J.Mark

Andrea, Best way of doing this is by scheduling the report or emailing it directly. However, it is important to customize the report and add a filter to filter by sales representative. Below are the steps: --Reports>Commissions>Commissions Pending Authorization>Customise Summary or Customise Detail (if you want to break it…

Have you tried using commissionable item search? This search is unique because you can use it for commission schedules.

Hi Larry, I believe this is for the commission schedule. Custom is used for the search-based schedule. To create a search-based schedule, navigate to Reports>New Search. Choose Commissionable Item. Enter the criteria of the search then save it. Once this is saved, this commissionable item search will appear once you choose…

Hi kimh, Per tests done using my test account, a commission schedule will have the status "In Use = Yes" once it has calculated a commission. For instance: Commission on: Sales per: Transaction Line Item Categorization: Department Eligibility: Collection You have to have a transaction that has a department set to it (you…

There are different factors that are affecting cogs calculation. What is the costing type of the item? What is the dage of the bill credit? Is it the same with the bill? If not, are there any transaction from the time the bill was created up to the time it was credited? The difference in bill date and bill credit and the…

There are different factors that are affecting cogs calculation. What is the costing type of the item? What is the dage of the bill credit? Is it the same with the bill? If not, are there any transaction from the time the bill was created up to the time it was credited? The difference in bill date and bill credit and the…

If the tax group is not inactive check if your tax codes uses a inactive tax control account. Go to Setup>Accounting>Tax Control Accounts and check Show Inactives box. Uncheck the Inactive box for those accounts that you are using then hit submit.

You can change the rev rec template and use straight line, by even periods. Assuming that you have not yet invoiced your SO and no rev rec JE's have been created for the invoice.

Can you clarify your problem nuunaccounts? Is this a standard balance sheet we are talking about and is it using a standard financial row layout? Periods do not have to be closed to show correct amounts in your balance sheet. Under more options, are you sure that location, class or department is not filtered?

You are correct, currently this is an enhancement request. You can just reclassify the journals to associate them to a correct class or department. I tested this in my test account and what I have noticed is this: if you temporarily disable the revenue recognition feature, you can edit the journal created from the revenue…

Using an administrator role: Reports>Financial>Income Statement>Customize Detail. Make the necessary changes on the report then save it. Reports>Financial>Income Statement>Customize Summary. Under More Options, select the custom income statement detail that was saved earlier on the Drill Down Report drop down.

Hi Jeff, You can specify a custom income statement detail report on your custom income statement. Once you are done on customizing and saving the custom income statement detail report, access your custom income statement report and Under More Options, there is a Drill Down Report dropdown and select your custom income…

You have to take note what is the value that you have set on the Update Time Zone that you have specified on the currency record. This will determine the timing the exchange rates will be updated on your account.

Can you verify if Advanced Taxes Enabled feature was enabled on your account?

Hi Maria, Inactivating the contract have the following effects: 1. It will not be subject for renewal. 2. It is also not available on the Contract dropdown on the sales transaction. You also might want to explore the Renewals Exclusion on the sales order to define a specific line item on the sales order that is not for…

Dan, It is the shipping zip code on the sales transaction that determines the tax item to be used. If no shipping zip is present, it will look for the billing zip. If both are not stated, the tax item used will be the default tax code (under Setup>Accounting>Set Up Taxes). The above rule will be followed if there is no tax…

kit-team Aside from what Olivier has mentioned, below are some notes that I can think of: 1. Intercompany inventory transfer using arm's length (intercompany PO and intercompany SO) requires location on both purchase order and sales order. When transferring non-inventory item (intercompany PO and intercompany SO) locations…

I suggest that you call NetSuite or create a case so that they can trouble shoot your concern

tree 309 There is a good chance that the administrator that is having problem on the report have accidentally applied a filter on the standard report. On the footer of the income statement click More and check if the standard filters like department, class or location (among others) were set. To view all transactions…

Please try this alternate solution on the consolidated balance sheet:: -customize the report -click Edit Columns -change Alternate Period Range Type to relative to today's date -change Alternate Period Range to Custom -under Period select one period only (Ex. Jan 2013). To expose Feb 2013, expand the Financial folder and…

Hi, you might want to subscribe to issue 264595

The main = true line calls the total amount inluding tax etc. For invoice the main line is the debit to AR. For purchases it's the credit to AP. Try main line = false then try calling the specific account by adding the criteria Account. Useful tip In an invoice look at the gl impact. The credit side of the invoice denotes…

You can try to set the periods to inactive. Go to Setup>Accounting>Manage Accounting Period. Show Inactives box. Mark the Inactive box then hit Submit (for those periods that you do not want to be shown on the period dropdown). By doing this, prior periods will not be shown on the period drop down. Just be mindful of the…

Can you specify the report that you are trying to show on the portlet? What are the customizations that you have made?

How did you created the new role? it is best to check the AvaTax scripts and check if the role id (internal id of the role) was included on the parameters tab

Dawn, I believe this is plausible as long as you do not exceed with regards to subsidiary license. Sandbox testing is ideal so you can verify thw effects of your entries.

Olivier is right it will display the foreign amount and adds it all up. So exposing amount foreign currency will not work if you are using 3 fx currencies. As for the symbol, I believe you have to manually expose it by using the currency folder.

Tsogzolmaa, If you use intercompany accounts with account type accounts payable and accounts receivable (Eliminate Intercompany Transactions box checked), you have to specify the intercompany entities; both the intercompany customer and vendor.

Evan, Are we still talking about the amount foreign currency here? What do you want to achieve?

You might want to vote for issue 228103 - OneWorld: Intercompany inventory transfer automation: Intercompany Purchase Order> ability to process intercompany purchase outside the purchasing subsidiary’s base currency.