Order to Cash
Fulfilling Orders Using Advanced Shipping with Advanced Billing
When you process orders using both the Advanced Billing and Advanced Shipping features, fulfillment forms function differently than when you do not use both of these features.
Block Custom Role User to Edit Item Rate on Sales Order When Custom Price Level Is Used
User with access to create a Sales Order has also the access to change the Unit Price in Sales Order's Line Item when Price Level is set to Custom.By choosing the Custom Price Level, user can replace the existing price to the custom one. Currently,Enhancement43422is logged for the ability to restrict custom roles to edit Price Level.
Rate Column on Sales Order Is Grayed Out
This article discusses on how to change the Rate on a Sales Order record.
Inactive Records Not Excluded from Saved Search and Report Results
User has marked several Customer records as Inactive. When creating Saved Searches and Reports, the user wants all these Inactive Customers and their related records automatically excluded from the Results.
Create Rolling Sales Order Amount Saved Search/Report
Users may want to create aRolling Sales Order Reportfor forecasting and analyzing purposes based onSales Orders'Datefield with preferredSales Order Status.
Saved Search for Item Usage
The user wanted to create a report that will show the total quantity of items used as Components and/or on Sales.
Remove Parent Name and Display SubCustomer Name Only in Sales Order
When creatingSales Transactions such as Sales Orders for a Child Customer, the name displayed in the Customer field of the Sales Order is usually in this format:
Use Display Name/Code to Add or Search For Items in Sales Order
Users are unable to Use Display Name/Code to Add or Search For Items.
Generating an Intercompany Sales Order
Before you can generate an intercompany sales order, you must create an intercompany purchase order.
Fully billed Sales Order has Status of Pending Billing with no Next Bill or Bill Remaining button
Sales OrderhasPending Billingstatus but has noBill/Next Bill/ Bill Remainingbutton. Also, when closing theSales Order, itsStatuswill still remain asPending Billing.
Payment Processing
The Payment Instruments feature makes using various payments methods more straightforward and, in the case of payment cards, more secure. Payment Instrument is a set of fields that can be used to charge a shopper without any action on the shopper's side.
Consolidated Payments
If you sell to customers who have subcustomers, the Consolidated Payments feature gives you the flexibility to accept payment for subcustomer invoices from either the top-level customer or from the individual subcustomer.
Generating Statements
You send statements to remind customers to pay their invoices. Most companies send statements one time a month.
Customer Statements
A statement reviews a customer's account on a regular basis, usually monthly. Send statements to remind your customers to pay their invoices.
Missing Billing Operation Schedules
When navigating to Transactions > Billing > Schedule Billing Operations > List, some of the Billing Operation Schedules are missing.
Billing Operation Schedule did not Run
TheBilling Operation Schedule stopped running without any intervention from the business users
Limit Shipping Item to a Specific Web site
Use the Limit to Sites settings/preference in the Shipping Item.
Resolve Identical Shipping Items in Website but not in NetSuite UI
There are instances that on Website, duplicate Shipping Items are seen on the Checkout while on the NetSuite UI, no identical Shipping Items found.
Tabs are Missing on the New Shipping Item Page
When trying to create a new Shipping Item in Lists > Accounting > Shipping Items > New, there are no tabs for Shipping and Handling Rate Rules. The only available fields for setup are the following:
Sales Order > Add Free Shipping Item > Shipping Cost is still being calculated
Customer added a free shipping item on the Sales Order line however, on the Summary Box, shipping cost is still being charged.