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Angela Bayliss · Senior Solution Architect · Gold Crown

Comments

  • From our FAQs...we have found that this works for using Gift Cards in our NetSuite webstore... Q: Can I use my Visa Gift card for online or phone purchases? A: Yes. You will need to be sure that your name, address, and phone number on file with the provider that issued the card is exactly the same as the information you…
  • Actually, I came up with a rather brilliant way to easily deal with legacy gift cards, that requires no third part vendor, or special accommodation's, if anyone is interested. It is supported, is easily used, and requires a lot less work than anything else I have found. If anyone is interested, all you must do is ask. I,…
  • I couldnt get it to work, so I made a workaround.
  • "Do it" is the guidance :) It is extremely bad practice to have many users on such powerful roles. You are one bad employee termination away from malicious acts that can destroy your business (ex: mass-scale record deletion, etc) You simply need to conduct an exercise to review what their daily duties are and map that to…
  • If you're just looking for what permissions an employee center role provides - Look at Suiteanswer 30661- About the Employee Center Role. This answer shows the permissions of employee center role, so if your users only need those permissions, they won't need a full access role provisioned. ~angela
  • Since a JE reversal is not a second transaction, you cannot change the number from the original JE number. One quick and easy way to note that a JE is a reversal is that the reversal cannot be edited at all. If you are looking for a way to identify Reversing JE's in a list, you can add 'Reversal Date' to the results…
  • Good Morning, The difficulties you are having may be coming from the possible area's that are containing these names or email addresses. There are different types of records within Netsuite. The standard records can be reduced to 2 basic types, either an entity or a transactions. Entities are customers, accounts, vendors,…
  • If you are mass creating the bills, you can bring them up in Direct List Edit, and enter the reference numbers into the cells on the list. This way, you don't have to edit each one by opening it up and then saving it. Should save you a lot of time.
  • WOW! The Netsuite support Gods are totally on the ball today! Immediate response to my case! Thankful this week for Netsuite Gods! ~angela
  • and the answer is 'Placing a check into this box will update all transactional history within this Netsuite account.' Closed accounting periods or not. crap.:(
  • a criteria? you mean for setting up the credit cards, or for setting up users (employees) when you enable your system to accept them?:confused:
  • Evan, When Support responds with a statement of "the behavior is as designed", who has made that determination? I believe that Angela's point is that there needs to be a procedure to handle the case where your customer wants to report a "design flaw". Of course enhancement vs design flaw is always a judgement call. I…
  • Hi Angela / Everyone, I have started using this more and more as items come up which allow me the time. I have been able to send out a few quotations and some purchase orders using this method. The problem I now have is that I am being told they are replying (vendors / customers) to the E-mail being sent out, but it seems…
  • We are working on this problem, so issues that are "by design" but the design is problematic will get higher priority. It will always be a judgement call that is open to debate but hopefully we will make progress on getting alignment with all parties. Thanks, -e Good Morning Evan, With all due respect, I have had numerous…
  • Can someone please help. I am running NSSB and I find it quite odd that the reason I cannot send a transaction with a message is because of the version. It appears very "basic" to me. There were instructions to make sure the "mail merge" box was checked on the CRM tab... Well, I have no mail merge tab at CRM, just the CRM…
  • Hi Maria, You got my curious, so I went into my test NSSB. I must apologize for adding to your confusion, as you are correct, there seems to be a problem. According to the online help (linked from NSSB, so apply's to that version): Emailing Transactions There are several ways to email a transaction. You can send copies of…
  • That is EXACTLY what I am looking for. I just tried it, and so far it seems to work, but still having a problem with the E-mail address it is getting sent to. I selected the proper contact which has an E-mail address, but that contact is not getting it, or at least yet, but Thank you for the information. -Anthony Glad I…
  • If you would like to attach the pdf to the e-mail and send it to a specific recipient all in one step, try this: go to home, set preferences-under the transactions tab, uncheck the box that says 'e-mail using HTML' Once that setting is changed, on the transaction itslef, don't use 'save and e-mail', instead, using the…
  • if you uncheck the shortcut you no longer want to see, and click save, it won't allow you to save? Recently, I have noticed that I must clear my temp internet files in order to see programming changes. Since I often work in firefox and IE at the same time, and often inline with someone else on another computer, this comes…
  • OK Confesshion.... I had a think about this thread over the weekend, and Here is my conclusion. I had some trouble implementing netsuite, and working out quarks involving having the small business account. But here it the reality. I am partly to blame perhaps b/c I am not a Computer Whiz (yet, but working on it) and…
  • This is an opportunity for NS to offer a read-only version of this great product for companies that need to change platforms. Kind of like Acrobat Reader versus the full Acrobat. They could probably provide this for a fixed fee and one-login for a 12-month period. No new customers, activities, sales orders, accounting…
  • Hi Tom, Yes, this is a problem for more than just you. According to Netsuite, the proper workflow is to refund directly from the cash sale. This causes an issue, however, when an RMA is processed, as it leaves the credit memo hanging. I have found the ability to refund the credit memo, right onto the card. It is contained…
  • We are Business to Business software sales company, roughly 50 employees. I believe we use the following ERP, CRM, Marketing, SFA I was hired about 4 months ago with the understanding that my first month would be finishing the NS implementation. Well for some reason I am still doing NS tasks about 50% of my time. Other…
  • I'm curious, and if I may ask-What area is most of this time spent? Is it using/building they system? (lack of understanding-training, documentation, etc?) Is it the system usability? (the setup of your system and the ongoing daily performance?) Is it the system not delivering what was expected at time of sale? Or is it…
  • Skyytek - In FLA (I think). The largest NS services firm. Seems competent and great with managing an entire project/ understanding all of the features of NS. Strong generalist with focus on project management and setting expectations - has a large staff and can leverage skill sets of people as needed. Actually, Skyytek is…
  • Are you not buying it because it doesn't solve every single mobile/phone/camera/ipod problem you ever had, or are you not buying it for some other reason? For me, it solves my "easily portable" Netsuite-anywhere access problem, and as a bonus, it's also a phone, an iPod, a video player, an ok camera, etc. Sounds like you…
  • yep- make her have her own role (different than anyone else,) and create a form that defaults to pending approval. Don't show the pending approval field, and she wont be able to override it. Apply this form to her role, and voila!
  • This is done with whomever your merchant account is with. A merchant account is not actually an account, it is a gateway for funnelling money spent on credit cards into wherever you choose. Call your merchant account provider. When you set up the account, you had to provide them with a 'settlement' or bank account where…
  • Brion, I am curious. If you are in the middle of implementing Netsuite, why isn't your implementor assisting you with detailed explanations of this?
  • did someone say chocolate?? j/k Brion, couple of questions here- are you using units of measure? (UOM) are you selling primarily retail/wholesale, or both, equally? What version of NS do you have? If you are migrating to NS currently, how did you handle this in your old system? I would not ever have the same item listed as…