Thanks Chris - yes I have the ID's switched on.... Support suggested creating a custom field sourced from ShipMethod (which shows the correct shipping method on a list), but again reverts to 'Delivered' on the form! Support also confirmed that their systems display the correct info from that field (as you have). I have a…

Thanks John!

Thanks Chris That does look very promising, but from a quick read of the help files we would have to move over to 'Demand Planning' to make use of this - and I don't really know the full implications of this change. (We are currently managing stock levels using 'Reorder Point' as our Replenishment Method). I will read up…

Thanks Will We have default bins for all our items at each location, but (as far as I have seen) this doesn't default to a 'green tick' when receiving goods. Is there a system setting somewhere that enables this??

Thanks Chris - I agree in principal. But I do also see their point, especially when dealing with branch to branch replenishments - in theory we have competent staff at both ends of the transaction checking and double checking the stock out, and then again back in again. We do want to investigate handhelds in future, but as…

Yes, that does seem like my only option, but there are potentially times when I would allow editing at Shipped status (as long as it hadn't been billed)…. I guess I'll have to fix this with processes rather than the system...

Thanks Chris Yes, as always the underlying problem is 'between the computer and the chair' What you have described is what I went to do, but all of my fulfilment records seem to stop with a status of 'Shipped' - the attached Sales Order is Billed, but the fulfilment records don't seem to update their status. Is that a…

Thanks for the additional info Javier - most helpful I will look through that with our Finance team tomorrow and see if that helps....

Suite Answer Id: 67888 has an example report for analysing the Accruals account. (If anyone else is going through this article, don't forget you need to put in your account number/name in the formula - I missed that for the first few attempts!!) Anyway, it gives a figure that is close to my trial balance for last month,…

Thanks for info and confirming that it checks for 'Shipped' and not just fulfilled. Am I correct in my understanding that the date filter works on the Billing Date from the Sales Order (which appears to default to the date the Sales Order is created). We normally invoice orders from a few days ago (to give time for any…

I am having a similar issue with this. Our old ERP didn't do Realtime stock value calculations, so we are unfamiliar with this way of working. As we understand it the Accruals accounts has transactions for all item purchases (in and out), and so at the end of the month (for monthly accounts) there will be a value in this…

Thanks Chris!

Please can you tell me how you 'un-close' it?? We have hidden the close buttons (on purchase and sales orders) because they are two easy to close by accident (there is not pop up or confirmation message) - and we have been unable to find a way to re-open a closed transaction??

We've also struggled with this. We are using 'date driven' based terms (so payment is due on 31st - which should default to last day of the month according to NetSuite help). Then push it forward to end of the following month using the 'Due next month if within days' field set at 31. Problem with this is I think it jumps…

Thanks Chris - I'll keep working on the saved search to see if I can create something usable......

Thanks Chris If I allow sales orders to go on, then I am back to the problems I have now. Our current workflow stops fulfilment, but our Trade Store staff ignore this and let the goods go out anyway... Unfortunately I don't think NetSuite can solve our process problems...…. Really appreciate your feedback and advice.

Chris Just going back to your original response (to my original question!) If the customer has cash terms, the sales order should be marked as paid before the shipping progresses How do you define / classify customers with cash terms? I've been testing Credit Hold in our Sandbox, but we have our Cash Customers set with a…

Info from NetSuite support for anyone else looking at these issues - they have now confirmed that this is a 'known issue' and logged under Enhancement I understand that the Picking Ticket is not showing your expected result when you do partial fulfilment. It still showing those already fulfilled items where in fact it…

I agree, the process is not ideal (but we like to give the customers what they want!). It also can happen where an order is initially picked in the morning (with some items not in stock) and then a Purchase Order is received later in the day providing stock. I will do some testing next week on the {quantitypicked} field…

I am looking at your (vey helpful) screenshots in more detail. I am struggling to get sensible figures on our Picking Tickets - NetSuite have given us 2 different options, but neither are wholly successful. Initially they set up the 'Items to Pick' as 'Committed' - this works from the point of view that items on partial…

Thanks both - it is a frustrating omission, but good to know there is a process to deal with it....

We have already moved to a custom field for Invoice emails (because our customers don't want all the Sales Order confirmation emails) - but NetSuite are still proposing a solution using the bulk invoice send (based on filters using this custom field) and so I assume this will still send the default email (we have a…

Wow! - thanks for all the info - that gives me a lot of ideas and food for thought..... I really appreciate you taking the time to share that. Many thanks!

Thanks - all great ideas and suggestions for consideration. We currently use the 'Print Picking Tickets' page within NetSuite - and that has very limited options for filtering etc. (Which I think is one of our problems). We have already started looking at Saved Searches for the Warehouse to use (in place of the Print…

Thanks for your thoughts and suggestions - those are similar to the logic we currently have in our Sales Order Approval workflow.... Where do (or would) you put this logic, and what would you do with it? Would you use this in a workflow? How would you use this to prevent fulfilment? It still seems strange that this is…

Thanks - we did look at Credit Hold, but I think that prevents the entry of a Sales Order (which our sales staff find frustrating if they go through a large order with them on the phone then find they can't save it due to credit problems) - as you mention, the problem is not with the Sales Order but with fulfilment.…

We are going through 'SuiteSuccess' at the moment and struggling to understand how NetSuite handles customers with no credit limit. I can see from the above that setting a Customer's credit limit to £0 will give them unlimited credit (NOT what we want!), so maybe I need to try setting at £0.01 With our customers with no…

Thanks Joshua - that's a useful alternative.

This looks like it might be relevant - but it involves scripting (which I'm not confident with yet): https://netsuite.custhelp.com/app/answers/detail/a_id/26158/kw/upload%20file%20attachments Does anyone know of any other ways?

Thanks Dominic - that's really useful. It's a worry that the NetSuite consultants can't give us these options! I will try that on the next data import and see if that improves things.