If the PO has lines that have not been billed, look at the PO lines: If the PO line is 'Closed' it cannot be received or billed. If the PO line is 'Closed' and lines have been received but not billed, You will need to reopen the lines by editing the PO, and unchecking the 'closed' box on the line. I hope this helps!

Advanced PDF Templates source data from the transaction you are printing. While you can source data outside of the transaction printing - you will need to do this using the source code version, and including the code needed to source that data. Without many details from you, this is the best I can do. I hope this helps!

What type of script is it?

The only way you'll be able to track the opportunities at the parent level is in the UI on the parent customer record. Since the parent is an established customer, they won't show up on your opportunity reports since the subcustomer is a different customer stage. Clear as mud, right?

Like everything in NetSuite, it takes a few tries to get things right. Email templates must be created to reflect the type of transaction that you're sending. In your Case, you're trying to send an email and address the 'contact' when there isn't contact data on the transaction. Using joins here isn't going to work as you…

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It sounds like you may be missing setting the Nexus up for the top level transactions. To confirm this, go to setup>Subsidiaries > and select your top level subsidiary. Edit the subsidiary, and go to the 'Nexus' subtab: Ensure that the Nexus's are assigned to the parent subsidiary - Hope this helps!

On the Employee Center Dashboard, only the most recent 5 transactions show in the list. However, the employee can select 'View Expense Reports' Or 'View Purchase Requests/Requisitions' and they can easily see the full list. It's all about real estate on the dashboard - if more than 5 show for each category of transactions,…

You can easily include a message on Sales Orders and Estimates by using an email template. Go to Documents>Templates> email templates> create your email template. Once the template is complete, set it as the default email template on your Sales Order & Estimate Forms Customization>Forms>Transaction Forms Now, any email…

Glad I could help!

OK, you asked 2 questions here. You can prevent ach payments from having a check number set by: Add bank details to your vendor Mark them as an EFT Payment. This will stop your ACH payments from assigning check numbers. To import ACH details: Go to Home-Set Preferences- and put a checkmark next to 'Show Internal ID's View…

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If memory serves - You can pull the invoices with the 'applying to' transaction information. Specifically, applied to date, amount, etc. This is a bit different approach Pull your invoices. With the payment date and amount (from applied/applying to transactions) you should be able to see the original invoice amount, along…

You asked about this on another thread. If you do not have 'Invoice billable customers' configured, there will be nothing to bill. On another thread, you asked how to automatically create invoices. If this is another attempt to circumvent the process of creating them manually or via csv - it's not going to work. Sorry it's…

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When you merge vendors, the items where the vendors may have been listed as the preferred vendor may be cleared. This is due to the vendor record no longer existing. It's always a good plan to review items with preferred vendors before and after you merge vendors. There is a warning screen when you merge vendors (or…

Workflows are a great way for non developers to create automation. Workflows are limited to having transitions between states, which are represented by lines. There is only 1 display screen when working with workflows. If your workflow is too complex to manage, it can be replaced with a script. Sorry I'm not more help. A…

Are you using checks or vouchers? You can import the actual ach information to the bill payments once they are paid. You can also edit the Bank Account after the payments and reset the check numbers. I'm sorry this may not seem helpful. I am trying to help. Do you know how to import and update the bill payment ACH…

This is a complex request. I'm curious as to why you need a saved search, instead of using the AR Aging detail report? It's possible to create an AR Aging type of saved search. I'll let someone else provide the details of that search - I have limited time this morning.

Depending on if you use landed costs, the answer may be different. Without landed costs, add the shipping line with the shipping account information. You will need to update the PO with the shipping cost (Item=shipping, non inventory item for purchase, not received,) when you have the bill from your shipping vendor. If…

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You can pay ACH bills at once, then go back and import the ACH details in the Check @ field. If you're using the payment processing feature, this should update the ACH details automatically. Hope this helps.

A - On Hold

So, based on the customer category, you want to automatically create the transacionts each month, then email them out to the 'members'. You don't know NetSuite well, and you want us to tell you something that you can then recreate. In this case, you need 2 different solutions. #1 - Create the invoices automatically so you…

If you open a period that was closed, yes, you can re-run the elimination entries if you delete the system created journals. If you're not closing a period, you'll at least have to close the prerequisite tasks to enable the intercompany elimination entries. You can run the elimination process, the reopen the other tasks.

Kits are items that are packaged together, and have a Revenue account assigned. You cannot edit the quantity of the components of a kit. The components of the kit are defined on the Kit item. In some cases, the components of the kit won't appear on transactions (depending on your settings). So the answer to your question…

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When accepting payments through top level customers, you will not be able to change the GL impact of the payment to reflect the child Name. The only way to update the GL impact is to accept the payment through the child customer. Sorry it's not the answer you want.