Olivier Gagnon NC Red Ribbon

I have a blog post covering some of the "gotcha's" here - worth a read.

Transactions take their emails from the Customer's Email field. They are NOT updated if you make a change on the Customer. Transactions are populated on create and then never updated again.

How exactly "as one" do you want them? You could stick the same email in both to trigger the Duplicate detection rules. Then you could merge them so they literaly become one. Otherwise, you could just set one to be Sub Of the other to keep a loose connection between the two.

Without seeing what you're doing I cannot say at this point what you are doing wrong. I recommend you contact Netsuite Support. You can use scripting to change the bahaviour of the email on the Invoice. Otherwise, the only built-in behaviour is the one I described.

Ouch. There's no easy way. I'd be worried at what the clerk is doing that causes Payment to be lost, that's not really normal. The only way to close an Invoice is to pay it. Thee are several ways to do that - apply a Payment, apply a credit memo, apply a journal or apply a discount on the invoice to bring amount due to 0.…

Make sure your SO does not have TERMS, but that in the Payment Method you have entered a value, and entered the CC info. The SO will then become a Cash Sale rather than an Invoice.

Ah... negative inventory. Fun topic. First off, Negative Inventory is the Devil. If you HAVE to use it, do it in a limited and controlled way. If you can at all avoid it, do so. In theory, when you fulfill inventory and it brings your inventory under 0 (this is called "underwater"), Netsuite will take a "best guess"…

We don't harass people that download our free stuff. Indeed, we do assume you're only interested in the free do-hickey unless you specifically ask us for something else. Tricking people to hire us kinda goes against the trusted advisor role of a consultant ;)

You can Inactivate them instead of deleting (which you can do with a mass update) You can call Netsuite Support and ask them to turn on mass deleting in your instance. Or you can download a bundle that performs mass deletion. We have one (free) on our website, or there are others available from other developpers (usually…

You'll need scripting for this behaviour. It's a common request actually, we've done it lots of times for customers.

You can output a list of them using a saved search, turn DLE on, and shift-select a whole page and press delete. You can kill off 50 (an entire page) at a time this way. Alternatively, you can create a little scheduled script that feeds of an nlapiSearchRecord() and iterates through the results with a for() and…

Yeah the Celigo tool is popular and overall a great thing. I wouldn't buy something like it just to delete data though.

Right, actually, I should have addressed this before leading you down this path! You are correct that a Credit Memo will *add* to a customer's credit balance, and not substract from it. In your case, the customer made a Payment overpayment - this is fine. Next time you come to pay an invoice, the remaining credit from the…

You must use an item, so either use a non-inventory item (or other charge for sale, etc) - naming it perhaps "misc refund", or use a regular item but with qty of 0.

I just tried and was able to. What happens exactly when you do it? Error message? The item switches back by itself to 1? Do you have any scripts? Is it a plain inventory item, or is it serialized or something?

I believe it's impossible for you to get rid of the Close button, accidentally or not. You can hide the "close" column field, but not the button. Is the PO you are looking at in the correct state to be closed? It's approved and there are unreceived lines on it?

Hi, Edit the offending Bill Payment and uncheck the "To Be Printed" checkbox on it. Voiding it does not affect this box, you'll have to do it manually.

Hi, Nick asked me this via email, so I thought I'd share my answer: Function updateRecord() { var records = nlapiSearchRecord() //you will have to specify the search you need to grab specifically the records you need to update. Refer to the dev guide this API for(var i=0; i<=records.length; i++) {…

Yes, I have seen the same problem. I have logged a case with Support. There are no workarounds.

There's no option for that. I guess you'd have to append a Saved Search or Report showing this information. You'd easily be able to show transaction detail with those. Or, if you really want to put some effort, you can replicate in Excel what a Statement looks like, and then using Web Query and a VBA Excel Macro, you could…

NS Support called me back. There is an issue for this, but there is also a simple workaround: Just go on Accept Customer Payment, and on the Deposits tab you can tick in your deposit and then select the Invoice(s) to apply it to. So basically the Payment bridges your Deposit to Invoices.

On the Transaction tab of what? Customers? You should be able to do this by clicking on Customize next to your sublist. Sublists are essentially still just saved searches, so you can edit them and get line-level information there as normal.

Do you use both Body-level and line-level locations? When I make a search and I put "Location" as a field, it correctly shows me the location of each transaction line...

To create Credit Memos that do not affect inventory, you've got 3 basic options - 1. Create a Return Authorization, turn that into an Item Receipt and make sure to NOT tick in "return to inventory" or whatever that checkbox says, and then turn that into a Credit Memo 2. Create a Credit Memo for the item in question. Set…

Paying Invoices with Journals will NOT close the Invoice, meaning Netsuite will NOT consider the Invoice as being paid. So if your commissions are based on actual sales, those invoices will not be considered as sales. Overall, I highly recommend you do not pay invoices with Journals if at all possible. If you do, you will…

Hi, 1. Correct. POs are non-posting. The GL link is sort of an FYI sort of thing. Netsuite has stated they would like to rename the link to make it clear it isn't really a GL Impact 2. The impact of receipts is: Credit "Inventory Received not billed" and Debit Inventory Asset 3. see above 4. GL impact of a Bill is: Credit…

No sublist on any transaction allows sorting by clicking on headers.

This could be achieved using suitescript. There is no out-of-the-box behaviour that will sort lines by date.

Well, that's a pretty general question. To simplify the entering of orders, you need to have patters. If all your orders are all completely different, there is little automation that you can do. But if you can notice patters, like say being able to categorize customers, each category buying the same stuff for some reason,…

I do not think it is possible to have certain items not print on the Invoice. Maybe you can package them in a Kit, and then on the Kit select the "do not print members" option. Is it just a final price issue? You could manipulate final pricing in a lot of ways without having to hide anything, by using Discounts, for…