I need to bundle a stock item, 'Beer Keg' with a non stock item 'Keg Deposit'.
When a sales order is raised a beer keg is added to the sales order, a keg deposit needs to added automatically and the quality of keg deposits must be the same as the amount of beer kegs added to the sales order.
If a beer keg is out of stock, the keg deposit must not be invoiced.
Any idea how I can set this up? I have looked into Kit Items.. Is this the right direction?
The kit items will provide a way to get the total cost, but it will not show the items as separate lines on the SO or Invoice. This could be confusing to the customer when he receives the invoice.
Last year at the Acumatica Hackathon, my team put together a customization of the Sales Order screen that handles "Related items". Basically when a certain item# is ordered, an additional, related item is added as another line item to the screen. I think this model will be better suited for your needs.
You can find the code on Github here: https://github.com/simon-menard-lariviere/AcumaticaHackathon-TeamZeta
This should at least give you a place to start.
Related
I have data in an excel sheet that is essentially a list of all orders for my company over its life span (approximately 14 thousand orders if it matters.) The following fields are relevant for what I'm trying to do currently.
Purchase date (i.e. 6/23/19)
Customer ID (unique ID given to each customer, this ID is constant across all of a customers purchases)
Product category (widgets, woozits, etc.)
Sales person (John Doe, Jane Doe, etc.)
What I'm trying to figure out is our repeat purchase rate by category, and then by sales person.
So ideally I'd like to be able to determine something like
Product category: Widgets
20% of people whose first purchase from us is a widget, purchased something else later on
Of widgets sold by John Doe to first time customers, 15% of the customers purchased something else from us later on
Of widgets sold by Jane Doe to first time customers, 25% of customers purchased something else from us later on.
So basically trying to figure out if different sales reps have better repeat purchase rates on their orders, however we must divide this by product category as our repeat purchase rate by category is going to vary widely (and some sales reps only sell items from certain categories so it would be unfair to compare across categories.)
I believe to do this I need to figure out how to say something like
"Find every widget John Doe sold ; see how many have customer ID's that did not appear on an earlier date ; then see what % of those customer ID's appear at a later date regardless of the next product category or sales person they purchased from."
Hopefully someone can help. I apologize if I didn't explain something particularly well, if there's any confusion I can try my best to clarify.
Thank you!
I'm working with Stripe. Our users subscribe to our service and they are billed every 2 weeks. We need to implement a way to give them $5 credit every time they refer someone to use our service.
Solutions I have considered so far:
Stripe coupons: Stripe has great documentation. Unfortunately, for
coupons there are many ambiguities. I tried working with coupons but
so far it seems like a coupon can only be applied once for each
invoice, and you can't apply multiple coupons for one invoice. This will not work with us since a user can earn $5 multiple times during the billing period.
Issuing refund: the problem with this is that we have to pay the user actual money while what we actually want is to give them credit to use in our service.
Am I missing anything with coupons? Are there any other solutions/suggestions?
If I understand your use case correctly, I think the best way would be to create an invoice item with an amount of -500 for each referral. When you create an invoice item, by default it is set as "pending" and will automatically be included in the next invoice, i.e. at the end of the current billing period.
Be aware that if the invoice's total is negative (in the case of many referrals), then the total will be added to the customer's account_balance and reduce the amount of the next invoice as well. If this isn't what you want, you'd need to reset the customer's account_balance to zero, or make sure that you don't create invoice items that will make the invoice's total go below zero.
More information about invoice items can be found here: https://stripe.com/docs/subscriptions/guide#adding-invoice-items. The guide only mentions invoice items with positive values (i.e. additional charges), but you can use negative values as well.
Have you considered just checking for available credit in transactions before you charge?
That way you can just store how much credit people currently have in some database, and just apply the balance on transactions. AKA charge them for full_price - total_credits.
In Acumatica, I'm trying to build a generic inquiry related to budgets. What table has the budget per month data?
I have gathered the YTD information from the 'GL Budget Line' table. But I need further information.
Please help. Brandon
The amounts allocated for each particular period may be found in the GLBudgetLineDetail table (and through the corresponding DAC). Each record in this table presents data for a particular Account, Subaccount and Financial Period.
The columns that may be of particular interest for you are Amount and ReleasedAmount. The first one stores the editable budget amount - that is actually what user edits through the Budgets screen. The second reflects the released amount of budget for the period, account and sub - this field is populated with the value of Amount during the budget release process.
I've got an online store powered by Netsuite where I am charging customers a fixed rate for shipping. So we take an order, and we tell the customer the shipping is $10. (for example)
We use WorldShip to actually do our shipping, and so we then weigh the package, enter a weight, etc.
The problem is, whatever our shipping costs actually are from WorldShip are overwriting the amount we promised the customer, and then when we go to charge the card it can't because we're only authorized.
What's the best approach to fixing this? When charges are created, have custom scripts that run that take the amount from the Sales Order instead of the amount from the fulfillment record? Is there a way to have WorldShip only overwrite the shipping amount on offline orders and not on online orders?
For this scenario, we've created a custom transaction body field on the sales order called "Shipping Charge Exception". This field holds the shipping amount that we've promised to the customer and automatically gets copied to subsequent invoices or cash sales.
Then we have a workflow on the creation of invoices and cash sales (Before Submit) that copies the value of the Shipping Charge Exception field into the Shipping Cost field on the invoice or cash sale.
The item fulfillment will still hold the actual shipping cost but the invoice or cash sale will get the amount promised to the customer.
While integrating Salesforce into Netsuite, when creating a Sales Order, I want to be able to add discount per item (and not a single discount for the entire SO)
Going through the help at Netsuite I can't figure if this is possible or not.
It mentions of "Discount Items" - What I understand of this, is that there are "Special Items" that give discount. This is far from the behavior I want. (plus it will duplicate the invoice size)
Is it possible?
Discounts in netsuite are "basically" items so you have a couple of choices here:
A) add a discount item for every item on line
B) add a discount field on every item and apply conditionally on the sales order
C) you could manage B on a different record and match item vs discount plan = discount %
The problem with B is that you wouldn't keep record of when the discount was applied, which is not the case for A and can be avoided in C by populating tue discount record there.
Have you looked into "Price Levels" yet? This will allow you to specify a discount amount on the line itself. Price levels can be set as percentages of the "Base price."