Enter Bills or Bill PO is the only way to properly post entries into the A/P system. The AutoFill button (mentioned below) will pre-fill the form will the most recent transaction from the same vendor. Once you get thru one full cycle, then it is smooth sailing going forward because every Bill will pre-fill with last…

Carrie, you can allow NS access to your specific account so they can see this in action in your account. But, you have to change the permissions to allow them into your account. Support > Customer Service > Netsuite Support Login > change to "Allow". You've give the specific cash sale & cash return doc #'s so they should…

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Well, everyone, this involves the GAAP rules around revenue recognition. Per GAAP, you may NOT recoginze revenue when you collect the down payment (unless possibly if you are on cash basis accounting). So it is completely wrong theory to be using an Invoice. An Invoice by definition means that the money is legally owed and…

If you use an unapplied payment method, that will post onto your balance sheet as negative A/R asset which is not correct GAAP treatment. Whereas Customer Deposits will post onto your balance sheet as a liability (because you owe it back to the customer until you fullfill) which is correct GAAP treatment.

Darrin, did you implement the code that if all the lines are the same, the mainline will be set instead of being left blank? Also in your example, my rebuttal is that Locations need to be heirarchal. The parent level should be the Subsidiary and the child should be the inventory warehouse. (Or the parent is used for…

Evan, I have finally had time to tinker with the new functionality. Unfortunately, it's still not right!! There are a lot of transactions that don't have line-items and therefore there is no way to put a Dept on the lines (the header is the only option). For example, Transfers, Deposits, Payments, etc. (I have the complete…

Darrin, I don't have that option on my Setup > Set Up Accounting > General tab; I think because I have mutli-location inventory activated and once that it activated, it is locked on and the per-line locations must be locked on too. (By the way, this is really confusing to just omit options from the setup screens; you…

That will solve the problem!! When is 2008.1 scheduled to come out? And, is there anyway we could get our acct put into the first upgrade batch (we are usually in the last upgrade batch)?

Darrin, I was just upgraded (finally) to 2007. I was in the last batch and had to wait until August. I see that 2007 was supposed to have multi-subsidiary but that has been delayed. So all the more reason this is very important that you get this problem fixed with per-line segments not populating in the transaction…

Hey Darrin. First I did some tinkering with 2007, and you actually DID do exactly what I asked, which is that one can add the Dept or Class fields to BOTH the header AND line-items on the UI. BUT, there is a bug, that the fields are not configured to display properly by default on the default forms. SO, you first have to…

Thanks, Darrin. I'm so happy a PM is finally looking at this issue!!

Evan, stupid question, but how do you shut-off per-line Locations? I couldn't find this option in Setup. Or is this one of those options like multi-location inventory that once it's switched on, that you can't shut it off?

Evan, back to Ray's point, Location really does need to be separated into 2 different fields because they are separate concepts and they never should have been combined in the first place. You've already solved this problem by creating Workspace in the payroll module, so it's exactly the same thing on all the other…

Did you mean that If you do NOT use in Inventory, then Location appears in the Transaction HEADER fields? Is Body=Header and Columns=Line-Items? Maybe this is just my incongruent nomenclature. Is that Setup > Enable Features > General > Locations? If so, I cannot shut that off because Multi-Location Inventory option is…

The posts below (including Evan's) seem to indicated that there is an option to shut-off allow per-line Locations. I have never found this option, so maybe someone can enlighten me. I've always thought that the Location field must be available at the line-item level because it controls multi-location inventory. So this is…

Darrin, it can't be that difficult. I can use IETamper utility to "tamper" (alter) the HTTP POST data and cause a dept or class to be posted in the mainline which would normally be null....and it works fine and posts to the database and the financial reports come out correct. So this seems to just be a UI issue to add the…

Right, this is a UI bug where it forces you to explictly choose "NOT TAXABLE" in the drop down instead of auto-populating itself. I've opened a ticket on this, but they have it fixed in 2007. Stupid UI design!!!

Yes you are reading this right, I am pretty sure you can get those same rates for Amex, which would be great because those rates are cheaper than Amex's direct rates. Plus, once you go over $10K per month for 3 months in a row, you qualify for the 2.2% "Merchant Rate" which is certainly much lower than Amex direct. Plus if…

And if you get a PayPal Debit card, PayPal rebates you 1% when you spend the money in your PayPal account via the debit card, so you can get an effective discount rate (after the 1% rebate) as low as 0.9% which no processor can match because that is under V/MC wholesale rates!

The main difference is that you can sign-up for a PayPal account which permits you to accept credits cards, without filling-out a lengthly application, signing a contract term, etc. It's a really easy option for small merchants with low volume that don't warrant a regular merchant account. And, yes, PayPal does refund the…

You have to sign-up for their "'Website Payments Pro" product which is a different product than the Payflow Pro gateway (although they both run on the same server which is why BOTH products are compatible with NetSuite!!)

PayPal does *NOT* surcharge for Rewards cards or Business Cards other "Non-Qual" transactions. (Except I think International transactions do pay a different rate; see PayPal's pricing; I am not sure if this applies to foreign card used at a U.S. merchant, or if this is for a PayPal buyer registered in another country). You…

Ok, I did some experimenting. If you just open a virginal Cash Refund, you notice that the default account will be the first one in your list of bank accounts. Once you enter a customer and hit tab, it will use whatever ever default account you have set under: Setup > Setup Accounting > Accounts > Default Payment Account…

I don't know the end-user's experience, but maybe Hasnaa can enlighten us. I know when other Paypal merchants send me a request for payment, that Paypal does try to "steer" (i.e. shnooker) me into signing-up for a Paypal account, but I can bypass the signup process and just do a one-time payment, but it does take a few…

My company, Axeus, is a fellow NetSuite user, and our business is merchant processing accounts for small merchants! We have cheaper pricing overall than the Costco/Nova deal because we can re-sell you the Payflow Pro gateway for only $15 per month. Here is our special pricing for NetSuite clients. You must email…

Yes the daily discount is taken separately. You see all the debits and credits instantly in your Paypal online account. You transfer money out of your Paypal account via ACH or the Paypal debit card (which gives you a 1% rebate too)

Hmmm...I'm stumped....open a support ticket and see what they have to say....make sure you include all the permutations which you have already tried. Must be pecular to your account & settings, because my NS behaves properly.

Ok, have you ruled-out funky browser behavior? If you are using IE, do a CTRL-F5 to force a re-load from the server of all javascript. You may have an older version cached from before the upgrade. As for refunds from Undeposited Funds, yes there is a business case for this which is when you run a refund to the credit card,…

This could very well be a Firefox idiosynchroncy. Try running the steps in IE and see if IE behaves as I described it should. If so, then you really have a Firefox issue. (Remember Firefox is not 100% identical to IE, and NS optimizes their code for IE, so using another browser puts you at risk for these types of…