I'm using NetSuite's CSV import to import invoices into the system.
The problem is that we tried to import transactions that should have been made from Sales Orders, with column Created From in CSV and wanted to map it to Created From Field. But because field Created From is disabled in Netsuite and cant be added to custom form of invoice, we don't have an option to map the data to that field.
Is there a workaround for this problem except to make a map/reduce script that would do record.transform() on said sales order records?
Related
I am setting up New ERP setup with a serialized inventory in NetSuite. What is the best way to set open stock for serialized inventory? All I can see the option is Inventory Adjustment Record. Is there any other better way?
Thanks in advance.
An Inventory Adjustment or, Purchase Order and Item Receipt, or Work Order Completion / Assembly Build would all bring serialised inventory in to stock. Inventory Worksheets will not as per SuiteAnswer 99378. Inventory adjustments are relatively simple to import via CSV when working with serialised items. I found it works best if the item list, adjustment list, and serial number list (inventory detail), are all uploaded using the "Multiple files to upload" option. See SuiteAnswer 51417 for examples.
Here's the scenario:
If Transaction type is under Order to Cash process (example: sales order or customer invoice, etc.) and Account Type is Revenue or COGS, it will require Product code and region code when adding item line in the sublist.
The Account type will base from the setup of the item.
The rule should apply for both UI in CSV upload across Order to Cash process
At a minimum, you will need a user event script that runs on the sales order, invoice, and any other record you need validation on. On the script deployment record, select CSV Import and User Interface in the Context Filtering tab.
For better user experience, create a client script that calls the same validation when the user saves the record.
Here is what we are trying to do:
We want to track our vendors Drop Ship inventory which we do not own in NetSuite and be able to use the inventory feed from NetSuite to feed our eCommerce channels for both our owned and unowned inventory.
Here is what we've tried:
1- Enabled multi-location inventory
2- Created a "Drop Ship" location
3- Did an inventory adjustment to allocate inventory to that location
Here is the main issue we are facing:
The inventory should not show up on our balance sheet as we do not actually own it. In the scenario above, our inventory feed works as it should. However, the inventory shows up on our balance sheet.
Any assistance on how to get this to work without having the inventory shown on our balance sheet would be very much appreciated.
You could set cost to zero on the item record to reduce the balance sheet value to zero. To correctly show COGS on your P&L, you would need to add a cost on POs for each drop ship item.
To partially automate the PO process, create a custom column field that stores cost. When a PO is created or on a schedule, use a saved search email notification that includes an import ready CSV with Internal ID, Line ID, the custom cost field and a link to a saved CSV import in the body of the email. When you get the email notification, click the link and proceed to import the attached file with the correct item cost.
On the vendor record, I need to loop over the Subsidiaries sublist through a scripted search, to get all of the values. I am specifically trying to find vendors that do not belong to a particular subsidiary.
UPDATE
To clear up my question, I was trying to access the Subsidiaries sublist and not the actual primary subsidiary. However NetSuite said that this is currently not possible and is a requested enhancement.
bluejay92, the vendor search has a join to the subsidiary record, see attach screen shot. You can even check "use expressions" to gain access to the NOT function in the criteria.
Workaround:
1 - Create a user event script that runs after the record is created/edited.
2 - Have the script load the record, get the subsidiaries and create a custom record to save the info so you can search it later.
3 - Export all vendors internal ids in 1 column. Run a CSV import of vendors and map internalid csv column to internalid field to trigger the user event script and populate the custom records.
Extra tip: Make sure the script does 'upserts' to the custom record to avoid duplicates. There should be one record per vendor.
I have a situation where I have imported a bulk file of the Account and Contact records into CRM 13, and duplicate detection has kicked back a lot of the info for Contacts as failed because of duplicate data that ties back to the Account record.
Here are the steps I took:
For my accounts record I removed dupes in Excel based off two fields, and it removed about 500 records from thousands. I then imported the CSV file as is, into CRM 13
Out of those 500, there could be unique records that I need to try and import into the CRM.
I need to re-import the data into the CRM from an older file than the one I originally imported, and have the 500 records that were dropped added to the CRM. But I don't have the time to dig through a few thousand rows of data and pick out each unique row of data and I don't want the CRM to re-add the entire Account record a second time to the system, giving me dupes in the CRM.
Is there a way (without using a dynamic form, as they aren't working on the MS hosted CRMs, at the moment) to re-import the entire form, with the dropped unique records to the CRM and only add the unique data, and ignore the existing data?
I hope this makes sense. I can try to clarify, if need be. Thanks for any help you guys can provide.
You could do an export of the records from CRM, then use VLOOKUP in Excel to compare the difference in records, then import the difference to CRM again.
The issue seems to be related to the fact that whichever column you are using to match the account to the contact, there are multiple account records that match the criteria.
What I would suggest is ensuring that whatever you are using to identify account, that each value cannot resolve to more than one record. You could create a data map that resolves the account by something unique like account number.
Look at step #6 in the following example: https://www.powerobjects.com/blog/2011/12/15/importing-lookup-values-using-crm-2011-data-import-wizard/