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How are you setting the customer specific info for manually entered orders? I'd think you could do the same for CSV created orders, either via workflow or script.

Use the native Credit Limit functionality. In Setup, set the Credit Limit handling to Enforce Holds, and Include Orders. Then on the customer record, set their Credit Limit to $0 when you want to designate them as bad credit.

To your question Alee, there's a relatively new non-profit bundle called SuiteDonor, that installs a bunch of customization into a standard NetSuite instance. It renames some standard records (e.g. Cash Sale to Donation), and includes custom records, fields, forms, roles, scripts, etc. It's still in Beta, and I'd…

You'll create a new subsidiary record, and then activate the existing GL accounts or create new accounts for that sub as needed. If you haven't used OneWorld before, and your client is new to OneWorld, I'd recommend getting a NetSuite partner to help with the setup. Evan

Hi Aditya, Do you need the inventory quantities to change during the course of the month, or is it assumed On Hand/Available are unaffected until the transactions are reviewed and posted at then end of the month? There's no functionality for creating a non-posting account, but you could use the Class segment to segregate…

OneWorld would be obvious the solution. It's NetSuite's multi-subsidiary version. Alternately, you can leverage classes or departments, which is what NetSuite's multi-sub customers did prior to OneWorld. OneWorld costs more money. Doing it with via classes/departments is cumbersome, and manually process intensive.

Hi Aditya, The Class and Location suggestions are similar in that both are financial segments in NetSuite, basically ways to divvy up your transactions in addition to the basic unit of your chart of accounts. When used for inventory impacting transactions in particular, Locations function as you might guess: think of them…

Hi Jeff, If you drill into the transaction detail for the accounts in question, what do you see? Anything off? What you're describing sounds highly unlikely. Not saying impossible, but I've never seen or heard of it in four years of working with NetSuite. Good luck! I hope your day gets better:) Best, Evan

Not with any of the standard forms. I've seen Excel templates used before, with users either copying & pasting line items from the item receipt transaction, or setting up a saved search. The fancier solution would be to generate a pdf via script.

I think you have to disable Purchase Requests. You can't disable purchase request approvals; without approval a purchase request can't become a PO.

You can add numbers to the system generated accounts. The pitfall you will encounter by not using them is that some are posted to in native processes that can't be customized, e.g. CTA account. There's no complete list of which these are that I know of, but I'd say best practice is to use the NetSuite generated accounts,…

Regarding the ability to delete, when your NetSuite instance is brand-new (i.e. no transactions), you can tell which are the system accounts as they can't be deleted, but yeah, once you've posted a transaction to an account, then the account can't be deleted.

I'd recommend doing it via CSV import. The account record is pretty simple, which makes the CSV setup relatively easy.

Now a defect, currently S3. If anyone finds this concerning, please file a case and get it attached to it. Defect #- 224665 : Chart of Accounts > System Notes > The changes made on the Next Check Number field, Bank Routing Number and Bank Account Number does not reflect or show.

I'd phone support. It depends a little on what features are turned on, and what version you have. I've gotten a list from support before, but don't have it anymore (old email). I don't remember it taking them very long to get it.

Do you make frequent changes to your accounts? I would think that would be unusual.

Thanks Tony, I appreciate it. For anyone else reading, I did hear back from NetSuite, and they confirmed no issues will be caused by using Other Current Asset type Accounts.

Vic, any progress getting a list of system accounts? It'd be great to have in the documentation.

The account number is blank by default. That is an odd recommendation to talk to your Account Manager, that doesn't make sense. I don't think the list they provided is correct. It's missing some default accounts, and has some that aren't default, e.g. the Contract Payable Accounts, the Partner Accounts, and most of the…

No can do, unfortunately. I believe the list is sorted by internal ID, which effectively sorts them by the order created. You could do something custom, creating an order entry tab with a suitelet.

I don't think it can be done. You could edit the Tax Schedules such that all your items are non-taxable in the nexuses you no longer want to collect tax in. If you contact support, I'd be curious to hear what they suggest.

There's an enhancement request to add the option of having Mass Update impact the GL: 225453: Mass Update on Amortization Schedule> Check "is Recognized" box> Ability to auto update the GL impact on Expense account and Deferred account for the total amortization. However, given that Mass Update currently does not impact…

So there are system notes, but not all changes to the account record are logged. If you change the check number, or any of the bank information, on an account record, there's no log in the system notes. This seems like a gaping hole: of all the records to have robust system notes, you'd think gl accounts would (along with…

Did a little bit more digging, and we actually had multiple batches, one of which failed to send completely. Based on the values in the systems notes of the transaction, and on the customer record, I'm confident it wasn't user error. It seems like an entire batch failed to send, but the job status log makes no mention of…

Thank you. I like the custom record auto trail idea, we might just do that.

The revenue commitment should post to the GL accounts designated on your item record, either the revenue account or the deferred revenue account, depending on whether you're also using rev rec schedules. If you have a custom field that ties your sales orders together, you could try grouping results in a saved search by…

I would not recommend Concur. Happy to elaborate by phone or email if you're interested. Evan

Multi-currency vendors are coming in 12.2, you should be getting your release preview shortly.

Anyone know if there's an enhancement request for this?

There's a check-box field called "Inactive" that you need to check (set to true). You should see the field on the item record while editing, but it's faster to activate/deactivate either in list view or via CSV. You could probably also do it via mass update, though I've never tried that. To do it in list view [LIST=1]…