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

When you are using the landed cost allocation on inbound shipments, if you want to update it after it's received you have to update it per line of the item receipts. This has to be done manually on the landed cost subrecord (meaning you would need to calculate the new amounts for each category for each line then set them)…

Instead of specifying the revenue account in your criteria, you could specify it in your formula by replacing "{accounttype} = 'Income'" and instead specifying the internal ID of the account you want to include.

Are you setting a different billing address on the estimate, but you want the SO to override the one from the estimate?

Joe, are you using AvidXChange to approve the vendor bills (i.e. invoices from your vendors), or only to bring them into NetSuite? A common solution to the problem you are describing is to do a 3-way match (i.e. matching the bill to both the item receipt and the PO), requiring that the amount and quantity match the PO…

One solution would be to create a summary search grouped on internal id, then under summary criteria select sum for the summary type, formula (numeric) for the field, use the formula CASE WHEN {transaction.type} != 'Inventory Adjustment' THEN 1 ELSE 0 END, and select Equal to 0. This will return all items where the only…

You can't create custom sales order statuses, but you can create a custom list/record field on sales transactions and use a custom list for it to achieve what you've described. You can add a custom filter to the transaction list on the Invoice Sales Orders page based on the value of your custom field. The value could be…

Based on the information you have shared, I agree with @Ivy Lopez-Oracle that price levels and pricing groups can most likely do what you need - or at least most of it. If price levels and pricing groups don't get you to where you need to be, a custom pricing solution gets very complex very quickly. Beyond having a custom…

I'm not sure I know of anyone using Celigo for this particular integration. Does Celigo's pre-built connector have all of the data flows you have listed before? This is a fairly complex integration, so I would usually expect it to be done using something like Boomi or Mulesoft.

What are you wanting to do with the data once you extract it? If it's for a BI-related purpose, there's an ODBC connector option that could be worth exploring.

The only bank I know offers a SuiteApp is JP Morgan Chase, but I'm not sure of exactly what features it includes.

SPS Commerce and TruCommerce both offer EDI as a service. This approach can have pros and cons. It is faster to onboard trading partners, and the cost and effort of supporting many trading partners will tend to be less. On the flip side, you pay based on the volume of documents being exchanged. If you have a high volume…

You will need a payment gateway to process credit cards. If your bank has a SuiteApp, it may be possible that it has the ability to process ACH payments from customers - you would want to check with the bank's customer service team for the SuiteApp.

Try using a format mask to achieve your fixed length, it would look something like: (SUBTR(TO_CHAR(CASE WHEN {pricing.pricelevel} = 'Suggested Retail Price' THEN {pricing.unitprice} ELSE 0 END, '0000009.00'), 0, 7)||SUBTR(TO_CHAR(CASE WHEN {pricing.pricelevel} = 'Suggested Retail Price' THEN {pricing.unitprice} ELSE 0 END,…

So this is an order that you are fulfilling from your warehouse to 100 customer locations? Is this for one large customer? Is it to the same 100 locations every time? Will this apply to some items on an order or all? Would it apply to all orders from the customer? If it only applies to certain items, will it always apply…

You mentioned this is for a drop ship. When you send the PO to the vendor, do you send them 1 PO with 1 line, 1 PO with 100 lines, or 100 PO's with 1 line each? Where do you track where the vendor should be shipping each individual item?

For compliance reasons, raw credit card data shouldn't be stored in NetSuite. If you are going to accept credit card payments you will need a gateway. They should be the ones who store the card number, and only the token should be stored as a payment instrument.

The best approach may be to: -use a format mask to add your leading zeros onto your currency value -convert that to a string using TO_CHAR -Get the values before and after the decimal using SUBSTR -Concatenate the substrings using ||

What all are you wanting to track about the licenses? If they are substantial enough to be depreciated, you could track them in Fixed Assets and add custom fields on the asset record for everything you want to track. If you don't want to use Fixed Assets for it, you could also create a custom record with the information…

Do you have a role that is able to edit the field that you want to restrict or a role that can't edit the field that should be able to? I'm not aware of there being any specific permission related to this field; any role that can edit the customer record should be able to edit it. If you wanted to restrict just this field,…

@Benjamin Paul - USA did you customize this by starting with a standard income statement, or did you customize it by starting with a standard balance sheet? As previously mentioned, the standard NetSuite balance sheet will always show the balances as of a the report date. If you are starting by customizing an income…

What is your goal in doing this? If the goal is to access saved search results via REST web services, you would need to build a Restlet to do this.

You could try checking the "Run Unrestricted" checkbox on the results subtab of the saved search: If this doesn't work, it likely means that you simply can't access it from an employee center role. The employee center has deliberately limited permissions available, just like the customer, vendor, and partner centers. An…

@Kedalene if you are not finding the field available in the mapping, verify that the field is shown on the form you are using for the import.

Do you restrict your roles by department and/or class? Do you need to hide the vendor record itself, or just the transactions? Are all of the users who need to have access to the transactions in the same department and/or class, and are there any other users in that same department/class? If you restrict roles by…

You will need to do a SUM on a formula (date) field subtracting the MAX of 2 CASE WHEN formulas (MAX to get the most recent value). The formula should be something along the lines of: MAX(CASE WHEN {systemnotes.field} = "Dept Queue (c)" AND NEW VALUE = "Production Ready" THEN {systemnotes.date} ELSE NULL END) - MAX(CASE…

For dropship/special order, if you wanted to get the actual amount from the bill, you could potentially build the search on the PO instead. If your bill differs from your PO and your invoice differs from your SO, comparing actual revenue to actual cogs on a per-transaction basis requires either moving to a different tool…

Do your vendor bill amounts differ from your PO amounts, or are they consistent? If the rates and amounts are the same, if you use "PO Rate" for your cost estimate type it should be accurate for the drop ship/special orders. For the regular orders, if you use the cost estimate type of "Average Cost" it should be accurate…

Did you recently turn on Payment Instruments?

Is the end goal here to calculate margins, or just to get the COGS? When you created your search using the Est. Extended Cost field, was it a summary search? If so, the issue was most likely that you had lines getting included more than once in the summary results in your COGS field. Is this for special order/drop ship, or…

When you join to the messages, your detailed results will have one line for each message and one line for the lead itself (with no message). This is why you probably need a summary search to show you the lead (grouped by internal ID and/or name) with some summary (count, max, or min) of the emails on a single line. Then,…