These are Open Bills related to Drop Ship Orders. This report checks if the related Sales Order is already been invoiced.1. Navigate to Reports > Saved Searches > All Saved Searches > New 2. Click Transaction link 3. Enter preferred search title 4. Under Criteria tab > Standard subtab, add the following filters: Type | is Sales Order Applying Link Type… Continue reading Open Bill Report (Drop Ship Orders) with Customer Invoice Number, Invoice Due Date, Status
Month: February 2022
Automate spiff report email
Requirement: The automation is used to send the spiff reports via email. This automation script will run at the end of each month and send the spiff data to the appropriate spiff person in CSV format. Solution:
Adjust Inventory Value Without Affecting The Item Quantity
There are two ways to adjust Inventory value of an item without affecting its quantity: Note: however that this only applies to Regular Inventory Item and not applicable to Lot and Serialised Items 1. Use Adjust Inventory Worksheet (Transactions > Inventory/Items > Adjust Inventory Worksheet) —Use COGS or any other GL account as the Adjustment Account.… Continue reading Adjust Inventory Value Without Affecting The Item Quantity
Preferences Module: Certifications tab: Configure Template Fields
When an account is open to the View Reconciliation screen, the data that is presented to the user performing their role in Certification depends on the Certification Template which the account is configured to use.Take the below image for example. If an account is configured to use template ‘Recon with no Subledger’, its View Reconciliation… Continue reading Preferences Module: Certifications tab: Configure Template Fields
Preferences Module: Certifications tab: Configure Templates
Certification Templates are how ReconArt refers to the workflow that a given account will follow for Certification. The Certification workflow for various accounts can be different, and the format and information that needs to be presented to the Certification Users for a proper certification also varies. For example, with certain accounts, only the GL balance… Continue reading Preferences Module: Certifications tab: Configure Templates
Preferences Module: Certifications tab: Configure Default Columns
As each organization uses its own internal terminology, ReconArt is designed to give a certain level of freedom to configure labels in some key areas of the Certification process. This provides for the accommodation of “native” company terms for relevant details during the month-end process. Shown below is an example overview of accounts found in… Continue reading Preferences Module: Certifications tab: Configure Default Columns
Preferences Module: Certifications tab: Configure Users
Once Roles have been configured, Users must be added to those roles so they can be assigned to the different workflow steps in the Certification process. In this section, Users will be “enabled” to operate in the various roles. Note that this does not assign the User in this role to any particular accounts or… Continue reading Preferences Module: Certifications tab: Configure Users
Issue : Transaction search not running in Restlet script
A transaction search created in restlet script is not executing even if the script results no errors. The script was created for NetSuite Integration Solution Enable permission “Find Transaction” in the Transactions under the Permission subtab in the custom role created for integration.
Updating the Sales Invoice Status To Paid In Full
Requirement The status of the sales invoice is not updating to Paid In Full, if it is applied by a journal and so the sales invoice status will be open even if it is fully applied. Need to create a schedule script for updating the sales invoice status if it is fully applied ie, amount… Continue reading Updating the Sales Invoice Status To Paid In Full