Olivier Gagnon NC Red Ribbon

Hi Raymond, A Credit Memo is created from the Invoice. You should see a button called Authorize Return and one called Credit. The Authorize Return button will take you through the entire Return workflow, so Return Authorization, Item Receipt, Credit Memo. The Credit button will create a Credit Memo right away. It is…

Hi Michael, Tax Due may be indicating amount from a prior period before the report's date range that was never remitted, hence is still "due". Could that be it?

The Advanced Billing functionality of Billing Schedules allows you to do what you describe - enter the order once, and then the recurring billing takes place as per a schedule you define. You might also be able to accomplish what you want simply with Memorized Transactions. In any case, Multi-Location is not a problem and…

Netsuite's Credit Limit functionality does not stop the creation of Estimates. It only stops (or warns) at Sales Order and onwards. To achieve what you want, the only way would be to use scripting.

So as to not cause unexpected change to users' costing behavior, this was automatic for new users, but for existing users we enable it on request. If you want your account to use this new functionality, please submit a support case. (Note: turning this on can potentially change old costing history, if COGS correction is…

Indeed, you can get a breakdown of taxes collected per "jurisdiction" (if I can call it that). Now, try to create a report that is structured as State -County A -City A -City B -County B ... You can't. Which is truly odd, because my understanding is that States want to know your Non-Taxable, taxable and total sales for the…

Reporting by Tax Group is not a problem. Having *only* 1 tax group per county doesn't work, because you are then neglecting City taxes (i.e. 1 county can have 3 cities, so you'd need 3 tax groups to collect properly). But the tax group setup isn't really the problem - that's generated by Netsuite and it's complete.…

No, it still applies to all existing transactions.

Hmm, yeah I think so. You could basically list ALL projects regardless of association, so you could select a project not directly associated to the top customer.

You could add a custom field on the Payment that is Record is Parent where you would enter the sub-customer. This would cause the Payment to show up in a sublist on the sub-customer as well.

You can reset the Average Cost of an item using the Adjust Inventory Worksheet. Just enter a New Quantity and New Value. Average Cost will be Value divided by Qty, regardless of anything else. Adjust Inventory Worksheets are powerful. Make sure to read the whole help on them before using them though.

Our situation calls for us to change the value of the inventory, but not adjust quantity. Yes, see my post above. Note that when I say "Just enter a new Quantity and a new value" That "new quantity" can be the same as before. I just meant you actually have to specify the Quantity, but that can be anything, including…

Here, try this - function postSourcing(type, name) { if(name=='custbody_xxx') { nlapiSetFieldValue('department', nlapiGetFieldValue('custbody_xxx')); } } function pageInit() { if( (nlapiGetRecordId()=='' || nlapiGetRecordId()==null) && (nlapiGetFieldValue('entity')!='' && nlapiGetFieldValue('entity')!=null)) {…

Shoot, my bad - function postSourcing(type, name) { if(name=='entity') { nlapiSetFieldValue('department', nlapiGetFieldValue('custbody_xxx')); } } function pageInit() { if( (nlapiGetRecordId()=='' || nlapiGetRecordId()==null) && (nlapiGetFieldValue('entity')!='' && nlapiGetFieldValue('entity')!=null)) {…

Dave - no problem, Sourcing is not the most intuitive thing On the "Sourcing & Filtering" tab of the custbody field you are putting on the SO/Invoices, set Source List = Entity Source From = (the Name of your custom field that has department on the customer record) Forgot to say, also uncheck "Store Value".

Yeah, a text file with .js works fine. Replace the code with this one: function postSourcing(type, name) { alert('post source'); if(name=='custbody_xxx') { alert(nlapiGetFieldValue('custbody_xxx')); nlapiSetFieldValue('department', nlapiGetFieldValue('custbody_xxx')); } } function pageInit() { alert('init') if(…

Yes it does

I accidentally wrote function postSourcing(type, name) { if(name=='custbody_xxx') { And now it is function postSourcing(type, name) { if(name=='entity') { The difference is that postSourcing is simply not called when fields that do not have any slaves are modified. The correct code watches entity, which has numerous…

Things to check 1. In the code, you replaced "custbody_xxx" with the name of the field you created, the one that sources the info from the customer record. This should also start with "custbody" 2. You customized your transaction form, set the script and function names on the Custom Code tab 3. You are actually using that…

It's actually such a small script I don't mind giving it to you for free. Just a question - do you want to be able to change the "real" Department after it's been set to its default value?

A small script would do it. There is no other way.

Well if the Customer-level email is wrong, you'll have to change it. But if they were using that email to log in, you'll need to make sure there is a Contact with access that has that email. So if it isn't there, you can create it.

You can provide access to Contacts, rather than the Customer directly. So you could set the Customer' email to be the billing email, and the contacts can have whatever emails to log in.

You can Inactivate the item and recreate it, marking it as non-fulfillable this time.

It's not if the item was transacted upon - it's if there are *currently* any *open* transactions against it. So, theoretically, you could run a script, temporarely close all transactions, flip the switch, then re-open the transactions.

Well, yes. You can't change the Can be fulfilled/received flag so long as there are OPEN SOs or POs for this item. Thus, all you need to do is ensure there are no OPEN POs or SOs for this item, flip the switch, and resume business.

Scripting can do it, yes. You can't see the field, but it's there.

Hmm, seems to be a quirk I wasn't aware of, sorry.

It cannot be done. Nor can you List Edit transactions. To mass update transactions, you have to use scripting or possible smbXML (don't remember if it allows updating of transactions). Starting 2008.1, though, Sales Orders, Opportunity and Quotes will be supported by the CSV Assistant.

Just fyi 2008.2 tentatively has an inventory transfer process, which includes a new transaction that can be fulfilled and received. Thanks, -e For SMC or using department/classes?