@Niks Blando-Oracle I agree the Item Receipt value comes from the Purchase Order price. My problem is that the Sales Order Item Line is linked to a Purchase Order (via Special Order Item), but the Stock Value that is removed from stock when that Sales Order is Fulfilled is not the same and the Stock Value for the Item that…

I have also noticed that the filename format is different if you save the PDF from the transaction, or if you send the PDF via email from the transaction - so clearly there is a way 'under the hood' to change / control the filename format - we just need that exposed in some way so that we can control it.

@Dennis Thideman I created Custom Homepages using: Within a new Center Tab you can add as many Portlets (of all types) as you want: And you can use the Audience tab to control access by role or user (therefore you can publish a separate tab for each sales rep, and then assign to a single user so they only see their own).…

Thanks again for confirm that this is 'intended' functionality (albeit a ridiculous example of how NetSuite's claims to provide 'Best Practice' functionality is clearly not true). I'll get my developers on 'fixing' this as well.

Disappointing, but thanks for confirming the 'intended' functionality (poor as it may be). I'll get my developers onto creating a fix for this

@Rumaysa Mirza If you want each page to contain the transaction body information fields, then you will need to move these elements down into the loop section where the Advanced PDF template loops through the items.... You don't need the 'if item_index=0' check as you will presumably want column headers on every page. And…

Voted,

Voted, but no expectation of this ever being resolved / improved....

@User_1TPSM - thanks for the suggestion - that's not something I've come across before but I will certainly look into it.....

Yes @Joahnna Given Uy-Oracle - I have updated my User Event script to include the necessary error checking so that I don't need any error checking in the PDF template.

There is a custom field on the Item Fulfilment to select a PDF file stored in the File Cabinet: On the File record in the File Cabinet, this bock has to be ticked: I use a User Event script to populate additional fields on the Fulfilment with the external URLs of the file: I then have an Advanced PDF Template that is…

to be honest, I can't even remember what that problem was I was trying to solve when I posted this. there is an option on periods to allow non-gl posting changes to closed periods - but I've found that causes problems also. period close is a minefield - and we have since found out we have not been doing it properly (since…

Thanks for following this up. I think I have managed to overcome this by triggering a script on Sales Order edit - despite the fact there is nothing shown in the System Notes, the Sales Order is being edited, and I can script my changes from that. Thanks

And to answer your other question, yes, we use that saved search (exported to Excel) to check our current reorder points and preferred stock levels against calculations from the last 12 months sales, and then adjust the Items (using a CSV import).

@Benjamin Paul - USA We have these features: But I don't think Advanced Inventory Management is a requirement for using the basic 'Order Items' functionality: On this screen: We use the 'Reorder Point Items' option, and this shows Items to be ordered based on the 'Reorder Point' and 'Preferred Stock Level' set on the…

Thanks

I have been investigating this further, and it's not related to the application of a customer deposit - the same behaviour occurs with a Card Authorization. The trigger I need to find is when the Sales Order moves from showing this warning: To not showing it (i.e. when the Pending Payment (or Authorisation) has completed.…

@Sivasubramaniam - it can't be done. I have created a custom record that my Finance Manager has to complete each month with the Monthly Budget figures so that I can access them via Script and include them in the dashboards. Totally ridiculous, but the only way. (This custom record ended up being used for a few other things…

@Dennis Thideman Couple of options. You can create Custom Portlets in script (quite easily) to replicate a saved search (let me know if you need an example). But you only have a limited number of Custom Portlets as well.... (but you can put multiple searches in a single Custom Portlet if you need to - this is what I am…

@Benjamin Paul - USA Very hard to do in NetSuite - as you need to get Item data (reorder points etc) and transaction data (qty sold) and then calculate on that. Trouble is you need to group the transaction lines by Item (to get totals for that item) and then you can't run calculations on a grouped total. Best I have done…

@Todd Juenemann - actually easier to read the code if you don't use the 'code' format tool 🤨

/** * Module Description * * Version Date Author Remarks * 1.00 18 Jul 2019 * */ /* Name of Script : Update Route Details On SO & TO Type of Script: Server-Side Description: This script will update Route Details On SO and Transfer Order from IF (Fields- Route No.,Truck No. , Driver and Stop No.) Business Problem…

@Todd Juenemann Is it header level information on the Fulfilment you need copying back to the SO? If so, this will do it - but you need to allow for the fact you can have multiple Fulfilments on a Sales Order, so the fields on the Sales Order will always show the 'latest' delivery data. /** * Module Description * * Version…

Apologies - I didn't get email notifications for your recent posts. The Accept Payment button is clicked from the Customer record. Here is the workflow: The before submit (popup message) works in all cases: But the after submit action doesn't trigger if NetSuite has converted the transaction into a Deposit Application. I…

In 2022.2 we see this on the Bill Payment: But the Bill Credit is applied to multiple Bills: (I've highlighted the Bill that is 'part paid' by both the Credit and the Payment). Essentially, we did see (before the update) that the whole of the Bill Credit was applied to the Bill Payment (and therefore all the Bills paid…

OK thanks @Mikko De La Fuente-Oracle - I'll use the Workflow After Submit to set the 'flag' for the WebService to action - that should prevent these clashes....

@Dominica Sevilla-Oracle - you are seeing the same behaviour as we are seeing now - however this wasn't the default behaviour prior to 2022.2 On our previous Bill Payments, we can see all Bills on the Bill Payment (even if they are fully offset by a Bill Credit) This is a Bill Payment from August (before the update): You…

Craig @charoldson_20655 Thanks for the thoughts. I am 99% sure the web service is not triggered until the user saves the Fulfilment (because the tick box field it is looking for is set in the UI during the create / edit process). However, your last paragraph did ring some alarm bells. I actually have two different scripts…

Thanks @Niks Blando-Oracle - you have confirmed what I now suspected to be the case. We do not have the option to select Bins on the Sales Order form (I wasn't aware this was an option - but I think even if it was, I'm not sure it would be practical for our business processes). Therefore, when we create the Sales Order the…

Could it be related to when the Fulfilment is created? The second ALY example above is an order that has been fulfilled to 'Packed' but not Shipped yet. The other orders (for the top item example) are not fulfilled. Does NetSuite commit the stock from the total when the Sales Order is created, but only commit the stock at…