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Articles tagged #VENDOR

Articles tagged

#VENDOR

Setup & Customisation

Get Total Unbilled PO Amount on Vendor Record Using Client Side Script

The total unbilled amount which can be seen in theAmountfield on theVendorrecord is based on the items' total quantity multiplied by their respective amounts. Some use cases permits users to change the rate of each item on theVendor Billrecord which will sometime exceed the totalPurchase Orderamount set in thePurchase Orderrecord.

Editing or Deleting Vendor Prepayment Transactions

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

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.

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.

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.

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.

Void a Closed Period Bill Payment

How toVoid a Closed Period Bill Payment

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

Business Intelligence

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

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

Enter Vendor Credits > Selected Items Only

You want to create a supplier credit that has an associated invoice in the system. However, you were unable to find the vendor record list under the Company field.

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.

Apply Deposits to Remaining Balance on Vendor Prepayment

In this article you can find alternate solution forEnhancement576715.Currently, NetSuite system only allows Vendor Prepayment records to be applied on Open Bills.

Setup & Customisation

Merge Action is Not Displaying as a Button in a Vendor Record

SCENARIO

User wants to display the Merge action as a button in a Vendor record instead of a menu.

SOLUTION

Login as Administrator
Edit a Vendor record
Navigate toCustomize>Customize Form
ClickActions
ClickStandard Actions
Merge:
1. Show:EnterCheckmark
2. Display As:SelectButton
ClickSave

Remove items in the Financial tab of the Vendor Record

Remove items added in Vendor record under Items subtab of Item records' Financial tab.

Basic Accounting

Create Journal Entry to record Cash Receipt of Overpayment Transaction

There are times when we pay the Vendor more than the amount that was billed for our purchases. Each time, we have the option to either claim it as a credit to our accounts or simply received the cash refund. Since we received money as a refund from the Overpayment we made, we need to record it correctly in our accounting books.

Allow Users to Add Other Relationships to Entities

User is unable to add Other Relationship, such as Vendor, Partner and Other Name, from a Customer Record.

Role Saved Search for Roles with Permission to Create Vendors

Role Saved Search to show all the roles that has the ability to create vendor records.

Canceling a Vendor Bill

You can review a vendor bill and decide it should not be approved for payment. In such cases, you can cancel the bill. The Cancel button only appears on the form in View mode when the status of the bill is Pending Approval.

Mandatory Name Field on Entity Bank Details Record

Since versionElectronic Bank Payments 2018.2 there were implemented several changes, one of which is the added mandatoryNamefield on theEntity Bank Detailsform and the ability to process payments usingSecondaryBank Accounts.

Approve Purchase Order > Email sent to the Vendor

Scenario

Setup > Company > Email Preferences > Transactions tab >Vendors Default To Email Transactions = F
Vendor record > Preferences >Send Transactions > Via Email = F
Purchase Order > Communication >To be Emailed = F
When Purchase Order was approved, it sent a copy to the Vendor

Solution

On the Purchase Order in theMessagetab there is theTo Be E-mailedcheckbox. If this is checked when the transaction is saved a copy of the Purchase Order will be sent to the vendor as long as the Order isApproved. The checkbox will automaticallyuncheckitself once the email is sent.

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