Glad that pointed you in the right direction

Hi Shelli, Do you happen to be using the Team Selling feature where you can assign multiple sales reps in a Sales Team sublist? If this is the case you cannot assign a sales rep using the standard sales rep field you would typically use when assigning a single sales rep to a lead/sales transaction. I'm not exactly sure…

Thanks so much for the endorsement Chris. Really appreciate it! Mo, we're happy to help however we can. Please feel free to email me directly: javier@aminian.com

Hi Paula. Why not use the standard Price Level functionality in NetSuite to create a price level called "Preferred" and have that be your identifier for preferred customers that receive your special pricing? Is there something about this functionality that doesn't work in your scenario?

Hi Kenny, I assume you're looking at the Inventory Valuation report and that by historical transaction data you mean they have balances. If you want to see only items with a quantity or value balance, customize the report, go to the More Options section, and uncheck the Show Zeros checkbox. You can save this copy of the…

Hi Nag_m, We have a similar scenario in our account where the financial relationship is with one entity, but we want to be able to track sales with another entity. We use a custom transaction body field to track the "End Customer". This give us the ability to run sales reports by end customer under the main…

Hi Geo. You can't input a starting average cost on the item record. This must be done by using a transaction that impacts inventory/costing for the item. We will typically perform an inventory adjustment in and out to resolve this.

That's right. You'll also want to make sure you've established a cost for the component items by adjusting them in and out or having purchased and received them at some point. Otherwise, NetSuite will not have a way of assigning the cost of the assembly to the component items and really messes up the costing for the…

The subsidiary should come from the customer. Do you have this subsidiary set as the subsidiary for the customer? You cannot set a subsidiary that the customer does not belong to on transactions associated with that customer.

I believe that's correct Paul. I've only seen the next bill on date feature used in accounts with Advanced Billing/Billing Schedules where the invoice schedule is truly date driven and not fulfillment driven. To get a date filter to work the way you are intending, I would make sure the accounting preference Update…

Hi Paul, As long as you do not have the Invoice in Advance of Fulfillment preference turned on (located under Setup> Accounting> Accounting Preferences> Order Management> Invoicing) the only orders that will appear on the Invoice Sales Orders screen are those that are fulfilled, or do not require fulfillment in the case of…

Leverage a transaction saved search and in the Summary type under the Results tab, group all the results fields you need and include any of the fields you want to check for duplicates on (shipping address and shipping zip code) twice using the group and count summary types. This should give you the results you need. If you…

You have to kinda look for it as it's not obvious. Navigate to Lists > Accounting> Currency Exchange Rates> New (in the classic interface), when you get to this page click on Search in the top right corner, then make sure you are using the Advanced Search and you should be able to include the above filters. Good luck. 

Hi Kelly, We've run into this with a customer and advised them to create a custom record for the job id and use that as the list/record source within a custom transaction field. The custom record is an elegant solution because you can make the job id a parent of the transaction record and will thus benefit from a native…

Hi BT, This is essentially the equivalent of the IT response "have you tried restarting your computer," but have you checked to make sure that within the images have the Available Without Login option set? As long as this is true I don't see why you would have this issue. HTH

This likely has to do with the transaction form being used on the bill payment. If you are using a voucher form, the applied transactions should appear.

I believe it should revert back to 105001. It's a better practice to utilize the Pay Single Vendor screen as opposed to the mass Pay Bills screen. This way allows you to uncheck the To Be Printed checkbox and assign the wire transfer number before you save the payment.

When you enter the bill payment transaction, uncheck the To Be Printed checkbox. The system will default the check number to the next sequential check number for that bank account, but you can override this with the wire transfer reference number

Nothing else I'm aware of. As I mentioned before, I suggest creating your EBITDA income statement by filtering the standard sections to remove accounts you don't want, then add them back into the bottom.

Hi Sonics, You can either leave the vendor bill in a pending approval state which would not allow for a payment or use the payment hold checkbox if you want to approve the bill but simply hold the payment. Both options work for preventing payments.

Last time I checked it was impossible to duplicate accounts in a financial statement (for control reasons as you wouldn't want to duplicate values). The system will simply capture the account in the first report section that would capture the account based on the criteria and would not duplicate it in any additional…

Without looking at the issue it's difficult to troubleshoot. Please feel free to e-mail me directly if you'd like to work on this off the usergroup or you could also simply file a case directly with NS support. Good luck :)

Did you happen to setup a campaign domain? Erroneously setting these up can cause issues. Also, I know sometimes the pjpegs can be problematic. Try reuploading the images using firefox or safari.

The domain needs to be registered through the domain registrar or hosting company and you need to use a text record to tie the domain to your NetSuite account. Feel free to follow the steps outlined by the NetSuite help file:…

You got it.

Hi Steph, You just need to setup the campaign domain correctly. I am assuming that you attempted to setup a campaign domain using your website domain (i.e. stephq.com) when what you actually need to do is setup a different domain name for campaign emails only (i.e. stephqmarketing.com) or even a subdomain…

Your problem is in using yourdomain.com as your DKIM domain. This needs to be a dedicated domain that is separate from your website domain (i.e. marketing.yourdomain.com). Visualize this... All instances of netsuite.com are being replaced by yourdomain.com when the template merges which means that when your recipient tries…

Hi Steph, We've created customization for a collections program that we've written which picks up an accounting e-mail address from the customer record which is separate from the main e-mail address. This, however, is designed to automatically send dunning messages to the accounting email and not designed to send campaigns…

Hi Miguel, This sounds like a neat feature I didn't realize existed. Where on the Group record do you select an alternate e-mail field?

Hi Julie, I would be surprised to hear that NetSuite allowed you to send a campaign of that size in the past. I would wager that it is in fact the recipient size without DKIM that is causing the issue. I would inactivate the campaign, split up your group, and schedule 2 separate campaigns.