I would have thought this was a default setting but under settings/company/auto generated numbers, you can establish a prefix for each record type. For instance, we use INV before each invoice number and SO before each sales order number.

Price group allows you to set a price level. The price level when you set it up does let you enter a default discount level but if you look at the individual items, the price group will be available under the price matrix to enter a specific price per item.

Sales order forms are linked to GL-impacting forms like Cash Sale or Invoice. So you may have 2 SO forms- one for each. SO are not GL impacting. You dont even have to use a SO but it is required where you may have scheduled billing. We always use a SO, regardless.

You could use oneworld. Or you could use the location or class segment to specify which line of business it is. Since all transactions use these segments, you can modify your financial statements etc to filter on those.. CRM case mgmt can have different profiles set up. You could use customer category, source or some other…

I'm not sure I understand this process. You can create a cash sale directly if you want. Alternately, we have scripted our sales order to "auto bill" meaning they they convert directly to a cash sale upon submission- Finance does not have to manually "bill" them. Creating a deposit seems like a lot of work, because you…

If you enable advanced shipping which will allow you to bill your sales orders before you fulfill them. You can either automate this for certain products via script (to automatically create the cash sale without fulfillment) or just manually know which you want to bill or wait for fulfillment.

When you turn on that option when you save a sales order, you will have options for Bill Remaining (ie: All) or Fulfill (among others). So you can opt to bill the whole thing at once (upfront) or, if this is going through fulfillment, fulfill all or part of the order. When fulfilling, you also have the option to bill for…

Any update on this thread? We are in the market as well.

We use NS Solutions/Topics. We linked them to support issues so they pop up on the case as related items. But we did not expose them externally because the format was terrible. Sounds like you need SAML SSO connection to your knowledge vendor if they support it. I know NetSuite did this with Right Answers at one time but I…

Even Outlook cannot recall messages outside of the same Exchange server and that can also be overcome with configuration. So, no.

Are these client services/billable projects? We create projects automatically (via workflow) from the opportunity at the 90% point. This allows the project manager to get involved in the final negotiations and prepare for the upcoming work. Once the opportunity closes, we convert to a sales order and then bill according to…

Similar needs here- doing this manually right now.

Keep in mind the AP contact will need a customer account in order to pay the invoice via credit card.In addition to what Oliver said sometimes we will set up a parent account for AP and put all related company records underneath it (we have a lot of large multi-division clients) and then they can log in and pay for any of…

The DKIM is on the domain. The subdomain is on the domain as well. For example, if your domain is www.company.com, your DKIM is on company.com. Your subdomain may be something like info.company.com or webstore.company.com but they are using the same domain and are covered by the original domain DKIM.

We created new statuses for all 3 entity stages called " XXX - New Contact". This gives us Lead, Prospect, "Customer - New Contact" values which change them back to 10% probability. When an lead comes in from an existing customer, we change the status to one of these three values (note - we use an external marketing…

DKIM is on the main domain. You can set up another domain like info.company.com to keep it separate.

Yes, its the inactive that removes them from drop down lists, KPIs etc. You can enter a term date with unchecking give access and the KPIs will recognize that the user is gone. However, I really don't want to see a million old employees on time reports etc. so we usually mark them inactive. I would never reuse an account-…

Parents in the customer center can also pay the children's bills. We find that helpful. However, we have many children with multiple parents (long story). We track those relationships in a custom subscription manager we built but the native access to children's accounts is lost. We create mega customers that wrap up all…

JenniferTrejo Thanks for the feedback. Was the original post about potentially marking valid fields as safe to delete a false alarm?

I really need something like this with our customizations through the roof and memories starting to fade, so I am interested to know how your pilot progressed.

Are you looking to consolidate data beyond NetSuite or just visualize NetSuite data better?

They are ok- a little low tech- we were the first (out of 100 integrated customers) to require ssl with our integration according to them and they took 6 months to put it in with a fair amount of grumbling- also they cannot handle multi-line orders so we have to transform every line into a separate order- so things like…

We use a 3PL via web services. We get responses back with the tracking #. Our 3PL is Saddle Creek but they did nothing but have an API available.

Getting Nexus via a 3PL is the killer. I ran some numbers and found we'd save a bunch on shipping costs on the items we'd send from California to California -vs- Illinois to California but the sales tax would offset a lot of those gains. If you get Nexus in California, do you only have to collect sales tax for the orders…

I know what Aaron is talking about- there is under LIST on the form, the option to show related solutions- that is, solutions that were applied to the case. (initially confusing for us becuase we show "related solutions" based on the issue selected via dependant custom records). Anyway, if you do not show the related…

While I am not a CPA, in my experience, if you have a 3PL (and thus consigned inventory) in a state, you are going to be considered as having a Nexus and thus be subject to sales tax collections. Creating a nexus in a state does not take much- if you have a direct sales team visit it- nexus, if you have a remote employee…

That is interesting, we typically authorize a return from the sales order and it takes us through the RMA and refund process and as part of the RMA I believe it creates the reversing revenue schedule. If you do it from your invoice, your sales numbers will not match. This works with locked periods and everything gets…

Email addresses are treated as the unique ID- if you have a contact with two primary emails you are better off creating two contacts. Otherwise the records could get unintentionally out of synch (if you had to go change email addresses on every place a contact was applied). We also have the same contact across companies,…

Can someone tell me if this indicates a way for a user who is logged into the customer center to then switch over to the webstore and remain logged in? We have SSO from one of our systems to the customer center but cannot find a way to get from the customer center to the webstore on the same session.

Hi Steve, I'm not clear on what you are saying... I wanted a user who is logged in to the customer center to be able to go to the webstore while they are still logged in and buy more products. It doesnt seem possible but I cant truly believe it. It seems like such a common feature. I cant recall as a customer a site not…