Angela Bayliss · Senior Solution Architect · Silver Crown

I have good news and bad news for you. This can be fixed in such a way that it will have no effect on your books- easily. However, you will have to start your Rec over again, from scratch. Open the rec with the wrong date- unmark all debits and credits- Plug the beginning and ending balance of your misdated rec to match…

I cleared all of ours out by simply creating a reconciliation at month end, netting to zero. I dated it the first day of the month, so it would not interfere with the other rec.

Is it possible to add the Customer Name to the columns on the bottom part of the deposit ticket (the one that gets filed with the check stubs)? Right now it is not very helpful because it only has the check number, date and amount... Once you save the deposit, do you see the button that says 'print summary'?

When you open the Bank Rec's, it brings you to the last account you reconciled and either held or saved. There is no actual default view that I am aware of.

I would suggest you take a look at the Netsuite User Guide for Administrators. There is a section in that guide that discusses custom forms, setting preferred custom forms, etc. It sounds like you may have the preferred form set by role, but it's hard to guess without more details. Customer status's are set on the forms…

savethepennies, you are ever so right. I spent too much time trying to work out where I was going wrong and hoping that it was just me and not NetSuite that had the problem. Alas, it is not so. Will try reducing extra space, et al and see how I go. Thanks for posting a reply. Let us know if you don't get anywhere.....

I am trying to add a field (list/ drop down) to the customer page/forms. I am not finding where I do that since it is not the same as adding a custom field to transactions. Where do I go for that? Thanks Online, free, Netsuite Help Center Rocks. A wealth of info. :D As copied directly: Custom Entity Fields topicAlias4 >…

Angela... Is that you?? In the flesh my railroad loving friend.:cool: like a bad penny, I just keep showing up.......

JMUnderwood fingered the crux of the issue: NetSuite seems out of touch with the real world in many ways. Evan has said how NetSuite works closely with some customers to get their feedback, but from my perspective this isn't working very well. Angela, the problem is that item fulfillments and invoices are both linked only…

Another reason why an Item Fulfillment wouldn't/shouldn't update the sales order with data entered on a custom field is because you can have multiple fulfillments per Sales Order. There isn't really a good way to logically update the SO given this structure if you end up invoicing each fulfillment on a single Invoice. It…

So here's the reason you're having a problem. The fulfillment process is stricly and inventory/warehousing process and has nothing to do with an invoice or sales order. It makes sense that if you are populating at the fulfillment stage that you are adding data to a record that is different than the SO or Invoice. If…

I don't know where this is described in the documentation, if at all. There may be a reply from Evan or another employee to one of my postings in this user group site, or the previous one, confirming my assertions. I speak primarily from my intuition about the inner workings of the NetSuite database architecture based on…

In case the invoice is for multiple item fulfillments I guess. We were in a rush at the time that we came across this problem and chose to punt by allowing our warehouse employees to edit the sales order to enter the needed data (notes and serial numbers). I'm afraid I don't have a clear explanation for the reasons why it…

** Order Confirmation Email sheet ?> (The sheet that gets auto sent to Customer w/ Order has been fulfilled.) I Setup-accounting- customize fulfillment e-mail. Do not confuse this with the order confirmation e-mails (from web orders).

I am trying to change the HTML layout of the Order fulfillment notice that gets sent to the customer. this is not a standard PDF or HTML layout as transaction forms. It is only an e-mail that gets sent to the customer, and is customizable via setup-accounting-customize order fulfillment e-mail. Oz And Angela, you both sent…

You always have to one-up me don't you... Just kidding. Great point. Didn't think of that! Never Wiz- just been so buried I missed you guys. I was only trying to answer questions that remained open....I feel the need to feel needed ;) Happy new year, Matt- hope it is the best ever!

In 2008.1 you can set the font on a custom element to "Bar Code". Thanks, -e Oh Evan, you ROCK!!!

Glad I could help. Have fun!

After having created custom fields, they don’t show up in a given order in the actual forms (in the numbered sequence they show up in the Transaction Body Fields list). By the way I have created custom forms from standard forms and expecting to see my custom fields on those forms. I am perplexed here. Also related to this…

Some good questions, let me see if I can help. Transaction Body Fields: After having created them, don’t show up in a given order in the actual forms (in the numbered sequence they show up in the Transaction Body Fields list). I chose to put a custom field on “Payment” tab (seeing that “Payment” tab is an option to put the…

why wont a transaction search based upon item and serial work for this? :confused:

A is correct.

Setup-customization-transaction body fields- new Label= Customer Phone(or whatever you want) ID= _customerphone Type=phone number Applies to tab=sale & print on standard forms Display tab: subtab=main, display type=inline text (I use inline text so it can not be accidently overridden) Sourcing and Filtering tab: source…

You can easily create a custom field that sources the customer phone and apply it to the printing fields in the form. Let me know if you need steps to do that.

whoops... :o sorry, thanks for the correction- score two for teamwork...

you can restrict access to forms on a per role basis. To do this, go into the role you want to restrict or enable, choose the "forms" tab, and you will see where they can be enabled.

Ideally NetSuite would prevent us from approving the order if a credit hold was enforced (preventing from fulfilling is too late in the process!). Then it would allow the order to be approved once a payment method was entered (amount approved on credit card) or a check payment was entered for the customer (of course it…

I beg to differ with you, but enforcing credit holds really doesn't work in the system for us. The credit holds prevent us from entering in an order (should be able to enter, but not approve), they do not prevent us from shipping (should not be able to ship), but they do prevent us from invoicing (stupidest thing to not…

If you don't use Quotes, or enforce credit holds, not sure how to help you. Sorry!

my apologies, I was a bit confusing. The terms and the credit limit are completely different. By enforcing the credit holds, and setting Credit limit to zero, you are then blocked from saving an order unless there is a credit amount on the customer- hence, a pre pay. If the credit limit is zero, it does not matter what the…