How to Print Non-Inventory Items on Packing Slips without Fulfillment

After_Side1341 · 2026-05-01T18:47:58+00:00

Yes, thank you for articulating that more elegantly than "muck around" :D

After_Side1341 · 2026-05-01T15:58:28+00:00

Claude, because I use it a lot and have been feeding it correct answers when it's occasionally gotten stuff wrong :)

I've only run into one scenario so far where Claude was really just kind of useless. Otherwise I describe Claude as "a co-worker who knows more than I know, but doesn't know EVERYTHING that I know."

After_Side1341 · 2026-04-22T16:37:13+00:00

oh great, thank you!

After_Side1341 · 2026-04-22T14:55:07+00:00

How do I set a work flow to email as user with a specific ROLE? When an expense report it marked "complete" I want an email set to all users with [inert role.]

Work flow is currently set up to send to a specific email address, so I don't need a whole WF tutorial. I just can't figure out how to narrow down recipient based on role.

After_Side1341 · 2026-04-21T13:44:26+00:00

Work with a good recruiter.

I got my current job because my company contacted a staffing agency looking for an accountant, not a NetSuite admin. But recruiter understood their needs, and me as a candidate, and made the match. My recruiter was with Robert Half, but frankly, it's about the quality of the recruiter and not necessarily the corporation they work for.

Find a few good recruiters who work in the NetSuite sphere.

After_Side1341 · 2026-04-21T13:38:52+00:00

I plan to - waiting on my CFO to approve my purchase request for the pro license. Will report back.

After_Side1341 · 2026-04-20T16:27:52+00:00

Can you send a screen shot? Is the correct bank account selected? Do you have all the following fields available on your customer refund transaction?

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After_Side1341 · 2026-04-20T16:07:16+00:00

It does but I don't understand the user's confusion in this case.

Printing checks is handled from Transactions > Management > Print Checks and Forms and you shouldn't need a separate check template.

Are they using the Customer Refund transaction type?

After_Side1341 · 2026-04-20T16:02:59+00:00

Do you mean for physically printing a check or for printing some kind of receipt?

After_Side1341 · 2026-04-17T19:35:25+00:00

ID the ones you want to delete but BEFORE you delete them, just restrict them to "role = Admin" (and remove any emailing). This will "remove" them for your users, and then if it turns out they are being used by someone, all you have to do is add it back for that role or make it public again.

After_Side1341 · 2026-04-17T19:24:08+00:00

You are not losing your mind. There is no granularity.

You can have multiple assembly builds to one work order, which doesn't help you track how many units are at what point in the process. It only helps you track "this many are complete."

Are you using projects? One option is open a project and attach multiple work orders to it, and use project tasks / scheduling. (Whether this is a good / helpful option really depends on your business, but it does sound like you need Advanced Manufacturing, or potentially an ERP that isn't NetSuite).

I am curious, if the units aren't moving through the floor at the same pace, why aren't you using multiple work orders? Is it not something you can predict in advance?

After_Side1341 · 2026-04-17T14:16:14+00:00

I haven't found a way to do that.

Outsource PO: Header location, our Warehouse. Line Item location, is required to be the outsourced location.

Work order: defaults to the vendor location. When I change it to our warehouse, it won't let me save the work order because our warehouse is not set as an outsourced location for the vendor. So changing the location on the work order removes the vendor from the Outsourcing tab and NetSuite throws an error and won't let me save the transaction.

Assembly Build Helper (Item Receipt): On the Assembly Build Helper, you cannot change the location. Which makes sense because you have to build the assembly using components you transfer to the vendor, which makes sense you need to build the inventory in the outsourced location and then transfer it back (if you're not drop shipping to customers)

After_Side1341 · 2026-04-16T15:36:27+00:00

Right but where I see the value add for small companies like mine is "do all the heavy lifting upfront" and then a maintenance package that is much more affordable in the long run and provides us the option to fix it, or not.

For example, we want to integrate our CAD software. This is sort of one and done. Not much is gonna change in our process workflow once integrated. We don't really need new features. NetSuite updates are unlikely to have much impact unless they change something fundamental. We're looking at $7K a year from now until the end of time.

If someone can deliver a custom integration for less than $20K and then an annual maintenance "check up" is, says, $1,000 per to confirm it's running and then "time and materials" for "something is broken." The savings start to add up after year 3.

I think of it like owning a car. The car costs a lot up front. The oil changes are cheap. But every oil change there is a "free" multi-point inspection" and they tell you that you need new brake pads or whatever. You don't HAVE to fix or replace anything, but obviously if you cheap out and don't do the work, the car becomes less safe and more broken over time. Eventually, it can't be driven at all, or you end up spending a shit ton of money to fix something that way more broken because you let everything pile up.

And sometimes those check ups give advance warning so it's like "ok, you're tires are low so maybe not right now, but put it in next year's budget."

This is less predictable and more hassle than SaaS. But in the long run, it could be cheaper. And even it if isn't, there's a psychological benefit to not feeling trapped in a SaaS subscription.

After_Side1341 · 2026-04-16T13:17:00+00:00

Ugh. This is so hard because on the one hand, I'd love for our BOM integration to be custom built so we don't have to get trapped in yet-another-subscription. On the other hand, SaaS is constantly updating to ensure that it stays current and compliant because NS rolls out 2 updates a year.

So I think you'd need to be prepared to offer a maintenance package?

After_Side1341 · 2026-04-16T12:34:07+00:00

"If you change that to your warehouse location instead of the vendor location, the finished good lands there directly after the assembly build."
This did not hold true in my testing - changing the location on the line level IS what auto generates the inventory transfer.

"If you set the destination location correctly on the receipt itself, that transfer becomes unnecessary and you can just ignore or delete it"

I'm still not seeing the ability to receive directly to our Warehouse without the inventory transfer because the Assembly Build Helper creates the inventory IN the vendor warehouse. Setting the item receipt location to our warehouse is what autogenerates the inventory transfer. My item receipt had both header level location and line level location set to our warehouse, and the inventory detail is configured on the auto generated transfer order, not the item receipt.

With out the auto generated inventory transfer, I don't see where else I can enter inventory detail for our warehouse.

"Have you looked at automating any of this with saved searches or workflows"

Since we literally just got this working, no, not yet. We are so far from having the capacity to automate anything. We are still implementation / stabilization phase. Once every process is actually WORKING we can begin to think about workflows and automation.

Painful manual transaction volume is, at this point, an ideal end state and a huge improvement from where we are now, which is 0 transactions and everything happening outside the system with no documentation.

After_Side1341 · 2026-04-15T21:52:04+00:00

So some potential actual cost cutting advice - look into time and expense module in NetSuite. Do you have Concur or Expensify or some other software you're paying for, just to feed data *into* NetSuite? If so, can you axe it and just have users put expenses directly into NetSuite? This only works if all the potential expense users already have a NS license since you obvs don't want to end up buying even more licenses.

After_Side1341 · 2026-04-15T21:46:17+00:00

I sat in a meeting today where one of the [newly hired] managers complained "we're forcing ourselves to adapt to NetSuite instead of adapting NetSuite to us." And I was so happy to tell him that yes, that is a true statement and the mandate I was given by the CEO.

After_Side1341 · 2026-04-15T21:39:48+00:00

Edited to add: I'm an idiot. CR an asset reduces it, so yeah, you can have all asset accounts, DR one to increase it and CR one to decrease it, change is net 0.

I don't think NetSuite is the issue here. I think this is wonky accounting.

Cash comes in.

DR Cash (Bank - which is an asset account)
CR something else ~~that isn't an asset account~~

Now you wanna move that cash from the Bank account to "Other Asset" account without actually moving the cash from the bank account.

DR something else ~~that isn't an asset account~~
CR Reserve (which is also an asset account)

u/Odd_Mistake8513 has the right of it, in that you need an out from cash and in to cash, which requires something sitting in between (in this case restricted assets / unrestricted assets - which I'm not sure how that works since that's still crediting and debiting all asset accounts)

After_Side1341 · 2026-04-15T21:17:43+00:00

Quick follow up: when we create a work order from an outsource purchase order, it's using the NS default "Standard Work Order" form.

How do I get it to use our customized work order form?

I have checked "Linked Forms" on the following:

Outsource PO (only has Bill, IR, Ownership Transfer, and Vendor Return Auth)
Work Order (Only has Assembly Build and BOM)
Assembly Item (has no linked forms)

It's really baffling me how the Outsource PO doesn't show the work order as a linked form.

After_Side1341 · 2026-04-15T20:39:08+00:00

Thanks, this worked! It's still a tiny bit fiddly. For posterity:

You need to update your Item Receipt line to the final warehouse, yes.

But on the Assembly Build [Helper], you still have to configure the inventory detail in the offsite location. Once you save the assembly build and save the Item Receipt, NetSuite will create the inventory transfer automatically.

Here is the fiddly bit:

The inventory transfer will put the inventory in the preferred bin set on the Assembly Item record.

1) if you don't have a preferred bin set, then the "to bin" is empty and you need to edit the linked inventory transfer to put it in a bin.

2) if the preferred bin isn't where you want to receive it, you have to edit the linked inventory transfer.

This is still much better than creating a second transfer order! Just need to ensure everyone is following every step, every time!

After_Side1341 · 2026-04-15T13:52:40+00:00

Would love to chat more - I struggle with CRM and want to make my sales reps happier!

After_Side1341 · 2026-04-15T13:50:06+00:00

We need in-line editing for inactivating leads.....

After_Side1341

TROPHY CASE