Cash terms are as you laid out: 0.00 credit limit and use a Cash credit term. You can setup a cash term like this. To allow sales orders to go in, you'll need to navigate to: Setup --> Accounting --> Accounting Preferences. Under the General tab, find the Accounts Receivable section. Uncheck the 'CUSTOMER CREDIT LIMIT…

We do this using Google Maps. It's not as automated as a SuiteApp, but it doesn't take more than a few minutes. Best part-->it is free. First, you'll need a Google account. Then, just write a saved search to export the customer data (name, address 1, address 2, address 3, city, state, zip). If you want to export other…

Per the NetSuite status page, this is a known issue and the team is working on it. https://status.netsuite.com/#

It won't solve the problem completely, but you should also set your Planning Time Fence options. NetSuite will not suggest any changes inside of the time fence. That fence should probably be just a bit shorter than your item lead time and has to be established item-by-item. It's a double-edged sword, though. NetSuite will…

Wait...this is staring to come together. "Forecast from Demand Plan" is the one option that makes absolutely no sense. I don't know why NetSuite even includes it. Per the documentation, "Forecast from Demand Plan – Source only the item's demand plan record". The planning algorithm is explicitly ignoring entered and planned…

If I understand correctly: * You print the picking report first thing in the morning * The warehouse picks for a few hours * A sales order is modified, likely adding line items or increasing quantities * The picking report is re-printed * When the report is re-printed, all of the line items for the modified sales order…

For issue #2: * If you do not use a demand plan, then consider using the "Entered and Planned Orders" option. For issue #4: * Something is definitely wrong. Demand orders shouldn't disappear. They do not disappear in our copy of NetSuite. I'd suggest calling for some help. * We have a NetSuite partner that helps with the…

You can import an Inventory Transfer, which is intended to transfer inventory between two different locations. So, there is a work around this. Say you have these bins available: * Location A, Bin 01 * Location A, Bin 02 * Location B, Bin 99 and you want to move inventory from Bin 01 to Bin 02. Just do it in two parts: *…

I think that the "Maximum Items" and "Ships Individually" options need review. More details below... For our products--and for several other companies I've checked with--dimensional weight is a bigger issue with UPS. UPS measures the LxWxH of the box and determines a theoretical "dimensional weight". The content's actual…

We handle it exactly as you outline: * Rename the existing item (e.g. Part ABC [deprecated]) * Create a new item that mirrors the existing item except that it uses the correct UOM * Use an inventory adjustment to adjust inventory of both parts. Should write off the same quantity of the old part that you write up on the new…

1. Why does the demand plan not show any calculated demand for the 12 week projection? Let's mark this one as resolved. - Independent Demand: Demand Plan - Dependent Demand: Supply Plan 2. Where is the August 2018 demand coming from; I reviewed and do not see any old orders that would drive this? One more thing we might…

I think I have a solution for you-- Forget about the Print Picking Tickets screen. You can accomplish the same goal via saved search. The hardest part is that the picking tickets include a bar code to make picking easier. You can do that in a saved search if you are crafty enough. Even with the WMS, our guys prefer to have…

I'd go to where ever your warehouse looks for orders that they can fulfill. If you're not using a WMS, that's probably a saved search, which means you don't need a workflow. You can just include the logic above in the criteria for the saved search. Your warehouse workers won't even see sales orders that are ineligible for…

Without using a WMS, here's what you might want to evaluate: * Has the customer been manually placed on credit hold--or manually had all credit hold removed. Most customers should be set to Auto, but it's worth checking. This is the {creditholdoverride} field on the customer record and the {credithold} field from the sales…

First, make sure that you are taking advantage of the built-in credit hold functionality. Go to Setup --> Accounting --> Accounting Preferences. In the General section, make sure that Customer Credit Limit Handling = Enforce Holds. For your situation, you probably want to uncheck the Customer Credit Limit Includes Orders…

The thread is getting dense; I’ll try not to miss anything. First, I understand that: * 350-02799-0002 is a top-level assembly and has a demand plan loaded * 327-00128-0188 is a component and is in the BOM for 350-02799-0002 1. Why does the demand plan not show any calculated demand for the 12 week projection? You won’t…

Same here. SPS Commerce has worked well for us.

Several of our users had the same thoughts as we rolled out NetSuite planning to each of our locations. Production and procurement planning are very complex topics and there are several functions that work counter-intuitively. With more items, more complex BOMs and routers, and higher sales variations, the need to…

From an inventory perspective, a sale reduces your on-hand quantity. Flip the sign and you should be all set.

Production planning is an expansive topic and there are a lot of settings that can throw off the planning. I can help with some of these: * 1. Why does the demand plan not show any calculated demand for the 12 week projection? Did you load a demand plan? You can either manually load a demand plan or have NetSuite calculate…

The Atlanta area has a NetSuite user group. The meetings are quarterly at the Merchant e-Solutions building (Lenox Road area). The most recent meeting was on Tuesday this week, so the next one should be in August. The meetings aren't really user-focused. They're more of a vendor sales event. However, there are indications…

We do this on our products. Nearly everything we make is sold by the case, but we manufacture and stock in eaches. So, the item's Base Unit is 'Eaches' and the Sale Unit is 'Cases'. * On the item record, add a field to store the standard packaging quantity, which is just Base Unit/Sale Unit.* The field simply holds a…

Try this: GREATEST(0,{custrecord_cd_usage_actual}-{custrecord_cd_usage_included})

The balance sheet is the next place to investigate; and it's easier to see what impacted the total. Did the BS value change?

A few things to check: * At the bottom of the A/R Aging Summary, click the 'Aging Options' button. Make sure that the both the 'As of Date' and 'Age of Date' both reflect the March 31st period. * When was the period locked. An A/R statement run while the period is open will probably change. Once you have posted all A/R for…

We have been dealing with this since we launched about 2 1/2 years ago and haven't found an acceptable answer. This is definitely a NetSuite design failure. You'll also find that it is nearly impossible to automate conversions from, for example, the sale UOM to the stock UOM. Different reports and transactions use…

Confirm that the bins are not marked as inactive. Confirm that the bin exists in the location you are attempting to use. 

When you look at a purchase order transaction, the vendor's name will be part of the main line. The item detail, which is what you will link to from the item record, is in the detail section. So, you cannot use the {transaction.name} field. Instead, use the {transaction.mainname} field. Example: MAX( CASE WHEN…

Last guess: could you open the Bin setup screen for your Warehouse (Cen Mass) bin in one tab? Open a bin that will post in another tab. See if there are any differences in the way they are setup. Then, do the same for your locations. For example, does your Triple S - Central Mass location have the 'Use Bins' option checked?

If you are using lot-controlled or serial-controlled inventory, you may see a negative inventory for a transaction that is adjusted after-the-fact. Example: - Lot 'test123' is received in from a PO, quantity of 100 - Lot 'test123' is put away - The receiving transaction is updated, changing the lot number from 'test123' to…