But the item being returned is NOT from the PO. It's from the vendor return authorization. Just because the item was received against the Purchase order, it is being fulfilled against the RMA. The PO status will never reflect any return. The PO status is driven by PO Item Receipts and Vendor bills. The Vendor RMA (VRMA) is…

The only way around using both items in historical sales is to update all transactions to use a single item. In many cases, this isn't feasible. It might be possible to create a parent/child relationship for the 2 items. Create a new 'parent' item, and have the 2 items be children of the parent. This way, on the historical…

Hi Sam, Your alias field is free form text. Is there any reason why it isn't a list of the items instead? I ask this because NetSuite won't recognize a free form text as an item, but it will recognize an actual item instead. So, when you search an 'alias' if the field is an actual item, you should be able to source it.…

If the items contained on the planned orders have a department or class assigned to them, and the PO lines have the department/ class field on the PO, then these segments should appear on the PO lines automatically. If you're trying to set them on the header, you may need a workflow to set them on the PO's after record…

It is not possible to have a custom segment (or a regular location, department or subsidiary) to only post to one half of the depreciation entry. The reason for this is that the depreciation entry sources the data for the depreciation from the asset record. If the asset record has a custom segment or a native segment, it…

The purchase order status will not change to reflect any type of RMA. It's the RMA status that will change when it's fulfilled and credited. While the RMA is a linked record, it's a new transaction with it's own status. I hope this helps!

Correct. THe new workflow should have tolerance amounts that are editable - so incorporating the conditions into the new workflow should be straightforward. Good luck - let us know if you run into issues.

This is more common than you think. These are the steps I would use when dealing with this specific issue: If both of these items are non inventory, then it makes things MUCH easier. Choose the item record that you want to 'retire'. On that item, update the item name to include INV, DNU - whatever it is that communicates…

If the RSM bundle is no longer available, look for the free bundle from TechFino

Have you cleared your internet cache lately? Did you click on the Oracle Icon in the upper left corner of the screen to get the page load time data? Will you please share that data with us?

Ah. I think this may be native behavior. You may need to file a case… Unless one of the Oracle people here can confirm whether this is native behavior or an enhancement. Sorry I'm not more help.

OK- so the fact that the SO's are storing the address as 'custom' is impacting what? Why is this an issue? I'm trying to understand what you're trying to resolve- if the address Ship to select is 'custom' instead of the address label.

What approval routing are you using? Suiteapprovals, workflows?

If the address of the customer is the default ship to address on the customer record, you don't need to map it. It should default to the correct address. You don't mention if the addresses are the default- or if they are a custom address. We need a few more details.

Usually, survey's are done via online forms. This way, no login is actually required. Depending on the custom customer center role you're using, if you can't add permissions for the custom record- your customers won't be able to see it. If you create your survey using an online form you won't have this issue. I hope this…

I suggest that you file a support case right away.

If you use a transfer order to move the items to Location B, the transfer order will include a fulfillment record. This fulfillment applies to the transfer order only. Once transferred, location B should see the items available to fulfill on the single order. Make sense?

You can transfer the items from Location A to Location B using an inventory transfer or transfer order, then fulfill all items from Location B. When they are transferred, update the SO to have the items in warehouse A fulfilled from warehouse B. This way you have 1 fulfillment for the entire order. Is this what you're…

D Increases, Decreases

Are you loading a trial balance, as in the Historical period from Quickbooks? If so, you can't load the intercompany account lines as eliminating when creating a regular journal. I've never tried to load a historical trial balance using the advanced intercompany journal. I didn't think you can. The instructions above…

This makes perfect sense. THe configuration you initially had has set you up to fail. I am so sorry for your experience.

You don't have to use NetSuite Pro Services. There are many qualified consulting companies that can provide you with support. Have you looked into that avenue?

Records can only be deleted if they don't have a dependent record. For example: A PO cannot be deleted if there are any receipts/bills/RMA's created from it. A SO cannot be deleted if there are any fulfillments/Invoices/RMA's created from it. A Bill cannot be deleted if it is paid. And so on - to delete any transaction…

You won't find any actual instructions for this, because this doesn't come up normally. Note that this is a MASSIVE undertaking. The steps you will need to take are: Move all inventory to target Subsidiary- this will need to be done via csv import and inventory transfers. Depending on your Costing method, it will be…

If you have the fields on the results of the search, the search has a 'list' view enabled- and someone turns on Direct List editing, the fields will be editable. You'll need to manage these via training/ Internal Processes. Not the answer you're looking for, sorry about that.

You will definitely need 2 searches. You can do a save as pretty easily.

Did you try changing the % rate charged to each sales rep? You had it to 1 rep having 100% of the sale…..

No, if you uncheck 'charge for shipping' It will NOT calculate shipping. If you do not uncheck 'charge for shipping' shipping costs will calculate. They will Always be passed on to the customer, unless you zero out the charged amount on every transaction, which it sounds like your team is reviewing the costs manually to…

You will definitely need to inactivate this workflow. It will conflict with the new one. In the new workflow, you can set the approvers based on the dollar amounts in the criteria of each action. The native 3 way match workflow will completely replace this one.

Hi there. Since adding or removing BOMs from an assembly is technically adding a sublist record - these are not captured in the system notes of an assembly. So the answer is no, you cannot look at the system notes of the assembly. Depending on how you're using BOMs - IF you are restricting the BOM to specific assemblies,…