3946648 Newbie

Alternate Solution: Log out of NetSuite > clear browser's cache > then log back in to NetSuite

Per Merchant E Solution, the issue has been fixed.

Hi Evo, The Kit report will display the non-inventory member items is currently an Enhancement - per Enhancement#48847 - Provide a preference or a report that will display the total items (inventory and non-inventory) including the members of kits sold over a given time frame. The proposed alternate solution is to create a…

Hi Julie, Hope below information will be helpful with your inquiry: The transfer order hitting the revenue like sales order can happen if the Use Item Cost as Transfer Cost (Set Up > Accounting > Accounting Preferences > Order Management tab) is disabled. Please see below GL Impact: Item Fulfillment in the Source Location…

To remove or hide the End of Group on PDF forms, please see below steps: 1) Edit the Item Group 2) Click on Purchasing/Inventory tab > Components subtab 3) Set Reference Start/End Lines on Picking Tickets = False and Set Display Components on Transactions = True 4) Click Save Actual Result: If you Print a Sales…

Hi Zeeshan, Based on your original message, you have mentioned that you already enabled 'Advanced Billing' and 'Invoice in Advance of Fulfillment' features. One possible reason if you are not able to see the Bill button on sales order form is if you have invoiced the sales order before where the quantity of the invoice is…

1) What the difference is between using a non-inventory Item vs an Expense on a PO? * For Non-Inventory Items - user can use this for regular business operations (e.g. Non-Inventory for Sale can be used in sales order, Non-Inventory for Purchase (e.g. office supplies) can be used for purchase orders and Non-Inventory for…

Hi Trevor, Please see below illustration: 1) Purchase Order and enter Expense account under Expenses subtab (e.g. Advertising Expense with amount of $1,000) - On Purchase Order - GL Impact shows (Non Posting) Advertising ------------------- 1,000 Purchase Orders ------------------------------- 1,000 - Item Receipt No GL…

Please see below solution: 1) Edit the drop ship item record 2) Click on Purchasing/Inventory tab>Copy from Sales Order = True 3) Click Save ** Field Level Help for Copy from Sales Order ** - Check this box to copy the purchase description from the item description you enter on a sales order - Clear this box to enter a…

Hi Linda, You can setup the shipping either taxable or not taxable based on your tax schedule and the schedule that you assign on the shipping items. Below are the steps to assign the tax schedule per shipping item. - Go to Lists > Accounting > Shipping Item - On Shipping and Handling Rules tab > Select the appropriate Tax…

Hi Linda, In addition to the above post. After setting up your taxes, go to Customer record > Financial tab and review the Tax Information setup. Next is go to the Item Record - Go to Lists > Accounting > Items > View an Item > on Accounting tab > Tax/Tariff subtab - select the Tax Schedule You can also charge tax on the…

If you are pertaining to the date the bill credit is applied. Please see below saved search - this saved search will get the date the bill credit was actually apply - NOTE: this works for full application of Bill Credit to the Bill - example: Bill Amount is $10 and Bill Credit is $10 - Go to Transactions>Management>Saved…

If the sales order has credit card authorization only with no related records (like Item Fulfillment, Cash Sales or Invoice), for Cybersource Credit Card, an authorization is usually good for seven days with Visa and three days with MasterCard, but you should contact your merchant account provider for this information. A…

It seems that this is an enhancement per Enhancement#84802 - Time Tracking>audit trail Suggested Alternate Solution - Hope this might help: You may want to either set up time approver or supervisor on the employee's employee record and have the approver approve time entries only from Employee Center role. ** Note: You may…

Our Engineers are aware and are actively working to resolve this. We do apologize for the inconvenience on this.

Hi Denise, * For your First Question - "tell Netsuite the money has arrived" - you mentioned that you posted vendor prepayment using a "Temporary Holding Account" against a check. Please verify if below steps were done to record the overpayment. Best Practice: 1) Create a holding account --- Go to Setup > Accounting >…

Hello Elie, Currently, there is no settings in shipping item to identify which customer to be charged with handling cost. What you can do is to create a separate shipping item and assign it on the customer record. Please see below steps: 1) Create the Shipping Item - Go to Lists > Accounting > Shipping Items > New - Enter…

Hi Sue, If you are pertaining to the Bills and Bill Payments, there are some fields on Bills page that do not automatically populate to Bill Payment page (e.g. Department, Class, Location). This is currently an Enhancement logged under Issue 131469 - Values for Location, Class and Department are not carried over from the…

Hi Denise, It is good that you can see the Vendor Credit on the Pay Single Vendor. Just one last step and we are good :) Can you kindly revisit your journal entry and verify if the accounts payable account is the same with the Vendor Credit GL Impact? The Accounts Payable account that was on Vendor Credit should be the…

Hi Denise, Since the Vendor already refunded the money to you, after creating the Vendor Credit, please create the following journal entries to recognize the cash and also zero out the outstanding accounts payable: 1) Create the Journal Entries for the Overpayment Refund: - Go to Transactions > Financial > Make Journal…

Hello Meir, Please see below transaction saved search that will give you the internal id of the item as well as quantity sold in a specific period of time: 1. Go to Transactions > Management > Saved Searches > New 2. Click on Transactions link 3. Click on Criteria tab > Standard subtab - Select Type from the dropdown then…

Hi Alvin, Allowance for Doubtful Accounts as Accounts Receivable type of account is currently an enhancement per Enhancement#63878 (List > Accounts > User wants to have Allowance for Doubtful Accounts an A/R type of account but not show in receivables) As an alternate solution, you may use Other Current Asset type of…

Possible reasons that you cannot see the edit button are: 1) You might be using custom purchase order form instead of standard form 2) You are using custom role and have limited permission. If you have administrator role, please login with this role. Steps: -- Open the Purchase Order -- Click on Edit button -- Set the…

Hi Menaka, If all permissions are set, kindly file a case with NetSuite so that can be investigated. Thank you.

Hello Menaka, Based on your setup, it seems that you were able to setup the pivot report permission to custom role. Since you already have: Permissions : Custom Record : Search Pivot Field = Full Permissions : Custom Record : Search Pivot Layout = Full Permissions : Lists: add Custom Record Entries = Edit Can you verify if…

Hello Kate, The Advanced Project feature is an add on module in NetSuite. If you have Projects enabled in Setup>Company>Enable Features>Company tab this will allow you to create new projects under the customer record (Lists>Relationships>Customers>View one of your Customer>Click on Sales tab - you would see Projects…

Discount base on Quantity sold is not currently possible. We cannot add or insert Quantity on the Discount Line Item. This enhancement is being tracked by Enhancement#96044 (Lists > Accounting > Items > Discounts > Allow Quantity for Flat Rate Discounts And Show Subtotal) We only have discount base on percentage amount and…

Yes, you can use Discount Item to cater your needs in order to put certain items at a special price for a week or two by setting up one discount item per bracket (example: Discount Name 1-9 for quantity purchased between 1 to 9 then rate on the discount item is $10; then create another Discount Item for Discount Name 10…

Hello Lisa, Kindly check below search and I hope this will be able to meet your business requirements: 1. Go to Transactions>Management>Saved Searches>New 2. Click on Transaction link 3. Click on Criteria tab>Standard subtab -- Select Type from the dropdown and set it to Sales Order>click Add button -- Select Tax Line and…

Hello Ryan, Kindly try this saved search: 1. Go to Transactions>Management>Saved Searches>New 2. Click on Transactions link 3. On Criteria tab>Standard subtab --- Select Typefrom the dropdown then select Sales Order, Invoice and Cash Sales>click on Add button (If you opt to only have sales order then you can remove invoice…