Angela Bayliss · Senior Solution Architect · Silver Crown

the payment method is viewed in the payments transaction, if the information has been filled in at the time the payment was received. It is not a mandatory field. In Crystal, look in the transactions or transaction lines table, (or both) make sure you are pulling transaction type=payment. Also, you may want to check in…

Would it not be easier to do a search on this field being empty? That way, you get your results, just without so much work involved.

you mean has anyone made an income statement in CR using ODBC for Netsuite? I make exec level reports in CR, Im still learning, but I have a decent grasp on it.

If you go into a Sales Order, and then go into the History tab, and then the Fulfillments & Invoices tab, you can see the lifecyle of your order - the fulfillments it had, and the invoices. Great. Now, is there a way to get this information without having to go into a specific SO and clicking the history tab? Obviously,…

This can be had via the ODBC, haven't figured out a way to do it via Netsuite. Also noticed that Credit Memos aren't linked in that history tab. I always thought that was weird. How right you are. I have done it in CR via ODBC. However, I assumed he was looking within Netsuite itself. I missed the CM info- wow, that is…

what happens if you add an account or several ?. then you have to modify n number of layouts ?. no ?. Im not a fan of modify financial statement layouts due to the maintenance aspect of it as well as potential for including or exluding accounts you do/dont want. Messy. Totally in agreement with Ray. Causes a residual mess…

I was afraid of that. I have not been able to do this. I have, however, been able to get a list of transactions (restricted to fulfillment, invoice, and SO), that are then sorted by date. Once I run the report, I can resort by customer name (will then subsort by date), that groups all of the linked transactions together.…

Evan, you are such a handy guy to know. Thanks for this info, its helpful to many of us, I am already modifying it for what I need.

Angelika, If you have the coffee on sunday morning, I can also help you with this- If it isnt raining, even earlier (I'll skip my walk on the beach with my dog). I plan on stopping in before noon. Angela

I don't see this in my system. I e-mail reports all the time, and there does not seem to be a default set- yes, there is a list of customers, also of vendors, employees and partners. I would imagine that there should always be some care taken when sending reports out. Completely removing the ability to send reports to…

Hi Guys, I have created these reports by using the item profitability report, and filtered by preferred vendor. If you use preferred vendors, it is rather slick. good luck!

wow- I thought it was just something I did - I figured I was getting them as an admin plus a report creator. Did a little checking, and my sales guys confirmed that ours all run this way as well, and gave me an earful about how annoying it is. Anyone submitted a case?

has this been addressed, or is it still a manual process? (please please please)

Any hints/errors when using Crystal? I am a new user and am assuming that any errors I am coming across are user...

Good Morning, Your question is a bit hard to answer, and here's why: There are many elements of Order Fulfillment in Netsuite that can be configured that will directly impact the ability to 'Fulfill' sales orders. For example, there are preferences found at Setup- Accounting- Accounting Preferences that control commitment…

Landed Costs are added to the item receipts or the vendor bills. They won't show up on outbound (sales) fulfillment's. Take a look at SuiteAnswer ID # 11114. It provides a great overview. Good Luck! ~angela

By any chance, are you using serialized or lot numbered items?

Hmmm, It's been a while, so I went back and checked, and I misled you. The setting applies to Sales Order's only. My apologies. The overage is allowed on sales orders because the invoiced quantity will be the total fulfilled. Transfer Orders don't have that ability, so it makes sense.... You'll have to adjust the process…

You can enable a setting at Setup- Accounting-Accounting Preferences- Order Management tab where you have an option under 'Fulfillment' to 'Allow overages on item fulfillment'. If you mark this as true, then you will be able to fulfill more items than the fulfillment record is showing. Please note that this allows overages…

Has anyone had any luck shiping multiple boxes using the COD Shipping Method? When I attempt multiple boxes...Netsuite adds the amount of the order to each box, therefore, doubling the COD amount on a 2 box order and tripling the amount on a 3 box order and so on.....This does not work very well. I have submitted 2 cases…

Here is an old but informational thread on Bins, in case your interested. https://usergroup.netsuite.com/users/showthread.php?t=3603&highlight=Bins+angela Hope it helps

Ship date is not the date the customers should receive the product, it is the date the order will queue to be shipped out of your warehouse. To see a list of 'ship date' vs actual date shipped you can create a saved transaction search where type is fulfillment- for results, add ship date, and when comparing, the…

Actual Ship/Receipt Date (this is the date of the most recent fulfillment against that order.) Most Recent, Malin? so if you want to see all off of one sales order, do you suggest approaching it from fulfillments, with results including sales order with a ship complete field - then sort by sales order? Personally, I don't…

every time? on new orders with one package- specifically?

Im curious, so I hope it's ok if I ask- in reading this thread, I'm wondering if accepting a customer 'deposit' instead of actually trying to get around all the red tape (of visa etc-) work? In essense, you will reach the same goal, having the payment prior to shipping, (or ordering) while at the same time keeping a…

Can anyone please comment on this? Netsuite employees? Hi Rod, Is your issue also related to freight on orders in the webstore not aligning with manual orders placed (same customer, item, etc)?

Is there an acceptable varience rate for integrated fedex? IE- 1%, 5%, 10%? Or is the estimated rate expected to be spot on?

I have set up "Packages" that have dimensions and then associated the item on the sales order to the "Package". This in my understanding will send dimensional data to the real time carrier and "more accurately calculate the real time rate". After testing and changing the dimensions of the package and then recalculating the…

Fuel surcharges should be included in the rates returned by FedEx. Please work with support to report the discrepancy and your exact workflow/shipping data so it can be investigated further. Malin, Im curious about this. Since fuel surcharges are often a different line on the fedex bill, as is the chargeback for '…

This request confuses me a bit. In theory, if an order is fulfilled and shipped, there is a fulfillment record. If a box is then found as the order was picked more than once, is there not a red flag when someone a) sees the fulfillment is complete, b)sees there is already a label, or c)has to reprint the pack slip? Perhaps…