To create a Saved Search that will show Customer Deposits applied to Invoices, follow the steps below: Navigate to Report > Saved Searches > All Saved Searches > New > select Transaction as Search Type Add a Search Title In Criteria tab > Standard subtab, add the following: Type is Deposit Application Main Line is False In Results tab > Columns subtab, add the following: Name Date or Applied To Transaction: Date Applied To Transaction (set Custom Label as Invoice) Created… Continue reading How to retrieve the invoice a customer deposit is applied to via a saved search?
Tag: Customer Deposit
SuiteQL query to get the Customer Deposits
This SuiteQL query below returns all deposits received for a specific customer. SELECT Transaction.ID AS Transaction, Transaction.TranID, Transaction.TranDate, BUILTIN.DF( Transaction.Entity ) AS Customer, BUILTIN.DF( TransactionMainLine.CreatedFrom ) AS SalesOrder, Transaction.ForeignTotal, BUILTIN.DF( Transaction.PaymentMethod ) AS PaymentMethod, Transaction.OtherRefNum, BUILTIN.DF( Transaction.Status ) AS Status FROM Transaction INNER JOIN TransactionLine AS TransactionMainLine ON ( TransactionMainLine.Transaction = Transaction.ID ) AND (… Continue reading SuiteQL query to get the Customer Deposits
Working of Customer Deposit application with GL Impacts
In NetSuite, when a customer makes an advance payment, the Accounts Receivable (A/R) account is not directly affected at the time of recording a Customer Deposit. Instead, the payment is recorded as a liability, because the payment is considered an obligation to deliver goods or services in the future. A/R only comes into play when… Continue reading Working of Customer Deposit application with GL Impacts
Missing Deposit Button in Sales Order
If the Create Deposit button is missing on the Sales Order, here are the following possible reasons: A. The status of the Sales Order is Cancelled, Closed, or Billed. The Sales Order must be open for payment for the Create Deposit button to show on the record. B. The Sales Order Form is of the Standard Sales Order Type and the Payment… Continue reading Missing Deposit Button in Sales Order
Deposit and customer deposit
In NetSuite, the terms “customer deposit” and “deposit” refer to different concepts related to financial transactions: Customer Deposit: This refers to an advance payment made by a customer for goods or services that will be delivered in the future. It is recorded as a liability on the balance sheet until the goods or services are… Continue reading Deposit and customer deposit
Unapply or unlink a customer deposit from a Sales Orders and apply it to a different Sales Order
Scenario There are times when a linked Customer Deposit needs to be removed from the Sales Order and apply it to a different Sales Order. Currently, once a Customer Deposit is linked to the Sales Order, it can only be applied to Invoices linked to the Sales Order. Solution 1. Navigate to Transactions > Sales >… Continue reading Unapply or unlink a customer deposit from a Sales Orders and apply it to a different Sales Order
Removing Values From Standard Sales Order field In Customer Deposit Record
The client wants to unlink the sales order from the customer Deposit based on the payment method in the customer deposit record. if(scriptContext.type == scriptContext.UserEventType.CREATE && (scriptContext.newRecord.getValue({fieldId: ‘paymentmethod’}) == 10 ||scriptContext.newRecord.getValue({fieldId: ‘paymentmethod’})==11)){ // let field = scriptContext.form.getField({id: ‘salesorder’}); // field.updateDisplayType({ // displayType : serverWidget.FieldDisplayType.NORMAL // }); scriptContext.newRecord.setValue({fieldId: ‘custbody_jj_sales_order_id’, value: scriptContext.newRecord.getValue({fieldId: ‘salesorder’})}); scriptContext.newRecord.setValue({fieldId: ‘salesorder’,… Continue reading Removing Values From Standard Sales Order field In Customer Deposit Record
Issue Refunds for Customer Deposits
To refund a deposit, complete the following steps: Go to Transactions > Customers > Issue Customer Refund (Administrator). On the Customer Refund form, select the customer you want to issue a refund to. If you use the Multiple Currencies feature, select the currency of the deposit you want to refund. Selecting a currency filters the deposits available on… Continue reading Issue Refunds for Customer Deposits
Credit Limit and Customer Deposit
In NetSuite, credit limits and customer deposits are two distinct aspects of managing customer accounts. Credit Limits: A credit limit is the maximum amount of credit that a customer is allowed to have outstanding at any given time. It’s a way to manage and control the risk of customers exceeding their authorized credit.Setting Credit Limits:… Continue reading Credit Limit and Customer Deposit
What is the difference between Customer Deposit and Customer Payments?
What is the difference between Customer Deposit and Customer Payments?