SuiteAnswers is working fine for me this morning. --Chris Dobbins

We do this on our packing slip, which is pretty similar. I have attached the Advanced PDF/HTML Template we use for that transaction. Starting on row 202, you'll see how we break out the component details. --Chris Dobbins

I voted for enhancement #149893 in SuiteIdeas. There are only 14 votes, so I'll retire before it gets addressed. --Chris Dobbins

Use {shipcarrier} to get the carrier's name. Use {shipmethod} to get the selected service. These two are tricky because they don't show up under the same name if you simply look for the field. Instead, add a formula and manually type in the field. Example: --Chris

This is a huge topic--far too lengthy for a forum response--but let me get you started. The variables you are talking about (reorder points, restock amounts, etc) refer to a reactionary planning method. It is akin to driving down the interstate at 70 MPH by only using your rearview mirror. You're going to crash (i.e. stock…

I just ran into this when uploading our budget. Matching the names can be tricky. Do this instead: * Add the accounts internal ID to your upload template* Go to the Chart of Accounts page. Make sure that the Internal ID is showing and export the accounts to Excel. * On your budget template, add a column for the account…

We haven't been impressed by the built-in forecasting tools. They just don't account for enough of the intricacies of our products. * How do we handle random spikes and dips? E.g. large customer double orders one month and then doesn't order the next. You have to control for large outliers. * How do you forecast products…

In a saved search, an assembly's components are referred to as "member". You'll see the associated fields include Member Item, Member Line, Member Quantity, etc. Once you find those fields, a saved search is fairly straight-forward. Example: Criteria: Results" There are a few caveats, however. This saved search assumes…

You cannot use the global search bar for an address search, but you can do a saved search very quickly. Once you've done it a few times, it takes only seconds. It will be frustrating at first, but eventually you'll learn the field names and the differences (e.g. shipping address vs billing address). If you work at it for a…

We have been very happy with https://www.aminian.com/. They are in southern California and we are a Georgia-based organization. The distance hasn't really mattered; it even helped when we needed some off-hours work performed. --Chris Dobbins

NetSuite has some time and project management tools. We don't use them, but your account rep should be able to setup a demo. Alternatively, setup each of your employee's times as non-inventory items. You can then add named employees' times to the sales order. It's not as clean as a true time billing system, but will be…

Sorry for the delayed response. Our company uses RF-SMART and it is perfect for us. It is built in NetSuite, not a bolt-on. So, it's fast and real time. There's no such thing as training too much, but new hires are generally up to speed in less than one day. The interface is very easy to learn. That's quite a feat…

Could you enter your sales order as: * Item: 1 day of prof. services * Quantity: 100 That will make the extended amount the same as 100 days and it will let you fulfill & bill as the days are completed. --Chris

Use the normal process to create a saved search: Reports --> New Search --> Budgets Once you have the search criteria & results page up, you'll notice that the Period field is not exposed. Being unable to break the budget into periods makes it useless for most analysis purposes. --Chris

Just to clarify, there are two dates in the filters. * On the left: sets the as-of date for the report. Unpaid bills on/before this date will be included * On the right (under the Aging Options): sets the date for aging To run a historic A/P report, make sure to set both. If you set just the left date, the total will be…

If this is for invoicing purposes, there's a more direct way. Go to Setup > Accounting > Accounting Lists > New > Terms. There, you can setup standard billing terms. NetSuite will calculate the due date for you. If you want to offer early-pay discounts, it will also do that. PM me if you want a list of the standard terms I…

I'm stumped there. Start with one of those phantom lot numbers and look at the transaction history of it. See if you can associate the incorrect lot with a transaction and resolve from there.

Not without a custom script. Maybe there's an easier way--> Why not include that conversion in the Units Type name and then pull that field in? NetSuite won't perform any math, but this could be done quickly and without cost. For our Units Type, we have had success by naming them in this format: Base Unit: Conversion…

You can do that, but first you'll need to create a custom field on the item record. Can I assume that the conversion rate will simply be the the ratio of Base Units to Sale Units? In our industry this is the HIBC LIC conversion; your industry may refer to it differently. Here's how that conversion field appears on one of…

I'm still stumped on this. Does anyone have any ideas? --Chris

You probably figured it out already, but you can find those overrides quickly with a saved search. Just look for lines where the Amount calculation isn't right, example below. --Chris

The issue continued in only two isolated events: * memorized transactions that were saved before the script went into effect. * when a user copied an earlier sales order that had the error. I took away the Copy function. They were abusing it anyway. I had to scrub the memorized transactions manually. Aside from that, the…

We had exactly the same problem. Our customer service team swore that they never overrode the Amount column; it must be a system error. We setup a screen recording tool and it turns out that they were overriding it ! The result is an upset customer and lost revenue. So, how to fix it? Our consulting company wrote a simple…

Start with an RMA for the item. @"Shamaine Chan-Oracle" is correct that the RMA is non-posting. It will have no impact on inventory or the customer's balance. Once the RMA is saved, you'll have two buttons at the top: Receive and Refund. You can now do the refund process independently of the inventory receipt. Clicking the…

I suspect that you will have more success by starting with the time fences. Those fences freeze the near-term and avoid the minor adjustments that are so disruptive to production. --Chris

If you want a low-tech way you can use the SendKeys command from Excel to "type" the data into NetSuite. We have several hundred UOMs and that's how I got ours into NetSuite when we converted from our legacy Southware system. The VBA SendKeys command makes Chrome respond as though someone was at the keyboard and typing…

We spent a long time on exactly this issue. A few things that we did to correct it: * #1 most important improvement: If you are using Advanced Manufacturing, turn off the Advanced Manufacturing scheduling engine. I could spend days explaining how terrible it is. For this response, suffice it to say that their planning was…

Strongpoint gave us a demo of their Flashlight NetSuite plug-in. It does exactly what you are looking for. They had a fully-functional demo for 30 days. You can use it and then uninstall it...that's what we did. PM me if you want the contact information. --Chris

Do you want to see every lot and expiration that has ever existed or just the ones you have on-hand right now? * See every lot ever* Create a new saved search based on the Inventory Numbers data. Just go to Reports --> New Search. Then, choose the Inventory Numbers link. * There is no need to specify any criteria. Leave…

RF-Smart—and maybe some other WMS bolt-ons—support this feature. I don't think NetSuite has the functionality natively. --Chris Dobbins