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.

Export it to excel and manipulate it there. ;)

It sounds from Angela's post that the end user can actually initiate and receive a refund all on their own? this cant be true? Angela, online cases? can you explain more? do you force customer to log in so its tied to them or is it just an open case that can be tied to customer at later date? I dont want 100% automation,…

I have had an issue where my Balance Sheet is out of balance because there was no payment specified on a Return Authorization. The GL Impact is to a non-posting account and to an income account. Most accounting systems give an error and won't let you save the transaction --This seems like an Issue to me. What do you think?…

What do we do where we don't have a Bill yet ?, for example, Credit Card expenses. How can we make a payment on account then ? ok, now your confusing me. :confused: If you don't have a bill yet- for example, you are using a credit card to pay for something, you would simply go to transactions-bank- use credit card. Not…

Let me reiterate - we will soon restore the "Request Return" button to online sales orders, so the customer in the customer center can click "See Orders", view the order in question, and click "Request return" and their return request will be fully filled out. If they are not returning all the items, they will need to…

how about enter bills, make bill payments? better yet, bill purchase orders, make payments?:confused:

I'm not from Netsuite, but ran into the same problem. Here were the cons to allowing customers to create their own RMA'S- No way to determine, at a glance, if the item is within the allotted return period. Restocking- defective-etc. No way to limit what is returned. Because of these limitations, I agree, it is not workable…

If they created the order in the customer center they can presumably find the items they need in order to create the return request. Is the problem customers who created the order on the web store as opposed to in the customer center? Thanks, -e Hi Evan, Thanks for your interest, hopefully, I can say this in a way that…

What I don't understand is how the transaction date isn't relevant/cannot affect the period? If the date is within that period, surely that would affect it? We've proved the three-step fulfilment affects the period due to the transaction date, so I'm not sure if I understand correctly what the difference is between…

Evan, I am not sure what is happening here, but for some reason I can't get this to work. I am thinking that I am not setting up the item correctly. For some reason when I create the SO from the Opportunity, it won't allow me to "create a PO". It just puts a couple of grey lines in the box with no ability to click on the…

I just wish there was an "Unmark All" feature for when this happens - I can't tell you how many times our people (regardless of how many times you go over it) accidentally click on the "Close" button on huge sales orders. Going back through 3 pages of line items and unchecking them all is a royal pain. Maybe you should…

Angela... Would you know if there is a way to "mass-select" or "select all" in that drop down list? We just upgraded today and only had to fulfill 100 items....but my fulfillment team is worried when we get orders of 1000+... Thanks for any thoughts.. Tracy =) Tracy, If your fulilling 1000+ items, and they are serialized,…

Hi Steve, There is a drop down menu in the fulfillment screen that allows you to pick multiple serial numbers based upon availability. Not sure what else your looking for.:confused:

Hi Steve, I found that it is possible to use the standard sales order, but if there is a customer with credit card info, or the terms on the SO are listed as credit card, the sales order can become wither an invoice, or a cash sale. The really nifty thing is that by removing the payment info from the SO, you can switch it…

If I tell you, can I be on the wine of the month club?????? mmmm wine.... just kidding.:D Give me a few to wrap something up. I'll detail it shortly.

Ahh but I haven't gotten personnal. Nor will I. This is a forum to help people. Your a good man, Wiz. No need to fall into Ad Hominem Abusive. ;)

didn't work did it... :eek: With some people, it never does....sigh. A shame, as the message in the thread gets lost in the meantime. :(

Wiz, you are so bad. Anyway, it's easier than you think. If you use the standard sales order and customize it, (instead of the sales order-cash sale, or the salos order-invoice) it will then allow you to create either a cash sale, or an invoice, based upon what is filled out in the payment tab of the SO. If it is a…

What we do in that instance is use an 'invoice' as opposed to a 'cash sale' Invoices allow terms as well as part payments. Cash sales with part payments would be nice as when people come instore, quite often 2 people would like to halve the payment, usually using different methods. It's a pain because you get all the way…

We use Cash Sales for customers who pay with credit cards and checks, if the customer has terms, then the system automatically saves it as an Invoice, thus when we put in a "fake" payment method it saved it as a Cash Sale and said all was good! still a bit unclear. If you have a sales order, and the customer pays with…

We had the same issue and made the payment method mandatory, we had to do away with it because we offer NET 30 terms to some customers, so the mandatory payment method would not work. If the person was NET 30 it still required a payment method and if you chose something like Terms it would show the Cash Sale as paid. Great…

Unfortunately, if I stopped to think about such things that I stumble accross with this system I'd get nothing else done. Just fix it and move on! Wiz, How right you are- and I agree with you - combining a good process (as Andrew described) and expecting an accounting department to reconcile things is a good way to…

Hello, In your GL, you have the option of what account your freight charges (and handling) hit. There is a default account, I believe, but it may be expense. If your freight costs are hitting an expense account, this will skew your cogs. since this is a general description, and you are not specifying what is hitting where,…

This is why I want to search specifically on Ship-to. Is there another approach? I did a search for State/Province is NY, which is actually Bill-to State/Province. My results included Bill-to State/Province and Ship-to State/Province, sorted by the latter. Many customers with NY ship-to addresses have bill-to addresses…

In other ERP systems there exsists typically a view similar to the JE (Journal Entry) form to enter AP/ (Bills) This is how a AP cleark could enter bills much faster. My question was is there anyone out there whom enters 100's of bills/ap and knows of a way other than the "Enter Bills" screen Txs for your help I'm going to…

Posted earlier: " Our Controller loves to close accounting periods within a day or two after the end of the month. " Per the phrase above, here we go again, letting the accountant's run the company. I'm an accountant (CFO / Controller / VP Finance - whatever title you like), and fully believe the Controller / Accountant…

Also, I need to update all customers with ship-to addresses in NY to Taxable-yes. Looks like I can NOT search specifically on the ship-to state. The ship-to fields are available for search. Can NS expose them for search criteria? In Mass updates, you can update all customers with primary addresses by state, to taxable or…

It may work well to just add new Memorized Transactions for the ones that don't work, then delete the old ones that don't work, and monitor all the memorized transactions for a while, to see if they are posting correctly, on the correct dates, etc. This may save you some time and frustration in researching what went wrong.…

or click on 'bill PO'.