Olivier Gagnon NC Red Ribbon

The (long) alternative is to create a Return Authorization, tranform it into an Item Receipt, and on the receipt mark the item as "do not restock". Then transform that into a Credit Memo and then finally Refund the memo. So yeah, Wizard's suggestion is usually the preffered one ;)

Simply remove the Location field from the line items if you don't want to record different locations per item. Note however, that even if you don't, the body-level location field should be the one considered for GL impact - the line-level will only be for the inventory usage. If you want to keep both body-level and…

So, what point of the problem is your question about? Attaching the Excel document to the invoice?

Yeah, you can create a Saved Search Email Alert with a dynamic recipient. I think that should do the trick. If you're just looking to notify the customer, though, you can use the "to be emailed" box on the transaction.

No. But you could build a functionality to do this using scripting. However, the UI might get a bit clonky. You'd have to indicate how much of the qty goes on one PO and how much on the other, plus what Vendors to use on both POs. I don't know, you'd really have to give some thought to the user interface side of things.

Hi: I have several purchase orders in received not billed status, but the bills were entered separately and paid. I need to change status on the po's and relieve Inventory Received not billed, but the current Finished Goods inventory account is correct and does not need to be changed. Any suggestions? Thanks Does that mean…

I've never seen a Parent item cause problem with the child's inventory value, so I wouldn't think that's it. How was the inventory entered for these broken items? You say they have a Purchase Price as well as Qty on hand - but if there are a number of ways this can be possible. So how did you enter the value? Regardless,…

What does "tire out" mean? For which account do you want to see Aging, A/R or A/P transactions?

Well it depends on how you are handling your recurring fees. Are you using a Memorized Transaction, with each service as a line item? If so, you would simply need to edit the Memorized Transaction and remove the unwaanted service. Going forward, it would no longer be billed.

Right, there is actually no way to do with with configuration (I know - sounds simple, right?). You can easily do it using scripting though. You can either using nlapiDisableField() (which I'm not 100% sure works on line items) or you can use a validateField trigger to reject the change.

Netsuite's out-of-the-box tax update functionality does not support other providers. You couldset up your own integration from scratch, though, if you really want.

None of my customers have ever brought up this specific issue. Technically speaking, there is only 1 exchange rate. What the bank is doing, really, is bundling a service fee into the rate. Is there a specific pattern, like it is always (official exchange rate) + 2% or something like that? Maybe this can open up scripting…

Hi, I didn't realize that you could import sales tax records? Is the format something you could share? Netsuite does not allow your typical CSV import for Tax Codes. There is simply a built-in functionality that allows you to download codes from Netsuite's 3rd party tax rate provider. This is only available for US tax…

Hmm... this kind of rings a bell. Did you inactivate the Netsuite default accounts, rather than user generated ones? I believe Netsuite reactivates any default accounts that are used, such as A/R and A/P.

If you want your Sales report to only consider Invoices for which you have actually received money, customize the report and, under options, tick in "Cash Basis". Cash basis reporting means you only consider transactions for which you have received the money.

[...] to see if we encounter any errors or challenges. Hah hah ;)

Setup->Company->Auto Generated Numbers, on the Transaction tab, the innital numbers box. Cheers

When you enter Opening Balance, Netsuite simply creates a Journal Entry for you with the information entered. It's a normal JE, there's nothing special about it. So if you then add transactions on top of it, or even before, they will be considered normally by Netsuite and will appear on reports.

You could do it fairly easily with scripting. I can't think of any other way to do it.

Hey Linda, On checks, there should be a checkbox that says "To be printed". If you uncheck it, the check will be removed from the print queue. Most printable transactions work in a similar way, there's usually a checkbox somewhere that says something like "Print" or "To be printed", etc.

You can script in items, no problem.

We are looking do the same thing. Could scripting be used to set the address as our business address for the case of a pickup? It sure could

Nick, How do you know which SO "belongs" to a particular PO? Are using Drop Ship orders? If you can adequately link your PO to a SO, only scripting will allow you to copy the information over.

Totally doable using scripting

You need to set up your Financial Year information under Setup->Accounting->Manage Accounting Periods. FY creation in Netsuite is not automatic (though you do have the handy "Set up year" button on that screen). Cheers

I am dying to find out how to create a SUB-vendor. I can create subcustomers, but subvendors??? gr Esmeralda Sub-vendors are not supported by Netsuite.

Raymond, Are you setting up your system? Have you just started using Netsuite? I'm worried no one explained to you what an Invoice is for. This is fundamental, if you don't know how this part of Netsuite works, you may be heading for a solid crash... I'll gladly explain the difference between an Invoice and a SO, but I'd…

No. Your best bet is probably to Inactivate the old vendor and recreate him and start using the new one.

Please read the 2nd post of this thread. Alternatively, you set the Quantity on the CM line to 0, but leave the amount filled in. This is of course much faster than going through RMA->Receipt->CM, but I would still recommend doing it the long way.

I then created the new SO (invoice) not Cash and tried to edit the credit memo to see if I can apply the Credit, but it does not show up. So, my next step is to fulfill the order tomorrow and see if it's there so I can apply it. Dan Sales Order are non-posting. You can only apply Credit Memos to Invoices. Cheers