Angela Bayliss · Senior Solution Architect · SuiteMaster

Skyytek - In FLA (I think). The largest NS services firm. Seems competent and great with managing an entire project/ understanding all of the features of NS. Strong generalist with focus on project management and setting expectations - has a large staff and can leverage skill sets of people as needed. Actually, Skyytek is…

Are you not buying it because it doesn't solve every single mobile/phone/camera/ipod problem you ever had, or are you not buying it for some other reason? For me, it solves my "easily portable" Netsuite-anywhere access problem, and as a bonus, it's also a phone, an iPod, a video player, an ok camera, etc. Sounds like you…

yep- make her have her own role (different than anyone else,) and create a form that defaults to pending approval. Don't show the pending approval field, and she wont be able to override it. Apply this form to her role, and voila!

This is done with whomever your merchant account is with. A merchant account is not actually an account, it is a gateway for funnelling money spent on credit cards into wherever you choose. Call your merchant account provider. When you set up the account, you had to provide them with a 'settlement' or bank account where…

Brion, I am curious. If you are in the middle of implementing Netsuite, why isn't your implementor assisting you with detailed explanations of this?

did someone say chocolate?? j/k Brion, couple of questions here- are you using units of measure? (UOM) are you selling primarily retail/wholesale, or both, equally? What version of NS do you have? If you are migrating to NS currently, how did you handle this in your old system? I would not ever have the same item listed as…

you neglected to mention a webstore ;) if you are still with me, then you now have two sales order forms, one queues for aproval, one does not. go into setup-setup website-edit- on the tab for shopping, checkout, list the sales order that does not queue for approval (default supervisor approval is checked, not showing). I…

did he/she mean income account or bank account ?. Had to mean a bank account. Income account has nothing to do with actual funds themselves. Although, since I am no longer in accounting, I may not be privy to recent changes, but that one would surprise me.

What are you trying to get here? A list as of everything in the system- transactions, entities, etc? Not sure I am following.

Anyone at all, want to throw some thoughts my way, here?

Looks like we're at a stage where we can all get along. What was the original question?? ;) Question was in the title, Can someone recomend a third party NS support and customization firm?

Really - I am curious to hear about it - can you tell me more? We have just a ton on customization and we were exceedingly happy with them. Are we talking about the same company out of Illinois? This may be something better taken outside of the UG. When one individual or company is targeted in here, it detracts from the…

If you don't know the rules off the forum, then perhaps you should read them again. any content that violates or infringes in any way upon the proprietary or other rights of others, including content which is inaccurate, false, hateful, threatening, abusive, offensive, harassing, unlawful, defamatory, libelous, tortuous,…

retracted- wrong thread.

If your management decides that it's best to go forward with keeping the credit as a balance for the customer, what you may want to do is create some custom body fields on your transactions that gives you visibility of the customer balance. This can easily be sourced. At the item fulfillment level, you will need to train…

Thank you for that clarification. Anytime. I am human, (far from perfect), and will always try and admit my errors. ;)

Angela, Be careful how you say that. You suggest my motives are in question as the ONE who offered the "single recommendation". I have no ulterior motive, it is simple...we answered a question about our GOOD experience. I am happy to give more details about it. Feel free to call me! Eric, I agree, do your due diligence and…

Hi Nina, A couple of questions here- Is the issue that orders are going out of the door as COD, when it shouldn't? Do you use 'enforce credit holds' at all? There are a couple of fixes based upon the answers to the above questions.

OK- so, when are these orders being set to COD, and by whom?

Hi Angela, We're new to NetSuite - haven't gone live yet - but we have uncovered the same problem during our testing. Customer (terms - due on receipt) has a credit. They purchase something to be shipped to them COD via UPS, so we create an invoice. We are too busy to check every customer for credit before we ship. The…

here's a dorky answer! I dont know how!!!! I cannot find time to learn about gift certificates, and the help menus just loose me. I've been putting in 12 hour days, 6-7 days a week. and yep, I'm whining! Would love to see you, except I bet you are here when I'm gone--Nov 24th-28th. ahhh- gotcha- would you like me to walk…

Hi Angela, Finally had a minute to set up gift certificates, and discovered: "This feature is not currently available in your account." :mad: :( :mad: :( OH ouch- crap- they must not be available in NSSB.

Angela, With the gift certificate workaround you have suggested, I assume the cash sale customer will have to enter it manually during checkout for a web order. How about for phone or fax orders? We they have to remind us that they have an unused Gift Cert? Or, is there a way to set it up so it will automatically be used…

ok, when you say 'via the website' I am assuming that the payment information is entered at the time of the sale, making it a cash sale, as oppossed to it being billed 'on account', and given terms- is that correct? If so, then what you ar running into is quite logical. If your customers do not have 'terms' then the credit…

how about I do it here, and you read it when you have time? Once you have the credit on the customers account: setup-enable features-items- enable gift certificates. list-accounting-gift certificate-new (open help- will walk you through this creation) create a new gift certificate in the credit amount- name it according to…

You are correct, via the web site, which requires a credit card. If I know they will be using up the credit, I set their account to terms, but I have to remember to turn it back off. Or to have them email me their order. but for both of these work-arounds, I still don't have all the credit card info. Thirdly is to have…

Hey Angelika, how are you? Are you invoicing your customers, or processing them on cash sales?

I am getting ready to set up the Vendor Center and give access to our vendors so I thought I'd post to see if there are opinions/experiences people would like to share. I haven't found a thread discussing the Vendor Center in-depth. the basic setup is OK. My vendors will be able to look at and print their PO's....great.…

Thanks Angela. It is my intention to design something that won't give them full access to the PO's. I will try the route you suggest. I appreciate the input!!! Ntostenr like I said, be careful, sunshine. ;)

Once you have an XML file, its very easy to convert to almost any other file in a reliable way, including XLS, and CSV, and to load into a DB in a proper relational manner. CSV is an out-dated standard. There are many problems with CSV as evidenced by the many problems people have using the NetSuite CSV import. CSV…