Thanks Evan, Thats promising, Do you know of any customers who have integrated with Asterisk, and may be willing to talk to us? Is there possibly a document that might assist my programmers in a successful integration of our own? Thanks for your help- very much apprecated.

You can create a workflow that emails the cash sale transaction only when certain criteria are met. When clicking 'to be emailed' within the transaction, it emails aftersubmit - without exception. ~angela

You can also create a 'Discount' item that can apply directly on your transaction with the 'boo boo'. If you prefer to create the credit after the fact, create the credit memo directly off of the invoice/cash sale itself, to allow your accounting department to track credits against their source. ~angela

There is a way to queue vendor bill payments prior to printing them, which allows for a step between queuing the approved bills and Printing (approving?). Once they are printed, they impact the G/L, as they should. Unlike a JE, a vendor payment is a legal commitment of payment, so there is no interim between marking them…

Hi Kevin, I've done this several times. Different banks have different technical requirements, and will provide these details upon request. How can I help? ~angela

You should be able to add a negative line to a transaction, as long as it's the quantity that's negative. The rate must be positive, allowing the quantity * rate to equal the negative total for the line. ~angela

On the customer record, you can set 'Pref Credit Card Processor' field (on the financial subtab) with a workflow. This way, it's automatic on the payment, and A/R doesn't have to think about it. :) ~angela

Hi Ben, You could create a workflow to clear out the 'send email' on the transaction, and then create a new action to send an email using a specific template via the same workflow. Attaching email templates is simple using workflows, as long as you have conditions that can be set to differentiate as to what template to use…

I don't believe that you can modify the mass email template when Invoicing Sales Orders. However, you could create a workflow that sends an email with a specific template from the invoice during the creation process. Regards, ~angela

I don't think you're going to find a Netsuite Native solution for printing single transaction checks on the same check run. Pay Bills is a tool that allows for efficiency in paying bills by grouping them together into batches- the reverse of your goal. Your options here are to use 'Pay single Vendor' and choose a single…

Hi Natalie, If you credited the Invoice in full, then your items should be returned to inventory, correct? If so, there is an option under on the Sales Order called 'Make Copy'. Simply make a copy of the SO, then run through the fulfillment process again, Invoice, and voila. Let me know if the items are not back in your…

Thanks, I think I was overcomplicating this trying to use the Use Credit Card functionality. Just out of curiousity - what's a scenario for using that functionality? The credit card functionality is actually rather cool, at least I think so. You can use the a/p process as you would as though paying by check. If your credit…

yes, Jim, makes perfect sense to me now (scary as that is)... when you put it into accounting scenario, it is doable, although not sure of the scripting part - I still see that as some weird foreign language...:D this kind of challenge is right up my alley....I am sure that if I can design it, you can script it. the whole…

Is there a way to be able to add the expense tab to a PO much like the Expense and Item tabs are in a Bill? This would be the ideal format in which people would be entering PO's for my purposes. There sure is- Go to setup-accounting-accounting preferences-order management tab Down the page a bit you will see an area…

uhhh ok, lets think about this- a JE is associated with the accounting side, an IE for items. I am not aware of any way to directly associate a JE to an item, customization or otherwise, because they work on totally different levels, as I understand. An item can only be associated with a transaction (IE is a type of…

Hi Jim, try doing this with an inventory adjustment. Seems to do the trick. ;)

k sunshine, think I am on to something - but I need a couple of things clarified: #1) one transaction with a 'rebate', or one 'rebate' per line item? (one rebate per line item is actually easier) I am assuming that sales taxes and shipping are not included in the gross total needed for the 'rebate'. #2) I can get you as…

If you can see the results of the problem, you can reverse engineer it a bit. Once you find an example, go into the payment receipt, and click on the tab labeled 'History' then 'system notes' You should be able to see exactly who set the account incorrectly.

If we enter an invoice using Enter Bills and then we pay it via a wire transfer how do we record the wire transfer in NetSuite and how do we get the invoice marked as paid in NS and out ofthe Pay Bils screen? Follow the bill through the payment cycle as you normally would, but pay individual vendors, and use the wire…

If the card fails, will it suffice to send a manual e-mail from the transaction, either using a template or detailed message?

Hello Carrie, It sounds like you have some settings turned on that are allowing you more flexibility than you want. I suspect you have advanced receiving turned on- If you go to setup-accounting-accounting preferences-order management, down on the page you will see preferences regarding receiving. Make certain the box that…

Angela, Not really, let me give you more info. - I have roughly 1000 customers, each being billed monthly for services rendered. - Each customer has a nominated date in which their account is to be billed, a fairly even spread. - The script runs nightly, asking for customers to be billed, and for a sales order to have been…

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Hi! While in the edit mode of a transaction form (custom), click the Move Items Between Subtabs. The Move Entry Form Items page will now appear. Under the Lists Tab>Sales subtab, select General subtab for Transactions. Save the preference, click show under for transactions (now under Lists Tab>General subtab) then save the…

I have already come up with a solution for applying the payment, although I would appreciate a JE suggestion since my method may not have been the best way to handle it. ask and you shall receive ;) (Make sure you list the name at column level) store A-debit A/P the amount for the other stores Store B - credit the amount…

We have a customer that has a large number of retail stores. Althougth they have centralized their accounting (we receive checks that inlcude payments for multiple stores) we do not have them set up in a parent-child relationship because the individual stores do not want to see statements and aging summaries that includes…

Maybe a simple answer is to use your invoice number as a reference or memo on the PO you are billing. Then you can track what invoice payment you are applying to what bill....... yep- you can also take this a bit further and customize a field sourcing whatever info is needed to match these- either on the PO, payment, etc.…

Checks, Bill Payments, and other bank impacting transactions are independent from Bank Reconciliations. What I mean by that is that the Bank reconciliation recognizes the transactions as objects impacting the bank account, but the reconciliation is not referenced anywhere on the transaction itself. This is why the clearing…

when you say 'bulk billing' i guess you're referring to the 'bill sales orders' part of the process? well, I am referring to the bill sales order in list format, where you bill more than one order at a time.

Great Stuff! Thanks Angela! I like this from the accounting perspective, though not my strength. I may reply with questions on details in the next day or so, but this gets me started...Thanks!!! bobkerr anytime. glad I could help. even a broken clock is right twice a day. ;)