3951444 Green Ribbon

If you go to the customer page under the financial tab then under the credit card tab. The field is called customer code.

Thanks this helps a lot. We figured out we were entering the CSC or CVV code in the wrong spot so that is why it was saving. Now our issue is we need to update all couple thousand of them and clear it out but there is no mass update field for that one and when I try to do a mass import that field does not pull up to…

Thanks I will just do that!

The thing is that each item, non item or service item they are putting in all have different accounts....the default wouldn't help with that. Does that make sense?

So if I do that then will the accounts just be empty until that is done? Thanks!

Yes thank you that is what I was looking for. I knew I checked it at one point but couldn't find where to uncheck it. Thanks again!

It was the multi location thing. Thanks!!!!

Let me explain this better. We are starting to lease out hardware and for example we have an item in our inventory called ABC. We are creating a new item called ABC-Leased for the same hardware but only the ones to be leased. When we adjust inventory we always use the defective hardware account. For this situation that…

Thanks to you both! Great help:)

Thanks that did the trick for now:)

Awesome that did the trick. Thanks a bunch!!!!

Ok I checked that out but can't figure out how to filter the Qty sold to a descending order. Do you know how I can do that? Thanks for the help!

When you go to an item the internal id is created when we create that item. From there we created item id which pulls on each order line item sourcing from the internal id number. I am not able to pull the item id as a search criteria. Maybe that is where we have it wrong? Something must be set up wrong in order for that…

George, I did use the internal id (number) for the available filter but it won't allow me to check the box show at bottom.

Oh yes you are right now it pulls each line when I make it false. Is there a way to clean up the search by only showing the SO # on the main line and then have the line items below it looking more like a drop down? Do you even follow what I am saying sorry if not.

My issue with this now is that it is pulling the Sales tax line, shipping line and I just want to be pulling the actual line items that we are shipping out.

Thanks!!!!

We just don't want to have to add unnecessary fields to the orders that only one or two of us will be using. It is more for a purpose of transactions that are pulled in a search and we want to note something in the search about a transaction without having to actually open the transaction. Does that make sense?

I guess I am confused which one I actually need to be creating. I am trying to send an email and create a group from the primary roles email from X type of customers. Which one do I need to create then maybe I can better understand what I am doing wrong? Thanks, Natalie

Great thanks that did it.....I was using primary email and name for the results tab and I think that is why I was getting the wrong emails pulling to the group. Thanks again!

Let me rephrase that....invoices that were created from SO that had an RMA attached to it. Hope that makes more sense.

Enrico, If I remove that then I don't see get the results I wanted. I need for the items sold to pop up not just more than once if they are from the same customer. Does that make sense?

Criteria: Transaction item on any line includes ABC... Transaction date is w/in year Results: Are sorted by name And then all the columns are just listed Am I missing something here?

Here is exactly what we have Criteria: Standard Transaction : Item On Any Line includes any of A,B,C Transaction : Date is within previous rolling year Summary type: Count Field: Name Description: is empty Results: Sort by Name: Field Summary Type Function Formula Custom Label Summary Label Dashboard Name Primary Contact…

How do you group by customer or by item. I tried that in the results but it came up with nothing.

OK maybe I will just start from scratch on this one. Thanks for all the help and I will hopefully be able to get this:) Thanks again!!!!

Weird I tried that even before I asked for help and it is still pulling nothing if I group the results. It was created from a customer search.

We use Coastal ACH and haven't had any issues. I believe you can only use one bank account with them but you would have to double check on that.

I think when we do bank reconciling we do it the long way, downloading to excel and then going back and forth from the file to netsuite. How do you guys do it? Am I missing an easy way to reconcile by sending the statement straight to netsuite? Thanks

Thanks Irma this will make things much easier:)