Angela Bayliss · Senior Solution Architect · Silver Crown

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…

retracted by user

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. ;)

Tha would depend upon what your goal is. Are you looking to bring in old credit balances from a different system, or manage these ongoing- two different goals-

We're looking for a way to assign a customer credit to a specific customers, but we do not use A/R. The reasons we need this are for clients with outstanding credits from our older management system, as well as possibly allowing for Return Authorizations for Credit. I'm a little confused as to: A) How to accomplish this.…

If you have some clients that prefer e-mails, you can easily create a custom field, then filter by that in your invoicing process. It can be as simple as a check box that says 'e-mail transactions' or something like that, so individual orders can be dealt with, or you can go a bit further and create the filters for your…

I like the idea of deleting and then making payment, as it is the most "self documenting" vs. JE's. This will probably work well for the physical checks that we wrote and entered into NS with "Write Checks". However, many of the "checks written" were Online Bill Pay's and I didn't see the Delete option when I edited them,…

yep, that's what i meant. Thanks! Did you understand what I was talking about, in general? got your problem licked?

Is there any kind of update to these issues, or cases? I am still waiting for a Reply, of any kind.

I am going to attach myself to this. I am looking at some issue with online bill pay, and it is wrecking havoc in this account. Allow me to explain. Issue 130311 case #612788. The bank account used for online bill pay was changed from one bank to another. All steps were followed, and NS reflects the correct bank account…

Cecelia, I believe your issue is within your approach. What you are calling a discount off per case for a whole sale promotion can also be called quantity pricing. The only real difference between the intent of the two is the time frame, I believe. It may not fit what you want perfectly, but I am relatively certain that it…

when you are in the invoice, doesn't it show the 'approve return' field, to issue an RMA directly off of the invoice itself?

I actually have a report that does this. What you must understand is the fundamentals of searching. A transaction search is just that- it will only return results based upon transaction (order) level. I would suggest that you try using a report. You can stack the results pretty easily. You can also return specifics within…

sorry, been a day- try this https://usergroup.netsuite.com/users/showthread.php?t=1633&highlight=dangerous

I think the confusion is coming from the attempts to place a custom field onto the "invoice billable customers" form. (transactions-customers-invoicebillable customers) Ablanks workaround is to deal with these on an individual basis, from the transaction itself, then having some searches that dictate her workflow. (nice…

no. Attaching them in the friendly gray button approach will sent them as html, not pdf. not sure what the scary yellow e-mail button does, been disabled and hidden for a while in my accounts.

already answered by Cecelia. nice....:)

Well, much as I hate to say something nice about NS at the moment, I can tell you this much, Miguel- we have had it on for a year now, using mail merges only once in a while, and I have never seen evidence of that, nor have I gotten any feedback as to this happening. It is your call, thats just my experience.

Miguel, When I am using the "friendly Gray Button" , it opens up a message with three tabs, the first designates the recipient, the second is the message (where all those handy templates are, and the third is for attachments. If you choose the "default", it will send it as a pdf, inline above sends it in the body of the…

most of what you ever wanted to know about the dangerous e-mail button :D https://usergroup.netsuite.com/users/newreply.php

and there you go- Miguel- straight from the top :)

Are your three tabs called "messages" "Recipients" and "attachments"?

you have got to love that Evan- he is a very handy guy to have around. Thanks!

You also have to make sure you preferences are set correctly on Home > Set Preferences > Transactions tab > Email/Print as HTML UNCHECKED. Each user must set his/her preferences separately. Nick, You are my hero for the day. You, my friend, ROCK! this is fabulous! Thank you thank you thank you