I would not Write Check and post it to A/P. This really doesn't work correctly for linking transactions. You should do it the right way. Which is, your vendor should have already sent you an Invoice. So enter that as an A/P Bill. Then Pay Bill and pay it. Make sure the option Setup Accounting > Ordering/Shipping > Bill in…

The date sequence would reveal this. A prepayment would be dated before the Bill. Whereas a Bill credit would be dated after the Bill. (in most cases). Also since these are rare events, just put a notation in the memo line and you can see the memo text on reports.

Coastal makes 1 debit to your DDA. Their processing fees are debited in arrears about 1 month later. We use Coastal for ACH debiting customers, and ACH crediting vendors. We don't do payroll thru NS--we use www.surepayroll.com Per ACH rules, ACH credits must be submitted 2 business days before they are to post. These are…

Chris, talk to Deryk at Coastal, he may be able to send a CCD+ or CTX820 tran record to the state of RI for you. I believe NS already sends the invoice data in the CCD+ record to Coastal, and there are a couple of free-form text fields on the ACH screen, so you may be able to have Deryk work with you trial-and-error to…

Aren't you required by law to give a paycheck stub to the employee, hence I think you have to print them?

Well MS, you're right! I thought you could do that, but evidently not. Ok another idea: customize a Customer entity form and make it read-only, and then use the javascript in the OnLoad event to analyze the stage of the customer, and then change the form to the customized read-only form in the case where you want to make…

Could you use a script to move the customer to a different department, and then use the dept restriction capability to restrict that other dept to read-only?

I think the overwrite sublists is only relevant if you are updating. Because if you are adding, by definition, there is nothing existing to overwrite!

The common key can be anything. You could use InternalID as your key. For Example: In your Leads file: Key,InternalID,Company (fieldnames) KEY1,LEAD1,Acme Enterprises (data row) KEY2,LEAD2,Ralphs Corporation (data row) In your Contacts file: Key,InternalID,LeadLastName (fieldnames) KEY1,CONT7,SMITH KEY1,CONT8,JONES…

Amelias, here is what I do that works: Use a combined Customers & Contacts import, but use 2 separate files. Make sure there is a common key between the 2 files. Do NOT map 'Company' in the Contacts map (Only map 'Company' in the Customers map) because Contact>Company is used to link the Contact back to the Customer, but…

You can NOT use InternalID on Address Records for CSV import. InternalID is only available via WebServices. --Elham I don't understand why you roll-out something to WS but not CSV, seems like lazy product development. So, for CSV you MUST use the "Label" field to identify the specific record you want to update. Therefore,…

Led, I answered your other duplicate post... https://usergroup.netsuite.com/users/showthread.php?t=20032

There is a "Closed" button on the SO which will close all remaining lines. Or there is a Close? checkbox on each line that you can check to close just individual lines (Scroll to the right side; it is sometimes beyond the screen edge) Your larger issue is, could you write a server script to loop thru all the open SO's and…

Bushra, be really careful of the overwrite missing fields. That will blank every field that is not included in your import---very dangerous!! Instead, I would map the e-mail field to the center column, then click on the pencil icon and change the default to "null". That is much safer because it will only blank that one…

Shirley do a combined "Leads + Contacts" import. Use 2 files. Make sure there is a common key between the 2 files. Now the secret is do NOT map the "Company Name" field in the Contact record (map the Company Name field only in the Lead record)..that will screw everything up. NS will infer what Lead to attach the Contacts…

Hi Lyn. If you're going to do a script, you could approach this 2 ways: (1) Write a one-time script to update the Customer Record and uncheck the "default CC" box on the credit card row in that sublist. You create a saved search-Customer of the records you want to modify. Then the script can reference the saved search and…

Hi Lyn. There is an option somewhere in NS that controls whether Sales Orders preauthorize, or not. This is in the context of a webstore purchase, but it may work for UI-entered SO's too. Not sure you would have to test. But you could certainly write a little javascript and load it in ScriptSuite to automatically uncheck…

Lyn, there is another post on here by Olivier Gagnon that he found a way to pick "null" with the pencil icon and that will leave whatever data is in the field already untouched. So read Olivier's post and test that with a couple of records. https://usergroup.netsuite.com/users/showthread.php?t=15078

Hi Lyn. The iMacros Power Surfer edition is only $49, which is cheap. However, it can only read data from a text file, which is probably fine for your simple purpose. (You need the Pro version @ $199 to be able to read from MSAccess or other databases). They offer a fully functional 30-day trial so you could get your…

Ok Lyn I did some more research for you, since CC's are my area of expertise. Unfortunately, not good news: (1) smbXML does NOT support the Credit Card sublist on the Customer record, so there is no way to use smbXML to edit it. (2) ScriptSuite does NOT support the Credit Card sublist on the Customer record, so you can't…

Lyn, I'm not sure you can do it with CSV. I haven't used the new CSV wizard, so I don't know its nuiances. But in general, the imports of the one-to-many lists like Addresses and Credit Cards works strangely. Since it is difficult to map CSV to a one-to-many schema, what NS does, is when you import a credit card record,…

You use the vertical pipe character to separate the multiselect values. The default is the pipe, but you can change it to another character in the "Advanced Options" screen in the import wizard. Olivier's answer is slightly confusing. The specific format should be: 123,brand 1|brand 2|brand 3|brand 4 or 123,"brand 1|brand…

When using update, you have to import the end result of what you want. So, your import would need to contain all the old plus the new = end result set. If you import just the 1 new, then NS interprets that as you want the end result to be just that 1 new item.

Hey Olivier, us my Javascript you helped me write and do it as a server side scheduled script.

Ouch! :)

There are some other pesky things you have to watch-out for: (1) If you have Integrated Shipping Labels activated, then there is an Address Phone field that gets enabled in your Address records. This is a mandatory field in this case, so it cannot be left blank. It is your responsibility for format the phone how you want…

See #(2) below, that is your problem. When importing, YOU have to do the concatenation yourself of the "Address" field and import it in your import file. NS will NOT populate that field for you like it does thru the UI. When you edit every address record one-at-time via the UI it fires the "Address" field calculation logic…

Elham, can you help us on this? By the way, this is a *design defect* in the import (both SMBxml and CSV), that the calculated fields don't get calculated upon import. Instead you are responsible for supplying the value in the import file. This is a perfect example. In entry via the UI, the AddressText field is…

Hey Cody, I tried to find an earlier post from you with details of your problem, but couldn't. So could you tell me the specifics about your address problem?

I ran into that formatting/line break problem, too. That textbox really is only cosmetic. It doesn't matter how it looks. As long as you can click on it for Mapquest mapping it's fine. Evan, am I correct that the formatting of the free-form address textbox doesn't matter. Test how that address format copies into an Invoice…