Angela Bayliss · Senior Solution Architect · Silver Crown

This is why I want to search specifically on Ship-to. Is there another approach? I did a search for State/Province is NY, which is actually Bill-to State/Province. My results included Bill-to State/Province and Ship-to State/Province, sorted by the latter. Many customers with NY ship-to addresses have bill-to addresses…

In other ERP systems there exsists typically a view similar to the JE (Journal Entry) form to enter AP/ (Bills) This is how a AP cleark could enter bills much faster. My question was is there anyone out there whom enters 100's of bills/ap and knows of a way other than the "Enter Bills" screen Txs for your help I'm going to…

Posted earlier: " Our Controller loves to close accounting periods within a day or two after the end of the month. " Per the phrase above, here we go again, letting the accountant's run the company. I'm an accountant (CFO / Controller / VP Finance - whatever title you like), and fully believe the Controller / Accountant…

Also, I need to update all customers with ship-to addresses in NY to Taxable-yes. Looks like I can NOT search specifically on the ship-to state. The ship-to fields are available for search. Can NS expose them for search criteria? In Mass updates, you can update all customers with primary addresses by state, to taxable or…

It may work well to just add new Memorized Transactions for the ones that don't work, then delete the old ones that don't work, and monitor all the memorized transactions for a while, to see if they are posting correctly, on the correct dates, etc. This may save you some time and frustration in researching what went wrong.…

or click on 'bill PO'.

cl***ic is a dirty word in certain parts of the world. not sure where though . :-) yeah, its up there with a ssist. or at least it is to netsuite. go figure ;)

Oh, that Cl***ic thing is hilarious!:D I have to agree- that is spell check seriously running amok....gotta love technological automation. ;) Also, some of this advanced accounting may lose a lot of people. Typically,most small companied operate on a cash basis system, and as Ray pointed out, Rev Rec is much more detailed…

If you have closed your year, but your adjusting entries went to '05, you can do a few different things. Due to the ramifications of having your books wrong, if the misposted entries are non material, you can fix them with a JE. If they are not non - material, you may have to reopen your books, fix the errors, and reclose…

My accounting knowledge is on the intermediate side, but it just seems wrong to create fake bills. When I say wrong, I'm referring to GAAP. I am forging a transaction that never happened. It seems that creating a fake bill would have the effect of increasing my expenses on the books invalidly. But, I guess as long as we…

Hi Eric, If you already have the bil credit in your system, and just want to clear it, then ntouch gave you a perfect solution When I receive a Vendor Check for a Credit, I will deposit the check as an "Other Deposit" which allows me to specify a GL account to post to. If the Bill Credit is already in the system, I will…

Jane, Your not stupid. To pull the customer search for credit limits vs open balance, try this: Using the basic A/R aging (found under reports-customers-a/r), simply add a field into your criteria (edit columns) called 'credit limit' found in the folder 'customer'- you can easily get rid of the other colums, and change…

here is the link to the other suggestions, seems there are a variety to choose from. Hope some of them are helpful. ;) https://usergroup.netsuite.com/users/showthread.php?t=6420&highlight=vendor+credits

Again, foiled at the 90% point. I've got to learn to design AND prototype before presenting a solution to anyone in the company. It's backfired to many times... -Steve Steve, I have been watching this thread with interest, as from what I understand of NS, I wasn't certain what you were trying to do was possible. I was…

Another discussion on this exact subject happened yesterday, with step by step instructions If you search, you could save yourself some time, in my humble opinion.:cool:

Nick, Does this work in 11.0.6 if the customer record is set up and based upon the shipping locale, the customer record is marked as 'not taxable'?

There is a wealth of information on Landed Costs if you search on the term. For example: https://usergroup.netsuite.com/users/showthread.php?t=296&highlight=landed+costs (evan a whitepaper link in that one) or https://usergroup.netsuite.com/users/showthread.php?t=296&highlight=landed+costs or…

A major patch went out on Saturday, and I know it fixed a lot of the integrated shipping bugs, but late on Friday, I noticed someone had been working on the serialized inventory, as all fullfillments were now requiring a serial number be filled in (hard to do for non serialized items). It basically stopped all the…

yep- inactivate it, and recreate it as a new item. This will preserve your history, while allowing you to assign a new default.

Its nice to have this huge problem known and being worked on, but it would be nicer to have some communication .. at least in lieu of better testing procedures no kidding.

Hi Jay, as long as you have the capacity to scan, you should be able to use the file cabinet. Your question is very general, though, depending upon your specific needs and understanding of NS file cabinet (space, use, etc.) as far as the license and user type, going to have to defer- not certain, and a little too busy to…

ditto... This is like a two-tiered enhancement - enhancement of enhancements. I like it. that is too funny. Parent enhancements. In the not too distant future we will improve the enhancement voting mechanism as follows: 1) Customers will be allotted a certain number of points per annum, which will renew automatically on…

rockalicious. wow. I have been called many things, but I am relatively certain this is not one of them I have heard before. It all boils down to communication, my friend. You asked a specific question, obviously not going to be found in help. Perhaps it is just my opinion, but instead of listening to what you said, you…

The lag time for others to view saved searches and reports is annoying as well. Nothing like creating a report for the board, and telling them, well, it's done, but give it some time before you can see it. Also, since I troubleshoot for all roles, custom or not, I have to have that role assigned to me. When I do this, it…

Can someone explain the AR reporting and statement generation impact between Due Date and Transaction Date options in the accounting set up? We originally selected due date but because of discrepancies between aging reports and actual statements, I recently toggled it to age from transaction date. It fixed some…

OMG....ok, now that I am done choking on my coffee, I can laugh without making a mess. This is so much more than a forum, it is an adventure. You guys are wonderful. now, if you will excuse me, I need to go drain the coffee out of my keyboard. :D

In order to assist, we need to know a few more specifics, such as what kind of history are you looking for? Obviously, more than shows on the transaction tab, but is it more than can be found on the basic a/p reports? if so, I have found that small alterations to the basics can often provide what I am looking for. If not,…

James, are you asking how to cancel a sales order, or how to reverse a sale(as in a completed invoice)?

transaction lines- look in that folder- thats where I found it last time I looked.

I think the issue is the packing slip is only pulling feilds related to the actuall fulfillment. To get a true 'invoice' you will need to invoice the customer and print a copy. the other option would be to print the sales order. But if you BO something it will still show up on the order. -Andrew THis is exactly what I was…