Oh bummer - I'll vote for it! We need the order's fulfillment date, which should match the order's Ship Date. The Ship Date is on the main record, but we need each item to display in the report which is why I was using fulfillment date.

@Ivy Lopez-Oracle - any of them would be helpful. I was using the Reports / Order Management / Shipping Report, but I can't put Months as the column. I tried creating a Custom Report / Quantity Fulfilled. Here were my criteria, but again, I can't choose Month as the column in Section 4: We are just trying to pull a report…

@Ivy Lopez-Oracle - can you help answer this one? I think I need to build a custom report for this because I also need Inventory Items Shipped by Month. I pulled up the shipping report, but that does not let us report by month. I'm having trouble selecting the dataset for the custom report.

@Joy Noreen Magoling-Oracle - that is helpful but I wouldn't be converting a non-inventory item to inventory. I would need to convert it from inventory to non-inventory. I know I can't do that, so I'd have to create a new item to make it non-inventory. My question is what are the implications if I replaced the inventory…

@Joy Noreen Magoling-Oracle / @Ivy Lopez-Oracle - do you have any advice with this scenario?

Thank you for confirming @Jack Daryl Espiel-Oracle !

@Herdi Rana-Oracle : I have a follow up question to this topic. We have a case where we made an inventory adjustment from Location A to Location B. However, the Estimated Unit Cost was $0 for the item when we moved it to Location B (this is because there were no historical transactions under this location). Accounting…

@Shamaine Chan-Oracle /@Patrick Fresnosa-Oracle - I believe what it came down to was making sure to select "Add/Update" and not just "Add" in the CSV Import Option page. Also make sure that the field below doesn't get added. At one point, it was required for me in my old import and I believe it was part of the error…

@Shamaine Chan-Oracle - I think I need to redo my import and adjust the CSV import settings. It worked with another sales order import. I will let you know what changes I make!

@Shamaine Chan-Oracle : Yes, still getting the error even with the internal IDs. It's only happening when I change the Shipping Country to Canada - which means it must be driven by the Canada tax form. I assume the field item_total is the AMOUNT (Rate * Qty) at the line level. I can create this Canada Sales Order in the…

@Patrick Fresnosa-Oracle - did you have any luck with this one Patrick? I've also tried changing it to the Standard Sales Order form, but I get the same error. To confirm, we do have the Canada, Ontario nexus under our subsidiary.

@Patrick Fresnosa-Oracle : I added a default tax code in the import, but I'm getting the same error. :(

@Patrick Fresnosa-Oracle : Yes, I was able to create the Sales Order in the UI just fine. I don't have the tax code in the csv file because all shipping addresses are different and we were hoping NetSuite would just be able to find the right one and use it based on CA province. However, I'll go ahead and try putting one in…

@Patrick Fresnosa-Oracle - Actually, I never have. I've done many imports over the years and never this error!

Hello - yes this answered my question and was very helpful!

@Ivy Lopez-Oracle : It doesn't look like this was ever answered. I am noticing in our chart of accounts, some of our Parents are marked inactive. I assume it was to hide them from entry. Does making the parent inactive cause any issues with the child accounts? We still want the child accounts to be active.

@Camille Cagalingan-Oracle : What are the implications of never fixing the inventory cost calculation? We also need to fix it back to November, but when we open up November, it opens up all subsequent periods. I tested this in Sandbox and the calculation adjusts financials for all periods since November. Accounting doesn't…

@Patrick Fresnosa-Oracle - Yes! We were able to make it a child account. Thank you so much for your help on this!

@Patrick Fresnosa-Oracle - thank you for your response. I am using OneWorld and Advanced Taxes. You're right in that the team had created the Sales Taxes Payable accounts, but did not create the nexus beforehand. In fact, in the Chart of Accounts I see that the Sales Taxes Payable accounts were all created manually and…

Answered my own question! I had to update the role to included "Allow Non-GL Changes"- not just the closed period. ?

Hello @Ivy Lopez-Oracle , I updated the period to allow non-g/l changes, but my Accounting Manager still can not see the EDIT button on the bill. I can see it as the Admin, but she is still unable to clear the "Payment Hold" button on the bill. Any thoughts? I read somewhere we need to turn on the Vendor Approval workflow,…

@Joy Noreen Magoling-Oracle - thank you so much for your help!

@Pierre_Plourde - Thank you - that was extremely helpful! So this might not be as terrible as I was picturing. ?

Thank you all! I have filed in an enhancement for this: 4146323: OpenAir Multiple Work Schedule. Please vote!

Hello, I wanted to post a 'solution' for this concern. Our team applied a discount at the line level to negate the milestone that could not be billed. We added the Discount under the item to be discounted and for "Rate" put in the full negative amount. This reversed the revenue on the RAR and closed the Sales Order. Thank…

@Ivy Lopez-Oracle We discovered that this was due to a custom script in place. The sign it in was posting (+) instead of (-). This case can be closed!

@Camille Cagalingan-Oracle Hello - here are the steps I'm taking: The project and SO currently have $7200 left to bill. My Sales Order is in a Pending Billing Status, but there is no "Next Bill" Button. I see that I have my item and it is 0 invoiced out of 1 qty. I have 0 charges pending on the project, so I will go create…

@Shamaine Chan-Oracle There are no errors when I try to invoice the Sales Order - it just takes me to a blank invoice. I checked the item, and the "Can Be Fulfilled/Received" field is not checked. Therefore, this item does not need to be fulfilled and it never needed to be in the past. It is true that services items don't…

@Shamaine Chan-Oracle The item is a Service for Sale. Allow Overage on Items Fulfillments = False Here are the steps we take to invoice charges on projects: a. Project is created with Milestone Task. For this example, I will call it "MS1". b. On the Financial tab on the Project, we create a New Milestone Rule. Name = MS1…

@Shamaine Chan-Oracle Will gladly answer! No items on this order are required to be fulfilled. What is set on your Accounting Preference - Invoice in Advance of Fulfillment? (Setup > Accounting > Accounting Preferences > Order Management tab > Invoicing subtab) ANSWER: Invoice in Advance of Fulfillment = True Do you have…