Enhancing the management of billable expenses and items in project invoices, we’ve implemented key improvements in our billing system. This includes adding custom memo and original bill number fields to bill records, along with user event scripts for automation and editing restrictions. Custom Fields for Clarity Custom ‘memo’ and ‘original bill number’ fields have been… Continue reading Streamlining Project Invoices: Managing Billable Expenses and Items
Tag: Bill
Scheduled billing operations
Steps to generate invoice from a “sales order with pending bill ‘through scheduled billing operation Transactions -> Billing -> Scheduled Billing Operations Select the customer who has a sales order pending billing Fill in the details and if you want the invoice to be emailed to the customer select to be emailed ” yes” After… Continue reading Scheduled billing operations
Auto-generation of Bill Numbering
Document Number typically acts as a reference number. For transactions like Journal Entries, we turn “auto-numbering” on, so NetSuite adds sequential numbering for easier referencing and auditing. In most cases, Document Numbers are unique. However, with “Allow Override”, we can create a record (intentionally or unintentionally) with a duplicate Document Number. “Transaction Number” also acts… Continue reading Auto-generation of Bill Numbering
How to get the last year Purchase Bill and payed in next year
For auditing purposes, the client has requested a tracking of purchase bills that were initially booked during December 2022 and subsequently settled in the following year, 2023. This entails identifying bills that were open in the 2022 calendar year and paid in 2023. Solution Go to List > search> saved search > Transaction Enter name… Continue reading How to get the last year Purchase Bill and payed in next year
Vendor Bill Variances
When you enter purchase orders, receipts, and vendor bills for items, each transaction can show a quantity, price, and exchange rate for the items. If there are any discrepancies between the quantity, price, or exchange rate, a remaining value may post to the Accrued Purchases account. If you use the Advanced Receiving feature, you can… Continue reading Vendor Bill Variances
Bill generated via bulk Purchase Orders
To create bill against bulk Purchase Orders, you can follow these steps. Navigate to Transactions > Payables > Bill Purchase Orders You can choose the Purchase Orders that you need to bill. Please note that the vendor, subsidiary, and currency are all the same. Submit it. The resulting bill will show all item details in… Continue reading Bill generated via bulk Purchase Orders
Fetch file attachment internal ids of bill record using saved search.
Get receipt and bill internal ids of purchase order using Suitescript.
Proposal For Bulk Approval Of Bill And Bill Payment
Proposal summary The proposal for bulk approval of bills and bill payments in NetSuite involves streamlining the approval process by allowing users to approve multiple records simultaneously. Requirement The client would like to complete the following requirements: The current approval process for bills and bill payments in NetSuite requires users to individually verify each record,… Continue reading Proposal For Bulk Approval Of Bill And Bill Payment
Reverse Shipped Sales Order and Received Purchase Order
Requirement: Reversing sales orders that have been shipped but not invoiced, as well as those that have been shipped and invoiced. We will also explore the scenario of reversing a purchase order that has related transactions. Solution: In NetSuite, there is no standard functionality for reversing sales orders that have already been shipped. As an… Continue reading Reverse Shipped Sales Order and Received Purchase Order