You have to setup a separate Tax Item for each county, then it reports that way. For example in California, I have 52 tax items each representing 1 county (with the zip codes included in each county). (Note: some of the larger counties had too many zipcodes which exceeded the 999 char limit in NS, but NS fixed this and the…

Setup > Company > Enable Features > Accounting tab > Periods

The dept/class/location are stored in 2 different places in the transaction: (1) on the mainline which is the offset to the balance sheet, and (2) on each line-item which are what posts to the income statement. So you have to set these field at BOTH levels. And you have to manually turn-on those field in both places on the…

Oh, didn't realize you were using integrated payroll. I don't use that, so I have no idea how to edit transactions. But you could always do a journal entry with a blank dept/class on one side, and the correct dept/class on the other side. Just make sure you do your debits & credits correctly to reverse the original wrong…

Call-up one of the Invoices that is showing no dept/class. (You can actually drill-down on the blank I/S section and it should show you all the component Invoices that are blank--use Windows' SHIFT-click to open it in a new window so you can toggle back and forth). Once you view an offending Invoice, since you have the per…

The Dept/Class and Location are tricky in NS. Dept & Class: You can have the same 1 Dept/Class apply to the entire transaction, or you can have different Dept's & Classes on each line. This is controlled by Setup > Accounting > Accounting Preferences, look for two settings: "Allow Per Line Depts" and "Allow Per Line…

Edit the paycheck, assign the correct dimensions, then save it. Look at "G/L Impact" to make sure the debits & credits are posting to the correct dimensions.

I know that you can set a setting to have the dept/class/location default to the employee record. But I don't know how the priority works between items versus employees. You'll have to test.

There is a flag in setup called "Allow Invoicing in advance of Fullfillment". If you have this turned-on, then the txns will appear in both queues because you could bill first and fullfill second, or vice-versa.

You must have the system GL accounts. For example Accounts Payable and Accounts Receivable. Because all the ERP functions are tied to these system accounts. So what you need to do, is to re-number the system accounts to match your numbering scheme and then place them where you want them in your hierarchal layout. But you…

It should go update all the old transactions. Or at least popup a window asking if you want to update all the old transactions. It used to at least--maybe 2009.2 bug with their new close periods reengineering.

When you say "header" do you mean in Excel File > Page Setup > Headers/Footers tab? Or do you mean that you'd like the entire title to be contained within Row 1 of the spreadsheet rather than bleeding into Rows 1-3? If the latter, do you know in Excel that you can set certain rows to repeat print on every page as a…

Hi Lindsay. Well, the answer to you question is No. NS does not put the titles into Excel File > Page Setup > Headers/Footers tab. And, I doubt they will change how they do it, because I am sure that a lot of customers like how it is now and will complain in NS changes it. And then if you ask for an option where the…

Ok, if you have the money in your account, then you must have used a SO-Cash Sale, billed the SO, and turned it into the Cash Sale which is what got the money into your account from your merchant processor. There is no way to convert a Cash Sale into an Invoice which is what you would need to do in this situation. I have…

There is a setup option you have to enable to allow Payments from Top-Level Customers

No. But you could create a Transaction Saved Search which would you could either filter by sales-related txns vs return-related txns, or you could just shows debits vs credits (debits would be debits to the income acct which are returns, and credits would be credits to the income acct which would be sales). The sum should…

Evan, when you say it is pulled from the PO, not the default value, I think you mean the Sales Rep., right? I meant in the System Notes, the employee that created the IR record in the database. That should be the real employee that keyed the IR, right? System Fields:Created By ?

I know you can disable "DELETE" thereby forcing them to use "VOID" (instead of Delete) so there is an audit trail of cancelling transactions. But I don't think you can disable VOID thru the permissions. You could probably write some javascript to delete that button object off the form using the OnLoad/OnInit trigger and…

You can create a type of Item called Discount. If you put a Discount item underneath a regular item, it will discount the item above it.

If you have Store Value unchecked, then the formula in defaulting tab is calculated on-the-fly each time you access the record. In this case, defaulting is really the wrong nomenclature, it should be "calculated field". That's why the internalid's show on the item records correctly with this mode--because that field is…

for your comments about {parent.storedisplaythumbnail} I only read very quickly on linked tables, but NS appears to have strange way of referencing the linked fields. Once would think, like in MSAccess, that the format is tablename.fieldname but that is NOT correct. The online help explains that it should be the fieldname…

Hey Marcus, put the {internalid} formula back on the Defaulting tab. That defaulting tab controls the default/initial value when the field is blank and you go to edit the record. (Although it may only work when you first create the record net new).

Try a formula instead and use the ScriptSuite fieldname for it. You'll have to look thru the ScriptSuite reference manual to find the exact fieldname. It is probably something like {InternalID} Also, make sure you in your Home > Preferences that you have "Show Internal ID" checked or else it won't show on any of the lists.…

Marcus, I don't know if you can directly get the InternalID. But you can always create a custom field, mark it not to be saved, and source it to be the InternalID value...then you can pick your custom field on the form.

Evan, can you help us on this? I tried this formula, but it didn't work: DECODE(systemnotes.type,'CREATE',systemnotes.setby) Another question, I see in the ODBC tables, that the Transaction record has an employee field and also a Sales Rep field. Sales Rep is what is chosen in the Sales Rep drop-down menu. So, what is…

Actually my example is not correct. You first need to add a custom field to your item record which holds the item record's internalid. So use my formula example from below to get internalid to work on the item record. >>This works I just tested it. Then, you also need to get that custom field from the item record to also…

Sandra, the difference between store value or not, is a database space issue and also an issue of seeing changes, or not. If you don't store, then the value is calculated on-the-fly each time you request it. So no space is utilized in the database. Also, if the underlying value changes at all, each time you request to view…

No, if there is a Sales Rep set on the customer record, it will auto-populate into any transaction form. This is desired behavior by most customers. If you want to stop that, you could write some javascript on the form which would choose the blank sales rep in the drop down menu effectively reversing the auto-population.

Once a VOID always a VOID. Do NOT try to undo a void! Although you can technically change all the values back to non-zeroes, and the G/L Impact looks like it worked, the transaction is permanently flagged as "voided" in the database and that will cause problems down the line with the transaction being excluded from certain…

Online Bill Pay uses Metavante to send out checks to your vendors, just like the online bill pay at your bank. Previously there were some issues with checks covering multiple invoices being paid. Because Metavante is really designed for personal payments, not business payments, they only print the account number on the…