I remember we had this problem, too. There is a way in NS to have NS pre-assign the autonumber when the transaction is first loaded, that way you see the RMA# on the RMA screen BEFORE you even start to fill anything out. (In contrast to where the autonumber isn't generated until you save the RMA--which is what you are…

Miguel, there is really no way to do profitability by shipment, even with ODBC access, unless you have exactly one-to-one correspondence of one-SO-to-one IN (can have multiple IF's). As long as you have 1 and only 1 IN for each SO, then you can assume that all the IF's are for that one IN. In this case, you'd take the…

KHoyle, in this specific situation I would say that the larger issue here is that totalling weight is a very common need during the fullfillment process and shipping label generation process, and NS ought to do this automatically anyhow. The other issue is that Item Fullfillment transaction records are NOT linked to…

I think you also need to shut-off the system option to pre-authorize web sales orders.

Thanks for this code and the "gotcha's", Steve!!! I have this exact need to modify the drop-downs for one of my clients.

In the CSV imports, which NS converts to smbXML in the backend, I use the html character entity notation for chr(13) which is & # 1 3 ; (remove spaces) or chr(10) which is & # 1 0 ; (remove spaces) Let me know if this trick works in SSS. And, could you post your Server Side Script for address cleanup to the public script…

Right now, the only solution is for you to manually do a Duplicate Record Merge periodically in the back office...and be careful to keep the oldest record so your dateoffirstsale, datecreated, etc are correct for the customer relationship. Hopefully someone will post a script solution here which will at least block the…

Yes most OTHER ecommerce systems do this simple warning, but not NetSuite. Why not? This post was 3 years ago!! Anonymous purchasing ALWAYS creates a new Customer record regardless (per the online help docs)

Charlie, did you try changing the "e=T" in the URL to "xml=T" and NS will show you the XML which then shows you all the correct fieldnames (even those that aren't listed in the docs). Let us know your result. I have a client now that disables Amount & Rate and it does work, but I can't see their code or I would post it.

Or turn off Advanced Receiving. It is a pain in the butt. Causes double work having to do IR's and Bill's. AND worse, you get the "Inventory Received but Not Billed" G/L account which always falls out of balance and is a bear to reconcile. And you get clerks who change the amounts on the Bill versus the PO, which then…

Why are you invoicing now ahead of time anyways? You should be using an Estimate if the Customer wants to see the charges. Then the Estimate can be turned into a Sales Order or a Cash Sale or an Invoice later when it is real. As Barry explains, you can change the title on the form to "Proforma" If you are accepting…

You can set a return email address on your personal Home > Preferences, but you'll have to change it each time before you send out emails. Or you could create 2 different users and log in as the Customer user and Vendor user depending which you are doing. I think you can define a return email address to use when creating…

Ok, go edit the second payment. Unapply it from any invoice so it is free-floating. Now you can use the Refund Customer function, and you will see the credit on the account, and then just check that credit and it will create a Customer Refund transaction. They key is to unapply the dupe payment so it becomes a…

You cannot get the primary contact email unless you write a script. Without the script, the default behavior is that NetSuite copies the email address on the Customer record (which is the company's main email address) into the "To Be Emailed" field on the transaction. When you set the Customer up in the first place, you…

Just one caveat: The COGS expense is posted to G/L on the IF record. The REVENUE income is posted to G/L on the Invoice record. If the Invoice and the IF are in different months, then the COGS and REVENUE are mismatched, which is a violation of GAAP. In December you have the problem of them being posted in different YEARS.…

Maybe. In the check distribution lines, put your A/R account and put the Customer's name in the "Name" field on the line (if available). That should post the DB offset to Accounts Receivable under your Customer's name. Then use the Accept Customer Payment function, set a zero dollar payment amount, and apply the Check…

Well then you have a different problem. Do the Invoices that are showing really have 0 payments? Are you applying the payments properly to the Invoices, i.e., do those invoices show as being outstanding on the A/R Aging Report? You could try Amount Remaining > 0 instead Amount Paid should be the amount of the Invoice that…

You have "Use Journal Entries for Voids" option enabled. I believe there is a status on the original txn that will say something like "Voided" or some unique status text to indicate when a txn has been subsequenty voided by J/E's---you will have to do some experimentation to see if you may be able to find a status that you…

Paul, try IE for this. NS is optimized for IE and is not 100% compatible with other browsers--you have found an incompatibility case here. If not, break-up the payment into smaller amounts where the included invoices fit on 1 screen. You will have 3-4 payments this way, but put it into Undeposited Funds and then group them…

You have to put a Customer's name on the J/E lines, then that line amount will show with that Customer's data when you go to the "Accept Customer Payment" screen. If your J/E entries aren't specific to 1 single customer, then create a phoney Customer called "Miscellaneous" and use that Customer on the J/E line.

You have to apply them to each other. Use the "Accept Customer Payment" screen. Change the payment amount to zero. Then check-off the J/E's that you want to be applied to each other. Click save and they will get applied and then drop-off your report. This is a secret backdoor method to get J/E's applied.

I don't think you can. It is literally what the A/R Report would have looked like if you ran it on Oct. 31st (and you didn't know the future back then). Why would you want to see what you are trying to see? You can create a separate report of payments after Oct 31. thru today. But you'd have to align them in Excel if you…

Does the payment when it is applied reduce the balance on the Invoice down to zero? If so you can look for Invoices whose status = Open (i.e., not paid in full), then there is a field for Aging # of Days. If you have your Aging set to age from Date of Invoice, then that should be the # of days the Invoice has been open.…

Yes. Try it on a PC with IE. Since you have an immediate situation that is blocking you. NS won't fix this quick enough for your immediate need, so you'll need to develop your own solution....which is do it on a PC. You must have a friend or fellow employee that has a PC?

Just make sure the Payment Amt shows zero. That screen will Auto Apply if you have the Auto Apply checkbox checked, and sometimes the auto apply will not net to zero, which will then cause a non-zero payment transaction to be saved, so make sure they watch out for this.

It uses the Due Date field on the transaction, which sometimes does not get set correctly. So if the Due Date is blank, then it screws-up your aging. The Due Date field gets set dynamically in the UI as you change the drop-down menu of Terms, but sometimes the calculation doesn't fire, especially if you are changing from…

Ah yes I forgot Mainline = T that should fix it

Basically yes you can. The Accept Payments screen is just a backdoor shortcut to get the 2 underlying txns applied to each other. So nothing will actually be saved when you click Save....it just updates the linkage so the invoice & previous payment get applied to each other in the database.

Also, voids change the amount to zero, so there should not be any financial impact on your reports...unless you tried to resurrect a void. NEVER resurrect a void. NS will let you edit the voided item and change the numbers back to non-zero values, BUT THAT ITEM WILL NOT POST TO THE FINANCIALS and there is no warning.

Thanks for the clarification. Ok, so this should be relatively easy search. You want a Saved Search-Transaction. Since you date the invoice = date of install, then you can just look at the date of the invoice The Filter criteria should be: Date before relative 3 days ago (Note: < 3 days ago will get day 4 and earlier) Type…