3954191 Newbie

Thanks for the reply. Yep, still happening. But upon further testing it is just a Safari Version 7.0 (9537.71) thing. How very, very strange. Maybe Apple knows more than the Mayans? Hello Wizard, You are welcome. I have looked into this and found out that Safari 7.0 is not supported by NetSuite. For the list of supported…

Or at least Netsuite seems to think so. I have tried several times on different customer records and credit card pop-up forms, but I cannot enter any variation of an expiry date of October 2017. It reverts to 09/17 as soon as you leave the field. I'm fairly sure I haven't written a script to cause this. I have nicknamed…

Hello hmou, As I understand it, what you are looking for is the Intercompany Allocation Schedules feature. Look for the Help Topic "Creating Intercompany Allocation Schedules" (under Accounting : General Accounting : Working with Journal Entries : Understanding Expense Allocation : Creating Intercompany Allocation…

Hi Elie, I hate to be a parrot but to clarify, you are wondering how to create a Commission Schedule as follows: [LIST] [*]Commission on = Alt.Sales Amount [*]Eligible Amount = Billings [/LIST] Unfortunately, the above set up is not yet available within the Incentive Compensation bundle. I am not sure thought if an…

Hello Christina, Unfortunately, Kit profitability is not yet supported in NetSuite's Incentive Compensation module. A request for this enhancement has been logged though - Issue 170685 Commissions > Provide ability to calculate inventory profitability based commission for Kits/Package. A related enhancement request is…

Hello all, Sorry for the delay in my response. You can vote for Enhancement 82614: Ability to set up Commission based on Alt. Sales Amount > Eligibility amount based on Billings. Thanks.

I think this is tracked under Enhancement 98672 - Commissions > Schedules > Offer schedules that make commissions eligible based on the recognition of revenue.

Hello Jesus, Apologies for the delayed response. I see that you are not using Advanced Taxes. The only thing I can think of right now is for you to check if the Tax Groups that you cannot select on transactions are inactive. [LIST] [*]Go to Setup>Accounting>Tax Groups [*]On the footer of the page, check the Show Inactives…

Hello Jesus, I cannot give a definite answer but you might probably need to check on your Nexuses if you are using Advanced Taxes or OneWorld.

On December 31st I created an Accounting Period Year for 2014 with 4 quarterly sub-periods just as I have done since we joined in 2001. NetSuite will not allow me to post to the 2014 quarter/year periods despite the fact that they are identical to the other previous periods except for one fact: they appear with a grey…

Hello Kingson, I made some research on this and I found out that arbitrary hierarchies (like a per customer beginning balance) are not yet supported. Enhancement 246826 - General Ledger > Customize > add Entity Name (Grouped) and ticked the Group with Previous Columns option > results show the same beginning balance for…

Hi savini, I need more information about your custom but I will be going on a hunch here. On your custom field, check whether the Store Value is checked, and the Default Level for Search/Reporting (under Access tab) is set to "Edit". Thank you.

Hello all, I was not able to get the Parent Classification as a column, but I was able to get them to show as Rows. [LIST] [*]Go to Reports>Financial>Income Statement>Customize Summary [*]Click on Edit Columns [LIST] [*]Expand the Budget and Financial folder>Class sub-folder [*]Click on the field "Name (Grouped)" [*]On the…

Hello Dale, Based on what I understand from your concern, you would like to see your Balance Sheet on a per Period basis. Kindly do this: [LIST=1] [*]Run your Balance Sheet by going to Financial>Reports>Balance Sheet [*]Set the END OF footer filter to "This Period" [*]Set the COLUMN footer filter to "Accounting Period"…

Hi Julie, I just tried on my test account and I was not able to reproduce this undesirable behavior. Are you using the standard "Customer" footer filter? Are you customizing the Summary or the Detail report? Thank you.

Hi RickR, Are you logged in as an Administrator? If not, do you have an access to the Trial Balance report? The odd thing is, on my test account, even if I logged in as a Role with no permission to the Trial Balance report, I can still "Set Up" my KPI Scorecard with Financial Ratios - the numbers just would not show…

To expound on J.Mark's solution, try this please: [LIST=1] [*]Run the Income Statement report [*]Relax if it shows no data showing [*]Click on the More button (shown with two upward-pointing arrows beside it) found at the footer of the report [*]Click on the Class footer filter [*]Uncheck then check again the "All" box…

Hello Claire, You may try the following: - Navigate to Reports > New Financial Report. - Click any Standard Income Statement Layout (depends upon the availability due to NetSuite editions). - Under the Edit Layout section, on the Add Row/Section... drop-down field, select Add Financial Section. - In the New Section Row…

Hello Srujana, Unfortunately, this is not available by default within NetSuite. However, you can customize your Income Statement as follows: [LIST=1] [*]Go to Home>Set Preferences [*]Go to the Analytics tab [*]Set the "REPORT BY PERIOD" preference to "Never" [*]Click Save [*]Go to Reports>Financial>Income…

Hello Tsogzolmaa, Another option is to do the following: [LIST=1] [*]Edit your custom financial reports [*]Go to More Options [*]On the Audience tab>Roles box, select the Roles you want to give viewing permission to (Note that this is a multi-select box) [*]Click Save [/LIST] [LIST] [*]Note: If you want to give full…

To expound on bboese's answer, you may try this: [LIST=1] [*]Go to Home>Set Preferences>Analytics tab [*]Set the REPORT BY PERIOD preference to "Never" [*]Click Save [*]Go to Reports>Financial>Comparative Income Statement>Customize Summary [*]Go to Edit Columns [*]Click on the Amount column [*]Select "Relative to today's…

Hello bradreiter, You can achieve that by customizing the report. I am not sure the exact report you are looking at so I did my test on the Balance Sheet: [LIST=1] [*]Run the Balance Sheet [*]Click Customize [*]Click on Filters [*]On the left hand side, expand the Budget and Financial folder, then the Location folder…

Hello bcruson, Unfortunately, the Canada edition is unable to track taxes other than US and Canada. There is an International Tax Reports bundle but it can only be used on OneWorld, International, UK, Australia, and Japan editions. As per Help Topic "Understanding NetSuite Editions", foreign trade setting is not available…

Hi Suzanne, For now, changes in the Financial Reports are not yet tracked. I found Enhancement 154268 - Setup > Accounting > Financial Statements > Layout/Section: Add the ability of the user to view system notes on Financial Statement layout and sections. You may vote for the said enhancement. Thank you,

Thanks JP!

Hi Jamie, First, please do not rely 100% on what I would post. As far as I am aware of, the Resource Allocation and Job Costing features are not tied up to another system - they are within NetSuite. However, please do contact your Account Manager for further details whether they are add-on modules - they know better than…

Hi Steve, Off the top of my head, this could happen if the tax setting of the customer and/or item has been changed between the time of creation of the Quote until its conversion to Sales Order. Of course, we cannot rule out the possibility that the user inadvertently changed the Tax Code to GST:EXP. What I could suggest…

Hello Rich, As far as I understand your question, I believe you need to add the following Permissions to your Sales Team members' role: [LIST] [*]Purchase Order Reports | View [*]Report Customization | Full [/LIST] I hope this helps.

Hello Jenn, Please submit a Support Case regarding this. Make sure to include the following in your Case: [LIST] [*]Email login of the person that encountered the error [*]Date and time the error was encountered (with timezone if possible) [*]Role the user was logged into [/LIST] Thanks!

Hello pr57001, I am unsure which specific details you are concerned about but from what I can infer from your post, I would say that you should purchase NetSuite OneWorld first. And when the time comes you would set up your Subsidiaries, make sure that all fields are correct, especially the Base Currency field, as some…