My Stuff
Comments
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Thank you for your assistance!
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Here is an example of one of the events on the project calendar. I've highlighted where in the resource subtab, it shows "projects calendar". I'm in the testing phase, but I have a project workflow created that when a project is created, the state would create an event and pull the related details into the event (title,…
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We are using FIFO. Would that change the cost each time?
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Hi Patrick, I've finally been able to do a live example and it is now pulling the item fulfillments into the P&L, thank you! Most of the totals match, but could you explain why some amounts don't match the item product cost? Here is an example. Item 9100-009 is showing 22.82 on the P&L. When I go into the IF, the qty is…
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Hi Amanda, I tried to add that to the code, but it is giving me an error. Here is a sample of the code. Where should I add that part?
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Hi Patrick. Why would it show "no search results match your criteria" when I select Actions GL Impact?
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The GL impact for the item fulfillment is showing "no search results match your criteria".
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So I created a test SO and it does look like the job needs to be selected on the item field to show on the item fulfillment. I was able to have the job show on the item fulfillment, but when I go to the project to recalculate, it is still showing 0.
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Thank you so much for catching that. When I go in to edit the item fulfillment, the field is not editable.
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I'm struggling with trying to understand why this isn't working. Here is an example, I have the item (details attached) that is an inventory item and is using the COGS account. In the "define rows", I have assembly, inventory item, and kit/package. In "define columns" I have COGS included. When I calculate the project…
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We are trying to print from a proposal.
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Hi Patrick. I went into a item fulfillment and updated the job field, but when I recalculated the project, it didn't update the cost. The only cost items are showing from bills.
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I'm going to test this, but I think this will solve our issues. I'll give an update shortly. Thank you!
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Yes, we would have an item fulfillment with each sales order.
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Thank you!!!
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Please see the screenshots. Thank you!
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Once we create 1 PO for a vendor, it doesn't allow us to create another PO for another vendor. Is that how the system should work?
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Please see below <?xml version="1.0"?><!DOCTYPE pdf PUBLIC "-//big.faceless.org//report" "report-1.1.dtd"> <pdf> <head> <link name="NotoSans" type="font" subtype="truetype" src="${nsfont.NotoSans_Regular}" src-bold="${nsfont.NotoSans_Bold}" src-italic="${nsfont.NotoSans_Italic}"…
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Hi Jack, I'm trying to follow this process, but I'm still getting stuck on how to connect the opportunity module to the proposal module. Our opportunity module does not have a field referencing the proposal. The proposal is already created and the proposal module does have a field that references the opportunity. If I…
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Can someone provide how I can back into these numbers to understand how it is coming up with the adjustment numbers?
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Why would it do it on an item receipt though?
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Hi I have this setting checked as there are normally more than one project tagged on a transaction.
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How do you pull the field when using a subscribe to workflow?
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Please see the screenshots attached for the period Jan.
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Patrick I can't think you enough for your time with explaining all of this in detail. It has been EXTREMELY helpful. There are times with the state website doesn't match what is in NetSuite. For example, for Jan NetSuite had that we owed 13,453.07, but after putting the information into the TX portal, it gave us the amount…
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Here is an example. We have New Mexico transactions attached. On the report, it shows (112.53) on the tax due column. When I add all of the checks, I get a total of $128.01. I don't see what the 15.48 difference is.
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So when this happens, there is no way to correct the report to show the tax collected column and the tax due column to match? When I look at our account, I don't show any credit memos. The only transactions done outside of the pay sales tax screen is sales tax interest and penalties. This is put in under the "write check"…
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I think that there were transactions outside of the pay sales tax that is causing the discrepancies.
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No it looks like the project name on the tasks (right side of the screenshot below) is a mixture of the customer field, the job id field, and the project name. Is there a way to see how this "project name" field pulls the information?
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Hi Joahnna, Last question. Is it possible to use a workflow that when a project is created, to use an action to create a project task? When I've tested this, I keep getting an error saying the project name is required and I think it has to do with the step of creating the project task, that field is required. Is there a…