I haven't tried doing it. What I do is logon to our 53 account, bring up the account in account management, put in a date range, select previous day and click apply. Then i use the export button to export a csv file. I then have to go into the file and do a little cleanup like changing blanks to 0 in the debit and credit…

I'm good. I opened a case and while I had the Headline checked I needed to have Highlight set to Always. It works now.

Was there a fix for this? I marked some and no headline.

Wow. That is amazing that such a simple thing as having a field to enter a date to only look at orders thru is not included in NetSuite. Really sad the things that should be part of the software being left out and not addressed.

Not a special order. These are just regular orders the customer placed with scheduled ship dates. When we go into Order Items I'm looking for a way for NetSuite not to tell me to order all of the scheduled sales orders. From Order Items my purchasing agent won't know not to order all of them. I'm attaching a screenshot of…

We are not using drop ship for this.

Yes that is one of the accounts I am referring to. Our receipts are going in it and the bills are coming out. I have come across where we got charged a tariff on an item and when the bill was entered it was included and came out of purchase accrual but didn't go in when the receipt happened. Found that when just…

Yes that did it. Thank you so much!!!

You can close this. I got with NetSuite support and they had me make some changes in the settings and we got it back up. Hopefully it stays. I see a new update out there.

My role is adminstrator. Shouldn't it get those permissions automatically? I don't see how to customize administrator. I actually added the Custom EFT role per the article but don't even see Payment after doing that.

I have not. Scripting is beyond my ability.

Ship complete flag is a NetSuite default. You can use it when printing pick tickets to respect ship complete so those pick tickets marked won't print unless the order is complete. Surely you know this. As for anything for Amount Due To Ship I have no idea if that is available in NetSuite. I don't see anything like it on my…

Any way to use a workflow or script to check the amount due to ship and change the ship complete flag?

I can look and see about doing this. One issue though, both the vendor and customer already exist in our system. When I clicked "Other Relationship" and selected customer, NetSuite created a new customer. Can I link an existing vendor and customer together like this?

We tried creating a credit memo but NetSuite added the quantity back into stock. We just wanted to give them a credit for the amount they deducted from the invoice we sent them. We are not getting any product back from them.

Yeah we do not have that enabled but service items are still allowed to be invoiced if nothing has been fulfilled.

Could I also do it by setting up another form that takes away the print and email and assign that to those users as preferred?

Nice trick John. Didn't know about that but it will come in handy in the future. Ends up not a permission problem but the transaction is in a period that has been closed. That actually was my fist thought but my purchasing manager using her own role was able to edit it so I had dismissed that possibility. Wonder why my…

Sure wish they would add this along with a place to say how many to build on a WO so you can really build them by batch.

Thanks. I was also able to add the quantity that shipped. I think we are good now.

Was having date issues but I figured that out. Had to change the alternate date range type to relative to today's date to get it to work. When you click on the amount you go to a detail report showing invoices. Any way of making that just show all of the items a customer bought during the period?

I see a way to add from the category itself. I can do a multiple add and I get a choice of Item or File Cabinet Item. I did item and searched for items starting with EN and loaded a few. What is a File Cabinet Item? Our categories are based on item classes we have so if I can create a file cabinet item based on multiple…

I'm referring to Commerce Category I think. In our main bar we have a Commerce tab. On the item it shows as Web Store and then Web Site Categories. I have all of the categories created and just need to assign them to items. I had tried creating a saved search after setting up one item but wasn't really sure how to setup…

Yeah I understood what the transaction types were on my bank statement. I was asking how do I know what to change the transaction types to so they worked for the import. Sounds like it doesn't really matter and that is just used to organize the entries and make it easier to reconcile.

@Joy Noreen Magoling-Oracle so I checked it out by enabling it in my release preview account. Entered a sales order to see what is different and noticed these 2 fields when adding an item. What are they and what is driving them? Initially I'd like a supply allocation strategy for my sales order to be pretty much what we…

@Joy Noreen Magoling-Oracle I'll check it out. I wonder what else it would affect with what we are currently doing as in how we enter and process sales and transfer orders and order our products from vendors.

I decided to try changing the fulfillment status from shipped to packed and that made the parts show up. So I continued to deleted the fulfillment and delete the bin transfer from picking the order. Sales order is back to pending fulfillment and parts are committed. All is good. Thanks

Also I am looking for info on orders entered not invoiced which I think is what you referred me to.

Checked it out but it doesn't give number of sales orders.

Red, That is correct. The LSA SuiteApp was actually installed by the team that set us up and did our conversion when we moved to NetSuite. I checked and the Custom Record feature is enabled. Attached are 2 screenshots where you can see it on the Form View but not the Dashboard View. Thanks Greg