You are forced to reopen periods to pull this off

There are lots of options but the most concerning is why one would bypass a lock put in place for good reason. The best answer is to review with the admin why the lock is in place and alter the conditions going forward

Hi Linda, You would use them together. A tax group is simply a collection of tax codes so that you can aggregate the various levels of taxes into one drop down menu item. You can download the state rate tables from NetSuite and do this pretty easily. Your reports will still show the Tax Codes (I think!)

Set your report preferences to be By Period for all. Solves the issue most times

Unfortunately you found one of the gaps in NetSuite. Users will frequently develop their own solution for this or purchase one from a Partner. I know AROne had this functionality in their SuiteApp.

A few things may be in your way... is the Accounting period Open? Do you have Edit rights or perhaps just the Create level?

Hi Bill (or is it Jessie) This is possible as I've had to check things for my employer before. Tax impact does change when a transaction is edited. There can be simpler ways to check on the problem based on the things you know are certain vs what you think has happened. Do you have a data range for the action to have…

Ah. If the intention is to remove it from AR and associated reports its pretty easy. You want the existing GL impact to remain but remove the item from reporting? You need a JE with the name of the customer referenced in the NAME column of the line. This will be a credit to AR. Then go and "Apply Payment" of this journal…

What do you mean by "clear an invoice". You realize invoices post to the GL right?

Ugh. The worst way they could have done it. The field isnt exposed to search. {istaxable}

is the drop shipment feature not allowing you to store the item pricing on the customer? Under the Financial Tab there is Item pricing. You can store overrides there. I havent had to bother when its a drop shipment but it may solve your problem without scripting.

The problem isn't the criteria of the journal entries but the actual permission for journal entries. make a custom role that has all the AR clerk permissions AND Journal Entry transactions.

The GL account is tied to the item. I do understand many companies use the CLASS feature to distinguish whether an item sale related to New Installs vs Customer sales

I got this back from Support: Thank you for contacting NetSuite Customer Support. At this time, the feature you are requesting is not available within the NetSuite line of application services. We do have an Enhancement Request logged for this feature request and it has been updated with your account information and…

Hmm. That's troubling that we cant reference it. How in the world do other applications syncing to NetSuite get this data?

I thought invoices were limited to 200 lines?

Just select the current period as the posting period. Piece of cake. Your auditors may come back and request an adjusting entry to place in back at year end but that's a different question for your senior staff to decide.

Sounds Similar to a Joint Venture

I have done this in the past. I think i searched Bill Payments first and then linked to the record it was applied to. make sense? Just invert your standard approach

Are you sure you need to Edit? I the demo account I'm using there is a CREDIT button two spaces to the right of the EDIT button. Just make a Vendor Credit by pressing that button. You should have a clone of the transaction details in the form of a Vendor Credit. It will default to the next open accounting period of this…

You can close the line item individually. That will allow the status to change.

I double checked this. You can use the field "Date Closed" That will be the date of closure of an open bill meaning the final payment if partial payments have been applied.

The reason you would post in January is because your books are closed for 2014. When the auditors come through they may see that transaction and note it would be appropriate to be placed into 2014 to negate the expense from the vendor bill (your CFO may want those results posted in 2014 as well).

Hi Ricky I think the group needs to know what kind of environment you are in. Do you have a Oneworld account? My former employer utilized a Oneworld environment as was able to use multi currency expense reports. Do you also mean vendor bill payments?

Sounds like your subsidiary currency is GBP. What is the currency you wish to make the payment in?

When you say Divisions how are you defining that? Subsidiaries (you have options) Departments (Complicated) Class (same deal)

Does your Sales Rep role have limited access to certain departments? Trying to find the actual restriction here. If the department exists in all your subs you may just need a new sales role that have access to the Department they always had plus this new department. that would make these two reps unique in your roles set…

You want the criteria for the inactive supervisors to be OR not AND. So it would be active Employees AND (Supervisor is Inactive OR Expense Approver is Inactive)

You can always report on system notes which contain the changes...

Do you mean the time a record was changed? Or do you mean time entry?