Angela Bayliss · Senior Solution Architect · Silver Crown

Glad I haven't lost my ability to not only confuse myself but others as well! At any rate, I played around in the system some more last night and think I might have it figured out. Reading your last post helped affirm some of what I figured out on my own. (By the way, I have 0 NS training; why bother asking for directions…

Thanks again for your response. More questions though: I understand your point about needing to register the inventory as an asset. Assuming I wanted to do this, certainly there must be some way to do a batch upload of assets, right? For instance, how are you managing the input/output of your own inventory? Also, what is…

bringin in Quantity on hand is actually part of an accounting process for opening balances....no??? Mind if I ask what your trying to do? Not clear on it :confused:

perhaps you will find many of your answers in the CSV import guide. Have you looked at the guide? It explains most of this.

WCM: I ran into the same problem a few weeks ago. Our problem was that there was a hidden data row on row 65000 of my csv sheet. Needless to say the import, once started, could not be stopped for 48 hours until all 65000 leads were entered. The real list only had 1200 leads on it. It really slowed our system down and did…

If I understand correctly, and I may not- evan may need to jump in here, the delete all data button does not delete transactions. It is aimed toward all of your custom settings and customizations. It would not have worked for what I needed, to scrub transactions themselves.

I may not be from ns, but I can tell you that they enabled a mass delete for Transactions for me. I yelled pretty loud, and went pretty high up the food chain at ns to get it, but it worked. As soon as I was finished, they removed the ability. Essentially, I removed more than 24k transactions- as opposed to entity records,…

DD- let me know if all of your questions have been answered- I deal with a large inventory of serialized, non serialized, and kit items. I have lots of experience with these.

You will need to inactivate the items and bring them in again under the correct type. Once an item type is determined, it cant be changed. You can bring these in manually or via CSV, but you will need to clean out the wrong types first. You cannot create two items with the same name, regardless of what type they are. IE-…

After the long conversation we had about this, I had to test it. I went into one of my testing accounts, and hit that button. It did have two confirmation requests, as well as making me choose one subgroup of accounts to keep, but once processed, it went to pro services and came back after an hour or two. It worked exactly…

wow- I am really rather surprised- there is a mass delete function that NS enabled for me, I had to scrub more than 20k transactions and start over. It was not ideal either, but it did allow me to do it in days, rather than weeks. When I was finished, they turned it off. Perhaps this is a difficult thing, and only used…

yes, actually, many many times :cool:

Angela, Could you possible please leave a copy of your .csv header and one row of "test data" I have worked with SAP, Axapta, Saleforce etc.. and well after following the import instructions and re-iterating the data batching 7 times, with different variations. 1) We are using the latest .CSV import template - as provided…

The status of an invoice is either Open or paid in full. You could create a custom field with 'RMA Pending' that could be used to note that an RMA is pending, but I don't think you can change the actual status. A custom field could be used to filter out invoices from aging reports, so should work for you. ~angela

Go to your custom segment, and click edit. Navigate to the 'Application & Sourcing' Tab, and under 'Transactions' you should see the option of 'Deposit'. Place a check box next to deposit. Save. Voila Good Luck! ~angela

You may want to file a support case for this. ~angela

I'm not clear on how it's not working properly. It's hard to provide idea's when the problem isn't understood. :) ~angela

Custom segments won't appear on custom forms that exist at the time the custom segment is created. You may have to manually update your custom forms to add it on, - look on the 'custom' tab of existing forms, and you may find it there to add to your forms. ~angela

On Your Sales Tax Liability by tax agency or Sales Tax Liability by tax item reports, click 'Customize'. Go to 'More Options'. Check the box that says 'Cash Basis'. Voila! Good Luck! ~angela

Is this still an issue? ~angela

You can set up new Unit of Measurement for Hours/Days, and apply it to your service items. However, you will be restricted to bill all of those specific items by only 1 unit type. For example, a Unit type of hour and a sales unit type of day will always invoice customers in days and portions thereof. ~angela

I played around some more... It's there - thanks Angela! That was really nice of you! Ok Wiz, you know I love you, so be gentle when I try and help you understand this. Believe it or not, it makes sense when you look at the bigger picture. (and stop calling me nice, you're gonna ruin my reputation...) BTW, StephQ appeared…

Clearly I am missing something here. Perhaps one of you nice people can help. If not, someone not nice will suffice. I am trying to email an attachment along with a transaction receipt. Step 1. Enter transaction details on an invoice. Step II. Go to Communication>Files on said invoice. Step three. Upload a new file. Step…

I totally second Wally and Oliver.

I have a purchase order which has been received, billed and paid; however, apparently when the bill was created it was not attributed to the PO so the PO remains in "pending bill" status. Is there a way to link the bill to the PO after the fact? Otherwise do I need to delete the bill & bill payments and recreate them…

We have created problem codes/dropdown list to help us identify why our customers are not paying us in a timely manner. One problem we are running into with our larger customers is that several invoices will have the same problem. Is there a way to select all the invoices withing a customer that have the same issue and…

We charged sales tax on an order and after the customer paid for it they came to use with a tax exempt form. How do I credit just the sales tax from the order so that I can return the funds to their credit card? Thanks One option: Create a CM for the customer using a general 'good faith' type of credit. Note the account…

You can take care of this very simply, by creating an item of type = Discount, and map the accounting expense account to your 'sample' expense account in your COA. on the sales order, or invoice, apply this discount for 100%, and your entire order is zero cost to customer, and 100% expensed to samples. Regards, ~angela

You may not need a script, based upon how you charge sales taxes. If you use Netsuite Sales Taxes, and set the rate at the transaction level, you could store the tax item value on the SO along with the ship to address and set it with a workflow before user submit. In that case, you can simply print the stored Shipping…

We have this same issue but for warranty work so 1 billed customer (the warranty company) and many ship to customers. We need to retain the Ship to Address for Sales Tax implications. But when you change customer it wipes out the Ship To Address even if already Fulfilled. Any way to handle this other than copy and paste…