Olivier Gagnon NC Red Ribbon

Gotta be careful with that though. Period is not the same as date. Say I create an inventory-affecting transaction (anything - Inv Adjust or a standalone invoice) and I date it in the past, but I respect my Periods and so set that to the current period. You're probably thinking it's safe, cause the GL Impact will be…

You can create a Discount item, and give it a flat discount of 0. On the order, you'll be able to manually set it to whatever value you want.

Err.. well a Drop Ship is an order that by definition goes straight from the Vendor to the Customer. Why do you want the PO to ship from the vendor to the vendor..? Or am I misunderstanding you?

The Fulfilment record is a tricky one, because it does not have a "to be emailed" field of is own - it uses the "to be emailed" of the Sales Order. If the two are the same, then that makes things a lot easier. The Invoice is easier to control as it does have it's own "to be emailed". In your case, if you want different…

No, sorry. Your options, as I see them are - a. Export the order to CSV, delete this one, and reimport with the corrected csv b. Use scripting to correct c. You could assign a Price Level, or if you're on 2009.2, assing specific pricing, but I'm not sure there is an easy way to cause each line to refresh. d. Tack on a…

Hi Claire, You cannot do this through any configuration. However, you can do this using scripting.

The Customer is a mandatory field on Payments, so you won'T be able to do that. The closest you can do is import everything using a dummy customer record, and then edit it and set the correct customer later. You'll also need to change the customer BEFORE being able to apply it to Invoices.

Add a field of type List/Record listing Customers, and tick in "Record is Parent".

Ah hah. Yes I do. This should be possible with either an Online Form with maybe a little scripting behind the scenes, or a Suitelet at worst.

Until Andy himself answers, I can speculate that he means he uses nlapiXMLToPDF() to generate the PDFs, triggered by clicking a link which apparently causes a page reload (this is more commonly done by calling a Suitelet but the effect is the same). This is all fairly easy - the hard part and what does not lend to mass…

Ah, I see it. Such a simple solution. Thanks Evan!

Hi Rick, I've seen processes similar to yours, they are workable in Netsuite, to a point. But to rephrase what you are saying, you do not use individual items in Netsuite to identify each of your products (because you have too many products), you use one (or several) generic non-inventory items. You just set the…

Really? I wasn't aware of that, that would be pretty awesome. What field do you put the value in, how does it work?

Well, you can import Invoices via the CSV Assistant. Is that what you mean?

Hello, You would need to place a beforeSubmit script deployed on Sales Order. function beforeSubmit(type){ if(type=='create') { var source = nlapiGetFieldValue('originator'); if(source=='NLWebStore') { nlapiSetFieldValue('orderstatus','A'); //status 'A' is pending approval } } } Note: code untested, may have typos

You'll need to pay the invoice using a Journal Entry in order to close it.

I believe you can still set the Create From when using Web Services. Not doing so actually has pretty big implications and can screw up your financials in some cases, so I'd look into correcting that. As you can see, it really screws up your reporting abilities too. To answer your question though, you're basically screwed.…

Verifying 'source' on afterSubmit will tell you which website the order came from.

Are you saying there is no link in Netsuite between the Cash Sale and the SO? Like, the Cash Sale's "Created From" is not the Sales Order, and the only way to tie them together is to look at this "custrefnumber" field?

No, this is a User Event Before Submit script, not a client-side script. See the Help under "SuiteFlex (Customization, Scripting, and Web Services) : SuiteScript : Understanding NetSuite Script Types : User Event Scripts"

No, you don't need a specific format. Netsuite uses a user-defined mapping scheme. Refer to Step 4 of the Help. There are going to be a few mandatory columns, but the placement is irrelevant.

You're better off refering to the Help. Open the Help, and naviguate to Accout Setup->Data Management->Importing CSV Files with the Import Assistant. Each step is then detailed.

I do not believe it is possible to convert Service Item to different subtypes. So yes, you'll have to create new ones.

If you have Accept Payment Through Sub-level Customer turned on, this also causes Parents to inherit their children's debt - this can be hard to see right away, as you'll have to open up each child and check transactions. It's also possible it is a bug. I had the exact same problem earlier this week. After exhaustive…

Ok... well it's a sound plan, yes. You can attach an Excel document to an Invoice. You won't be able to print it though. I guess you would email the spreadsheet along with the invoice PDF to the client. Does that answer your question?

You can adjust the Assembly item directly. If you adjust the Assembly item upwards directly, it will not consume components, nor register a GL impact for the consumption of the components. It'll be important for you to write the correct value of the item when doing the Adjustment. Similarly, if you adjust downwards, it…

Right, Customers default to your Base Currency (GBP) by default. There's no way to change this by configuration. However, a small script should be able to allow you to set a different default.

Well, you could set up different Vendor Pricing. However, it sounds like it'd be the same Vendor in all cases, so unfortunately that means you'd probably have to duplicate your Vendors to handle this. It'll work, but it's not the greatest. Maybe going with a custom solution would be best. You could build a Custom Record…

So, the Sales Orders do have thousands of lines? Aren't you going to run into the same problem as with the Invoice. As far as I know the limit on lines applies to all transactions - your SOs are going to fail also, no? I could be wrong on that, I'm not really that sure if the same limit applies to SOs come to think of it,…

Hmm... I don't see how. How do you generate your invoices normally? What workflow do you use? Bulk billing or go to a SO and press the yellow Bill button? My understanding is that the level of detail of the Invoice is not stored in Netsuite, you only have the summary written? In that case I don't see how you could…