Consolidated Payment feature for a Sub customer in Different Subsidiary

To Accept Payment for a Sub customer in Different Subsidiary : Currently, it is not possible to use the Consolidated Payment feature if there are Parent and Child customers in different Subsidiaries. Enhancement 208348 has been filed to make the Consolidated Payment feature available for parent and child customers in different subsidiaries.  As an alternate solution, create separate Journal Entries… Continue reading Consolidated Payment feature for a Sub customer in Different Subsidiary

Special Purchase Order and Sales Order is not allocated to each other

In a setup where Supply Allocation is enabled, Special Purchase Order and Sales Order is not allocated to each other.  This usually happens if the location on the orders does not match, the Allocation Strategy used does not consider future inventory for allocation, a special purchase order is closed or the expected receipt date is… Continue reading Special Purchase Order and Sales Order is not allocated to each other

Inventory Worksheet Import Limitations

Each import can create one new inventory worksheet. We cannot use the inventory worksheet import to update an existing NetSuite inventory worksheet or to create multiple inventory worksheets at one time.  Each inventory worksheet import can import data for one combination of class, department, location, and, if applicable, subsidiary values. You must do multiple import… Continue reading Inventory Worksheet Import Limitations

Receive button is not available on the Customer Return Authorization

Using a Custom Role, the Receive button is not available on a Customer Return Authorization record.  Check the Custom Role   Navigate to Setup > Users/Roles > Manage Roles  Click ‘Edit‘ beside the Custom Role.   On Permissions tab > Transactions sub-tab, ensure that the following permissions are present:   Receive Returns = Full  Return Authorization = Full   If users have full access to those transaction permissions… Continue reading Receive button is not available on the Customer Return Authorization

Bounced Email Address List

Each email address that triggers a hard bounce response is automatically excluded from any email traffic for a defined period of time and added under BOUNCED EMAIL ADDRESS. You can view a list of bounced email addresses at Lists > Relationships > Bounced Email Addresses.  The message will not be sent to any Email addresses in… Continue reading Bounced Email Address List

Location On Hand and Lot on Hand Mismatch

The discrepancy may be due to negative Lot Numbers. To verify that, a Saved Search may be created. Here are the steps:  1. Navigate to Lists > Search > Saved Searches > New. 2. Choose Inventory Numbers. 3. On the Criteria tab > Standard subtab > Add Filters:  – Item = set it to Item/s in question – On Hand = less than 0.  4. Name your Saved Search. 5. Click Save &… Continue reading Location On Hand and Lot on Hand Mismatch

Issue a Credit Memo Without Impact to Inventory

Issue a Credit Memo Without Impact to Inventory   1. Use a zero quantity on the transaction.   When creating the credit memo/refund, change the item’s quantity to zero and retain the amount. If a popup says The line total amount is not equal to the item price times the quantity. Is this correct? displays, click OK.  Click Save.  OR  2. Create a journal… Continue reading Issue a Credit Memo Without Impact to Inventory

Last Purchase Price on Item Record

Accounting Preferences> Items/Transactions> Inventory  Enable this preference to include the landed cost amount for the last purchase price.  Item costs displayed on item records include landed cost.  Gross Profit transactions apply the last purchase price including landed cost.  Purchase orders and other transactions default to use the last purchase price including landed cost when no default… Continue reading Last Purchase Price on Item Record

Saved Search for Tax Codes on Vendor Records

When we create vendor saved searches, we can obtain results for all the secondary subsidiaries assigned to the multi-subsidiary vendor.   On the Available Filters subtab, select Subsidiary Fields, and then choose the fields to include as filters. On the Results > Columns subtab, select Subsidiary Fields, and then choose the fields to display as… Continue reading Saved Search for Tax Codes on Vendor Records

Case Study- GL posting of TOs

Background:  Transfer orders with a $0 cost (even after enabling the preference: USE ITEM COST AS TRANSFER COST)- this creates realized Gain/loss as opposed to COGS impact. When we imported TOs (after the import of Purchase Orders and Inventory Adjustments) without Purchase Price and after checking the preference: ‘USE ITEM COST AS TRANSFER COST’, seems… Continue reading Case Study- GL posting of TOs