It is a new feature called "Supply Allocation" Setup -> Company -> Enable Features -> Items & Inventory Check out SuiteAnswers 87874 https://netsuite.custhelp.com/app/answers/detail/a_id/87874/kw/Supply%20Allocation

Funny, I just needed to figure this out last week. In a transaction search, do a join to "Project (Main Line)" Name gets you the Customer concatenated to the Project. Project Name is just the Project Name without the Custom field

I believe one of the reasons there is no official "Created From" is that a vendor bill can actually reference multiple purchase orders. We have an arraignment with our drop ship vendors to give us a summary invoice for Drop Ship Purchase Orders. So we now only have 1 bill in place of a normal 25-30 (if one for each PO)

Actually, you are importing into the 3 Landed Cost template Custom Records. The way I do it: We do ours in 4 imports: We have 2 custom fields on our items that, if populated, represents the amount of Duty and Freight once we know the values. We have a nightly search that retrieves items missing a landed cost template and…

Jim, If you edit your Custom Transaction Line Field, go to the Sourcing and Filtering tab. For Source List, select "Item" and for Source From, select your custom Item checkbox field Make sure the "StoreValue" is checked on the Custom Transaction Line definition otherwise you cannot see the value in a saved search

Yes, copy to account would be the logical other option. Too many restrictions. We have a number of Custom Segments, these fail if used in a Saved Search with Copy to Account. We have many third party bundles that are locked so if we are trying to move a related object, these tend to fail also. The help doc on Copy to…

Maybe I am doing this wrong. Went to download Webstorm and I see you need to PAY $$$. This is just so wrong on so many levels. I guess I need to find folks to speak with at SuiteWorld

I guess my main concerns are: 1) I am not a developer/coder. I would NEVER use Eclipse or Webstorm for any of my day to day job. 2) Bundles work perfectly just the way they are Those who know me know I am a cheerleader for NetSuite and I am a reference customer. I just cannot understand how they could remove such a day to…

I would still use the Units of Measure. In your definition, you can define the base units as "eaches" and also the various other box sizes. Then when you create PO's and Sales Orders, you would just specify which unit you are using. Yes, there are challenges like not being able to set a seperate price for every size…

Check out Strongpoint for NetSuite https://www.strongpoint.io/netsuite They have a free version called Flashlight that will do what you need. We use the Change Management version and love the tool. According to their website: "Install Flashlight, run the Spider and get accurate, comprehensive documentation of all your…

Thanks. Was wishing it was a seperate bundle like the dashboard tiles. Cheers, John

Michelle, I contacted my account manager about this and she asked me for the Bundle Number. Is there a bundle number you can share?

@User_5QCSN On the Print Checks and Forms page, Select Invoices Add a filter for Customer and Date. This should limit to just what you need and you can click Select All (you "might" need to check Allow Reprinting). When you click Print, you will get a single PDF

Just an FYI that the Location should have been under the Selection column there... Glad it is working out

If you change the trigger filter from "Visual Builder" over to "Formula" I believe this should work. Using the formula builder, I selected fields "Total", "Tax Total" and "Shipping Total" to get the below (Also note that I added "on view or update" in case a user edits and removes a line and also limited it to Create and…

I edited my reply above. The action is labeled "Create Line".

You can definitely do this with a workflow. I was able to have the workflow trigger on After Submit with a Condition of Total Less Than 500 Then use an Action in your State to Create Line. You will need to specify 2 parameters. First is the Item (My item is called "Minimum Order Surcharge" and next is the Rate "100" (see…

Joy, Thanks for this. The expected receipt date was not visible on our PO form. Once I displayed it I saw it was not populated. Once I added a date, then the Allocated Demand was set. I wish the suiteanswers had gone into this level of detail. I appreciate your help

Joy, Thanks for the reply. Yes, the 2000 are on a single PO. I exposed the line level location and it was already populated. I resaved the PO and there is still no quantity allocated. PO (after editing form then re-saving the PO): Sales Order (after re-saving):

Here is a way to find either triggered alerts or scheduled searches. (I do not know an easy way for reports) Criteria: (note, change last line for the user you are looking for) Results: This will at least give you a list. One thing you can do easily is remove the email address from the employee record when they leave

Thanks! Appreciate the help

I have an update. I just found out the emails do NOT get sent only if the person creating the case is also the person who entered the case. Is that "normal"? Because I was entering the test cases during setup, when I did not receive the notification, I didn't realize it was only when I assigned to myself.

I do know that our users have added a filter for that screen for Status and maybe for that very reason. Sorry

Do you have the accounting preference for "Invoice in Advance of Fulfillment" turned on? See Setup - Accounting - Accounting Preferences. Go to the Order Management tab and it is under invoicing

You might want to try reaching out to your account manager. There is a chance (although not sure how good of a chance) that they might provision it for you.

If you purchased a Suite Success edition of NetSuite, there "should" be standardized dashboards for the default roles. Unfortunately we purchased before Suite Success was available. I think the dashboards default to the Standard Roles but I may be wrong as my last experience with them was over 3 years ago.

Zeeshan, You should enter the Vendor Bill against the Purchase Order as soon as you get it. To enable that, you need the Accounting Preference Set to allow "Bill In Advance of Receipt. This ensures your aging is correct Go to Settings -> Accounting -> Accounting Preferences. Under the Order Management tab, go down to…

The easiest way I find to resolve these issues: 1) Assign the new role to yourself 2) Go and bring up an RA in edit mode 3) Copy the URL of that record in Edit Mode 4) Switch to the new role 5) Paste in the URL from above When you hit enter NetSuite "should" list the permission that you need.

With Multi Location turned on, NetSuite natively already does track average cost by location. On the main Purchasing Inventory tab for an item, you should have an Average Cost column which represents the Average Cost for that item at that location. It should look similar to this screen: When we transfer inventory we…

I am assuming these are NOT drop ship PO's. Best practice is to Close the Line for the item you will not be receiving anymore and then add a new line to the PO the the new item and quantity.