In my opinion, there are still too many issues with Copy to Account (custom segments being the biggest issue that causes failures for us). We always try Copy to Account first, but when it fails, we still use Bundles

I know they are trying to have us stop using bundles, but you could create a bundle and share it with Specific account IDs. You could then go to the destination (customer) system and, under advanced, select the account you want to copy the bundle from

Jim, You need to create a new item (if you do not have one already) that you would use on the refund that hits your tax liability account. We call ours "Sales Tax Adjustment" and is an Other Charge for Sale.

Unfortunately, you need to explicitly give access to the individual segments under the permissions tab as I doubt you want the default to be anyone being able to create a new Custom Segment

Martha, They also need to be added to the Permissions tab of the Custom Segment (or if easier add the custom segment Record name under "Custom Record" on the role)

Did you first Inventory Adjust them out (down to ZERO)?

@User_KKDTH If you do not use Bins and the item is not serialized/lot controlled you can do an Inventory Adjustment worksheet If any of those are NOT true, then you can Inventory Adjust them out and then back in with the correct unit rate/average cost

@OliverK No worries! That is what the group is for

@User_GGRJN When we receive a large number of serialized items, we are able to have the vendor send us a CSV of the items with associated Serial Numbers. We do a CSV import into the Inventory Detail of the Purchase Order so that when the PO is received, the Serial Numbers are automatically created

@OliverK Sorry, but the only way I can replicate your fields is if it starts as a Transaction Search For an Item search, here is a sample screenshot (note my Item Number field is called Name): Now if I do a Transaction Search: If you scroll to the top of your search definition screen, my guess is you will see Saved…

Here is what looks "odd" to me. On a number of result lines, you are somehow join back to an Item record. If you change the second and 3rd and 10th lines from Item : Description to just "Description" Item : Item Classification to just "Item Classification" Item : Special Work Order Item to just "Special Work Order Item"…

@OliverK Would you mind posting a screen shot of the Criteria page? Also, is this an Item search?

Instead of the CASE statement, try NVL({item.quantitycommitted}, 0)

Martha, Take a look under Setup - Company - Email Preferences. Under the Email Options tab. It might be set to Do Not Send Emails (Or logged in user-which is the owner of the search)

When you add a new result field, scroll WAY down to the end and select "Applying Transaction ..." and that will get you to the join of the vendor bill. Here are the additional result fields:

If you start with a Transaction Search on Purchase Orders, that transaction contains both the Quantity Shipped as well as Quantity Billed Criteria: Results: If you need more data from the vendor bill, the Applying Transaction join will get you there

Josh, Definitely check out "Supply Allocations" SuiteAnswer 87874 I allows you to allocate future inventory from POs and Transfer Orders. We have just started using a few months back and is working as we had hoped.

We have been using Strongpoint https://www.strongpoint.io/ for about 2 1/2 years now and love it. Their Free version handles the documentation but we have the Change Management version which also includes Change requests and compliance reporting. If you already use a common Change Management system they can integrate into…

You should be able to add a Formula criteria Formula (Numeric) nvl({quantityshiprecv}, 0) - nvl({quantitybilled}, 0) is Greater Than 0 Along with Type = Sales Order Mainline = False Shipping Line = False Tax Line = False This should give you only lines that have been shipped but not invoiced

I sent you a PM with full screen shots of Criteria, Results and my data

@farrago It "should" still work. If you look at the GL Impact on a fulfillment when sold in your 10Pack, do you see the COGS lines there?

@farrago If you just need Quantities, you can do a transaction search on Item Fulfillments. If you include in your Criteria: Account: Type = Cost of Goods, you will return all fulfillment quantities of the KIT Components as well as when they are sold individually

Unfortunately you cannot change the NetSuite default screen BUT you can create your own sublist saved search and arrange the columns to what you like.

Actually if do 2 things you can still apply the payment 1) Make sure the Accounting Preference "Apply Payments Through Top-Level Customers Only" is UNCHECKED (it is under Setup -> Accounting -> Accounting Preferences - General - Accounts Receivable) 2) Create a Nordstrom PARENT account and use CSV to import that to each of…

Also, there is no way to join to the Item custom fields directly from a customer search.

@Toanne Here is our Subtab Search It is a Customer Search Criteria: Result Fields: Filters:

We did a similar view. Use a Customer Search For Criteria: Pricing Item is Not NONE The fields for results would be: Pricing Item Item Pricing Level Item Pricing Unit Price That should get you started

Currently no, BUT there are some great enhancements in the next release notes

You should have a new column called "Allocated Supply"

@farrago Actually 2 possible ways I use (probably more) but both are valid when Mainline = NO First option I find easiest Criteria: Applying Link Type = Drop Shipment Result field "Applying Transaction" has the PO If you do NOT use Special Order POs Criteria: Purchase Order is not - None - Then the field Purchase Order…