Angela Bayliss · Senior Solution Architect · Silver Crown

Hi Edwards, On the workflow primary page, is it set to trigger on both create and view/update? Sort of a silly question, but I always try and start at the basics. If this is set, can you share the workflow logs with us? ~angela

Hi Robert, I understand that you see this as a problem. However, this is native behavior and will not change. Since the account types drive the aging reports, and the intercompany accounts quality as the type within the agings, they will always be included in the out of the box reports. Note that report customization is a…

This is resolved.

When you run an A/P aging, every account within your COA with type=accounts payable will be included. You can easily filter your report to not equal your intercompany accounts, by clicking customize, filters, account not equal to (define the specific intercompany accounts). I hope this helps! ~angela

Hi Kedalene, Yes, the column with the posting period on your import file must follow the format of the periods. Alternatively, you can use the internal ID of the posting periods - go to home, set preference, show internal ID's: Then you can use the internal ID's of the periods you want to post to. This makes is so much…

You don't have to add a column to your import, if you are posting them all to the same period. Map the 'posting period' on the NetSuite side, and use the pencil in the mapping to choose a default period. Loading transactions in this manner is done for implementations as well. Open AR, open AP, and Inventory value…

If a customer cannot read a file that you have sent, their incoming security may not be letting the invoices through. If you can open the invoices without issue, this is on the customer side. While PDF's are best practice, maybe send it to those clients inline within the email? ~angela

OK< Thanks for the details, very helpful. This is going to be difficult, as the only place where the ship method is listed is on the item fulfillment. I would suggest that you update your process so that when a Sales Order is created, the actual ship method used is defined. To do this, the ship items must be defined. If…

For the system setting, you cannot select transaction types, it's every email sent from NetSuite. If you want help setting up a workflow, let me know and I'll be happy to assist. ~angela

If the invoice has the field 'ship method' showing in the UI, it will be inherited from the sales order. Ship method is defined on the sales order, usually. If you are trying to print the ship method field on the invoice, that's a standard field to print. You wouldn't need a custom field. I'm really confused on what you…

This is a terrible design on Avalara's part. Seriously. Just my .02. ~angela

My pleasure. If possible, I'd love to have an update on this once you get it dealt with. In 20 years, I've not seen any instances of a 3rd party script updating company preferences of any kind. I'm curious. Good luck, and have a great day! ~angela

Wow. Just. Wow Create new new saved search, type = system notes. Record Type = Company Preferences Date = relative, this week. Then set up to email you upon changes. This should send you an email anytime a company preference is changed. ~angela

Have you set up your tokens for the integration?

When configuring Shopify, you will need to configure Shopify before syncing the items to NetSuite. Once you configure shopify, then you can link the items from Shopify to the child matrix items from NetSuite as individual items. The configuration of NetSuite will not sync over and configure Shopify. ~angela

Am I understanding correctly that you are updating the PDF Customer Statement? If so, using the advanced PDF tool, you should be able to add this field using {shipMethod} to the Columns. ~angela (The NetSuite Schema with field names can be found here)

This will work as well, if you want to cc the same people/email addresses on every email sent from NetSuite. This setting is not used often, as admins don't really want their inbox flooded with every email sent from NetSuite. ~angela

Wow. This sounds a bit crazy to me, as NOTHING should make changes to your accounting preferences (or any other system settings) without an authorized user making the changes in the UI. I'm curious as to whether the transactions that are being voided are being done so using Journal Entries. The entire point of this setting…

What is the point of doing this? I'm curious. I'm happy to help this user, but getting notifications of posts that have zero relevance is wasted time in my day. ~angela

You Can't automatically CC people on an email template. You CAN create a simple workflow to send the email using the template, and CC a group of people with the workflow. If you'd like, I can walk you through creating this. I would need to know the transaction type & when the email is being sent. ~angela

Did you figure this out?

You can manually process credit cards as long as you have an integration with a credit card processer. There are Point of sale solutions available as well. If you have a credit card processing company, they may provide you with a card reader as well. See suiteanswer 7518. ~angela

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This was finally resolved.

On your custom field that you created - your sourcing is good, but you need to check 'store value' on the field. Without storing the value, the value won't be available to print. ~angela

5/22/2007 ;)