Olivier Gagnon NC Red Ribbon

Yup, this is standard NS behaviour, for Bills as well as Invoices and Cash Sales. If the Bill/Invoice/Cash Sale has ANY item that does not appear on the original PO/SO, that item will be added to inventory. As was pointed out, your Bill must be connected to the PO, yes, but also every ITEM must also appear on the PO.…

No, there would be a beforeSubmit script that would set the tax codes as the order saves. IF you need to see the taxes BEFORE you save the order, I would recommend putting a button, or doing it when the yellow save button is clicked, as opposed to "live" as the line is entered. The reason is that doing it live per-line…

How would you know it's incorrect? You would have manually discovered this, right? I would say than that for any customer/address where a custom record exists, simply use the tax group defined on the record, because the existance of a record implies the NS tax engine cannot be used

Best way (well, only way, really) is to make a Saved Search that displays the information you want, then export that to Excel.

See this massive discussion thread

I wish that were possible, oh how I wish the were possible. The address sublist is NOT customizable in any way yet. That's why you have to use a custom record that ties an address internal id with auciliary information. You just can't stick it on the actual address sublist.

Yes, but NS charges a fairly significant fee for data restorations based on backups.

You let it do it's thing, then override whatever it found.

Their pricing is volume-based I believe, so can't really give numbers. It's definitely real-time though, that's the standard offering. Depending on your exact needs, you might be able to go with a simpler solution than Avatax though. We have a customer for whom we created a system of custom records with some scripting, to…

Hi, NS uses the ZIP code and city to determine tax code. You are correct this is not always right. NS's algorithm is flawed. Your alternative is to purchase an add-on module such as the popular AVATAX module, which has more robust algorithms and is more accurate. Most larger companies with many nexuses end up using Avatax,…

Well, it's not really an issue. When periods are closed, NS will post things in the next available open one, though it'll still date the transaction correctly. In your case NS behaved correctly, it was just an unfortunate human error.

Not if you want the reply to be attached back to the proposal.

Not by configuration, to my knowledge, and not sure about Workflow (though seems like it should), but scripting is a definite Yes.

It cannot be turned off. Creating stand-alone Cash Sales or Invoices (or Credit Memos for that matter) affects inventory right away, bypassing any stock level safety warnings. Only by going through the process of creating a Sales Order and then an Item Fulfillment can you ensure you do not go into negative inventory with…

The accountant can be set up as a Vendor, and then given access. As with anyone who has access to your system, you should carefully prune the Role to ensure the person has exactly the permissions required to do the work - no more, no less. Netsuite used to have a program where registered external accountants could be given…

Yes, this is coming in 2011.2

Mmm, I don't think so. This point has been discussed several times before, but I don't remeber the exact details of it. But, my recollection is that basically, that crazy domain pretty much changes every time. There is a long numerical string that identifies what instance, what record, etc. So, you can't register a domain…

Sales Orders, Quotes/Estimates and Opportunites have no GL impact.

You can create a Description item. What exactly is your need?

Ahh, you just keep making this harder, huh? Well, the COGS of assemblies is determined when you BUILD them. It's basically the COGS of all the parts as they are consummed. You can see this happen if you see the GL Impact of a Assembly Build. So, you could do a Search of transaction type Assembly Build and output the COGS…

It's an average of all the costs defined on your item receipts, so you could pull those up and calculate it that way. If you check the help for Average Cost it should explain exectly how NS goes about calculating that average, you can then pull a saved search to mimic it.

User entering SOs will require minimally VIEW permission on Customer records for this script to work. That's not normally a problem in most organizations but just thought I'd point that out.

You could also use Units of Measure

I'm not sure what you are asking. Trace to what? The purchasing? COGS depends on the costing method used by your items. If you have serialized iventory it's very easy to trace the purchase back to the item, but if you're using Average costing, then there is no direct link since as the name implies it's an average of all…

Mhm. You could get away with using Kits. You stock half-bundles, and then wrap Kits around that, where 1 kit has 2 half-bundles as members. This way you can give it a seperate price, label the SKU seperatly, but you only maintain stock of half-bundles. Assemblies would only add the concept of a seperate inventory for full…

So, you're saying the price difference between bundles and half bundles is not linear, right? A half bundle is not half the price of a full bundle? Do you maintain stock seperately for them? Do you need to expose different SKUs to the customer?

What do you mean by "dynamically adjust the demand"?

Is the recurrence of the SO even by period? One solution may be to drop back to Estimate, and then use customization to have a start and end date on the estimaye and build a custom saved search that shows your forecasting by understanding that an Estimate repeats as long as it's within the start/end date. I'm looking into…

Sounds like it should be a Quote then. Quotes are non-posting. The Quote can then be converted to a Cash Sale if the customer accepts the renewal. The Quotes could be Memorized to automatically get created every year, though if the user cancels (or does not renew) you would have to manually kill the memorization. Many…

Yeah, Quote = Estimate = Proposal. The name changes a lot depending on the account. You should see a "Cash Sale" button on your Proposal (in View mode), which will allow you to convert the Proposal into a Cash Sale. The Software Edition of Netsuite does not have any new transaction types or anything. It's just plain old…