My Stuff
New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
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Re: Sales Order Saved Search with email trigger when all hardware items fulfilled
The easiest way to do this is to set your search to 'Sales Order Status' with the status being 'Pending Bill. This is assuming that you aren't billing in advance of fulfillment. O…1 -
Re: Vendor Record in connection to a Bill
In the 5 accounts I just reviewed (subscription billing, Manufacturing and financial first) whenever an account number is defined on the vendor record, it appears on the vendor bill memo field. This …2 -
Re: Seeking Advise on Microsoft Outlook/NetSuite Integrations
Hello, Outlook integration with NetSuite is free - it's available in all accounts. There are MANY third party options you can choose from, including a custom solution. If you might clarify your …2 -
Re: 50% deposit invoice for Sales Orders
The simplest way to do this is to create a Pro Forma Invoice using a custom printed Sales Order Transaction. As creating an actual invoice is showing the revenue instead of a deposit, you can easily …1 -
Re: combination bundle of NetSuite Approvals Workflow & SuiteApprovals
You absolutely can. I am currently using Suiteapproval workflows for 3 way matches, and approval rules for Requisition and Purchase Order Approvals. The elements you choose to use must apply to the t…2
