Hello all, I have tried a few other changes mentioned in other posts to see if I can get this to work but am still unable to find a solution: Internal ID error: External ID error: I have tried changing several things, adding a Reference #, etc… I am not mapping the posting period, maybe I should try that next…?

Subsidiary:

Thank you Dominica, The subsidiary internal ID is 4 and the location is internal ID 5. I am attaching a file that has the written out/text version of subsidiary and location. I have also tried the "hard coded" location option choosing from the drop-down in the import mapping section, but ended up with a similar error.

Thank you!

Hi there - I really need a response to my re-import of pricing question. I am getting an error and don't know why.

I have had success with the Purhcase Price being set as Null, as well the prices were also overridden to Null but for both Qty 0 and Qty 1 versus ONLY Qty 1. In attempting a price import to replace qty 0 with the price data, I am getting an error and don't know why: Thankfully I am working with a small sample and haven't…

Excellent! Thank you! This saved me a lot of time!

I tested this but it didn't impact the missing line item. And I double checked the item type - it is actually built as a Service for Sale. I adjusted the Accounting Preferences to print all items on the order, but still no change.

The issue is going back to my simple spreadsheet I provided: 1) The bill/invoice line(s) showing the date, ref# and original document total; 2) The credit line(s) showing the date, ref#, and original document total; 3) NOT the bill line showing the balance after the credit is applied; 4) NOT the credit line showing how it…

Can you expand this to include the invoice/ bill items as well? Our issue is that the listed line items do not add up properly/show the correct value for each individual bill/invoice...

We tested this formula and it is very similar to what we already had, and it misses vital information for the customer or vendors (as neither the cheque stub/voucher, nor the payment receipt add up properly). I need a simple "list" that every other ERP system I have used in the past has always done: My example is a…

Thank you for your help. It would be lovely to see that saved searches, custom reports, and other search windows could be made to follow similar basic "building block" rules and field selections (with of course the option for more advanced users to get into the more formulaic and complex filtering and conditional options).…

Sorry for the delay - I didn't have much time to dedicate to this project for a few days. This is what is in the system, we have an employee that is familiar with basic coding and has developed this for our cheques output, but has not been able to source the information across when credits are being paid. <?xml…

This still isn't a solution for the issue with the physical check remittance stub: my vendors cannot see what is being paid on a check via check stub or EFT remittance detail. I can't verify information when matching stubs to physical invoices because it is not there, just a strange calculation that doesn't add up (because…

The result is not helping provide a remittance detail for the payment. From what I can tell, only the Bill is displayed. But even with an adjusted Saved Search, this doesn't provide code that might be used on a remittance stub for checks so that I can supply this to the vendor. This also implies that I have to…

Thanks Joy - I will test this out!

Okay, so Netsuite doesn't have a self-populating form/function drawn from the GST34 information to generate the correct deducting transaction to match the entries being provided to CRA? We have to do a journal entry instead, would that assumption be correct? (If so, that is pretty sad for such a "big" program - Quickbooks…

Hi Patrick, I spent some more time testing different options and found my Role was the issue (I find the wide range of Role variation at the upper management levels to be very frustrating for small business owners when we perform nearly all company tasks but have to jump between Roles and are kicked out of active…

Hi Joy, Is it possible to set the different cost estimate types at the Item Type level? For example and Inventory Item might need to be Last Purchase Price, while an Assembly or Kit might be best with an Average Cost default.

Hi Joy, These articles only deal with the setup of the Costing Method. My larger concern is where the calculated margin being used in reporting (inventory valuation/sales analysis/etc..) is generated from. The Purchase Prices that we imported from our old system appear to be static, and the Last Purchase Price isn't used…

Thank you - the Customize button is sometimes easily overlooked when I've been managing forms through Admin Customize Form route!

If I am doing this without the imported bank statement to match (old-school manual reconciliation) then does it still save if I have selected but not cleared them? Or should I clear them to "save" my work?

Thank you for the explanation - it does still leave a huge gap in "real world" impacts in the system and what it allows users to access/do/see. It would be nice to have a more detailed descriptions and examples of what making these selections actually does to processes and the user experience. (Having one of the User Roles…

Hi Michelle, Can you explain the significance of changing this setting: I need to set this for all Users and need to know what types of data can be viewed/created by using each of these settings. Some Users are not allowed to access Employee files other than seeing names for example. How does this affect other Workflows if…

I can't find the Created From option to add to the record.

So there is no way to effectively backtrack / map related transactions associated with an invoice? Is there a hidden area where the associated Sales Orders etc.. would be shown? For example; an order is split into several fulfillments or deliveries and then billed to the same invoice - how would I investigate an issue with…

So there is no actual "batch e-invoicing" functionality like I was told in the sales cycle? This is a terrible lack of basic functionality...

Hi again. Tried the bulk email / mass update option. My (luckily willing guinea pig) customer still received two separate emails for two invoices in my test using the provided solution. There has to be a way to consolidate these into a single email? Why is it producing an email for each individual transaction - this is…

Thank you Shamaine, I have reviewed this option - to clarify, it does reduce the number of emails down to one when sending multiple invoices at once to a customer? It really doesn't say that clearly in the description and I haven't been able to find a good video showing the action. Also, there are some challenges with…

Thank you, Shamaine, I appreciate the attempt to help, but it was not effective. What did help, in following your instructions, was that it forced me to delve into the system settings of each OB entry and find some inconsistencies with how the data was imported over. So I have a stop-gap solution, if somewhat inelegant -…