Brian Stisser · Senior NetSuite Consultant at Gurus Solutions · Gold Medal

@Jack Goodwin do you have the incentive compensation module? If so, you could potentially enter the entities to receive royalties as partners and calculate the royalties as partner commissions.

I would expect this to be a script ID, not the label that is shown in the UI - so something like record.items or salesorder.items

There won't be a single number to answer this question. A few considerations will impact it: Will there be sourcing involved? This can add additional performance burdens with the lookups. Will there be scripts or workflows using or running on the custom record associated to the custom segment? These will also create a…

I've never used Database Link, so I can't speak to it's capabilities.

The ODBC module in NetSuite only feeds data one way, out of NetSuite to an external system (usually BI/data visualization). You would need a different integration to bring data into NetSuite, even if it were leveraging ODBC coming out of the other database.

Have you explored building an advanced PDF on a saved search?

Are the same assembly items used in both scenarios, or are some assembly items used both ways?

Are the assemblies part of a larger project, or is the entire project about the delivery of the assembly items?

For customer payments and customer deposits, the customer is in the native entity field on the header; you could add a custom field on the line, but it would be redundant. This information lives on the header for these transaction types because all lines on the transaction are associated with the same customer. For…

Are there many assemblies built on a single project? And is each assembly a final product, or are they sub-assemblies?

What is the purpose of having a separate account per subsidiary? Subsidiary is a segment, so you naturally have the ability to segregate it by subsidiary within the single account. If it has to do with statutory books or other reporting requirements, it may be worth exploring whether either accounting contexts or…

Are the assemblies being purchased or built?

@CRATIV_Jason there are a couple saved searches that can be good to build to catch potential orphan users, either as alerts or as dashboards: A search for inactive employees with roles assigned or "Give Access" checked A search for employees (and possibly vendors, partners, customers, and/or contacts) with "Give Access"…

Access is given on the employee record, so that's where you will go to look. If you don't see them in the employee list, it likely means the record has been inactivated; you can find it by checking show inactives in the employee list or by searching for either the name or the employee number in an employee search. It is…

Doing this would require a client script When you go to the next line, it's always going to start with the first field. You can edit the form to move the field they need to update further to the left, allowing them to edit it without skipping as many other fields. If only certain roles need this, you could assign a…

There are a few tools that could potentially be used here: You can import sales orders via CSV. If the orders have many lines, this can make updates easier by allowing you to do them in Excel instead of the UI. You can have a client script that sets values on the line level based on some other field while you are editing…

A NetSuite invoice credits revenue and debits receivables. Are you wanting to recognize the revenue without recognizing the receivable? The invoice is closed when payment is received, with the payment crediting receivables (clearing the account) and debiting cash. An invoice can be created in NetSuite, giving you the…

If you need to have consolidated payments and to use credit holds, one potential workaround is to set credit holds in the accounting preferences to either ignore or warn only and to manage the credit hold through a custom workflow (or script). This is challenging, because there is no approval routing for sales orders, but…

As noted, since you have the assembly set to FIFO the cost is going to come from the oldest FIFO layer for that assembly item at the time you fulfill it. If you have different costs over time it will likely not be the most recent purchase price. What transaction drives the cost for the FIFO layer is going to be dependent…

Are these buttons added by a customization?

You can try doing an item saved search to get all related transactions. You can set criteria for the transactions (e.g. only open transactions) via the Transaction Fields in the search criteria. You can separate out information from PO's and SO's using CASE WHEN formulas, e.g. CASE WHEN {transaction.type} = "Purchase…

Are you able to select the other value, or is it not accepting any changes to the value?

If you were not using the team selling feature, then the field would be both visible and editable upon order creation. Since you are using the team selling feature, and the sales team can be edited as the sales order is being edited (potentially changing the primary sales rep), NetSuite only sources it from the sales team…

There is a default 3-Way Match workflow that is included in most SuiteSuccess editions. I agree with @Elychelle Gulen-Oracle that this sounds like the behavior of that default workflow.

Have you explored the NetSuite Connector?

I believe item groups, like kits, can't be purchased or held in inventory. Also, the price on item groups is a sum of the group members' prices times quantities (not a distinct price). The way I've seen clients manage this in the past is to purchase it as an assembly and then unbuilding the assembly as suggested by @Ivy…

@Ian_H based on the email you shared, did you purchase a new NetSuite instance instead of renewing the existing one? These are different.

Did you remove anything from your licenses?

You cannot change the landed cost on the item receipt without reopening the period, as that would change the GL impact and require re-running item costing. Did you enter an estimated landed cost at the time you entered the item receipt? If so, you could do a variance journal entry to clear the landed cost account. If not,…

Further to @Tigran Shahnazaryan's point, since bill payments can be used for printing checks (you can check the "to be printed" checkbox on the Pay Bills screen and go to Print Checks and Forms), NetSuite will generate sequential numbering per check run when the checks are printed, not when the bill payments are created.…