I've created a template to import bills and that seems to work. Having issues with the bill payment. Error: You must enter at least one line item for this transaction.
I've taken the bill internal ID and mapped it to the Vendor Payment Bills > Bill field. Is that the correct mapping? I tried setting the Vendor Payments Bill > 'Line' field to 0 and then 1 but no luck. Also, it asks for an external Id or an 'order / invoice no, which I don't have.
Also - I can't map my csv status field. I tried using integer values like 1,2,3, string like pending approval as well as VendBill:A - no luck. What's the correct way to map to status field?
Bill imports require two CSV files!
One contains the "header" information and each row represents a unique bill. This is the part of the bill that hits accounts payable. The other CSV file contains the "line" information or how the bill is coded. Each line in the header file must have at least one row of data in the line file, but you can have more than one.
The "Ref No" Field
NetSuite uses a field called "Ref No" to match data from the two files together. You need a "Ref No" column in both the "Header" and "Line" files.
The Header File
Your header file should have sequential numbers in your "Ref No" column (e.g.1, 2, 3, 4...) on each row and each should be unique. They are only used to assist with the import process and don't actually show up in your NetSuite transaction data.
The Line File
Your line file should reference the ref numbers from the header file. For example, assuming you gave your first bill a "Ref No" of "1", and that bill has two rows of coding data, your line file should have two rows of data using "1" as the "Ref No".
Since the line file is matched to the header file, you don't need to duplicate data that is already in the header file, such as the transaction/document number, vendor name, date, etc.
Keep in mind that your field names and required fields may be different but the basic principles are the same.
Bill payments may need to be imported after the bills, if you want to show a link between the bill payment and the bills that were paid.
Related
I have two files referencing some objects, the first file contains a label and a corresponding id value on each line as follows:
label : 123456789
anotherlabel : 987654321
yetanotherlabel : 567891234
The second file contains a subset of records from file one that meet certain criteria, but it only lists the ID. It's a flat one column list as follows
987654321
123456789
I want to make a third file that will contain one column listing the labels from the first file that correspond to the ids from the second file. So in this example it would be
anotherlabel
label
These files are fairly big so I'm looking for an efficient solution. How should I go about this?
Thanks!
You can upload file 2 into hashtable(if it fit into the memory), and thereafter iterate file 1, and parse. If ID match, then print for appropriate ID.
I am trying to build a report that shows me open (Pending Fulfilment) Transfer Orders by item. Here is what I would like to see:
To Location
Item Name
Document Number
Ship date
When I build an item saved search I can get everything listed above except the Ship Date is blank. The field exists under Transaction Fields>Ship Date and I have it in my results tab but when I preview the search the column is empty, no results return even though the Date is not blank when I look up individual records.
When I build a Transaction saved search with the To Location, Item>Name, Document Number, Ship Date where Type=Transfer Order, the Item>Name column is empty in the preview/results but the Ship Date and other fields have info.
Does anyone have any suggestions? current solution is 2 searches and then combining them later which is a pain. I have tried the same things with reports instead of saved searches and get the same issue.
Thanks for your help!
Edit:
Example of what I'm getting with Main Line = Either on Transaction Search
DOCUMENT NUMBER NAME SHIP DATE
TO302 05/04/2020
TO302 ITEM3
TO302 ITEM4
TO302 ITEM5
TO302 ITEM6
TO302 ITEM7
TO302 ITEM8
What filters are you setting in the criteria tab? When you create an Item saved search, it pulls in results from the transaction item lines, but not the main line. I suspect when you make the transaction search you're setting the Main Line filter to Yes which would exclude the Item Lines.
Ship Date field (usually in the Shipping tab) is a header field, which is only returned in the Main Line results. If you want to see results returned for that field for the Item Lines, you need to enable Demand Planning (Setup > Company > Enable Features > Items & Inventory > Demand Planning). The Ship Date field will then return the line field "Expected Ship Date" with Item lines in a saved search. It will continue to return the header field "Ship Date" with any main lines returned.
You can see documentation for this in SuiteAnswers ID: 29429.
I have a table with an Appointment ID, code, and lab text. I want the fourth column to display the percentage of how often the text field is used based off the code column per appointment.
For example, whenever a code of 123 is used, (it's used on 2 unique appointments) 'lipid panel' Lab Text is present both times. So i want 'lipid panel' to be 100% whenever 123 is used. 'Occult Blood' is used on only 1/2 appointments where there is a code of 123, so I want it to be 50%
Use this:
=(COUNTIFS(B:B,B2,C:C,C2,A:A,"<>"&A2)+1)/(SUMPRODUCT(($B$2:$B$10=B2)/(COUNTIFS(B:B,B2,A:A,$A$2:$A$10)+($B$2:$B$10<>B2))))
Context:
I have a excel sheet with the address and contacts of customers and the product they purchased.
I use Mail Merge to insert the address and names of the customers to word in the format I wish and then print it for shipping.
The actual problem:
We have many different products and to every product we have a specific description. With every order I want to include the description. How can I use mail merge to print the address and name of the customer and in the same moment also the description of the product on the second page?
Every product has a unique and specific product number.
To every product there is a description, labelled with the product
number.
Every description is in a separate Word file.
Any ideas? Thanks!
I need help with the following :
In the first excel file (with 500products) I have two columns :
PRODUCT CODE,
PRICE,
In another excel file (with 10000 products) I have 3 columns :
PRODUCT CODE,
PRODUCT NAME,
PRODUCT DESCRIPTION
In this second file there are additional 9500 products, which in this situation I will not need.
I need to update the first file - those 500 products - basically I need to add the data from the second file based on PRODUCT CODE.
By other words : Read the first PRODUCT CODE in file1, then find the same PRODUCT CODE in file2 then copy the PRODUCT NAME and PRODUCT DESCRIPTION and add these data to this row in file1. Continue to next PRODUCT CODE in file1 and do the same.
Assuming that the name and description is in columns C and D respectively in the 1st file, use the below formula,
C2=INDEX([abc.xlsx]Sheet1!A:C,MATCH(A2,[abc.xlsx]Sheet1!A:A,0),2)
D2=INDEX([abc.xlsx]Sheet1!A:C,MATCH(A2,[abc.xlsx]Sheet1!A:A,0),3)
These formulas read the data starting from A2(product code), search the same in abc.xlsx (2nd file) Sheet 1 and returns the name and description. The name and description in the 2nd file should be in columns B and C. Let me know if you need anything else.