Tag: Sales order

Fulfilling/receiving join in a sales order search shows results as item fulfillment and invoice

The reason for the task description is the item types in the transaction records. If a sales order contains a service item/ non-inventory item, the saved search will display invoice records in fulfill/ receipt transaction join fields. The reason is that service items in NetSuite are considered non-inventory items that require a fulfillment or receipt… Continue reading Fulfilling/receiving join in a sales order search shows results as item fulfillment and invoice

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

Report on the behavior of discount items in sales transactions

Non-Posting/ Account Line Discount Item/ Body Discount Item Discount amount reduces from field… in saved search Non-Posting Line Discount Item – In Record: The discount amount will be reduced from the subtotal of an item.– In saved search: Will show the discount item in a separate line. Also, the disc amount will be reduced from… Continue reading Report on the behavior of discount items in sales transactions

Proposal For Order Import Feature

Proposal Summary This proposal covers the implementation of Order import feature in the Balaji Cricket Website Requirement The Cricket website needs to have an order import feature. The CSV file for import needs to have the below 4 columns: Door Code (Address Line 3) SKU (External ID) QTY PO It should be able to bulk… Continue reading Proposal For Order Import Feature

PART 3.1 – Common Sales Transaction GL Impact

Sales orders are non-posting transactions that record the items or services a business plans to sell to the customer.   Order fulfillment is the process of fulfilling the sales order of a customer. Example: To fulfill the order, the business will have to pull out some items from its inventory, which will result in a decrease in assets… Continue reading PART 3.1 – Common Sales Transaction GL Impact

Criteria to enable “Create PO” item line field in sales order.

To display “Create PO” sublist field in sales order. the “Drop Shipments and Special Orders” feature should be enabled. In order to enable “Create PO” item line field in sales order, the given item should have preferred vendor and purchase price. The transaction subsidiary of the sales order should be same as of subsidiary of… Continue reading Criteria to enable “Create PO” item line field in sales order.

Customise a saved search which automatically sends email alert to sales reps when new sales order are entered

–Go to list>search>saved search>new>transaction -Under criteria tab> standard subtab type= sales order main line= True Date is within today -Under Results tab>column subtab number, name ,amount,sales rep fields are added -Under Email tab mark send email alert when records are created/updated -Go to specific recipients tab add an employee name –Receipts from results tab add… Continue reading Customise a saved search which automatically sends email alert to sales reps when new sales order are entered