* Central States Bus Sales, Inc. has 5 locations in the central United States: Missouri, Arkansas, Illinois, Tennessee, and Kentucky. I work in our Missouri headquarters location. * I am the only IT person for the entire company of about 100 employees: Network and NetSuite Administrator. * We have used NetSuite ERP and CRM…

Did you hear anything more about this? We just got a notice that they are putting off implementation until 2017 but still will have to be done.

Had to use "and" spelled out instead but ONLY on "Name on Card" field ccname. It ignored "&" in company name completely. And later we talked to customer and "Name on Card" should actually have been person name not company name since person name was first on actual card. "&" does not work in Name on Card field because…

Regarding #1 - We are not using webstore yet, just internally processing credit cards so I am not sure if this will make a difference for webstore purchases. Do you have Order Verification set to Verification Review? Regarding #2 - We have some issues with & in the name. We are simply changing our customer's names to…

Yes we are, we just changed the form title to "Paid Credit Card Receipt" Not sure why the customer would want the auth. code but I don't see it in New Field choices

we used http://www.unitedstateszipcodes.org/zip-code-database/

This same thing is happening to me. Reason: Delivery not authorized The sender is not authorized to send to the destination. This can be the result of per-host or per-recipient filtering. Additional info: The origin country is: il - Israel (167.216.129.171)

but it is not Israeli according to whois, it is in MO in USA

Windows XP with Outlook 2003 I tried serval times to use it, uninstalling and reinstalling after each upgrade. Windows 7, Outlook 2010, and it is still pulling the disappearing act. I haven't tried reinstall yet after the last upgrade in September 2012

When you look at Item Receipt from RA - More Actions - GL Impact does it go to COGS or Inventory? Goes to COGS if original sale was a drop ship direct from vendor to customer because never was in inventory. Goes to Inventory should increase quantity and therefore change average cost.

Thanks for the info. I think we have determined we can either estimate the landed cost or forget about it completely and just expense the freight.

Yes, we are having the same issue

You should not use an expense to post freight. You need to use a Landed Cost item (like an Other Charge). see HELP Landed Cost Overview.

We do not use an expense account. We chose to use an asset account created specifically for landed cost washes and it seems to work fine after 1 month. The only issue we are having is with vendor bills that coem in after the month of receipt is closed. Anyone have a good plan for that?

Here is how we handle this. In Accounting Preferences do NOT check "bill in Advance of Receipt" and do NOT check "Use Purchase Order Rate on Bills." The AP person who clicks Bill on PO should be able to identify any discrepancies and, depending on amount and timing, either write off to COGS or correct Receiver amount or…

I corrected my phone call search to use minimums per Evan's advice Results Field: Company, Summary: Group Field: Formula (Numeric), Summary: Minimum, Formula: ({createddate}-{company.datecreated})*24 and added Criteria Company is none of none, -No Company- Company : Type is Customer but then Show Totals does not give any…

What about phone call search or did you want to include customers with no phone calls in the average? Results, Field: Company, Summary: Count and Field: Formula (Numeric), Summary: Average, Formula: ({createddate}-{companycustomer.datecreated})*24

I think if Sales Manager is listed as supervisor on each sales staff employee record, on Sales Managers roles, set Employee Restrictions to own, subordinate, and unassigned. If not, check Allow Viewing to let them see everyone's.

We don't use contracts. Is this a customer search or a transaction search? Are all of these fields on the main screen?

It is a text field now I believe. I could search for EFT and it works.

Is it this problem? In February we sent this customer a statement. We did NOT use a start date but we DID check Only Open Transactions. That payment line says Date Description PO/Check# Charge Payment Open Amt. Balance 11/13/2012 Payment #14000 128504 1,508.25 30.77 -30.77 This is correct We got a NetSuite Upgrade March 8…

[LIST] [*]Do not save with a "Custom" address. Save with a "New" address instead. Then it will save to Customer record. [/LIST]

Other problem with the native duplicate detection is that it is an AND instead of an OR so you can only choose to detect duplicates by one field at a time

We manually do the same by Transactions>Sales>Bill Sales Orders at the end of each day.

I do not see how you void a customer payment. The only thing I could find for a closed transactions was Correcting Account Balances for NSF Checks Using a Journal…

Epiphany (our partner) has a consolidated invoice bundle but we do not use it so I cannot say for sure how well it works. http://www.epiphanyinc.net/

You could also contact Avalara.com who make a special tax add on module for NetSuite. We determined they were too expensive for our needs but might meet yours.

I know for sure you need List>Financial History>at least view. I don't remember anything else I needed to be able to change.

There is a module you can buy from a thrid party called Avalara, called AvaTax, that they claim handles this better but it was too expensive for us to realize the benefits.

Here is how we handle this. In Accounting Preferences do NOT check "bill in Advance of Receipt" and do NOT check "Use Purchase Order Rate on Bills." The AP person who clicks Bill on PO should be able to identify any discrepancies and, depending on amount and timing, either write off to COGS or correct Receiver amount or…