Olivier Gagnon NC Red Ribbon

Too bad you got a bad contractor. We have customized contract functionalties many times for clients as, indeed, a taylor-made contract solution is often cheaper than going with one of the pre-built packages. That's probably what I would have recommended for you. What is the current approach you have? I would probably…

While NetSuite allows the quick creation of dual-purpose entities using the Other Relationship functionality on the record, there is no way to do "netting" in NS, where you substract owed from dued and process only one of the two. Unless you wish to do manual Journals (which is certainly an option), there is no way to net…

There is a Help topic in the documentation for writing off bad debt, which can also be used to write off unuseable credit. Please see: Accounting : General Accounting : Working with Journal Entries : Writing Off Bad Debt

The actual best practice would be to make a Return Authorization, then do an Item Receipt on which you uncheck "Restock", and then a Credit Memo. Creating a Credit Memo with quantity of 0 but with values is a sort of hack that can mess up the system under some conditions and is counter-intuitive, but if the whole…

Hi Amelia, No, you can't. This is a long standing Enhancement Request, but NS does not currently support it. What we usually recommend is to use scripting to generate a unified PDF that regroups several invoices. This is of course NOT the same as 1 Invoice, Many SOs, but it's the best and simplest that can be currently…

Across the board...

Hello Create a Journal Entry. This Journal Entry should Credit the A/R account the invoice used, and Debit the write-off account of your choice. VERY IMPORTANT - in the "Name" field of both Journal lines, make sure to select the customer appearing on the invoice. Next, press Accept Payment on the Invoice. On the Payment…

Well.... you can't really. You have to write off the AP and AR to *something* (usually a write-off expense account).

An Invoice can be for the Sales Order rather than the fulfillment. You may need to turn on "Invoice ahead of fulfillment" though (not sure about the exact name, it's under Accounting Preferences".

Consolidated Invoicing is a feature NS is working on, but is not available for the time being. Some solutions can be achieved with scripting, usually either actual SO merging with some data link loss, or a consolidated *printed* invoice (many actual invoices, but consolidated during printing).

There are many independant Solution Providers, such as ERP Guru, or you can indeed engage Netsuite Professional Services, to have a script developed. There may be other solutions to consolidated invoicing, though this would require further discussion of your exact needs and goals, and where you can draw a compromise.

Scripting means it is a customization. You either build it yourself or hire consultants to do so. Timeline is thus dependant on the exact solution and the person(s) building it. I have no ETA on Netsuite releasing consolidated invoicing as a functionality.

Netsuite has options to summarize things like Billable Time, but if you're talking about summarizing stuff like actual Items, then Netsuite doesn't do that, no. You could use suitescript to do this, provided you can specify how thigs should get summarized and such. Actually, you have 2 options. Either you put less or…

You are indeed not the only company to have this problem, but there are no solutions other then reopening the Period and editing the Journal to put a Name on it, which is likely not feasible.

Invoices do not have the concept of being "closed" like SO do. You can Void them, but that nullifies their GL Impact which is no good You should apply the Payment, else it will sit as an open credit on the customer and so could potentially be accidentally reused later on. Either edit the existing payment to apply it to the…

I think I'm missing part of your juse case... why do you want to do this and why can't you do it manually? Do you want to bump all unnapproved bills to the next period at month's end?

Indeed, you have reporting issues. Sales Reports expect to find Invoices, not Journals. You also have far less information on Invoices - no items, no due date, no aging, etc. Invoices fit nicely in the AR chain (SO, Fulfillment, Invoice, Payment) while Journals are basically stand alone. It really comes down to a boatload…

I believe there are some add-ons in Suiteapps that cover this. Here's a link for results covering digital signatures - https://forms.netsuite.com/app/site/hosting/scriptlet.nl?script=234&deploy=1&compid=NLCORP&h=43afc0604d4ca9cec1b2&custpage_search=8

That's right, if you do a Cash Refund or a Credit Memo without first doing a RA+Item Receipt, the Memo or Refund will immediately add inventory back into stock.

You're probably looking at custom developement then. It's not that bad, really. The end device that captures the signature or biometric stores that as an image (a jpeg perhaps) and this image can be uploaded to the NS file cabinet and attached to the relevant transaction. Although what I'm saying here is the software…

Oh I see. Yeah you should certainly be able to script or workflow that behaviour in.

External ID is used to write the primary key of your legacy system, to make importing easier - especially in the case of transactions, as it'll be easier to tell Netsuite what lines go with what transaction. It's not mandatory but i recommend using it.

Weeeell, it depends a little bit. If you do a straight up Cash Refund, yes, that will add items back into inventory - the same way that if you did a straight-up Cash Sale, without going through a SO first, the Cash Sale would deduct from inventory. So, in usual circumstances, if you are indeed physically receiving goods…

Here's a somewhat complicated way that does however work perfectly 1. Create Credit Memo 2. Set Quantity of Items to 0 3. Add a Non-Inventory Item call "Tax Credits" for the full worth of the items, with the same tac code 4. Add a 100% Discount item that discounts the above. The discount item should have "Discount before…

It's pretty safe, I wouldn,t worry about it.

I believe this is a standing Enhancement Request

Jason lists the main concern. A stand-alone Invoice will affect inventory, and it will pull inventory into the negative. Now, if you're a services company and don't deal with inventory, making a stand-alone invoice becomes a more viable option. If your workflow does not require step-by-step documentation (i.e. SO, Item…

Will changing the Period in Invoices put the Invoices posting to the next financial year? It will set the Period to whatever you set it to. Will changing the Period in Proforma Invoices put the posting of the Proforma Invoice to the next financial year? Proforma Invoices have no posting period, since they are non-posting.

Regarding the email point - scripting is probably your best (and perhaps only) solution. The only other thing I can think of is Saved Search Emails, but you won't be able to send the transaction PDF (though you CAN send line item info - it just won't look very good). Regaring the OP about the Bill button not being there,…

Proforma Invoice = estimate? These do not have GL Impacts...