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Articles written by Junica Ann Capili
Articles written by
Junica Ann Capili

Editing or Deleting Vendor Prepayment Transactions

You may need to update or delete a vendor prepayment transaction.

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Editing a Vendor Bill After the Vendor Prepayment Application

When you apply a vendor prepayment, the Bills subtab on the Vendor Prepayment Application page shows the bill amount at the time of application. However, a user or process can update the bill amount after the application, changing the amount that is effectively applied.

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How to Define a Term Where the Payment is Due at the End of the Following Months

User would like to create exact End of Month Payment Terms for 30, 60 or 90 days. This ability is currently logged underEnhancement 90395.

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Vendor Bill is not appearing on EFT - Bill Payment Page

InPayments > Payment Processing > Bill Payment Processing, an approved Vendor Bill is not showing on EFT - Bill Payment page.

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Apply Credit Memo of One Customer Against Invoice of Another Customer Which Represents One Customer Entity

To apply the Credit Memo associated with Customer A against the open Invoice associated with Customer B, use an additional Journal Entry as it cannot be matched directly.

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Resolve Error: "INVALID_PRECALC_FIELD_VALUE: The following field(s) are inactive: Department" When Transferring an Asset From an Inactive Department to an Active Department

An asset is currently assigned in anInactive Department. To depreciate the asset, customer process anAsset Transferbut received the error.

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Custom Role with Make Journal Entries Permission is Unable to See Edit Button on Journal Entry

Custom RolewithFullpermission level onMake Journal Entriescannot see theEditbutton onJournal Entry.

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Customize an A/R Aging Summary Report to Show Results for Specific Accounts Receivable Account(s)

To customize an A/R Aging Summary Report to Show Results for Specific Accounts Receivable Account(s) in NetSuite, perform the following steps:

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Vendor Prepayment Application

After you enter a prepayment for a vendor, you must apply the prepayment against your vendor bills. Applying a vendor prepayment posts in the general ledger. The Prepayment account is credited, offsetting the Accounts Payable account. The application decreases the total amount you must pay to your vendor. If the prepayment application does not cover the total amount of the bill, you still need to complete the bill payment.

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Estimated Unit Cost in Inventory Adjustment for New Location (Multi-Location Inventory)

Scenario

When adding New Quantities viaInventory Adjustmenton a New Location, note that theEst. Unit Costwill default toZero. As there are no historical transaction yet for the Item on that Location, it is expected behavior that the Average Cost on that Location is Zero. Est. Unit Cost defaults to the Average Cost of the Item per Location and not the Average Cost on the Item Level. This means that the Item's Average Cost on the Item Level will not carry over to the New Location. The Average cost on the Item Level is the Average Cost of the Item across all locations. This is documented under the field help for the Average Cost on the Item. "This field displays the current average cost of the item across all locations. Using the weighted-average method, the average cost is calculated as the total units available during a period divided by the beginning inventory cost plus the cost of additions to inventory."

Solution

To be able to addCoston theItemon theNew Location, change theEst. Unit Coston theInventory Adjustmentfrom zero to a positive amount.

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Payment Holds for Vendor Bills FAQs

Is the Payment Hold checkbox tracked in the System Notes?
Yes. System Notes logs when the Payment Hold checkbox is marked or unmarked.
Is the Payment Hold checkbox available in Saved Searches and Reports?
Yes. It is available in Saved Searches and the Open Bills Report.
Can the Payment Hold checkbox be set in the Vendor record?
No. It is a standard field in the Vendor Bill form. It is not available in the Vendor record form.
Can the Payment Hold checkbox be set to True by default on all Vendor Bills when they are created?
No. But it can be scriptable to set as True by default since it is on an existing record. It is also available for updates through workflows.
Is the Payment Hold checkbox available for Inline Editing?
No. It is not available for Inline Editing.
Can a Bill that has been partially paid be put on payment hold?
Yes, a payment hold can be put on a Bill with a status of either Pending Approval or Open. A Bill that is partially paid retains an Open status.
How to unmark the Payment Hold checkbox for Vendor Bills posted on a Closed Period?
Currently, there is no preference set to unmark the Payment Hold checkbox for Vendor Bills posted on a Closed Period. The period must be reopened in order for users to unmark the checkbox. However, this is not recommended. An alternate solution is to enable the Allow Non-G/L Changes since the Payment Hold checkbox is a non-affecting GL field. To enable Allow Non-G/L Changes: 1. Using an Administrator role, navigate Setup > Accounting > Manage Accounting Periods 2. Click the Closed period 3. Mark the Allow Non-G/L Changes box 4. Click Save Enhancement 329195 was filed in regard to this functionality. Note: To search and vote for Enhancement see 10054 Voting for Enhancements.

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Create a Show Message Action on Edit Event with a Workflow

There is a requirement to add a pop up message on a record on edit mode. A Workflow can captures multiple events such as create, edit, and etc.Note:The Show Message action runs on create and edit by default. It does not have a field to specify if it should run on only create or edit.A solution would be to create a new Workflow that only contains the Show Message action.

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Show Sales Order Number Pop-up Message on Item Receipt via Workflow

User wants a pop-up message that shows the transaction number of the relatedSales Orderof theItem Receipt during creation, before setting any field value.

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Show a Pop-up User Message/Note When a Customer Is Selected in Sales Order

There are scenarios when a user should be notified by a pop-up message after selecting a Customer in a Sales Order transaction.

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Void a Closed Period Bill Payment

How toVoid a Closed Period Bill Payment

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Void a Vendor Bill that was Posted on a Closed Period

Scenario

User needs to void a Vendor Bill; however, the Vendor Bill was posted in a closed period.

Solution

It will not be possible to Void a Bill posted on a closed period even if the "Void Transaction Using Reversing Journals" preference is enabled because the Void button on Bills will only appear in Edit Mode which is not available if the period is already closed.
What the user can do is to create a Bill Credit and apply it to the Bill. This way, the effect of the Bill will be negated.
1. Open theBillthat you want to void
2. Click theCreditbutton
3. In the NewBill Creditpage, go toItemstab >Applysubtab > make sure that Apply checkbox beside the Bill is checked so that it will be correctly applied to the Bill Credit
4. Once done, clickSavebutton

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SKU/Barcode is not showing on Item Label

A user has added additional characters,"00xxxxx"in theSKU/Barcode of an Item. They want these to be printed in their Item Label PDF Layout.By default, the characters will be printed in the PDF Layout. User needs to remove these characters in the Item Record.

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Handling Inventory Items with Alias SKU

You should create separate inventory records for every item rather than creating alias stock keeping unit (SKU).

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Item Search to see which Item does not have a Preferred Location

Item Search to see which Item does not have a Preferred Location

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Applying Vendor Prepayments Manually

In addition to applying vendor prepayments to your bills automatically using Auto-Apply, you can apply the prepayments manually. Applying vendor prepayments manually is required when the Auto-Apply option is not enabled or when the conditions for Auto-Apply are not met.

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