Hi guys, After you click on "close" on the sale order, is there a way to re-open this sale order? One time I remember I could do it by modifying the fulfillment or something like that but I am not sure anymore... can someone help please.:confused: Thank you The way you described above, one line at a time, is the only way I…

so has this been fixed? whats the status, Nick? Did support ever recognize and fix this once you replied?

Does Netsuite have the capability to set up a test company for our data? If so, does it have an additional cost? When training, we'd like to have real data to test certain situations or even to try something. Right now, we use our Full Access roles and delete the transactions. (Not exactly the Best Practice) Thanks, Ask…

search the forum for: remove the dangerous e-mail button.

Is it possible for you to add me to the Enhancement Request? I'd prefer not to spend an hour with support just to get onto the list. .: paul It only takes a few seconds to send the request via online support. They seem to be staying on top of those. Doubtful that support can initiate a case for you.

can't you just customize an expense report form for viewing that field and apply that form to the user? or is that not the point?

OK, thanks for responding. I guess what we need is a link that the customer can go to to Accept/Reject the T&Cs and enter the additional information we want to capture. Strange that Netsuite themselves don't do this? They send out an Estimate with a Signature line then a separate doc with the T&Cs Good point- how do they…

I can't believe that NetSuite would make a decision with the rational that they think it is best for all companies. That is like saying if XYZ Company jumped off a cliff would you too? Maybe XYZ is a parachute company and will do just fine. Not all companies are the same. Basic works just fine (now). After putting up with…

"The basic payroll is probably a real loser for Netsuite...lots of liability, high maintenance and no incremental revenue. Message to Evan: Please don't take it away!" Hmmmm... Thanks, -e LOL- poor evan. Guess it just goes to show that sometimes, the end users recognize the thinking behind the options, but still are trying…

Ray, I could have gone all day without hearing this. If basic payroll isn't going to be available, then we will probably continue to keep it completely separate from our NS use. fully integrated- or not at all. nice.

good, that makes me feel better :rolleyes:

Ray - I am somewhat surprised you actually use basic Payroll voluntarily. You don't mind state tax forms across multiple states, managing w-2s, depositing your taxes (on time), etc? What advantage is there to doing that? Is it just the economics? I find it hard to believe with labor costs that is cost effective. Thanks, -e…

Hi Jon, yes, this can be done. Depending upon when you want your revenue to post, there are several ways you can do this. Is this an installment sale? Is this a sale where you want the revenue to hit at the sale time, or at the time the invoices are paid? We do both. Some of ours are installment sales where we recognize…

when you click on "send as attachment" leave the view as default (instead of inline above or below) if you are using the merge and send feature- if your using the e-mail button- search this forum for "dangerous e-mail"

We use campaigns to monitor trade shows, and track all expenses and sales with them. We don't use them exactly as designed, but this works well for us, and we can easily see the ROI, and everything related to the event. I bet you could customize this to work for you.

if you create custom roles for different locations, then yes, you can then customize your forms and apply them only to certain roles. I can't think of any other way to do this, because it is the roles that can be restricted overall- ie- individual warehouse roles can have individual forms, but one role with multipe forms…

Wow, this is a can of worms. Due to the impact on your financials, I don't think you will really find an answer here that your looking for. Unless there is a way to do this via mass update on the transaction level, you are in for a serious chore. I cannot imagine a way to JE these out and fix them. Not if they are dated…

What about using alternate sales amounts, and forcing the system? If you don't use the alternate amounts now, you should be able to manipulate the sale this way, so it all hits up front, and the alternate brings in the installments. You can easily exclude the alternate amount from your reporting, so it will not book the…

If your interested, here is a thought- For an installment sale, create and fulfill the sales order, then invoice at the full amount. Then create a standalone credit memo, using an item called "Installment"- set up to an exchange or "isntallment" account. link a single invoice with item "installment", in the amount of each…

I for one, am watching this thread- as I am to attack this next month, and get our landed costs implemented. The idea that this inflates income and does not wash via the accrual account is an issue, not an enhancement.

We are not using the Employee Center but we have customized the roles to include purchase orders. I think the answer to this lies in NS Help. According to this, a purchase request exists before a purchase order. "A purchase request turns into a purchase order when it is approved. When an employee enters a purchase request,…

Is all the routing for your employee center set up with the proper supervisors, etc?

Closing a purchase order is something that is usually done if the order is cancelled. This can only be done in View mode. Close Remaining is used when the purchase order has been billed, but not in full, and the order is complete. (IE got a freebie, or freight was not billed, etc). Closing a PO is essentially indicating…

that is correct.

We kicked Assembly items to the curb some time ago- tried it and tested it, but it did not worl for our needs. We have serialized inventory that is built upon order, as well. We shifted over to "Item Groups" This allows sales orders and pick tickets to list everything that goes into an item, all of them to be fulfilled at…

I think I get it. So, basically both close options equal a situation where we wouldn't anticipate ever receiving the item. If this is the case, the only group to receive a P.O. would be Accounting? What if the item receipt does not filter through Accounting but is delivered directly to a Department Manager? You indicated…

We have created a custom field that carries from quote to invoice- and deal with this by using this field to reflect payments. The field shows in the heading, so it is quite visible, to both internal as well as customers. This way, we see what is owed- but don't have to apply the payment until the balance is also paid.…

to change posting periods, first you must ensure they are displaying on the transaction forms. If they are displaying, and are currently posted to a closed period, only an admin can change the period. Open the transaction, choose the correct period, and save.

try going into your transaction forms setup- and on the invoice you are using, check the amount paid, amount due, or balance boxes to display. Right now, all you are probably displaying is the total of the invoice, not the balance due.

Hi Ray, if you are trying to enter a signature line in the transaction form itself, disclaimer line, I am not sure how to get that. However, we use disclaimers on the forms, but on the custom pdf layouts, there is a space titled signature. This prints at the bottom of the form, with the heading Signature, and the line…