In the Payments Entry, I want to be able to create Payments directly, without having to link to an AP BIll or Credit Adjustment. Would it be possible to enter the payment directly by selecting the Supplier and entering the amounts accordingly? I also need the Print Checks functionality to work once I create the Payment in this approach. It seems that this is not possible out-of-the box but it is possible through a customization?
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I am updating my company's system so that it supports dropshipping items. Ever since I switched to this type of item it asks me to complete the order after I approved it. what is it that I am missing so that I can skip this step altogether, is it even possible to skip the step, or to complete multiple orders at the same time (like how you can approve multiple orders)?
It bears mentioning the Company operates in Mexico.
the steps I take are as follow:
I create and save a sales order, that is, I put in the client, the document and reference number, and the item, as well as a couple of custom fields
the next screen asks me to approve the order, I do it and it creates the matching purchase order
then instead of being able to invoice, I first have to "complete" which takes me to an order fulfillment form
I save that and the order can be invoiced.
Ideally, after approval, I would just be able to invoice
Generally a sales order is not invoicable until it's been fulfilled.
You can override that at a whole account level by going to
Setup -> Accounting -> Accounting Preferences
Order Management tab
scroll to Invoicing
check 'Invoice in Advance of Fulfillment'
Be aware this is a system level setting and if you used to be able to invoice before fulfillment someone else in your company may have unchecked this setting in the recent past.
Alternatively at the individual item level you can use the 'Can be fulfilled/received' checkbox to allow invoicing without fulfilling. Note that 'Can be fulfilled/received' may not be changed after an item has been ordered.
Normally (US/Canada) an order should not be invoiced until it is shipped. Customer Deposits on Sales Orders are the preferred way to handle pre-payment for GAAP etc reasons.
I'm trying to learn how to use Excel/VBA to automate as much of the below workflow as I can:
I receive an email from a manager notifying me that an employee has Covid. This initial notification is not standardized
I manually enter the information (employee name, their state, company, test date, test results, etc) into a spreadsheet. Sometimes certain cells information are left blank if they are not provided in #1
I REPLY ALL to original email. I use a template and edit based on the information I've entered into the spreadsheet (for instance, certain states have different guidelines) and attach PDFs depending on the company. I may also ask for missing information
My goal is to:
Be able to press a button in excel to draft an email body with information I've entered into spreadsheet. A combination of "mad lib" and "if this then that". If specific cells are blank, Id want the email to include what information i still need. I only send this specific email once, but I have to do it again every time there is a new Covid case.
My restrictions are:
Multiple people use this same workflow and spreadsheet, so ideally it would be simple for coworkers. I do not want excel to automatically send the email without the user reviewing it first.
I am very new to VBA, but am learning Python.
I cannot download anything on my work computer.
Thank you so much!
I have a unique situation where we need to assign different GL Account when we create an invoice. For now, the first part is done. I created 2 custom fields:
COGS and Income. The user can pick it from the list, save it, etc. Users are fine with it.
However the GL transaction is still with the original Account. I want to write to the GL using the accounts entered on the invoice.
Anyone can help?
If you have a developer or you know SuiteScript, you can use Custom GL Plugin for this.
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.
I have added a column called Customer to my documents library, this is a business data column.
What I want to do is relate a document to multiple customers by entering customer codes into this box.
Currently I can add 'FLC' for example, but I want to put 'FLC, MFT, SAL' for a specified document as it relates to many customers.
Any ideas?
Cheers,
Albert
You might need to develop a Custom Field Control derived from the BDC column to make this Possible.
I dont see any out of the Box Solution that is available to achieve what you want.