Angela Bayliss · Senior Solution Architect · Silver Crown

Good Morning, Steve, When invoices are created from Sales Orders, and utilize fulfillments, you are not able to simply change anything on the invoice that is dependent on the other sides of the transactions. If you think of the entire cycle as a circle, Quote-Sales Order- Fulfillment- Invoice- each step, while it is…

well, dont have time to check and see if this is a setting difference, but we have a tab on each customer record, labeled "info"- on that tab, there is a field called other relationships. from here, you can make a vendor record that is linked.

From a Netsuite perspective, this is relatively simple- all you have to do is either set up a discount (for the rebate), or an actual item called rebate. On your CM's, you can then credit them for their rebate. You can also set this up for advertising, however, from an accounting perspective, be very careful. Rebates are…

You asked several questions- let me take them in order- What kind of item should the rebate be- This is up to you- one way is to set it up as a discount. However, discounts are typically used on the actual billing invoices, not as credit memos that stand alone. Another way, (for ease of accounting) is to create a service…

credit limits-my accounting brain loves these. :D For JMP-there is a simple script that can be used to prevent orders from being entered if they exceed the credit limit. However, if the credit limit is blank- it won't pick up to block the save. There is a script that can automatically set all new customers to zero credit…

Sorry, Guys. I tried, but didn't work. I find I don't know how to deploy it. I saved the script as a new user event ( there is not client side now, I don't know if this is the right choice), then applied it to "customer", "Sales order". Then I deployed it to all users. Nothing happened. Is there anything I missed? thanks…

Hi, Matt I found out this problem in my testing too. If you go through the Estimate step, nothing will stop you from the flowing steps. In our current system, we set up COD customers as credit limit $0. So they have to pay before we fulfil it. For the new customers, only our A/R can enter the customer in the system. The…

Thanks Angela Are you able to give me the script to do this? I don't know how to write the script and I don't have a programmer here. Jane It's here, somewhere in the UG, the guys in here gave it to me. Well, they gave me one of them, and I was able to reverse engineer the other one. HA! found it! amazing what that search…

A custom field may do the trick. Place it on the invoices, as well as source it into a bill payment list, and- depending on the person paying the bills paying attention, should work.

Ok, so I just read through this entire thread, and after going on a tangent, we are finally back to the core of the issue. I have the following situation: Sales Orders Default to "Pending Fulfilment" Enforce Credit Limit/Holds on Sales Orders Credit Hold placed once Customer reaches 30 days overdue The issue I have is that…

Nope, but will give that customer a credit limit of $0.00 which means they cannot save a Sales Order to them. You need to create a form that is the preferred for the Sales staff, and then the standard form is for Accounts staff only. The Sales form has the credit limit fields uneditable - that stops it... A bit messy, but…

Hi, I might be missing something here, but we are in 11.0.6 for now and we have a similar credit hold issue that I just need someone to clarify, because we seem to be setup correctly, but it makes no sense... Customer has a $1000 credit limit. Auto hold is on, and no overriding is set up for anyone, anywhere. Salesman A…

After spending quite a bit of time on this, I think I have figured out what is happening, and am hoping someone can confirm this for me. Cash sales are only happening when the customer has a credit card entered into their customer record. Is this correct? If so, can this be set to not default to a cash sale?

Angela, for the benefit of us non-accounting types :o .....what is an "exchange account"? Thanks, Cecelia An exchange account is simply a type of holding account. Since accounting must have debits and credits in equal balance, an exchange account is used to allow the offsets. For example, in my use as outlined above, it is…

There is an option you have to enable which allows you to enter the Vendor's Bill and Bill the Vendor's Bill in advance of receiving the item. You must have that option shut-off. Setup Accounting > Ordering/Shipping > Bill in Advance of Receipt = ON this is applicable only if you do not have advanced receiving on. You…

Thanks Angela, good explanation. One more question if you don't mind: is an exchange account different than a suspense account? (sorry for highjacking the thread, folks...last time, I promise)... Cecelia :o yes, a suspense account is used as a holding account for expenses where the account is to be determined. AN exchange…

In the employee center role, there is a 'list' permission called documents and files. the three permissions-edit-full- and view- drive what the employee can do with the documents(files). Not sure contacts has much to do with this permission, although it is listed alphabetically above the documents permission.

negative, at least not with the current version. see this: https://usergroup.netsuite.com/users/showthread.php?t=4969&highlight=roles of course, there is no confirmation from NS, but sometimes, silence is deafening.

This can be done with relative ease. What is it that is causing you the prolem?

Be careful making assumptions- while the vendor/customer centers don't require licenses, the employee center does. I think our company has 5 licenses available above our full users. you would lhave to look at your contract to know how many you have.

Employee self service user is someone who has the ability to log into netsuite for the purpose of using the employee center- not for the purpose of being a netsuite user. This allows them to enter expense reports, purchase requests, etc, without the need for a full license user. Hope that helps!

Invalid Parent reference error... WTH?? :confused: Wow, I love talking to myself. The help file states to reference the parent item as shown in the example table in help under import matrix items clearly lists that the parent item name should be used... even shows it in the example.... Then, hidden deeply within another…

Invalid Parent reference error... WTH?? :confused:

and, here is a great big FYI!!! Once again, I learned the hard way........hence my thread on hth do you mass delete..... when importing records there is a choice on the file type of 'windows' or 'Mac Roman'. I was ripping through customers when I first noticed this. It defaults to 'Windows'. I happen to run Macs. I had…

Here is what I did. Imported the parent items in it's own file. Child item file column 'subitem of' I used the parent internal id on the upload AFTER YOU MAP the fields, click on the little pencil icon in that mapped area. change the item drop down from 'names' to 'internal id'. voila. (I say voila, don't ask me how many…

Since you are importing a csv file, if you are Excel savy, it is relatively easy to use vlookup and a couple of steps to clean this up prior to importing. Using Excel might save you a few bucks, and avoid the need for another software. ;)

its been a while.. but I dont think you can do it like that.. its probably failing on the primary contact - I believe you have to use 2 csv files.. one for customers and one for contacts.. You cannot do it in one and expect it to add the contact - there are other fields needed at contact level. yep, but I think the problem…

I know this one- for some unknown reason (probably to make us all a bit nuts), when importing item fields involving advanced inventory (once it has been turnedon or off- doesn't mtter) the prefferred stock level and reorder point filds are changed to boolean. You can't bring in a number in a boolean field, it is only a…

Hey, thanks for the response. Perhaps I am missing something here logically. What I am trying to do is to add items to our inventory (we stock jewlery, accessories and purses). As part of this, I would like to be able to set a new item to a location as well as set the quantity of this item at that location. I know that I…

So...about opening balances... We're live in the sense that I am playing around with the system. Ideally, before we go "live" I'd like to delete all of the test items/transactions I have created in during my past few weeks of blundering. I'm hoping this won't be as difficult as it probably will be. But, assuming I am…