Angela Bayliss · Senior Solution Architect · Silver Crown

assuming your role is unrestricted-I am going to give you a search that may work for you: new search- transaction- create saved search- criteria- type=sales order, payment, invoice on the results tab, get rid of everything but the following(you may have to add some) date date closed type name status amount also on the…

Julie, you are limiting your parameters before you even start. sales orders are a type of transaction. So are invoices. A sales order report will not pull up any information pertaining to an invoice, and an invoice report will not pull up anything like a sales order number. You have to go a level higher- for example-…

ok, now I am even confusing myself... You can choose to have the discounts calculated for you, as described above, but I also see there is a discount field available when the amount is not autocalculated. When you go into "pay bills" there is a discount field available. Keep in mind I do very little accounting data entry…

It is a calculation term in Excel. If you don't use it, then my suggestion wouldnt make sense to you. You can easily create a search or report- whatever you want, but you will have to search on the two different transactions. The sales order and the invoice. Your "simple" report is trying to pull information that is unique…

Just a simple report like I would do in Excel - the 5 column headings with the single rows of data below. -Julie- do you know what vlookup is? can you use it well?

Julie, are you trying to create a single line that lists all of these, or would a grouping work. For example, a line with the pertinent invoice information and a line below it with the sales order information?

"Bill purchase order" isnt going to help you anyway- because you want to receive the PO, correct? If so, try this. setup-manage roles- open the role you want to enable receiving. on the Permissions tab, under transactions, enter "recieve purchase orders"- you may or may not also need "receive items" Voila

then your almost there..... go into your purchse order VIEW mode- (save it first)the button WILL NOT appear in edit mode let me know if you still dont see it

yes-to both- but you will not be able to clearly identify "in dispute" vs regular aging on your A/R schedules

yes- the button under the header? Fourth from the left, I believe- this button will not show if the role viewing it does not have permission...

sure- several- how you will do so depends upon how you want it to show in your reporting. A custom field should easily do the trick, but it isnt going to be reflected in your A/R reports- will just show as open.

Actually, had to revisit this today. While the script runs without errors, when you go back in, there is still no zero in the credit limit field. (sigh).... Here is what I did- copied and pasted your script into a notepad file, saved as a .js file, uploaded to scripts on the custom form, I set the script file drop down to…

billing in advance of receipts will only work if you are paying for the order in full. (at least thats what happened when I tested last summer) Also, the billing would affect the accounting end- this does not hold true if you use the process Brian outlined above. In Brians outline, it is basically a wash. (net 0 affect in…

Well, glad you can work with it, not sure of why there is a difference, but as long as you can work with it, great!

after checking this out, I think I may have found a possibility. The "type" of role seems to matter when trying to view these buttons. It seems that the "sales" and "marketing" roles do not see this button, but "accounting" and "shipping" do- when the exact same settings are applied in the role. You may want to confirm…

Not very clear on what you need here- are you trying to apply payments in the system to invoices you created, or are you trying to link checks written to bills entered? Once you use the write check function, and the check exists in the system, you cannot enter a bill against it. Write check is independent of enter/pay…

Thanks, Evan, you are wonderful. Works like a charm. Angela

We do this all the time, but use a non posting, exchange account. the exchange account should always net to zero, so is relatively easy to manage.

be very careful of using th "full access" permission- this allows users to delete things- will give your accounting department fits- totally skews the audit trail. I sent you an e-mail about this- please check your e-mail.

You CAN, however, write a check, place the amount to an exchange account, then immediately write a vendor credit from the same exchange account, this credit can be used to apply to future bills. ;)

The exact script I am using is: (client Side) function setCreditLimit() { if (nlapiGetFieldValue('creditlimit').length == 0) nlapiSetFieldValue('creditlimit','0') alert('Setting credit limit to 0'); } I think what I need is to set the credit limit if it is blank ONLY. I am trying to catch up and enforce these holds today,…

It seems I am running into a block here- when implementing this script, it is fouling up established customers by resetting their credit limit to zero, each time a salesman opens a customer record. What we want is to set new customer records to zero. arrggghhhh

allrighty then. When you added the permissions to the roles, did you add them with "View" "Edit" or "create" priveleges? If it is "view" thats you problem.

immensly. Makes perfect sense. I sincerely appreciate your patience and help with this. I have seen you- no weight loss is necessary- dont want to risk a good strong wind blowing you away. was worth a shot anyway :D

this one works well, with some testing. Thank you, your assistance is very, very much appreciated. Angela Bayliss

well, what do you know----- how cool is that. Evan, you need to tell your boss that you need a raise- you are worth your weight in gold to us out here. Thanks - you seriously rock!

LOL- you gotta let us know how that works out for you. can you give me a brief explanation of the difference in server script vs client? My stodgy accounting brain is having issues wrapping around that.

The alert came up, but the credit limit is still blank....no errors though, thats a good thing. My result that I am aiming for is this: we are implementing the enforce credit hold function next week- while I do not want to impede sales, we do not want sales roles to be able to modify the credit limit field. I have two…

Hi Ray, It merges the entity- they will still be customers and vendors, but transactions to both entities appear on both transaction tabs- this isnt so bad, if you understand what your looking at. However, when you start making JE's to offset, it really misleads you by listing the JE twice- it still seems to maintain the…

yes, we have run into this as well, but never got an answer back- was sent on an e-mail case. This is very important- should not be an enhancement- the idea that product can be shipped to someone who cannot be billed is a major thing- what gives, ns- was this designed that way?