Angela Bayliss · Senior Solution Architect · Silver Crown

Hi M.Lisa, NetSuite WMS is a great module. It's designed specifically for high volume warehouses, and brings efficiency to the outbound shipping. NetSuite users with high volume shipping no longer have 3rd party add ons to manage their shipping as WMS was built for NetSuite, by NetSuite. The only other real options for…

Hi Dan Garcia Attempting to store a lot or serial number on an item record is definitely not something I would recommend. The reasoning is simple = You receive a shipment of 10 lot numbered items today, and another 10 you received last monday. Now you have 2 different lot numbers to track. Having a single field on the item…

Hi Robert Nedelkow-Oracle, I'm not very up to speed with AI. Honestly, I'm quite busy with implementations, so I haven't looked into it very much. Sorry it's not what you expect, but I'd rather be honest than speak about anything I'm not skilled in. 😉

All new NetSuite users need as many tips and tricks that can be shared via training. Here is my personal 'Introduction To NetSuite' deck that can be shared and reused for any new to NetSuite employee! Please feel free to grab your copy!

You should only need to update the employee email addresses, and this can be done via csv. Once the emails match your new SSO client, you should be good to go!

I'll do some testing and get back to you after the 'as an expert' session starting in a few minutes.

D

Yes. You can create any financial report that you want, but you'll need to build it from scratch - there is not a template or native report to do this.

If you're using advanced item location feature, this is pretty easy. Using the type of search is = Item Location Configuration. If using an item search only, it's going to be more complex. Are you using this feature?

You can absolutely have a budget to Actual in Balance sheet format, but you'll need to build that report from scratch in the Financial Report Builder. Building these types of reports takes experience to get it right, due to the intricacies of financial reports. Good luck!

Yes, you can create a 'Forward' report on your budgets by going to Reports>Banking/Budgeting - choose the report, then set your date fields to whatever you want them to be. In the future will work.

I don't think that the bank account number listed on the account is available for searches. Bank account numbers themselves are not usually shared (think fraud) so I've never had a request to view the numbers in a search. I don't believe that the Bank Account Number is available for searches. May I ask what you're trying…

To add the Bank account number (and check number) you will need to edit the account in the UI and add that information. You cannot add it via csv. Hope this helps!

The Intercompany AR & AP will be eliminated using the month end intercompany adjustments. They are not available to be eliminated via the workbench. There is no sarcasm in my response, I was 100% clear. I answered your written question. If the screenshots don't support what you said, then you are not being clear and the…

You will not be able to have NetSuite generate any sort of notice like this. What you can do is document a month end process that includes running whatever reports/searches to confirm that the transactions are fully posted. Not the answer you're looking for - but it is a viable answer. What the system can't do can be…

Yes, if you want to attach all 10 to the transaction.

😂 I responded to your question, not your screenshots. If your screenshots didn't support what you claimed, then yes, you won't get the answers you want. Good luck.

When the location requesting the transfer order is asking for more than on hand, it's usually because the location needs that quantity. Limiting users to add only quantity on hand would prevent them from getting the quantities they need. The same holds true for a SO. The quantities requested will never be limited to on…

You can create some custom URL fields, and link the attachments to these fields. This is the easiest way to do it.

You cannot pay intercompany AP or AR transactions, and expect them to clear on ICJE's at month end You must leave the AP & AR Transactions OPEN in order to have them eliminate. By paying the transactions with another IC JE, these transactions are now closed, and not available to eliminate. The only way to have the AP & AR…

You can disable this on a role level. I think the permission is 'Override price level' or something like that. I'll check and let you know.

If they want to monitor the 20k for a refund, put a line on the PO for the container deposit. (Create an item called Container Deposit). You can then track the refunds needed via looking at the item Container Deposit, recent records. Add a custom checkbox to bills that have refunds expected, check the box on any bills with…

Hi Dallas, OK, the standard payment form should be available to be emailed using a workflow. Have you tried creating a workflow using: Scheduled workflow to deploy on dates your company pays bills. Create a saved search of the bill payments made on that day Set an action of 'email' - and use either the primary email…

all NetSuite instances have a parent subsidiary that exists when provisioned.

OK, a couple more questions: Are you using Checks or Voucher style payments? Are your checks 3 to a page, or 1 check on top of each page? When AP prints checks - does any remit advice print? Have you tried to go to transactions>management>print checks and forms? OK, do you have a sandbox for testing? Let me know the…

Question- What purpose is there in printing a PDF of a vendor bill, when the vendor has already provided a pdf of their bill? I'm confused…

What you need to do is use a vendor prepayment. These can be used 1 of 2 ways. First way is to create a vendor prepayment that is a standalone transaction. This prepayment will have to be manually applied to your vendor bills (applied the same way a vendor credit is applied) The second way is to create a prepayment…

The only way to add in a standalone entity that will not roll up to the parent is to buy a new NetSuite account and use it separately from the current account. Everything rolls up to the parent. Always. What you could do is move the other entities under their own parent, Right now you have this: And you could build it like…

Without much context, you can assign 'Preferred' Bins to items. This way, the preferred bin will be auto populated for item receipts, and should be the first bin picked from. We really need a use case with screenshots to help.

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