3946648 Newbie

Hi! I have a saved search that we use to view the items that have shipped the previous day. Because the Actual Ship Date (for some dumb reason) reflects the date the Item Fulfillment was created, we sometimes end up with items in the search that haven't actually shipped. To work around that, I search instead by the System…

One of the reasons Profit and Loss or any other reports where Department dimension is added, would show under No Department is because the transaction itself does not have a department defined on it. You have mentioned that you have setup the Location and Department on the sales rep record. Transactions created like…

Hi David, You can update the criteria of the search to include cash sales that is if you go to Criteria tab>Standard subtab - On the dropdown select Type and set it to Cash Sales I hope this helps. Thank you.

You may choose any of the two options. ** Note: This is just an example and can further customize it base on your business requirements. 1. Customize A/R Payment History by Invoice The A/R Payment History by Invoice report provides a view of your customer's payment history, organized by invoice, and shows how payments were…

You are most welcome Ryan

Please try below expense report saved search to show the expenses per line items: 1. Login as Administrator 2. Go to Transactions>Management>Saved Searches>New 3. Click on Transactions Link 4. On Criteria tab>Standard subtab - Type is Expense Report - Set the date range - Account Type is Expense 5. Click on Results…

Hi Ddennison, Based on the quantity you have mentioned, it seems that you are still expecting to fulfill additional items for this customer. When you receive your next vendor bill, you may consider to use the duplicate item fulfillment and edit the quantity and date (if you wish) to reflect the actual items shipped to the…

Being able to print shipping labels for more than 20 items is currently an enhancement per Enhancement#191767 - Item Fulfillment > to be able to process orders using FedEx International with Shipping Label Integration even if the order has more than 20 line items. Alternate Solutions: 1) Process shipment of the order…

Hi Billy, You can use the Discount Item as a possible solution. The shipping discount will be reflected on your printed invoice as deduction on the shipping charges, which will result to Free Shipping. Please see below steps: ** Create the Discount Item ** - Go to Lists>Accounting>Items>New>Click on Discount link - Enter…

If you’re using Shipping Label Integration, Item fulfillment is no longer editable after you save it. You need to delete it and reprocess the Fulfillment. To add a tracking number, you can try the following: [LIST=1] [*]Click Fulfill Button on Sales Order [*]Go to Shipping Tab > Shipping Information > set Integrated…

Hi Frank, This is related to Issue 359118 - Custom Form for Item Fulfillment > An unexpected error has occurred Below are some Alternate Solutions: 1. Click Save instead of Save & Bill when using the Custom Item Fulfillment OR 2. Use the Standard Item Fulfillment form Hope this helps. Lelie

This is currently an Enhancement per Enhancement#60290 - Ability to setup the system to default "Ship Notification E-mail Addresses" to checked and default the E-mail Address Users can have 2 email addresses on Ship Notification Email Addresses field: --- The First Email Address of Ship Notification Email Addresses field…

To use multiple location for the same FedEx account. Please see below steps: This is reproducible if users have set a Location on the FedEx registration but is using a different Location on Fulfilling the Sales Order. Multiple Location sites but the Physical Address is only one. Users can associate it to FedEx Account by…

Steps to Create Promotion for Non Inventory for Resale (Drop Ship Items) 1) Create the Drop Ship Item for Non-Inventory for Resale - Go to Lists>Accounting>Items - Click on Non-Inventory for Resale - Enter the Item Name (e.g. [LEFT]Drop Ship for Non Inventory Item for Resale) - On Purchasing tab>Enter the Purchase Price…

Hi Duncan, This is currently being tracked by Enhancement#88277 - Fulfilling Sales Orders with multiple identical packages take too much time when you have to enter each package individually. One possible alternate solution is to use Ship Individually option if you are shipping the same item and same packages. Steps are:…

Hello Elise, Connecting your Scale to NetSuite is part of the Enhancement#58714 - Please provide the ability to have our Fulfillment screen directly link to a UPS scale to determine more exact weight. With your current process you need to manually enter the weight during Item Fulfillment or you can also create a custom…

Another option is to customize the Sales Order by Item Report. Please see below steps: 1) Go to Reports>Sales Orders>Sales Orders by Item 2) Click on Customize button 3) On the Filters tab>Choose Filters>Click on Bookings next to Validated Status>Set Filter to Equal To>Remove Cancelled and Retain Pending Approval>Click…

This is currently an Enhancement per Enhancement#58714 - Please provide the ability to have our Fulfillment screen directly link to a UPS scale to determine more exact weight. Currently FedEx Ship Manager and UPS World Ship automatically obtain package weight data from this device automatically.

When you create new customer on Support Case Form, on the Customer Entry form, when you enter an address the Default Billing and Default Shipping boxes are both checked by default. Hope this helps.

Issue fixed and released to 2015.2 on August 13 - per Issue#351056 - thank you for filing the case Mart

This is currently an enhancement under Enhancement #168069 - Customization > Transaction Forms > Packing Slip > Columns > Ability to Sort Line Items Items on packing slip follows the sorting in Sales Order. Since the functionality to sort Item in Packing Slip is not yet available, possible alternate solution is To Sort the…

You can use the tracking number field with internal id = {trackingnumbers} for your email template Please see below sample saved search to test the tracking number field on email messages: 1) Go to Transactions>Management>Saved Searches>New 2) Click on Transactions link 3) On the Criteria tab>Standard subtab -- Type = Item…

* For the First Requirement, we can utilize the scheduled saved search, please see below steps: 1) Go to Transactions>Management>Saved Searches>New 2) Click on Transactions link 3) Click on Criteria tab>Standard subtab -- add Type field and select Sales Order -- add Date is within Today (Use has option to update this) --…

Hi Mark, You may set the Default Shipping Method (e.g. Customer Pickup) on Setup Website. Please see below steps: 1) Login to Administrator role 2) Go to Setup>Site Builder>Setup Website 3) Click on Edit next to your Website 4) Click on Shopping tab 5) On Default Website Shipping Method - set Customer Pickup 6) Click Save…

Hi Gary, Souring the sales rep on item fulfillment is currently an Enhancement per Enhancement#97611 - Item fulfillment>ability to have sales rep field source on the item fulfillment screen. Below are some proposed solution: Option A - Create a custom field that is applied on Item Fulfillment form where Sales Rep is…

Example: Sales Order has 2 line items: -- Item A - 1 quantity from Location A -- Item A - 2 quantities from Location B To print the Picking Ticket per location: 1) Navigate to Transactions > Management > Print Checks and Forms 2) Click on Picking Tickets 3) Set Filter By - (e.g. All Items Fully Committed) 4) Select the…

Please see below solution: a. Go to Setup > Accounting > Accounting Preferences b. Click on Order Management tab > Picking/Packing section > Show Uncommitted Items on Picking Tickets = False c. Click on Save ** Field Level Help for Show Uncommitted Items on Picking Tickets ** ----- Check this box if you prefer for picking…

Users may add a condition in the batch file to assign a specific printer to a carrier label. Using 'IF' statements user can conditionally perform a command, allowing users to send a file to different printers. Since each label file distinctly starts with the name of the shipping carrier, users can use the first three…

The Commitment Confirmed and Order Priority fields are part of 2013.2 feature release know as the Enhanced Inventory Allocation Firmed order lines (Commitment Confirmed) are lines that cannot have quantities being moved to other orders during material shortages situations. When this is marked, reallocate open orders will…

Hello Carrie, I have created case#1583338 for your concern on Export Timing Out so we can gather more information. Thank you.