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Comentarios
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Thanks for confirming, @User_E15G4, Yes - the screenshots would have been helpful. I have several other questions: Do you see the "Landed Cost Template" field populated on the Item Receipt line? Do you have the "Landed Cost Per Line" checked on the Item Receipt?
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Hi @User_E15G4, Can you confirm that you set up the Landed Cost Template for all required Items? Also, did you specify which template to use for each item in your PO / Procure-to-Pay process?
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Hi @Buckeye1497, You can check the DnD script execution logs right after adding a file to Drag and Drop. The logs often provide valuable insights into the underlying issue.
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Hi @Luis G, You can create a Workflow to generate an Error Message and disallow Item Fulfillment if, say, a custom "Sales Order is Verified" checkbox isn't checked on the Sales Order.
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@ImeldaSanchez, I have a few questions: Do you have the "Store Value" set to "True" or "False" on the Transaction Line Field? When you change the custom field value on the Item record, does it correctly update on the main/first line of the Quote every week? When you copy the line on the Quote, what value appears in the…
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Hi @User_8RJ16, The leading practice for your use case is to create a Sales Order from a Quote with a Drop-ship Item. Once the Sales Order is approved, it will create a Drop-ship PO. You can generate the Fulfillment from the PO and then create the Customer Invoice from the Sales Order.
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Hi @Arian Barnett, Do you have the "Revenue Plan Update Frequency" set to "Automatic" in the Accounting Preferences: If not, did you run the "Update Revenue Plans" process to create the Revenue Plans? With the "Direct Revenue Posting" checked, the recognized revenue won't appear in the Deferred Revenue Waterfall Summary…
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Hi @User_IJB6M, Yes - you can do that:
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Hi @User_32GQL, Do you have approval routing for Bill Payments? The issue might be caused by a related Workflow/Script.
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Hi @kees.netsuiteadmin, NetSuite doesn't have a native way of restricting Customers, as the Customer record is typically the first selection made on the Transaction record, such as a Sales Order or Opportunity. The workaround is to create a Workflow or a Script to generate an Error Message if the selected customer doesn't…
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Hi @User_5BYJA, Could you expand on what specifically the issue is? Would you like the Sales Order status to change to "Fully Billed" based on the amount?
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Hi @Nilesh Gupta, I would like to expand on your earlier comment: If any changes/update occurs in service item like Pay Rate, Bill Rate etc, then "a new service item is created in netsuite" and the name will be followed with effective date Example - Oracle_3242_Eff.03/27/23 Could you confirm that you create a new item…
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Yes, @User_4TK33 - the #3 will also work with the Project on the Sales Order header. With this configuration, once you add a Project to the Sales Order header, the lines will auto-populate with the related Items and Charge Types selected (e.g., Milestone). There might be a specific use case for the "Create Projects from…
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Hi @User_4TK33, Yes - my comments apply to Charge-based Projects. In fact, I don't recommend using any other Project Billing Types except "Charge-based". The correct workflow on a high level would be: Create Sales Order Create a Project with appropriate Rules and setup Add the Project to the Sales Order line and select the…
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That's great news! I was about to suggest to check that and a few other items.
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Hi @user10786369, Yes - you can do that via standard Employee CSV import. If an employee has multiple roles, you must add the same employee to multiple rows in the import file and map to the relevant roles.
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I found a SuiteAnswer article with the details on how to do that. Let me know if anything is unclear or doesn't work, and we will work through it. You would need a CSV import to report on the historical Sales Orders. I know that you need the Tax Code and Rate in the first place and wouldn't want to check the Sales Orders…
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Thanks for confirming, @Silva Timber, Although fields such as Shipping Carrier or Shipping Cost are accessible to the Saved Search, it appears that NetSuite specifically restricted the Shipping Tax Code and Shipping Tax Rate from Saved Searches. To overcome this limitation, you can create two custom body fields for the…
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To confirm, when you view a Sales Order and click on the "Shipping" tab, do you see a Shipping Tax Code populated there?
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Thanks for the additional information. Most probably, it is due to your company's Office 365 configuration. Based on your responses, it appears that everything is set up correctly from NetSuite's perspective. Perhaps you can open a support case with Microsoft - they should be able to find the issue with the Office 365…
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The Email Best Practices article on SuiteAnswers has everything you need. When you updated the DNS record, did you follow the steps mentioned in Naming, Choosing, and Sharing DKIM Selectors? If, after setting up the DKIM, you still see "sent-via.netsuite.com", it's a sign it is not set up correctly.
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Hi @Silva Timber, Do you populate that information on the Sales Order Header under the "Shipping" tab? If yes, you can get that information with a "Main Line" = "True" Transaction Saved Search: If you use line-level shipping, you would need to run the report as "Main Line" = "False".
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Hi @Gab JS, You would need to set up Domain Keys (DKIM) under Setup -> Email Preferences to let your server recognize NetSuite emails as "authorized":
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Hi @User_NG5TG, Yes, you can do that via Transaction Search. Here is a reference for the first three columns:
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Hi @User_HPB3I, Yes - you can do that. Here is a reference Saved Search:
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Thanks for clarifying, @User_Y64EF. Changes to employee rates shouldn't impact the historic Estimate or Invoice records. The changes will be reflected on newly created Estimates and Invoices.
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What about Sales Orders - do you create them from the Estimate? Typically, the Sales Order is the primary sales transaction with all final amounts. The Estimate isn't always considered the final transactional record.
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Thanks for checking, @User_CNLH5, What if you add one custom column at a time and see when the "drill-down" breaks? That will help to narrow down the cause. The other alternative would be to open a support case to see if this is a known defect or if there are similar cases and perhaps a proposed solution.
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Hi @User_Y64EF, Do you create a Sales Order from an Estimate before starting the actual work?
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Hi @User_V5KBL, You can have a Sales Order with a few Service and Non-inventory Item lines linked to a Project. The same Sales Order can have drop-ship Inventory Item lines that can be billed back to a Customer with mark-up. Because all items are on the same Sales Order, you can associate them with the related Project.