Yes...we are still experiencing problems. We have update the website setup to use the "standard sales order" form but the orders still continue to come in using the "custom sales order" form. I think your problem may be that the 'standard sales order' is designed to support either invoices or cash sales, based upon the…

you could certainly utilize department or class functionality for this. Either would allow you to run financials on the new line.

Hi, We are re-vamping the way we use NetSuite, revising our workflows, etc. In doing so, we will be implementing POs and SOs and I have some questions about the workflow associated with the different options for POs. We buy and sell online advertising space - basically each buy with an agency corresponds to a buy with…

Another way to find if the bank reconciliation could be one that was placed on hold, and to find the date it was placed on hold for, would be to go to: 1. Lists > Accounting > Accounts' 2. Click on the Bank Account in question so that it brings you to the Register 3. Scroll down the list of entries and look in the…

Just wondering if anyone else has ever tried to get a Tax by County report out of Netsuite. It seems to be taxes often need to be reported by County, something that is not supported by Netsuite. How do people cope with this? I'm basically going to an Excel VLOOKUP based solution... anyone got a better solution? Your method…

The first suggestion I would make to this workflow would be to confirm the items being shipped prior to saving the fullfillment. This would fix the entire problem, no?

There are times when I have found that someone began a reconciliation using the incorrect date. When this happens, it can be tricky to find- you can look up the history of recons, or, if it is simply being held (not saved) you can find it by systematically checking each day since the lat good reconciliation. For example,…

hmmm well, I wouldn't call this a defect, as the workflow you use depends upon the inventory stock levels being 100% correct. The inventory numbers are subjected to other influences, so unless item counts are changing without justification, not really a defect. What to do in your case? To retain your current workflow,…

Thanks so much Angela - that worked perfectly! glad to hear I could be of help. Have fun!

I have a simple process for accounting for donated items, it might work for you- Process the donations as you would a normal sale. Create a discount called ' donations' with a discounted rate of 100%. Link the discount to its own account for donations (cause they may be tax deductible :D ) On the sales order, apply the…

From my experience you cannot change it on future periods only. If you make the change it will go back and change all the exisiting transactions as well. So you have 2 choices: 1. Open up the old periods and accept that it will change all the postings. 2. Make the item inactive and set up a new one. If your an admin, you…

Julie you are right, in my opinion it is silly and basic. Angela there are lots of scenarios where you might want to change it. Some you may be happy for it to go backwards and change them all, some not. Internationally some may be required by law. For example our German branch has to post the entries according the VAT…

I dealt with this last month. My issue was based upon the average cost of items that are sold, but not in stock. One item went from an average cost of .05 to 25,000.00. Since it was an assembly member, it added up fast. Netsuite support actually fixed the issue for me. The costing problem I had was not due to multiple…

If you already use average costing, then using the Inventory adjustment worksheet sounds like the way for you to go. This will allow you to adjust, per item, the values- Oliver is correct, you can have the 'new' quantity be the same, and simply alter the value itself. HEY- look at that- we are almost neighbors ;)

Hello Scott, May I ask what costing method you use?

Well, if that's the way it is, that's the way it is. My point, though, is that there should be a way to value inventory across all locations and at each individual location independent of qty. There are going to be many times when the quantity is correct, but the valuation is wrong and is discovered during an audit or some…

Advanced inventory management in Netsuite can provide results that are accurate and helpful in automating your inventory levels to meet demand. However, much like many things in Netsuite, it works as well as it is set up. If the setup is not correct, or the data is corrupted, it will not provide you with the results you…

In 2008, the only transactions that are available via csv import is opportunity, sales order, or estimate. Importing QIF files allows you to enter payments directly, and do some reverse matching. However, the import of bills is not supported at this time via csv or QIF.

So providing only the right people have access to this.. its a good thing. Ok, I see your point. With the ongoing confusion of roles and permissions, as long as great care is taken on who can access-you make a good case. Also would allow for an earlier close date, instead of waiting until all month end activities are…

There is also a permission you can add to custom roles if you want to grant non-admins ability to edit in closed periods. thats kinda scary-in a way, it defeats the purpose of periods and closing them.

From an admin role, go to the setup-customization-entry forms. Choose the form, edit. On screen fields tab, main, uncheck location. save. In the meantime, may want to file an online case and post the ## here, so NS can follow up on it. Have fun!

Brion, you can always import the vendors, to have a complete vendor list within the system. You can then create a custom field on the item level, (or several, if necessary) providing you with alternate vendors for that product. This will not capture price differences, but it may assist with having alternate vendors…

only if the UPC and the item number are the same, I believe.

We are in the same boat...we've bounced back and forth on using "Record Customer Deposit" to "Accept Customer Payment"... We finally figured knowing the balance at the customer record is more important than GAAP...thus we use "Accept Customer Payment" To satisfy GAAP, we created a 2nd A/R account...at year-end we make a…

Angela: "Record Customer Deposit" credit Customer Deposits liability gl account (a system-generated account), and debits Undeposited Funds. That why they don't show in A/R..because they are aren't being posted to the A/R gl account. Then on the Accept Customer Payments function, there is a tab for "Deposits" that will show…

May I ask how these deposits are processed, from the time the payment is receved, until placed into the customer deposit account?

We are an Australian company/supplier, but when we sell stock into California, we have had legal advice stating we must charge US Sales Tax (CA) of 7.25% (and all other states and their respective rates). Cheers, Matthew Advice from Who? I am with these guys- why would you be collecting sales tax for states, when you don't…

NS defaults to the customer's sales tax status not to the items. So how do I sell a gift certificate online and not charge tax? On the gift certificate field itself, on th basic tab, be certan that 'taxable' is not checked.

Check out your settings in setup-accounting-set up sales tax. I suspect you have the Charge sales tax on web orders set to always. Also, your 'items default to taxable may be enabled as well. You can also try and click on 'customize' on your item (gift certificate) form, and be certain 'taxable' is displayed.

You have to make one. Start with the physical Inventory worksheet, and add bins to it. It shows the typical inventory information for a physical count.