Tom Dalton · Owner · Silver Medal

I found one tax work-around... here.... http://www.bendergroup.com/warehousing/reno-nevada-warehouse.php there are no state or local taxes to consider by placing an inventory in Nevada Not sure what they're referring to as NV has sales tax. I'll call them this week.

Wait for the "reference cart" that was released two NS versions ago.

hmmm That would work as long as we're copying from "base price" to any other price. In other words, you couldn't copy prices from something like "price-level-3" to "price-level-4" using that procedure. We are OK copying from "base price". Our only issue is that we also need to filter out items that already have a prices…

One question about 3PLs and sales tax. I'm attracted to using their warehouse in California. From you experience, would you have to collect sales tax for California customers if you have inventory coming out of a 3PL warehouse in that state? I read some online stuff about "nexus", but I still wasn't sure if a 3PL qualified.

Here is what we used to automate the creation of child item names. It is a text formula field. formula = {parent} || ': ' || + (CASE WHEN {custitem_color} IS NOT NULL then ' Color='||{custitem_color} else NULL end) || + (CASE WHEN {custitem_size} IS NOT NULL then ' Size='||{custitem_size} else NULL end) || + (CASE WHEN…

We're also trying to use "1 login". We're new to 1 login. Have you found a way to make it work with the security questions? Do you make a set of generic security question answers and then share those answers with your 1 login users. -Tom

workflow = too complicated as it usually seems to involve having an understanding of script writing/coding ...which we have very little of. Is there an easier way to make phone calls from a dynamic group/saved search? Are there saved workflows like this that we can copy or a workflow repository ? Tom

Thanks for the information Evan. When I go to "netSuite help" and search for "Date of Last Sale" or "Date of Last Order", I can't find any information on those two search variables. Why no documentation? I believe your answer, but it doesn't jive with the results I'm getting. I search for customers who's "Date of Last…

Best work around as per i know is making the Company Logo element width and height as 0 on PDF layout of blind shipping packing slip and link that layout to new sales order form that you have created. That works for me. Thanks. Now, the icing on the cake would be if we could link a customer to a particular sales order…

I'm looking for a system where I can make a new "shipping item" in NetSuite. I can name it "UPS ground 3rd Party". When creating that shipping method, I can click an option that says "THIS IS A 3RD PARTY SHIPMENT = YES". Our "regular" shipping item would be set to "THIS IS A 3RD PARTY SHIPMENT = NO". Then, when properly…

After creating the blind-form listed above, you have to change the global preference for packing slips to your blind-ship packing slip form. Then print the one packing slip that you want to ship blind (while hoping someone else in your organization isn't attempting to print a regular packing slip). Then, when your print is…

We've done this, but is very inconvenient ...by design. You have to change the global preference for packing slips to your blind-ship packing slip form. Then print the one packing slip that you want to ship blind (while hoping someone else in your organization isn't attempting to print a regular packing slip). Then, when…

Ahh. I never found that one. I didn't experience the de-authentication The one you found at... Support Tab > NetSuite Account Center > Contact Support ...is easier to navigate than the one at... Support Tab > SuiteAnswers > Contact Support

Oh, I found it. My unexpected search in "SuiteAnswers" (required after clicking "Contact Support Online") yielded more matches than would fit on the screen. I looked at the first two or three blurbs (linking to help docs) and then noticed that they got less relevant the further I scrolled down. I then hastily gave up and…

It is also missing any image URLs in the sitemap. I've went back to doing it with 3rd party software. -Tom

the one NS generates is not valid Please elaborate.

The sales manager role can NOT edit existing estimates. The edit button is just missing. I can't find the variable that is blocking that function. Any ideas? Seems like an odd function to block in the "Sales Manager" role. -Tom

The sales manager role can't do refunds from the cash sale. The refund button is just missing. I can't find the variable that is blocking that function. Any ideas? -Tom

Ryan, I haven't dealt with this issue for over a year, so I've forgotten about the fix. I can however say for sure that the "memo field" can be taken out of the customer center. -Tom PS: We use the memo field for precisely that same function as you do.

What could be happening if all webstore orders are coming in with the form = "custom cash sale test 123" and yet when I go to "set-up > customization > forms > transaction forms" there is a list of forms and none of them have the words "test 123" in their name. So, I view the internal ID of the disappearing form and it is…

NetSuite Rep said... I understand that you would like to be able to specify separate forms for Editing and Creating sales orders . Considering the standard settings in NetSuite, this is not possible. I'm not sure if they got it right. I want NetSuite to honor each ROLE's form preference DESPITE what form was used when the…

Which form do you tell it not to print on to get it out of the customer center?

OK. So, I guess you're saying that I edit our default sales order form because it is the customer's online view of their sales order that has the field that we want to hide (in the customer center). I edit the form and the "memo field" is already set to not print. now what?

FORM A should have: Enabled Column = T , Restricted = T, Preferred = T My "form" edit menu doesn't have "Restricted" or "Enabled Column". T

We had all three preferences set to use "form A"... 1. Setup > Web Site > Setup Web Site > shopping tab > Checkout Preferences 2. Setup > Customization > Transaction Forms 3. Setup > Manage Role > Forms Tab We had some issues because NetSuite has a preference cashing issue!!! There have been so many times that I have…

Have you tried customizing a sales order form, disabling the memo field, and them making it the preferred form the customer center role? Yes, that was one of the first things I tried ...but it didn't change anything. Does the effect take place immediately? I made those changes, then tested without seeing any results. So I…

I guess it can't be done! I'll just have to be more careful about what data I display in the MEMO field knowing that it will be visible to our customers. T

I'm thinking that existing Enhancement 147985 is needed before we will be able to show the "memo field" in the "back end view" of sales orders while also hiding it from the "customer center" view of old sales orders. Enhancement 147985 says: Be able to view/edit a sales order using the preferred form for the role used by…

cdelacruz, OK, I "sort of got it" to work with a customized SO form, but what from I see NetSuite can NOT do what we need. I default the customer center role to a NEW sales order form called "customer center SO form". Now every sales order that we open (that comes from our webstore) uses the new "customer center SO form".…

Don't set the vendor as a new location. Create the vendor like any vendor. Don't worry about tying the vendor to a location in the vendor record. Then create a "fake employee" record that is unpaid and has been assigned to a specific location (name the employee the same as the vendor name...if desired). Then create the…