Angela Bayliss · Senior Solution Architect · Silver Crown

If your items are set up as dropship, when they are added to a sales order, the dropship po will be created, and you can mark the PO as 'shipped - which will also fulfill the SO. If you used a regular PO instead of a dropship PO, then you'll need to receive/fulfill the dropship, treating it as if it's a special order. Make…

The simple way to update a vendor form is to run an import, and set the form you want to use as the import form. Run an update - don't actually change anything, and when the import is finished, all vendors will use the form you set. All other forms will no longer be in use, and can be inactivated as needed. Hope this helps!

Is there some requirement to make these comments? I get notifications and there is no value to the notifications if you're repeating the exact request I made.

What role is the vendor login using?

I would ask why you want to restrict adding this portlet? Are employee center users not actually approving transactions via the employee center? If people are not approving via the employee center, you can remove their permissions to approve transactions - which would prevent them from adding the portlet.

If you're looking to present an AR aging report in SuiteAnalytics, what are you looking to capture that isn't already present on the standard AR Aging report?

When someone uses one of the expense items (set up as inventory)- you will need to use an inventory adjustment to relieve the quantity of the inventory items. If it's being used by the warehouse team, often the offsetting account for the adjustment will be either a COGS or an expense account. (Confirm with your accounting…

In that case, I believe that you have an issue with your csv import. I suggest you file a case with NetSuite support - because something may be snarky within your account.

I found a way to work with this for you. When accepting customer deposits as standalone transactions in one currency, you cannot apply the customer deposit to invoices in a different currency. It's not possible to do this in NetSuite, natively. What you can do is this: Create a JE in GBP and credit the AP account while…

One thing that would be SUPER helpful on all posts is to lessen the number of 'Thank you for sharing your idea's' and other useless responses from the Oracle NetSuite team. Seriously - if a comment provides zero value, why are they being made? They send people who are commenting to be helpful notifications - which again -…

When you manually enter an address within the UI- If you add the zip code of the address instead of the City/State, what happens? Open any customer/vendor record>Addresses Subtab> new address> add in address line 1, and the zip code. What happens when you do this? does the state appear?

Instead of modifying all of your PDF forms, perhaps you might like to approach this in a different way - that will correct the configuration, instead of hiding things on the forms. while you are collecting shipping on your website, I suspect that when the sales orders are created in NetSuite, you are mapping the shipping…

OK< my first findings are that you cannot create a customer deposit from the corresponding sales order in a different currency. In your case, did you accept the customer deposit as a standalone record? Meaning that you went to transactions>Customers>accept customer deposit? I believe that is the only way you could be…

This can be done using a script. You would need to create an item for royalties, and whenever a customer has an invoice that qualifies, a journal would be created. The formula for the amount of the accrual would be the royalty amount defined on the customer record*Item royalty amount*line amount. To create the JE, the…

WHen you import the addresses, are you importing them using 'override' = true? This is the only way I was able to populate the address in the box without adding the state into the state field on the address. There are some settings that may be applying that could be interfering: Setup>Company>Preferences>General…

Happy to help if you answer my questions. 😉

Thank you for the screenshots. If possible, can you log in using the custom role, and take some screenshots of the record being available to edit for us? IE- log in to that role, take a screenshot of the custom record in view mode, then a second screenshot of the custom record in edit mode? That will help a lot.

Hello there! Let me run some tests and I'll get back to you shortly.

There are a number of reasons why this might occur. Question - do you have the 'bill po in advance of receiving' enabled? Is the PO for items, or expenses? Here is how I would troubleshoot: View the PO - system notes subtab. Look to see if the PO was billed. If it wasn't, then the 2 transactions were never linked. If that…

The resolution of this issue is relative to your costing method. If you're using average costing, the cost of all the components will be calculated into the total amount you build. Which is clearly not accurate. This issue is a major oversight by NetSuite in my opinion. Anyway - I have some time and a test account I'm…

Can you provide a screenshot of your custom record if you are still having issues?

When you enable A/R, a customer deposit account will be auto generated. So you should already have a customer deposit account within your COA (If the features are enabled). Navigate to Lists-accounting-accounts. Sort by account type. You should see the 'Customer Deposit' account within your COA. Note that you can change…

You cannot have a separate account for each customer deposit. However, it is pretty simple to look at the default customer deposit account and see which customers have deposits made. It's also recommended that you create the customer deposits from the sales orders they apply to. If you do this (and not just go to…

In the search results, use ID as one column, and Name as the second. What is strange is that these 2 columns are the first 2 default columns when using the 'default' view….

Here is the easiest solution, Suiteapprovals is a free bundle that allows you to create approval rules. This way you're not having to edit workflows, or scripts. If you aren't using suiteapprovals, I suggest that you consider it.

This is a very old thread, closing it out.

The issue I was running into is people accidently minimizing portlets, then calling me asking how to undo the minimize. It's not possible. Good to know. Another training item

Consolidated Payments

And you chose your own response as the best answer. At least I tried.

Create your search - Main Line=false Group the results by Type & item Sum the Quantity and amount columns. Let me know what else you need?