Well they're actually suppose to allow you to charge up to 110% of the original authorization although that hasn't been working since I last checked. Also, I thought that if you did the charge through Netsuite and created a return based on the same sales order you should be able to credit the card using the same…

That's how it should currently work. Yes I am using paypal in Netsuite. The order should only be authorized when it is placed. The process of fulfilling it and then creating a cash sale is what actually captures the transaction for the amount specified on the cash sale. But that is not true for PayPal method. It is all…

With PayPal the money goes into your PayPal account immediately at time of order, and you have to login to PayPal to transfer it to your bank account (unless you have some other agreement set up with PayPal). If you need to refund part or all of the money, you need to login to PayPal to do so. If you want to bill the…

I can import CC numbers but cannot view (complete) or modify. I used to go to edit mode and the entire cc# was visible.. now it is just ******* and the last 4 numbers. Additionally, If I try to enter the numbers manually, a pop up keeps coming up telling me the credit card number is not valid and to check the numbers..…

NS must have done some damaging change to cash sales and credit card processes in recent weeks. A- The bad news Is: - If you change the custom form, in a saved sales order, from invoice form to your credit card form, the payment tab will not load the customer street address and zip code. it does not even mark the "get…

That is a solution we implemented when found out about this issue. Do you have any idea of how the "get Authorization" for cash sales can be fixed per my notes. NS support has no clue. Thanks

Page Creator is no longer available. I need to use Site Creator. Do you simply copy the pages to NetSuite?

Hi Julian, You need to make sure the file source is set to the NetSuite url of the file i.e. <img name="Logo" src="https://system.netsuite.com/core/media/media.nl?id=981amp;c=562970&h=b099948bb8e3837e17ee" The link to the file in your template needs to relate to the NetSuite location rather than the location on your hard…

Hi Julian, I would like to verify on how you've created your template. Did you create a marketing template? or letter, email templates? This is by going to Documents> Templates in the NS application. Did you also have html coding in the template to be able to display the other elements you want like the image? We would…

Sorry, I'm new to Netsuite and have another question. I have the saved search set up, but how to I integrate that search into an email campaign? (FYI, I've never done an email campaign, so the more basic the explanation, the better.) Thanks for any help you can offer. It is simple but not straight forward. I recommend to…

The second part is easy. By selecting type invoice Vs. cash sale. The first part: doing it automatically, translates to having a saves search whose members are added as they become overdue. You can use an email campaign with this saved search to send it out periodically.

You are right. But why not follow up? it is easier to understand. Thanks

Events will be shown on individual calendars. Making it easy to access.

There was a fix on Friday and it is very bad. We got more bugs than the upgrade itself on late august. The major ones for us is slowness on back end and losing "shipping method" functionality on our check out pages. There are enough little critical changes that can impact your business. For instance, in setting up your…

We get the same error message. Since our last update, 2 weeks ago, we have lost so many functionalities on back end as well as on our website.

I just processed my first vendor return today and I am scratching my head on how to print a packing slip or ANY kind of documentation for shipping. Am I reading this correctly, that this is not possible? :confused: If it is a direct return from you to the vendor, It is simple. If you follow the process, NS will create a…

I went back and deleted all the transactions related to the vendor retun. This was a dropship order and hence, when marking "drop ship" on vendor return authorization, the inventory should not be affected at all. But our inventory was short the exact numbers for different items in the return authorization. After deleting…

I have used this feature. And I had some problem in the beginning but I think I have figured it out. At first I did not mark "drop ship" for the items and they were added back to our inventory. When I marked them as " drop ship", Inventory was corrected and we are all set. I was told by our warehouse manager that inventory…

Has anyone been using the Vendor return authorization feature. If you are, DON'T! The Fulfillment of vendor return authorization items has no effect on inventory, instead of removing quantities as it should. I have had netsuite work on this for about 2 months and they keep telling me it is fixed, while in fact it is still…

I created a transaction search and I still get the same error message: "formula has an unrecognized field in it. Is this the right formula and placement? Filter Description Formula Formula (Numeric) is 1 decode({customer.id},{me},1,0)

Support solved the problem as follows: Formula(Numeric) decode({customer.id},{me},1,0) =1 I am trying to use this formula in an item saves search but I am getting the following error message: Your formula has an unrecognized field in it. Can you help?

Well, not sure if you can add an "Add to Cart" button with a transaction search, so you may have to construct a link in a formula text field? Thanks a lot Evan. I will try it.

Thanks. That did the job. I need to link it now.

What do you mean by any link? For any link you have to add per item, you can use a formula (text) Thanks

Right, that will work only in an opportunity or transaction search. WHat are you trying to filter in your item search? The customer who log in to his/her account. I am trying to recreate the "Re-Order Items" in "My Account" My current search returns items purchased by everyone. Thank you

Is your output type set to "Grid" on the saved search? Yes Evan; I changed it to "Normal" and it is working fine. Thank a lot.

Thanks Evan; It will be a great time saver.

That makes sense,but how do you run the credit card for cash advance/deposit and not have it go to customer deposits. We have another account for deposit we want it to go to. Then just deposit it to that account.

That is a great question. There shouuld be many ways to do this. I will use "Make Deposit" under -->Transaction --> Bank Under "Other Deposit" Tab I will use the credit card organization's name for Name And, I will use the Credit Card Account you use for tracking your credit card expenses. This should add the money to your…

Change the start date to 2 to 3 months ago. You should see all non reconciled items.