Angela Bayliss · Senior Solution Architect · Silver Crown

no- that will not work- what I need to know specifically is: what is the name of the function that handles the saving of sales order data?' According to my in house guy".the save button can be disabled, but you need the function to trigger when they click save...so that won't work...there has to be a specific function that…

Ok then- thanks! I'll be counting on this.

What I don't udnerstand is how this is different from what is available now. Let me be concrete - here is how NetSuite currently works with its built-in credit limit handling when set to enforce holds. Customer A has a credit limit of $1000. They have an open invoice of $750. User tries to enter a sales order of type…

but of course- being an idiot does not mean I'm that stupid ;) Have a great day, Mr. Goldberg...

Did you ever receive an answer to this question? I would really like to know. I have NS small business. My understanding is that the Suitescript is "Import Only - Through NetSuite Professional Services or Solution Providers." But How in the world do I activate the preferences for smbXML? I have none of the ways to set…

out, or in? I am testing bringing in invoices via xml. Duncan was a huge help, just got sidetracked for a bit. I should (pending no cisis) get to testing by the end of the week

Is there nobody who can even give me a hint here? Throw me a bone, guys....

Thanks, that proves quite helpful- Ill keep you posted!

My tekkies love firefox, so I can't thank both of you guys enough- this is VERY helpful - made me some serious points with them. :D

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…