ms_cherrie Red Ribbon

I didn't get an error, which is weird. But I did find a workaround. I did another upload to update all invoices and added "Orderline" on my mapping. It worked fine after that. :)

When I tested it, it worked fine. Now what I don't understand is some line items on the invoices did not get imported while the other invoices gets imported in its entirety (all line items). It doesn't make sense :( For Instance: Invoice 1 has 10 line items but only 1 got imported Invoice 2 has 10 line items and all were…

awesome. it worked. thank you very much :)

You're right! :) I did see it after I posted this :) . I didn't think it was possible before. Thanks for the reply.

FAM Module is okay. Like the other replied stated, it's not integrated. You can make a lot of changes on your schedule/assets without GL impact. Since it's a new module, it needs alot of improvements. Deleting or changing an asset is a pain/tedious. But it is still better than Excel of course. I implemented it for the…

Yes, it's working for sales rep. That's why I can't figure out why it won't work for the manager. Basically, they should be setup the same except the schedule for the manager is marked as manager.

Yes, it's upon collection but but on fixed rate and sales rep and manager have the same date on their comp plan.

Yes, I'm on top of the hierachy and my subordinates are below (lower level).

Hi Mark, What do you mean "If for both employees you are the supervisor it's not gonna work".

Thanks Mark, One thing that I missed is the contribution. Do I have to enable the team selling for the manager commission to work? We prefer not to use it. Thanks again.

Thanks Olivier! :) I modified it to work for me... I had to use the full GL account for it to work. DECODE({account}, '10510 PPF - PLAINS CAPITAL 7078', 'ppf12345','10302 TACI - CHECKING - WELLS FARGO','taci12345','10100 VPRF - PETTY CASH','petty cash')

Hi Wes, It's for invoices. Thanks!

Thanks Felix, I already had it setup and it didn't work. But what I've noticed is that the "Allow Empty Classifications on Journals" was checked. I unchecked it and it works. Thanks!

Thanks, Tim. your idea is better and it reminded me I used to do that in the past. Like you said, since it's static, I just added it "as is" on the pdf form.

Here's my case, case # is 1413651. What you said makes more sense than what i was told by your support rep who replied to this.

Hi Olivier, I wish we can change the posting period manually, but we can since we activated the Approval feature. here's a scenario, A bill is dated Nov 30 and we want that to be in November period. However, if the bill was approved on the next day (Dec), then it will be posted on Dec. The way it works now, you have to go…

I just want to share this. I had imported bills using a single csv file with only expense items. The link below is the proof that it's possible. HOWEVER, for unknown reason, when I tried to do it again, it's not available anymore. The "Vendor Bill Expenses" are no longer available. This is weird. I tried to do the same…

Currently, Coastal is being used as an ACH processor. We were told that somehow Square1 integrates directly with NetSuite (bypassing Coastal). I'm wondering if somehow somebody from here had used it.

Yup, I check suite answers before I submitted this thread and I already sent a case for this. Their support replied that it's not customizable. It is what it is. And yes, we are using the new FAM bundle. Thanks Olivier

Hi Khultquist, how do you load this code in NS? I tried but have no success. I have no scripiting experience. I thought if I load it up it will work. Thanks,

Hi Chris, I already have done that. The next step is to SUM it all. I'm doing this on the invoice (not transaction search). I need it to show on each invoice. Thanks for the Reply :)

Did you find a solution to this? I want all the emails to be sent from the user's email address. It's not working. Printing, Fax & Email Preferences = User Email Address Home > Set Preferences > From Email Address = user email address This only works if you saved the transaction first then click email. If you try the…

If I would do that, I will have to change standard reporting such as the Income Statement and Balance sheet to show the name rather than the IDs, right? Because for reporting, we would want to use the names rather than the ID. What I have done is I created the department in name/text and added a custom field for the…

Thanks Tuvi, I tried that but I still got the same error message. I submitted a ticket for this last week but no response yet.

Thanks Olivier, that's exactly what I'm looking for.

Yes, the full the access role used to be customizable. I think they disabled it after the latest release.

I always appreciate your replies. Thanks Olivier. :) It's good to see a confirmation that it's not complete. At least I don't have to be acting crazy that I might have missed something. Happy New Year

Using Classes or Location might be useful too.