[FONT=tahoma]This is the best practice we have right now. To offset a Bill and an Invoice for a Customer which at the same time is a Vendor, perform the following:[/FONT] [LIST=1] [*]Create a journal entry as an offset transaction for both invoice and bill. Navigate to Transactions > Financial > Make Journal Entries:…

You can Void the Credit Memo using the following steps: 1. Go to Setup > Accounting > Accounting Preferences 2. General Tab > General Ledger > Void Transactions Using Reversing Journals = F 3, Click Save 4. Edit the Credit Memo 5. Click Void Button Note: Do not forget to set "Void Transactions Using Reversing Journals" to…

Customer Payments have the following option: 1. Auto-Apply - this checkbox/button will automatically select Invoices based on the sorting in the UI. 2. Pay All - this button will select all Invoices with Amount Due

Hello John, Please try the following: Step 1 - Create a Entity Field to store the Purchase Price: 1. Go to Customization > Lists, Records, & Fields > Entity Fields 2. Enter a Label 3. Type = Currency 4. Store Value = T 5. Applies To Tab > Customer = T 6. Dispaly Tab > Subtab = Main (or any subtab you want) 7. Save **You…

Hello Niro, Based on your scenario, you cannot enter the discount in Sales Order. You can try the following instead: 1. Create a Billing Schedule - Go to Lists > Accounting > Billing Schedule New **Name = Enter Name **Initial Amount = Enter the Amount for the First Invoice **Enter the information for the succeeding fields…

This is currently tracked under Enhancement #229554.

You can use the Bill Purchase Order process. Try the following: **Setup > Accounting > Accounting Preference > Order Management Tab > Receiving Portlet > Bill in Advanced of Receipt = T 1. Go to Transactions > Payables > Bill Purchase Orders 2. Select the Purchase Order that are included in the Invoice your received from…

Can you check the quantity of the PO? Once you billed the full quantity regardless of the amount you entered, the PO will be Fully Billed. Hope this helps.

Printing Checks through Transaction > Management > Print Checks and Forms > Checks [LIST] [*]The order of printing the checks is based on the order of rows in Print Checks page [*]If the list for printing is sorted by Payee, the first check will be printed whatever is on the very first row. [/LIST]

You can try the following: 1. Go to Home > Set Preferences 2. Transactions Tab > Basic > Auto Fill Transactions = T 3. Save Result: -If you check this box, information on transaction pages is automatically filled in based on the last transaction for the entity you have chosen. -If you clear this box, click the Auto Fill…

Vendor Bills, Vendor Return Authorization and Vendor Credit Memos now have a Billing tab that displays the bill-to address. This will assist in knowing where to send payments when the billing address is different than the vendor address. The vendor address on these transaction will be slaved from any source transaction if…

To summarize on how to use Customer Credit Hold: Set the Credit Handling on the Customer Record: 1. List > Relationships > Customers > Edit Parent Customer > Credit Limit Handling will be based on customer's assigned credit limit. 2. Assign hold procedure and credit limit to the parent customer. Set the Accounting…

This is currently not supported in NetSuite. Enhancement #84608 was filed to track this feature request.

Discount Item (Amount) does not affect Shipping Tax. The Tax amount is for the Shipping Amount. Your option right now is to manually reduce the Shipping Amount or provide free shipping to the customer.

I don't see any reason not to use Non-Inventory Item for your use case.

Scenario 1: Create a Journal Entries Account Debit Credit Memo Name Check------------------------xxx Income Account----------------xxx **check with your Accountant what Account to Credit** Scenario 2: Create a Journal Entries Account Debit Credit Memo Name Check------------------------xxx…

Hi, Make sure that the Unit is set to "Custom" under the Frequency field. Hope this helps. :)

Hello Mark, The normal behaviour is that the Amount Column will recalculate after reducing the Quantity Column. Are you still experiencing this scenario? If yes, kindly submit a case so we could investigate further.

Hello Tom, I'll have someone contact you regarding PayFlow Pro. Thank you.

Hello, This feature request is being tracked under Enhancement 87709 and it is open for voting. Enhancement 87709 : Sales Manager role > Please add a Mine or My Team filter to sales reports or sales activity reports. Thanks!

Hello Abni, Good day! You can use test credit card even though you're not in Test Mode but the transaction should fail if you set Charge Credit Card (Cash Sales) or Get Authorization (Sales Order) to True. Let me know if that's not the case. Thank you.

Good day! Saved Search uses the same Division Field for Classification and Line Level, On your Saved Search make sure you have the following: **Criteria Tab >> Type = Bill >> Main Line = Either **Results Tab >> * >> Location >> Item Result: Main Line Location will show under * Column Line Level Location will show under…

Hi, On your Saved Search under the Results Tab, you can set the Sort By = Formula (Numeric) granting you used Formula (Numeric) for {shippingamount}-{actualshipping} and it is the first Formula (Numeric) column if you have other Formula (Numeric) on the results tab. I hope this helps you.

Hello, In your Transaction Search kindly add the "Memo" not the Memo (Main) in your Results Tab. I hope this will help you.

What kind of issue you're having?

This is currently not available, please vote for Enhancement #157899 (Setup > Users/Roles > Manage Roles > choose Role > Permissions Tab > Setup Sub Tab – the ability to give the “Setup Shipping” permission to a specific User)

You can check the following: Shipping Items: 1. Edit the Role 2. Click Permissions> Lists > Shipping Items > Level (View, Create, Edit and Full) 3. Save For Shipping and Shipping Integration: - Enhancement #157899 (Setup > Users/Roles > Manage Roles > choose Role > Permissions Tab > Setup Sub Tab – the ability to give the…

Hello, You can also contact UPS whenever you encounter this issue. - UPS Customer Service Number: 1-800-PICK-UPS (742-5877) - International Export/Import Services: 1-800-782-7892 Hours of Operation: Monday to Friday: 7:00am – 12:00am EST Saturday: 7:30am – 9:00pm EST - UPS Technical Support - 1-877-289-6418 - By Email -…

Please try the following: 1. Go to Setup > Accounting > Accounting Preferences 2. Click Order Management Tab 3. Under Fulfillment Portion > Default Items to Zero Received/Fulfilled = T 4. Save This will allow you to manually checked each item you wish to fulfill during Item Fulfillment. I hope this helps.

Hello, You can also contact UPS whenever you encounter this issue. - UPS Customer Service Number: 1-800-PICK-UPS (742-5877) - International Export/Import Services: 1-800-782-7892 Hours of Operation: Monday to Friday: 7:00am – 12:00am EST Saturday: 7:30am – 9:00pm EST - UPS Technical Support - 1-877-289-6418 - By Email -…