In Netsuite, I am trying to create a custom bank reconciliation tool for a client.
Suppose I want to reconcile my bank statement with some bill record using the native netsuite reconciliation functionality. To be clear say there are 2000 Bill records in NetSuite. I upload the bank statement and netsuite shows there are 4 bills that are remaining reconciliation that can be mapped with the statement.
My question is how netsuite knows that 1996 are already reconciled and 4 are still remaining.
I did not find any flag/field in the bill record that mentions whether that record has been reconciled or not.
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Using Sales Force Automation in NetSuite, you can create Sales Teams (via Setup->Sales->Sales Teams->New). From what I can gather, these appear to be a kind of Group of employees (you can list them via a saved search). You can then use them to assign an entire Sales Team to a customer (which really means assigning all of the people in that Sales Team to the customer - NetSuite doesn't keep a record of which Sales Team you assigned, just its members).
We have multiple (hundreds) of sales teams defined. One for this state, one for that state, one for this group of counties in this other state, one for that state but just for customers who are under a certain threshold of revenue, etc., etc. So we get employees who are on multiple sales teams - again, some employees are on tens or hundreds of sales teams.
What I want to do is operate on those sales teams via a mass update or similar. For example, I want to be able to remove John Smith from all Sales Teams (I stress that by this I do not mean remove him from all customers in which he is in the sales team; I mean remove him from the defined Sales Team), or add Sue Brown to all Sales Teams involved in a specific state. Again, I stress that I don't mean to make changes to the people or sales teams assigned to customers - if I made this change, it would not change anything in relation to any customers; it would ONLY change the Sales Team itself.
But I can't even search for Sales Teams (or groups) and get the names of all the members in the search result.
How are Sales Teams structured/stored in NetSuite? Can they be operated on in this way?
I do not have this feature enabled in my account, so I cannot see first hand. However in Suite Answer I found Answer Id 9772 that explains how to perform a Mass Update of sales team members, i.e. to add or remove an individual from a Sales Team and the different mass update types.
It's easy to do a saved search for when some person is a member of the sales team - how can I search for customers where a particular person is NOT a member of the sales team?
What I'm trying to do is find all the customers in a certain geographical area which do NOT have a certain person in the sales team. They all should; I know some don't, and I need a list of those ones that don't.
I don't have sales team enabled on my NetSuite account, so I can't really write it out for you. But, essentially, you could just script a customer search, and load the sales team for each customer. Then loop through the team, checking as you go. If you find the correct person, move on to the next customer, if not, log that customer to a return variable. Hope that helps...
After surfing the web for more than 3 months, most of the problems that will face NetSuite users are related to Item Fulfillment. I want to know what is the relation between the Invoice and Item Fulfillment.
Invoice will not be created until we fulfill the order, so, there must be a relation between Invoice & IF.
But unfortunately, I cannot get at least Item Fulfillment Order #.
Our Customers are asking to include the Number in the Invoice, but, there is no relation between the 2 records unless one field which is (created from) and this field is getting the Sales Order Number and it is useless to us, since we may issue from one sales order many Item Fulfillment Transactions.
Could anyone suggest any help or hint on how to reach Item Fulfillment # from Invoice Record?
Thanks a lot
There is no system link between an Invoice and an Item Fulfillment.
Sales Orders are linked to one or more Item Fulfillments, and one or more Invoices, but as far as NetSuite is concerned there is nothing connecting any specific fulfillment to any specific invoice. In fact you could have products from multiple fulfillments that are invoiced together, or vice versa, a single fulfillment with multiple invoices.
If you want to store a link between the two documents you would need to customize this yourself using scripting and a custom field.
functionally it is possible only if the policy goes by One SO-One IF-One Inv.
Else you may need to look for scripting.
I am using mass update in netsuite to insert the remark custom field of all sales order(350) ,when 45 sales order are completed it give me following error message?
Error after 45 recorde updated using nlapiUpdateRecord
Alternate Solution:
1. Create a Service Item for Sale item via Lists> Accounting > Items > New
2. Tag it to the sales account that the user normally use for the posting discount items
3. Use the new item in sales transactions after the line item that the user needs to apply the discount to
4. Make sure that the Amount column shows a negative value for this item
GL Impact of the transaction should now show a Debit to the sales discount account.
User has the option of tagging a Rev. Rec. Template to this “discount” item and recognizing it at the same time as the other items in the transaction via Transactions > Financial > Create Revenue Recognition Journal Entries
From: (Unable to add posting discount in sales transactions with Revenue Recognition Templates / Schedules)
Suite Answers #39829 (Requires Netsuite login) may yield some helpful information regarding this issue that you're having. It may also be helpful to see the difference between a record that was completed successfully and one that wasn't, as the error message gives you some investigation info.
I created a sales order in NS and marked the payment method as check. When I went to bill it, it created a credit card sale, even though there was no credit card on the transaction. Is this expected?
There is no transaction in NetSuite with name "credit card sale", it's an standard cash sale transaction. May be this record is renamed in your NetSuite account.
A customer may have a Credit Card saved in their record. When creating a sales order, under the billing tab the preferred Credit Card details will be auto-populated under the "Payment" subtab. When the user enters a Term under "Billing Information" section, the Payment Method field under the Payment subtab will turn blank. If a payment method is selected, then the Term field will turn blank.
That is because when a Term is selected, the system assumes that the sale will be an Invoice sale. If a Payment Method is selected, the system will assumes that this is a Cash Sale (which doesn't necessarily mean that it will be paid by cash but it will be paid upfront). Therefore, only one field must be filled and the other one must be blank.
To have an Invoice generated from the Sales Order, the payment method will have to be unset from the sales order OR change the form to a Sales Order - Invoice type.
For more details please refer SuiteAnswers - 35604 and 33544
No, the payment method should stay as marked. Is it possible you have scripts or a workflow running that could change this?
You can check by looking at the transaction in the UI, then go to the System -> Notes tab and see which and when fields were changed.
It looks like some transaction re-naming has been done in your account and that is just a normal Cash Sale record with a different name.