David, You are not the only one having this problem. I know that you posted this issue many months ago, but if you were able to get a solution to this problem from NetSuite, I'd be glad to hear it. The sales order has all the correct charges on it in NetSuite, but PayPal is not collecting on the shipping and so we are…

Thanks Craig, we looked, and you were right, we did not have that option checked in PayPal. We have made the correction and I'm assuming we won't have any more issues with this problem the next time we get an order using PayPal. Thanks again for your help! :)

Any merchant account will work fine. The gateway is the piece that interacts with Netsuite and provides the functionality. A gateway can be connected to a merchant account from any provider. We have been very happy with our merchant account from Costco Nova and the Verisign Payflow-Pro gateway which we purchased at…

This probably won't help, but you originally asked about Matrix items. Are "Matrix Items" enabled? Go to Setup > Company > Enable Features. On the Accounting subtab, make sure that there is a check mark by Matrix Items.

I have a similar question: Is there a way to put text in the Display name field but force the Item name field to always be used on transaction forms? Explanation: Each item has an "Item name/Number" and "Display name/Code" field. We put the actual part number in the Item name field and a friendly name in the Display name…

We have set up Duplicate Detection Criteria. For Customer Duplicates the "Fields To Match On" are: Name/ID. For Contact Duplicates, the "Fields To Match On" are: Contact Name In the Online Case Form, the value for 'Handle Duplicate Records' is: "Always create a new record". 'Use Duplicate Detection Criteria' is set to:…

I am still looking for help on this issue. Suggestions, anyone?

Did you find an anwser to this. I have a similar question. We just want to get user feedback on our website. We want to create a form that people can fill out, then submit the message to us. We would like the messages to be saved in a specific location. Thanks.

It is a manual process. You create it (either manually or with a tool like coffeecup sitemapper) and then you upload it into the folder in your "file cabinet" that you have set as your "root directory". It needs to be updated frequently and it would be nice if NS would AUTOMATICALLY create all of our sitemaps for us (like…

If this feature is important to you, please add your name to Enhancement 109212, which tracks this request. Regards, Baruch Goldwasser NetSuite Product Management ------------------- How do I add my name to an enhancement? How do I even view an enhancement? Where do I go to do this?

Thank you.

That is GREAT news! This might be a dumb question, but how do I check on enhancements? Where do I go?

A lead source is actually a campaign. So, what you are really looking for is a list of campaigns. Lists > Marketing > Campaigns

That brings up a good question; how do I hide fields on a Customer record?

Hello! I am sorry about the inconvenience of not having the campaing category available as a standard field on the customer record. We are hoping to resolve this in the coming months, but don't have an exact taregt yet. The change will include adding the campaign category as a standard field on the customer form, which…

Does anyone know how to hide fields on a Customer record? I have made 2 custom Entity fields and want to use them in place of 2 standard NetSuite fields: Campaign Category and Lead Source. I do not want the fields Campaign Category and Lead Source to appear on Customer records any more. Hiding standard fields seems like it…

You need to enable direct list editing on the search results. Select a direct list editable element, int he first row, then (holding down the SHIFT key) select the same element in the last row, then use delete from the menu on the left. You can also set your segment size higher in Home > Set preferences to do > 50 at a…

It might also be helpful to note in the help that if there are multiple vendors for the item, you can also enter a separate item name and price per vendor under the "Basic" tab by adding additional vendors. Text entered in the "Code" field of an additional vendor will override either the display name or vendor name fields…

Thanks again for your help Mark. Much appreciated. :D

Thanks to everyone for all your help. I feel better knowing that I can get this worked out and I'll try your ideas and see which works best. I did search for a related topic, but apparently not hard enough. :D

Ntouch: I tried going with your second solution... But the only way I can see to enter a customer credit is to make a credit memo, and there is no "expenses" tab for me to select an account under. There is only an "items" and "apply" tab. So since I can't select an expense account for a customer credit, I can't wash-out…

I am surprised that there is not an efficient way to proccess a drop ship RA. Drop shipping is a whole different work flow and NetSuite should be able to accomodate this in all aspects. NetSuite's response includes changing the set up of accounting (e.g. invoice in advance of fulfillment = TRUE). This requires making…

Barry, thank you for your offer to help. We're still looking into the problems and if we need you we will be sure to contact you. Bstacy, thank you for your suggestions. I've been taking them one at a time and discovering how they might relate to our situation. I am glad you told me that when the "mark shipped" button is…

We have a customer who has submitted a PO to us and wants their order sent out in 4 different batches spanning about 4 months worth of time. How would any of you recommend entering such a sales order in to NetSuite. I guess I'm wondering what method makes the most sense in terms of accounting and system proceedures. I'm…

I wish to manually merge 2 customer records. Where is the merge tab that is spoken of above? Do I need to have a special setting turned on in order to have the merge tab be visible?

We need similar functionality. We would like to create a weekly report of sales rep phone activity. There would be a line showing details for each call and a total number of calls per rep. We can show the activity details but I can't figure out now to build a total count per sales rep into the report. Any suggestions would…

I just spoke with NetSuite support; they said this issue is a bug. A case has been filed and the case # is: 777783.

We would like this same functionality. After we import leads from a tradeshow, we would like to create a new scheduled phone call and assign it to our sales team so they can add notes as they mark them all complete. Is this supported? Thank you in advance for any help. - Ad Hoc

which doc and which section of that doc? -- Robert

That seems like it will work. Thank you very much.