Thanks guys that's another way of doing it but not what we're after - we really want a native Excel export function...click a button and you get a file. Might have to look at whether you can construct an Excel file in JavaScript... You can definitely do this though an App/Suitelet/etc...). I just do not code so not sure of…

Unfortunately there is not. It is the default Purchasing Accrual account.

The reason it may be view only is that it is a now closed accounting period. In that case you would re-open the period. If not in a closed period, have you tried reopening via CSV import?

We created a generic Non-Inventory item for sale (called Order Cancelled) and used that to do the refund.

Edit the item(s) on the PO to a non-inv item. Save and then you can remove the linked transaction. Then you can delete Credit goes to my co worker who helped me do just that today.

Yes BUT the GL entries do have the subsidiary account (like a sub-account) so it is very easy to distinguish between all the subsidiaries.

Olivier, When we tried to clear the paired transaction field it was not editable.

Sorry, was not sure if CSV would work (it does on non-posting transactions...)

Worst case scenario (assuming the asset tag code the bar code represents exists on your item numbers): Scan Each line into an excel sheet. Should be able to append a carriage return if it does not already using the bar code scanner setup. If needed, use excel to do a vlookup to get the internal ID if the bar code maps to…

Only addition I could make would to also add a custom field on the Sales Order that the warehouse could use to filter either in orders that have had the authorization. Nothing more frustrating than to get an order picked/packed and ready to be fulfilled only to find out that the order is not fulfillable. Just my $.02

You can create a custom Item Field and have it default from a saved summary search result (Validation and Defaulting tab). Just make sure the store field is unchecked. Sum transaction.Qty on an item search and make sure you have a filter on internal ID.

Definitely. What ever the summarized value is will be in the field. Just make sure the custom field is the same data type.

Jim, I just did an RA and then a credit and got the kit price not the components. You have my number... We can do a webex

I would suggest that your vendor should be the one to set up the group as it would be much easier for them to maintain should people leave or new folks need to be added. Just my $.02

We routinely would get short shipping by our vendors and they did not ship backorders so we would have to close the lines that did not ship after the shipped lines were billed.

Well, Theoretically you could do what I had done previously. I created a custom field (called Additional System Notes) on the record that you populate as you wish. The "change" to the field will be in the system notes.

The report you are running (probably inventory valuation) uses average cost because it better reflects the true value of the items. Are the items on the report setup for Costing Method = Average Cost? or are they set to something else?

I've used workflows to force a specific account to be used under specific criteria

Just found that there are certain default items supplied by NetSuite that are not displayed in the item list. According to SuiteAnswers: [h=1]Edit/View Default or Standard Items such as Partner Discount, Billable Expense Mark Up and Subtotal[/h] 1. To view/edit Partner Discount: [LIST] [*]Navigate to Lists > Accounting >…

Unfortunately they changed the address (seen in system notes) but found that on the sales order related records there turned out to be a field called link type I never noted that shows whether it was drop ship or special order. Thanks!

Olivier, Thanks. New York State only. Was hoping that scripting was not needed... We also use Retail Anywhere for POS and it also does not handle properly unless it used a Tax Schedule.

I have not yet played with HTML print but curious if that would help resolve.

WOW. I know I didn't start the thread but we have had this issue with a few vendors since we went live. Worked like a champ on a test order I just put in. Thanks!

You do not need to delete the original Sales Order. All you really should have to do is: 1) Delete the original PO 2) Go to the sales order in View mode 3) On the line item, select Spec. Ord. (under column Create PO) This will create the special order PO. delivering to your location. 4) Receive the PO which will bring it…

That and we have a daily report of any sales order or cash sale that has a selling amount other than Base Price :) which are reviewed by the CS manager and his boss daily.

and Rod, we actually have a customer service certification process where we test our CS reps every 3 months to verify they know the latest procedures.

Check out the folks at B2Bgateway. We do not use them (yet) only because we deal with a lot of much smaller vendors in most cases that barely use email, let alone EDI. I did a lot of research before finding that out and I really liked what I saw.

Same issues here but we are about to try something a little different. Our current process when wrong item shipped is to create the new sales order with the correct item on it for the $0 dollars. (that is part that is changing, more in a second). Our customer service group also does an inventory adjustment to "put back"…

Surprising considering it should just be a standard mapping setup. What is stopping SPS from using the ASN

Mike, Average cost is only useful for on-hand inventory value. Drop ships never have an inventory count. We use Purchase Price on the PO to calculate margin on drop ship items.