I have recently noticed that the field "Qty On Hand" in stock items (IN202500) under the Warehouse Details tab only decreased when the order has been invoiced. I am guessing this have something to do with the fact that the stock is being moved to the location. But isn't this incorrect since the stock would have been moved out of the warehouse from the shipment phase - hence why wait for the invoice part to occur? Does anybody have an explanation as to why it works this way? or whether it is a bug?
Thanks,
G
The quantity on hand will be updated only when the shipment has been confirmed, and the inventory issue document (IN Issue) has been released. Until then, the quantities will be held in a special bucket called SO Shipped.
Posting of the IN Issue occurs automatically when you release the invoice, but you can also force it to open by going to the shipment and doing Actions->Update IN
I don't know what do u want but here is hint you can do pre-invoice (quote invoice) and when move out of warehouse complete invoice and decrease QOH.
Related
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.
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 have a custom field "views calculated" on an inventory item that is a calculated value. I cannot sort by calculated values so I need that value moved into a static field via a mass update. So once a day I want "views calculated" to move its value into "views"
I submitted a support case. I had to do it via a workflow based on another saved search. So you can do it and it is a suiteAnswer. I didn't catch the number or I'd post it here. As a side note: Be careful testing scheduled workflows in testing mode. It only processes the top 20 records. I spent a day troubleshooting before I figured that out. That nugget is suiteAnswer id 36738 "Testing Scheduled Workflows"
When doing a search I am getting duplicate invoices. So invoices can have both drop shipment and ship from factory. So I want to create a report that only shows the invoice for drop shipment and all other invoices if not drop shipped. So if one part is dropped ship show only that invoice and not the other invoice with the same invoice number. End result, the dropship invoice, and all other not dropped shipped, invoice can not be duplicate keep in mind a invoice can be both dropshipped and shipped from factory thus leading to double entries for these results. How do I go about ride of this duplication what must I add?
On the Criteria tab, select the filter named "Mainline". Set it to Yes if you only want one result for the transaction, or set it to No if you want one result for each line item on the transaction. Read the comments in the duplicate question for a more detailed explanation of how mainline works. It works the same in the UI and in SuiteScript.
When I click and fulfill an order we Debit COGS ("cost of goods sold") and Credit Inventory. The issue is there was no shipment at this point. I run into a problem because when we click fulfill to print the pick ticket but the sale may occur in the next month.
Is there a way to configure the system so that the fulfill function does not record the COGS, but the COGS is recorded upon shipping? If not, what is the work around?