Angela, Thanks for all your help and ideas. The rebates are per item, and there can be more than one rebate for an item. We have figured out how to calculate the rebate amount and make the JE for each item. The only problem we have is that the JE is not associated with an Item, ie. there is NO Item field on the JE record.…

Hi Jim, try doing this with an inventory adjustment. Seems to do the trick. ;) Angela, Thanks for the suggestion, but this is actually part of a more complicated JE that also has to associate the Customer with the JE. It's part of a script that has to do lookups and calculations based on the items on an invoice, and then…

It's working OK for me.

Angela, Thanks for brainstorming with me. I realize it sounds like it doesn't make sense, but maybe it will help if I give you the bigger picture. The JEs are for rebates to be accrued, and paid out later. The rebates cannot appear on the Invoice due to customer requirements. When an Invoice is saved, we need to create the…

Enhancement 60908 - Customer wants to be prompted to automatically send email notifying customer/vendor of status change when voiding, cancelling, or deleting sales or purchase order, should you wish to vote for this feature. Sounds like a good ER. I'll vote for it. You can also Close the Purchase Order. Simply closing the…

. . . 3. Create a Credit Memo for a generic non-inventory item, in the description noting what it is exactly . . . We have designed solutions using this approach that work very well. The basic approach is: [LIST] [*]Setup Non-Inventory Items for use on the CM that denote the category of reasons for the credit For…

There is a way to print checks on blank stock with NetSuite. I have a client using this system now. Checkout PrintBoss at http://www.wellspringsoftware.com/ HTH.

Your mind remains with you. We only allow this on non-transaction forms. There is an outstanding enhancement request for moving transaction fields. In the next day or two you will be able to search for it in the NetSuite Support Center... Thanks, -e Would really like to see this implemented in Ver 2008.2 (or sooner :) ).…

You may want to check out the new Gross Profit feature described in the 2008.2 BackOffice Sneak Peak document: [LEFT]Gross profit fields now are available for all sales transactions. These fields’ values populate based on item record parameters. Now, you can more readily determine the estimated profitability of a given…

Except... there is apparently no way to refund an entire Customer Deposit in NetSuite, let alone a portion of it. Cecelia, I can't be sure of any of this without testing, but here are some ideas: [LIST=1] [*]Apply the entire deposit to the Invoice for the sample case.[LIST] [*]This should create a credit balance for the…

This ER (#43948) has a VERY low Severity/Priority. It is certainly more important than "S4 - Nuisance". Here's the latest status on this ER: <span style="font-family:'Courier New'">Issue Number 43948 Issue Type Enhancement Product NetSuite <span style="color:'red'"><strong>Severity S4 - Nuisance</strong></span> Status…

You might talk to the people at www.b2bgateway.net . The offer a full-blown EDI that integrates with NetSuite. If this is overkill, you could see if they have anything simpler just for import of bills.

Here are some other tips on improving NetSuite performance on the client (your) end: [LIST] [*]Obtain a faster PC as Evan suggested[LIST] [*]Minimum of 3.0 Ghz with Hyperthreading and 2 GB RAM[/LIST] [*]Maximize PC memory (RAM) [*]Delete temp Internet files at least one a week [*]Reduce the number of apps you run at the…

The problem you are reporting has already been filed as Enhancement Request 78129. This ER would only answer ability to enter Bills/Invoices through the Vendor Center. Please file a case and have your case attached to this record if you would like to track the progress of the Enhancement Request. Thanks. Does this provide…

Can you import bills and/or purchase orders? If so, the perhaps you vendor could send you a file with the data for all invoice(s) each month.

Thanks Evan -- that was the all-time quickest action to any request I've had with NetSuite: Under 3 min!!! :D [COLOR=sienna]OK, you folks heard Evan: If you want this ER you've got to go vote for it[/COLOR].

Well, I'm really enjoying this discussion with myself. :D Even better, NetSuite has already granted me the enhancement request I suggested above about using the Global Search behavior. :cool: I don't know whether it was differences in two accounts or what, but now select/search for a customer from the Customer field on an…

Works just fine. Not crazy about the fact that it can't be handled as a discount item, or the fact that it winds up on reports as a non-inventory item, but at least it hits the right GL account and can be tracked (rather than just overriding the price on orders, for example). Cecelia, You might try customizing the Sales by…

In a different Ver 11.0.6 account, there is NO drop-down. You can type in the first few chars and TAB to get a short list of names. And, there is a button on the end of the Customer field that provides a list of options for finding the customer: [LIST] [*]List [*]Search [*]New [*]Open[/LIST]Why don't I see this on Ver…

Thanks Cecelia. I'm glad you found it helpful. Have you had any luck with reporting where you don't show the Cust# and the Proj#? When you have a chance I'd appreciate any thoughts you have on the below thread:[INDENT]Display/Sort by Company Name/Project Name with Auto-Generated Numbers [/INDENT]Have a great day!

We have developed a small collections subsystem that displays a list of "Customers of Concern" based on some aging criteria (like >= 120d with >= 10K bal, OR 60-120d with >= $25K bal. The list uses color highlights to identify which of the above criteria is met. The list has two custom fields to facilitate collections…

Does NetSuite, or anybody, have any ideas or suggestions? JMU

Today NetSuite expects you to Fulfill / Receive Service Items. Coming soon, perhaps as early as 11.5, is a preference to not have to Fulfill / Receive Service Items. So is this feature available in Ver 2007.0?

Thanks for the reply. The only trick there is we have some employees that are salary so we didn't bother setting the employee center for them. The employee center licenses can get expensive (at least what we were quoted from Netsuite) so another option, like e-mail, would be good. Getting back to Thomas' original question,…

Yes. Just add the "Heading" choice from the drop-down list of links to add.

NetSuite has a contracts module it has recently released. I'd start there as its likely to be more robust. Just because NetSuite produced it does not automatically mean it will be better or more robust that an add-on produced by a NetSuite Partner. In fact the add-on by the Partner could be better for a number of reasons:…

Is anyone using the partner role in NetSuite? I have to a limited degree. Do you have a specific question?

We also hit some problems with expense reports, the most serious of which (to us, anyway) was that an employee who should not have had accounting approval could in fact check both the Supervisor and Accounting checkboxes on the expense report. To be clear, this was while logged into NS and using Transactions > Employees >…

Is there anyway to prevent users, by role, from editing customer records based on Stage. We have a pressing need to restrict our sales reps from editing any record in the Stage of Customer, but would have to leave Prospect and Lead editable. We have this exact same requirement. I don't know of any way to enforce this…

Several online help topics provide useful information about working with time & expense approvals.. Charlie, Thanks for the reply and the reference. I had read the relevant online help topics several times, but it was still unclear how to use the "Expense Report" permission. Looks like Cecelia has cleared this up.