Author: Delna Domini

1.  Navigate to Transactions> Customers> Refund Cash Sale> List> View a specific Cash Refund that hasn’t been deposited. Notice a field “Create Check= No” 2.        Open Deposit transactions and view all the transactions included to check if the Cash Refund was included or 3.        Once a Cash Refund has been deposited, notice the ‘Create Check’ field, it will now read as “No  Deposit#”, which is… Continue reading Know if a Cash Refund originally posted to Un-deposited Funds has already been Deposited.

1. Go to the Payment2. Click on Edit3. On the Apply tab > unmark the checkbox on the Invoice4. Save.5. The payment should now appear on Transactions > Customers > Issue Customer Refund page to be refunded. Note: Customers usually refund overpayments. These overpayments are recorded in Netsuite as ‘Unapplied Payment’, or payments that are not applied to any invoices. Such payments are showing on Issue Customer Refund screen > Apply tab > Credits… Continue reading Payment does not Display on Issue Customer Refund

1. On the Invoice (with amount=1,000.00 for example), click on Accept Payment button (Another way is to navigate to Transactions > Customers > Accept Customer Payment)2. On the Payment screen > Apply tab > Invoices subtab > Mark the Invoice > Enter the partial amount on the Payment Amount field (For example, a credit card payment is only 500.00; then, enter 500.00 on the Amount field.)5. Navigate to the Payment Method tab > Enter all credit card information,… Continue reading Partially pay an Invoice by Credit Card and Cash

Here are some ways to edit the csv file to show the correct format of the tracking numbers when imported into NetSuite. Option 1 On the Menu tab of the csv file > click Data > Import External Data > Import Data Locate the csv file that needs to be imported. Double click on the file.… Continue reading Item fulfillment via CSV import > tracking numbers with more than 12 digits (Numeric) are truncated when imported into NetSuite

Navigate to Customization > Forms > Advance PDF/HTML Templates Preferred Template: Click Edit or Customize Toggle Source Code Source Code:  Note: Update the header-height and/or footer-height as needed. Click Save

This is the expected behavior of NetSuite. Negative Bill Payments are not allowed. In order to save the Bill Payment, the user will need to edit the Vendor Credit Payment Amount to be lower or equal to the Vendor Bill Amount (maximum to zero out the Vendor Bill). Click View Vendor Bill Click Make Payment Click Apply tab Apply: Enter Checkmark by Bill… Continue reading Error: “Negative Bill Payment Is Not Allowed” on Bill Payment When Applying a Credit to a Bill With Smaller Amount

To enable negative inventory validation: Go to Lists > Enhanced Validations > Enable Validations > New. On the Enable Validations/Default Discount page, select Negative Inventory Validation in the Transaction Validation Type field. In the Transactions with Validation/Default Discount field group, select the transactions where you want the validation to apply. Click Save.

Items are goods and services that you acquire. When you write a check, you can add items from the list of items you set up. To add items to a check: Go to Transactions > Bank > Write Checks. On the top of the Check page, enter information about the payee, dates, the amount of the… Continue reading Adding Items to a Check

When creating a transaction, the total number of lines per transaction should not exceed the following limits: Transactions with more than 1,000 lines may negatively affect Netsuite’s performance or cause timeouts. Type of Transaction Line Limit Details Expense Allocation Schedules 10,000 Creating Expense Allocation Schedules Journal Entries 200 Journal Entries Revenue Recognition Journal Entry 1,000… Continue reading Limitations for Creating Transactions

·        Create Invoice for Company A, this will result toGL impact: Dr. Accounts Receivable – CompanyA Cr. Sales Accepts customer deposit from Company B, this will result to GL impact: Dr. Cash Cr. Customer Deposit – Company B Create a journal entry that will offset the two and thus allow application of payment and deposit on… Continue reading Charge one customer (Company A) for another customer’s invoice (Company B)