This is V/MC rules: if you charged it on the card originally, it must be refunded to the card. If you refund in cash, then you risk losing a chargeback because you have no way to prove that you refunded it via cash, so the cardholder will win the chargeback if he claims that the refund was not processed. The only exception…

You may want to type a date into the description field (which you can overwrite with any freeform text) just so the customer has a history of change orders directly visable on the SO....or else you could renumber the SO with SO12345-02 or some suffix to represent the revision version. Or add a field in the body area to…

No. You said he paid with the card originally, and you refunded in cash but then NS also refunded to the card. So I was saying if they paid by CC originally, do NOT refund in cash...the V/MC rules say you must refund via the same CC used for the original purchase.

We used B2B Gateway and were quite happy with them. Received orders from OfficeDepot, Staples, OfficeMax, WalMart. This was back before webservices existed, so we had to import everything manually using smbXML files. Now with webservices it is much tighter integrated.

B2B Gateway / Shannon Systems. They've been doing it for NetSuite for about 10 years, way before the web services API existed and you had to import CSV files! Now it is totally automated cloud service.

Hey Wizard, I like your method better!! One less step. The cash washes in the cash till.

The setting controls whether the reports use the Tran Date or the Posting Date. As Mo states, sometimes those are different and that will cause the discrepancy depending how you run the report. For example you may have a check dated 1/3/09 put posted it in December 2008 period because it was really for the previous month.…

Ok, try it the other way, i.e.: Do a Cash Sale with the positive qty for the gift certificate. Then do a negative qty for the return.

Trey, this is just a hunch, so you'll have to test it out. Try putting the gift certificate item as a line-item on the Cash Refund, but use a qty of -1 (negative 1) and see if that works. The negative qty is equavilent to selling something when used on a cash refund.

Location Restrictions: "none - default to own"

In the roles, you can set Location to default to the employee's Location. However the defaults do NOT work when you are in Administrator role. You must be in a non-Admin role.

Well, Miguel if you are correct, then your theory should work. But do you want to risk it? I always just ordered the NEBS forms so I wouldn't be frustrated. Yes you could get some forms from Office Depot and print-out 1099 on a blank sheet of paper and hold it up to the Depot forms and see if they align properly. By the…

The functions are quite often named different in the permissions, than in the user interface. So you'll have to fiddle and experiment until you find the correct permission. You know also you can add a-la-carte permissions to an Employee's record, rather than trying to add them to a role. The a-la-carte permissions are…

I have never successfully been able to create a saved search that gives you the correct data you need to do 1099's. Its complicated because it needs to be on a cashflow basis (not accrual) and then only > $600, and then only for certain expenses, and then Corporations and multi-member LLCs and Partnerships are excluded…

Don't know why it's not included in the base Accountant Role, but just have your Administrator add the 1099 Report permission to your Employee record.

Don't use a Cash Refund. Instead issue a Credit Memo. Then sell the Gift Certificate on an Invoice (not a Cash Sale). Then apply the Credit Memo to the Invoice. That will work for sure.

Order the 1099 forms from NEBS. There are 3-part and 4-part 1099 forms. You have to check how many parts you need depending upon your state. NEBS has window envelopes, too. Use the Vertical Print Offset and Horizontal Print Offset under Home > Set Preferences > Transactions tab to fiddle with the alignment to get it…

Just order the 1099 laser forms from NEBS and print your own 1099's. It's free and included with your NS subscription. It's a waste of money to pay your CPA to do it when you can do it yourself. This year they added the 1096 Transmittal form, so it's really easy to do it yourself.

Chris you can change the option to make Location no longer mandatory. It's in the Setup Options. BUT then it will be blank on your invoices and that will affect all the financial entries that stem from that Invoice will have blank Locations on them which may screw-up any Location-based reporting.

Irma, I believe the old method of having 2 different SO forms, SO - Invoice and SO - Cash Sale, has been replaced with a universal form that looks at the Terms. If you put Terms on the SO, then it converts into an Invoice. If no Terms, then it converts into a Cash Sale.

Another solution is to change your company policy to make the employee responsible to pay the credit card bill. The employee must submit an expense report in sufficient time to get reimbursed from the company and then pay the bill on time to the CC company. When they are personally liable for the late charge that is…

Yup Melissa. Welcome to the once-a-year headache. I have 10 clerks who will often key dozens of transactions which go into the wrong period before anyone notices that the 2010 periods haven't yet been opened!! I've asked NS to add a warning message to stop this. Pain every year!!

Turn-On this preference and it will show you the internalids of all list items by default on all UI screens. Each user must turn this option on separately in their preferences. Home > Preferences > Show Internal ID's Or, hover over the hyperlink with your mouse and look in the lower left-corner of your browser and it will…

The built-in forms such as "Standard Sales Order" cannot be renamed. Those built-in forms are always there, so you can see the InternalID of them (in a lot of places in NS, the built-in records have a negative InternalID number, but not sure if that is true in the forms). If you customize a form at all, then it creates a…

For many years, Visa & MasterCard did not have the ability to void authorizations electronically. As such, the procedure is a manual process: you (the merchant) need to call the card issuer, tell them you are the merchant, and ask them to void the authorization hold. Sometimes you have to fax them. Now, Visa and M/C have…

Peter open a ticket with support. There should not be that kind of difference between UK and US versions. I posted the US field help text here, so you can include that in your ticket and ask them to figure-out why the UK version doesn't accept semicolons.

I think the delimiter is a comma not a semicolon, which jibes with the TO: string you provided in your post. However, then that is weird that the first email still worked even with the wrong delimiter. You may want to open a trouble ticket--could be a bug.

Jessica, if you have thousands of customers who you are charging their credit cards on a recurring basis, you may want to let your credit card gateway handle the automatic recurring billing, and then just import the successful transactions as Sales Orders-Cash Sales into NetSuite with a status of Credit Card Charged (since…

Wow Mike, that works I guess, but awfully manual to maintain the aliases on the email server!! Can you use the "Email" button on the transaction, and the popup dialog box that appears (note: you need to have the option enabled to get an email popup dialog, otherwise it just emails straightaway to the address on the…

We added a custom field called custnotes on the customer record. And if custnotes contains anything, then an alert dialog pops-up in the UI with the text. Very cool feature. Done with script.