Olivier Gagnon NC Red Ribbon

You can either use an Item Group with the option to print all items - thus showing the items and the discount - or manually add the discount when the occasion warrants it, though this requires more dilligence on your part. You can either post to an account of your choice (doesn't matter which as long as you understand what…

I would verify if any roles have another default specified

We built a Vendor Pricing solutions before. Basically, use Custom Records to mimic the functionality found on the A/R side, defining quantity breaks per item per vendor and specify the price at that break. Then use a little scripting to update the POs based on these custom records. If I remember correctly I think we even…

Create a Proforma Invoice (aka Estimate aka Quote). They are non-posting.

Hmm, I'm not sure you can do that. I think you'd have to generate the PDFs for all he transactions you want to email, save them to file cabinet, then create an email (perhaps from the customer record itself) and include the files as attachement. If it's a big part of your business process, you could script a solution…

Netsuite does not support this. Could be customized with scripting.

Right, so IF there is goodwill on their part, a good training session will probably do the job. It's normal for anyone to be reticent to use a new system they don't know, but if you give them a solid understanding of what to do, tell them how to get help (could be the NS Help, could be access to NS Support, or even a…

Hi Jason, I've always wondered how well a franchisor would be able to roll out Netsuite to franchisees. In my opinion you need to stipulate correct usage of Netsuite being mandatory in their contract, and that's that. You could perhaps offer free training for them, but if Netsuite is going to be useful to you, everyone has…

Are your locations marked as "Make Inventory Available" = true?

What happens when you try to reopen the SO? Error? What exactly do you mean by "can't" reopen it?

There is not, short of scripting. Importing the journals via CSV Import might be a bit better to leverage Excel's copying functionalities.

So you get this error message after editing the SO and unticking Close on the lines? If that's what's happening, I would file a case with Support

Netsuite does that by default, in the History tab. Or do you meean on the PDF or something like that?

I'd have to see the documentation you are refering to, but if you have pricing that applies to everyone, you should use a Price Level, not a Pricing Group.

Ah. How bout using Quantity Pricing Scheduled then? Check the Help on them. You can set them up so that all items that share the same Schedule (or that share the same Parent Item) count towards the same volume bucket. That might solve your problem.

You must recreate the item. Only Non-Inventory to Inventory is supported.

Sure, Memorized Transactions are probably what you're looking for. You can check the Help for more details, but it basically allows to set a Transaction to reoccur automatically every month.

This is a good way to handle it.

I made a pretty complete BOM cost report for a customer a while back. I got pretty far (after some time) with just a saved search, but in the end it had to be exported to Excel for the final steps.

You want COGS broken down by member, or you want the Purchase Price of items by member? You can get the COGS by member by running a transaction search on Assembly Builds and outputting the GL impact of that transactions. Purchase price by member can be achieved by running an Item search with a join on Member Items... and…

When doing an Item search, you can simply output the fields called "Member Item" and "Member Quantity" If you need additional information found on the member Item record, then scroll to the bottom of your field list and select "Member Item Fields...". This will open a popup from where you can select fields relating to the…

Yeah Assemblies might have been moved to the Light Manufacturing module, which is seperate from Advanced Inventory now. Your account manager will be able to confirm that.

Kits cannot be purchased, as they are merely logical groupings of your component items. They can therefore also not be Drop Ship. While, from the sound of your description, Kits are correct for you due to how you sell them, have you evaluated if Assembly Items migh work instead? Those can be purchased.

Just to be clear, you can set a COGS account as the expense account, but you cannot have an expense and a COGS account on a Non-Inventory item, as only Inventory records generate true COGS. To set a COGS account as an expense account, you may need to navigate to Setup->Accounting->Accounting Preferences and tick in "Expand…

Yes, Member Quantity is the quantity required for the build, as found on the Members tab on the Assembly Item record. Are you sure your search is correctly filtered to show only Assembly Items?

Standard procedure is to use a non-inventory, or service item. Do not use Inventory Items unless you are trying to setup a payroll workaround or something. If you just want to hit GL, use a Service item.

Yeah, shouldn't be a problem. You can have a single tax rate for the entire order, with the option of charging tax or not for each line, or you can have per-line taxes where you can select a different tax rate per line. Note that per-line tax does not work with web orders.

Indeed. You'll need to make JE at the end of the month, most likely. It's not a fool proof process, that's for sure. I think to have something better you'd have to get into scripting and start making a bundle that handles all these things.

Hi Kathy, See this thread for info on this problem. If clearing your cache and etc as described doesn't solve the problem, you should definitely file a Case with Netsuite Support.

Nope. Unless that second tax rate is 0% (non-taxable)