. The steps given above only helps you to identify classifications when creating saved searches or other reports where you will expose the custom fields you created, but it does not have the ability to classify your financial reports.
    in Assigning Classes to Accounts, Not Transactions Comment by 3946258 Feb 24, 2012 1:48AM
  • Hello, Here's what you can try; 1. Setup>(Customization)Entity Fields>New- -- a. Label = Class -- b. Type = List/Record -- c. List/Record = Class -- d. Applies To, Customer = checked -- e. Display, Subtab = General -- f. Save 2. Edit a Customer record and assign them a Class in this custom Class field. To add automatically…
    in Assigning Classes to Accounts, Not Transactions Comment by 3946258 Feb 23, 2012 2:02AM
  • Void Transactions Using Reversing Journals Accounting Preferences in NetSuite is currently designed to reverse transactions that involves checks and payments. We can 'Void' other transactions like invoices when you're on Edit mode. Say an Invoice, what it does are the following: -Changes the status of the Invoice to 'Paid…
    in Voiding invoices and returns Comment by 3946258 Mar 13, 2013 5:33AM
  • Hello, If you have created a search, we currently have no way of displaying the values as '0' instead of blank. A possible workaround will be to customize the 'Current Inventory Status' Report. Edit Columns should have the following columns displayed: 1. Item 2. Back Ordered 3. On Order 4. Formula Column -Click 'Add…
    in Fields with Zero Shows Up as Blank Comment by 3946258 Aug 26, 2011 2:23AM
  • Hello Anne, These are the reasons why you are getting such error: 1. Shipping method selected is a FedEx International Shipping Item and 2. Item/s to be fulfilled is over $2,500 The Shipper's Export Declaration (SED) is generally required by the U.S. Census Bureau for shipping single Schedule B commodities valued at more…
    in Fulfillment Error Comment by 3946258 Mar 13, 2013 5:43AM
  • Hello Anant, For your first question on summing up items for you Picking Tickets, here's what you can do. Create a Saved Transaction Search with the following Criteria and Results: Criteria Type = Item Fulfillment Status= Item Fulfillment:Picked Order Results: Field Summary Type Number Group Item Group Quantity Sum If you…
    in Item count and customer credit limit on Picking slip Comment by 3946258 Mar 13, 2013 6:31AM
  • Yes this is true, previously we can set a Shipping item name depending on our preference, but since version 2009.2 UPS requested that when the shipping item is based on Real-time rates, these may not be altered to match the shipping method name on their end.
    in Can't change name of shipping item? Comment by 3946258 Apr 3, 2012 4:26AM
  • Hi Ant, There is no particular setting in NetSuite that can de-allocate your items if these has already been committed or Fulfilled. If the status of your Sales Order is still pending approval, it is possible that the items or units be allocated to another order which was approved. One thing that you can verify is from…
    in Stock de-allocated when editing order Comment by 3946258 Apr 3, 2012 5:10AM
  • Hi Ken, In NetSuite we have a standard report that shows all items with back-orders and the corresponding Sales Order transactions. You can try going to Reports > Inventory/Items > Inventory Back Order Report and see if this shows the information that you need.
    in When a Purchase Order is received find backordered Sales Orders Comment by 3946258 Feb 24, 2012 1:42AM
  • Hi Steve, When you say you don't want to allocate orders when these are entered, do you mean you don't want these to be deducted from the available quantity of your items? If this is what you mean, we have a way in NetSuite to not automatically allocate items when orders are created. We have an approval process, and when…
    in preseason orders Comment by 3946258 Feb 28, 2012 11:05PM
  • Sorry that was just on printed forms. But if you like to see the Description the only way to show this on Item Fulfillment is to add Sales Description on the Item Record so that this information will be displayed on the Description column on the Item Fulfillment form. I hope this helps.
    in Fullfill Orders - Item is not showing (Item-Type=Description) Comment by 3946258 Apr 3, 2012 10:03PM
  • Hello William, Are you using Pick Pack and Ship feature of NetSuite? If yes, you can see the Item Type = Description when the preference 'Show Non-Inventory Items on Printed Forms' is enabled from Setup > Accounting > Accounting Preferences > Order Management tab. You can verify if this one works for you.
    in Fullfill Orders - Item is not showing (Item-Type=Description) Comment by 3946258 Apr 3, 2012 9:55PM
  • By the way, you can add this as a Result in your Customer Search by adding the custom field that you have created.
    in So Classifications aren't available for Entities? Comment by 3946258 Feb 23, 2012 2:20AM
  • Hello Steve, Yes NetSuite currently do not support classifications for Entities and Enhancement 15880 has been filed for this and it has a status of PM-Future Enhancement. In the meantime, if your goal is to be able to add a classifications to your entity record what you can do is to create a custom field. Here are the…
    in So Classifications aren't available for Entities? Comment by 3946258 Feb 23, 2012 2:18AM
  • Hi, Payment method list is currently sorted by the 'Description column' in alphabetical order, and currently there's no other sorting method that is available for that list. With regard to setting a Default payment method for a Bank Account, this is not possible even before. We currently have a way of setting a default…
    in Sort Payment Method Comment by 3946258 Aug 5, 2011 7:22AM
  • Hello Natalie, Since they only have Customer Center role, they can't have a way to track their Inventory through your account although they can view all of the orders they placed for your company. We have a way of setting a preference in the Customer Center under 'Set Preferences' page, for Inventory Level warnings, but…
    in Customer Inventory Comment by 3946258 Mar 13, 2013 5:53AM