On the assembly item record, find the Display Components on Transactions checkbox. Check that and see if it helps. --Chris

Our treasury manager just asked about this. The message that accompanies e-mailed statements is dry, impersonal, and somewhat aggressive: "Please open the attached file to view your Statement. To view the attachment, you first need the free Adobe Acrobat Reader. If you don't have it yet, visit Adobe's Web site…

A payment will not reduce the invoice total. If you want the amount remaining, refer to the {amountremaining} field. Alternatively, you can make a formula of {amount} - {amountpaid}.

Anything booked to the income accounts will show up on the canned sales reports If the revenue was from an extraordinary event, your accountants should probably book it "below the line", i.e. an other income account. This GL account would be after Ordinary Income, but before Net Income. Booking there will allow you to…

We just finished scouring the deleted records--no luck finding the documents. Our head engineer is attaching some documents to new assemblies and carefully recording the details. We will see if it occurs again. If so, we'll have a better starting point for the research.

That auto-calculate lead time option is risky. We tried it and turned it off. Here's an example why: * You make a deal with a supplier to source a material. Say, it's 30 days lead time. * Sometimes the supplier can deliver early, but 30 days is the SLA. * NetSuite's auto-calculate option takes the average of the last three…

That's exactly what we do. We keep three employees with Admin rights (in case one is on vacation). I've managed to lock myself out a few times. Just have another Admin re-enable your rights.

Thanks. That's along the lines of what we thought. We would prefer to avoid relying on the user--that's where most of our errors start. Scripts are expensive! If anyone has a solution that is cost-effective and removes reliance on the user, I'm open to just about any option.

This has been filed as case #3461518 Gateway Timeout when Expense Account Updated 4521375 Stradis Healthcare, LLC Our CPAs are leaning on us hard to get this resolved.

We have tried several more times since the outage was reported as resolved, none of which were successful. The item page hangs for several minutes and then reports an error. We tried an alternative option, a csv import to change the Expense Account. That worked for two of the three items, but with some significant caveats:…

See if you have a workflow or some other automation changing the value after the fact. I assume that you are working on an Item Fulfillment transaction. On our Item Fulfillment form, I verified that the shipping method (i.e. UPS Ground) is the {shipmethod} field. By the way, if you don't have the 'Show Internal IDs'…

We have a similar situation on our sales orders. The sales order acknowledgement and invoice usually need to go to the customer's A/P address. The shipping notification, which is generated from the item fulfillment, might need to got the customer's warehouse or QA department. Here's how our company handles it: * On our…

You would think that this would be basic functionality, right? You can see a single assembly by running a Costed Bill of Materials Inquiry. It's reasonable that manufacturing costing and accounting might need to see the cost of all assemblies. This is particularly important for margin analysis. Running a saved search for…

It is a big change, but Material Requirements Planning (MRP) is one of the biggest leaps any organization can make in inventory planning. Instead of waiting until stock becomes low before ordering, you time-phase your replenishments. The end result of MRP is lowering your safety stocks (which frees up capital), reducing…

Depending on what you are trying to pull, there are two other fields: * Preferred Location* Because Location and Preferred Location are so similar, we have a workflow that aligns the two and Location has been hidden. * Inventory Location* This is probably the one you need. * Inventory Location lets you reference the…

Turn on two features: * Lead Time and Safety Stock by Location Setup --> Accounting --> Inventory Management Preferences --> Use Lead Time and Safety Stock per Location * Distribution Resource Planning Setup --> Company --> Enable Features --> Items & Inventory tab: Enable Distribution Resource Planning You can now ignore…

That's how we do it: sum up every transaction before the reporting date. You can do it with a saved search. Alternatively, we usually dump the data to a CSV file and let Excel do the calculation. If you wanted just item totals (i.e. ignore lot numbers), you could run an Inventory Valuation report or Stock Ledger report for…

2-step receiving is a more robust solution. Consider this if you want to integrate the use of bins, lot-controlled inventory, or inspection processes in the future. Based on your last statement, you're fighting the battle that everyone has at some point: balancing the need for accurate record-keeping against immediate…

Then, do the same thing, but adjust the Workflow Action * Condition: Type = Item Fulfillment and Status = Shipped

First, clarify exactly what the report's purpose is. A few questions to answer: * Do you want to include sales tax and shipping costs in the results? I assume not * How do you want to display the effect of discounts applied at the invoice level? For this saved search, I am ignoring them. * Do you want to include all sales…

* 1099 Contractor/Services * Raw material supplier * Transportation * Supplies * Tax agency

Of course, you'll want to look into the root cause. Why is somebody changing an item fulfillment after billing? You'll get more mileage by fixing that underlying problem. If you want to lock the item fulfillment, you can do this with a workflow. Workflow: * Record Type: Transaction * Subtype: Item Fulfillment * Event: On…

Those SuiteAnswers articles have you basing your search on the inventory detail or the item record, which means you're having to get what you want indirectly (i.e. the bin numbers). I did a quick saved search based on 'Inventory and Bin Numbers', which includes the bin directly. Criteria: Standard Filter out inactive…

First, consider setting up different part numbers for pads that are different sizes. If items have a different form, fit, function, you'll generally want to differentiate them. They obviously have different logistics requirements and I suspect that a small pad and a large pad have different costs. Assuming you have the…

You can un-close a transaction by unchecking the close checkbox on any line item. The transaction will only be closed if all of the line items are closed.

Once costing method is set for an item you cannot change it. However, you can inactivate an item that uses average costing and recreate it using standard costing (look for the 'Costing Method' field on the item record). The NetSuite side is relatively simple. The change for your accountants and inventory managers is bigger…

Only if the assembly's manufacturing routings include lines for that labor and overhead. A quick way to verify it would be to run a 'Costed Bill of Materials Inquiry". See if the total on that screen roughly matches your average cost. On a side note, average costing works okay for inventory tracking. For external and…

We had the same situation here. The 3-way match is a basic accounting function--simply pay the lessor of the amount received or the amount billed. NetSuite cannot handle this without customization. We did a test of enabling the 'Bill in Advance of Receipt', but found the same problem you outline. When enabled, bills will…

Some CSV imports can take a very long time--and it seems to be especially slow when you have people waiting on the data. First, evaluate your import. * Is your new value the same as the old value (i.e. you're just synchronizing tables with an outside data source)? If there is no change, there is no need to import the…

You're pretty close to a solution: * Change the accounting preferences as indicated above. * Disable or otherwise retire the built-in picking tickets. * Replace the picking tickets with a saved search. In that saved search, you can test whether a)the customer is already on credit hold and b)whether fulfilling the current…