Sounds about right. If you update the item records all the history should transition so you should just be able to inactivate the account. Unless of course you've run into negative inventory in the past or have booked other transactions to COGS in which case you'll have to do some good old-fashioned transaction editing.

Hi sney, Definitely not a good thing to have that many accounts. At a certain point it just becomes unmanageable. I would recommend different income accounts for item types such as parts, service, etc. at the most. You should be able to merge all the income accounts and all the cogs accounts into the control accounts. I…

In order to take the products out of inventory you need to enter an item fulfillment or simply invoice the customer for the products at $0. Once you have done this there will be a COGS (cost of goods sold) associated with the transaction and thus the customer. Simply run a Customer Profitability report…

Setup>Company>Company Information, edit your Return Email Address to the Accountant email. For the Campaign emails, go to Setup>Marketing>Email Addresses and follow the procedure to register your sales email address. Then, simply select the email address on your marketing templates.

No problem Devon. Glad I could help. In the future if you're looking for a field or subtab on a form that you know should be there but simply cannot find, toggle the expand all option for your tabs and subtabs and simply run a Find operation on your web browser. Good luck!

Navigate to the customer record and click on the Sales tab. There should be a Transactions subtab. If you don't see it your role may not have the permission to view customer financial history. In that case, speak to your administrator.

Hi Steve, This is not specific to just my account. We had about 12 customers who performed their sales tax table updates as well and see no changes. The defect (#166033) has been escalate to S2. It doesn't make sense to me that this would not be an S1, but of course I do not make the defect escalation rules. NetSuite is…

Hi Phillip, Case #899483 Defect #166033

We are also very interested in this

No Problem Rodrigo. I'm glad I could have helped.

Did you verify that all of the item records are marked as Taxable?

Export all data and delete all data. Import list information and bring in beginning balances. If you have never done this before I recommend working with a solution provider. This is basically a re-implementation.

Hi Raymond, The sales reports will consist of cash sales and invoices. However, it will consist of unpaid invoices if you are issuing terms to your customers so if it shows up on the sales report it does not necessarily mean it has been paid for.

Hi Rodrigo, Did you set up your own tax item or have NetSuite download the tax table for Florida? Have you verified that the tax item is setup at the correct tax percentage? Are some of your items on the invoice accidentally marked as non-taxable?

A user event script that executes when a record is deleted. You would probably have to set deployments for every record type. I would probably have it create a custom record that shows the record type, record id, internal id, time stamp, who deleted it and any other pertinent information.

Hi Brion, I think there are a couple solutions to your problem that may be helpful. 1) If you only want to set marginalized prices for items you are newly imported items, a csv import with calculated fields is the way to go. If you are trying to set a standardized margin for each price level (i.e. wholesale gets a 10%…

The proper syntax is double quotes. I'm pretty sure what you are experiencing is when you edit the message in Formatted Text mode, NetSuite is escaping your characters to their entity name or number (i.e. < or < instead of <). We saw this issue in the past and the solution is to not edit the message in Formatted Text mode,…

Hi Donna, I agree with Pheonix. If all you want to do is ensure that leads entered within the last 7, 14, 21, etc. days are included in your campaign deliveries, I would setup a dynamic contact group based on a saved search and include that contact group as a recipient in your campaign. If instead what you want to do is…

Haven't tested it myself but it seems pretty straightforward. Simply create an Online Customer Form (Setup>Marketing>Online Customer Forms), add the necessary fields, set up the appropriate workflow and attach a SuiteScript that creates a task record for sending out the catalog when the form is submitted (Save Record…

Run a transaction saved search; filter for type = invoice, mainline = true; add results for name, number, date, applying transaction fields: date, amount. Now the last field, payment amount, I assume you are trying to get the amount applied to the invoice, not the actual amount of the payment. If you want to get the amount…

Don't think this is possible from the A/R Payment History by Invoice report. I would create a saved search to show this information.

Hello Barb, I don't believe there is an option for this in NetSuite but based on the browser you are using you have different options for this. If you are using IE, navigate to the page setup after you hit print and enter the following code in the header for the date: &d and this code in the footer for the page number:…

Instead of hardcoding the template internal ID into your suitescript, create a script parameter to store the internal id. That way when you migrate the customization from one account to another, all you need to do is edit the deployment, not the script itself.

I'd file a case with NS support. Doesn't make sense for it not to work.

Setup> Support> Support Preferences, under the Notification tab, under the Inbound Email Case Capture section, check the Notify Customers checkbox, click Save. You can customize this message under Setup> Company> Set Up System E-mail Templates

It doesn't exist.

Sales by Customer Detail. By default it already has the item's description and total amount by item but you can also add the item name and quantity. This report will show it by invoice.

I'd recommend Sales by Item Summary

Sorry if this seems like an obvious question, but did you edit the Lead Source on the Invoice? If the lead source is not present on the Invoice form you are using you can always customize it and expose the field. Once you change it on the invoice it should update your report.

Hi Andrew, If you want to track response statistics for those e-mail messages then a campaign is the way to go. Otherwise you can simply bulk e-mail the message (Documents>Mail Merge>Bulk Merge, click Email) based on a contact group created from a saved search. I'm not sure what your criteria for technical contacts is, but…