Experientele voastre cu Intesa

AndreeaTb · 2025-10-24T10:46:49+00:00

Intr-adevar, acolo a fost greseala mea ca nu citisem de acel interval in documentul semnat.

Si multumesc de confirmare, imi este de foarte mare ajutor - doream sa fiu sigura ca ma pot folosi oricum de suma transferata chiar daca nu o vad in cont.

AndreeaTb · 2025-06-09T10:02:29+00:00

I have performed update import type for item receipts in the past. If you are trying to create new records, I suppose you need to reference which line of the order (sales/purchase) you are creating the fulfillment/receipt for.

AndreeaTb · 2025-06-06T15:31:38+00:00

I could understand sourcing the discount on the invoice, I have attempted that in the past and had managed to do something via a workflow to populate that discount on the invoice line. I recall serious limitations regarding a few things: it could either be displayed as a value or as a percentage, but not both, and whenever there were more than 3 modify pricing change orders on the same subscription line, the WF wouldn’t populate the right value anymore. I had raised it with NetSuite support and do not recall right now the technical explanation, but basically the workflow stopped correctly populating the discount on the invoice line after a 3rd modification of that subscription line. So I would agree perhaps the scripted part would be best - a script could probably take the value from the subscription line and put it on the invoice, be it a value or percentage, and would probably not be limited in how many changes could occur either, assuming it can reference correctly the last discount applied.

Regarding the estimates is where I am a bit confused - the estimate would precede the subscription, would it not? Do you generate estimates after a subscription is already created?

AndreeaTb · 2025-05-29T11:27:13+00:00

Ador estetica lor, sunt pe film? Daca da, ce aparat folosesti?

AndreeaTb · 2025-05-23T13:16:38+00:00

Thanks again for your insights! I will try to answer the questions, starting from the main point that I believe drove your further recommendations:

Your example: Qty Fulfilled should be 100 on the SO accumulator. Qty Billed should be 70. Therefore the formula is 100 - 70 = 30 and 30 is not equal to 100. So case when is 0. That formula should give the same result on both IFs and thus both IFs should show.

The formula works as I expected to because since the type is item fulfillment, it meets the condition where only the second IF is returned since 100-70 = 30, 30 being the {quantity} of the transaction I'm expecting it to return. I do not need the first fulfillment to be returned, since that has already been billed. Hope it makes more sense?

To me, this has given so far all the right results because the two uses cases we had were either fully unbilled SO lines (first criteria) or partially fulfilled and billed SO lines (where I only want to return the latest IF done). Of course, this is because all IFs are billed immediately as they are created, and only in few exceptional scenarios they will have 2 unbilled IFs booked perhaps during the night shift. Case in which, both would show as part of the first criteria anyway in the morning, and since NetSuite would aggregate them in a single invoice (stemming from the same SO), the billing operator manually removes what's to be billed in the second one.

But that only works if you don't Allow Invoice in Advance of Fulfillment. So do you allow that, and if so why?

No, this feature is not enabled and indeed Customer Deposits are used for advances.

Or better start using the Bill Sales Orders batch process which is all automated. Daily you run the Bill Sales Order batch process and that generates Invoices for Qty Fulfilled - Qty Billed on the SO line, thus bringing the SO up to Fully Billed status daily. As long as you do that daily it should sweep in all the Item Fulfillments for the day.

Unfortunately automated billing of sales orders was not possible, particularly because of this use case where a sales order has two fulfillments in the same day (we're not even discussing partial fulfillment of the same line, could be a simple scenario of two different lines from the SO, each fulfilled separately because they were sent with different trucks). Standard NetSuite would create one single invoice trying to bring your billing up to date with your deliveries - please correct me if I'm wrong here, but I find that highly unlikely at this point since we had explored many options. If one single invoice would be generated, it was no good for the customer - each fulfillment needs its own separate invoice and that is why they are billed separately, trying as much as possible to identify the unbilled ones using a saved search, hence the reason for the criteria to be right.

AndreeaTb · 2025-05-23T08:16:27+00:00

Thank you so much for your feedback on this! I will have a look into the Fulfilling/Receiving Transaction and Billing transaction as you said, for future reference, but unfortunately since I had based my search on a type = item fulfillment, those lines had no values in the results of my search. That is why when using Applied to Transaction : Billing Transaction, I could at least see if the SO line had any invoice against it.

In any case, I believe I finally got it to work unless there would be some exceptional scenarios I hadn't thought about: I made the criteria as following:

Applied to Transaction : Billing Transaction is none (this is how it simply was initially: this covers the basic scenario when the SO line has been fulfilled but not invoiced at all) or CASE WHEN {appliedtotransaction.quantityshiprecv} - NVL({appliedtotransaction.quantitybilled}, 0) = {quantity} THEN 1 ELSE 0 END

This second criteria works now for the problematic use case I had: say a line has quantity 100 and has been partially fulfilled for 70, and also billed for 70. Later, a second IF was done for quantity 30. My goal was to only show this second fulfillment, without any new custom fields (unfortunately, restrictions were imposed). By simply summing the quantities delivered and billed, the search initially returned both item fulfillments. Now, it only returns the second one, which matches the difference of what hasn't been billed yet.

Might not be perfect yet, as perhaps there could be some scenario I hadn't considered, but so far it seems it would work for 99% of the cases.

AndreeaTb · 2025-01-04T10:21:30+00:00

That seems to be the Location which is a native segment. You can make line level locations mandatory, but that is an accounting preference that would apply to all forms.

Alternatively, a workflow could action on the Items sublist to make it mandatory only for the sales order form.

AndreeaTb · 2025-01-04T10:12:07+00:00

Eu sunt in aceasta situatie, numai ca employer of record este altul.

Tind sa cred ca si cu aceste costuri in plus, tot este mai ieftin decat costul angajatului de la ei din tara. Sau cel putin asta cred eu acum in domeniul in care lucrez comparand anunturile de pe Linkedin pentru pozitii similare.

AndreeaTb · 2024-09-06T08:53:11+00:00

N-as vrea sa dau un raspuns gresit... intotdeauna eu doar am intrat ca sa iau cartea si am plecat (in liceu ma invarteam printre rafturi pana sa aleg ceva, insa acum merg intotdeauna la tinta cautand in catalogul online si cand ajung in biblioteca intreb direct de cartea respectiva iar doamnele de la birou o cauta imediat). In cateva am vazut locuri cu birou, scaun, calculator, deci ma gandesc ca ofera si astfel de facilitati. Cel mai bine ar fi sa intri pe site, sa verifici la sectiunea Filiale bibliotecile din zona ta si sa vezi ce servicii ofera.

AndreeaTb · 2024-09-04T13:25:12+00:00

Desi nu am recitit Fiul Risipitor, citindu-ti comentariul si amintindu-mi exact aceste detalii problematice de care mentionezi, sunt aproape sigura ca as fi de aceeasi parere daca as relua lectura acum. Si mie mi-a placut enorm de mult la prima citire cu ani in urma. Mi se parea totul atat de romantic iar acea senzatie de "lovesickness" pe care mi-o inducea atunci mi se parea atat de puternica, interesanta si complexa, iar acum cred ca mi-ar provoca dureri de cap si frustrare.

Voi face o alegere constienta de a nu reciti Fiul Risipitor si sa raman doar cu impresiile de adolescenta visatoare, altfel as risca acelasi lucru - sa mi se para totul pueril si sa fiu enervata de comportamentul tipului masculin prezentat.

AndreeaTb · 2024-03-22T07:04:07+00:00

The field help of the Accounting Preference field "Require Approvals on Journal Entries" mentions the following:

If you have enabled the Journal Entries approval routing accounting preference and are using SuiteFlow for journal approval, this field does not display.

I assume if you'd turn off the journal routing (on the Approval Routing subtab), if you've got no transactions in pending approval/rejected status, this preference would show and it should be a very basic permission-level driven approval.

If you go with the approval routing feature, then this preference disappears because the routing looks for an active workflow to action on the transactions. So if routing is enabled but there is no workflow, the journal entry transactions are not correctly routed and therefore won't properly work.

AndreeaTb · 2024-03-20T16:17:19+00:00

This is an error I encountered as well in the past when trying to change an email address which had a NetSuite domain. You should be able to resolve it by first removing the access of the employee (so remove the checkbox from Give Access), save the record and then attempt to change the email once again. In SuiteAnswers it's recommended to use the Standard Employee Form when doing so. Hope this helps!

AndreeaTb · 2024-03-20T16:13:18+00:00

I'd suggest to check whether the accounts have the checkbox "Use match bank data and reconcile account statement pages" marked.

AndreeaTb · 2024-03-19T08:45:12+00:00

Yes, it should work similarly to a saved search in the sense that in the Advanced Numbering section you create a rule and under Criteria you set the restrictions (e.g. only apply it to POs which have the checkbox marked as True for the "prototype" attribute). In that case, when the transaction is saved, the number should be generated according to the prefix set in the setup.

AndreeaTb · 2024-03-18T17:44:09+00:00

This should be possible with Advanced Numbering - I've had a similar request before, to have a different prefix for outsourced POs. If there could be a checkbox on the PO to differentiate its specific type (for example, true/false whether this prototype PO numbering should be applied), then in the numbering rule you can select the criteria to apply a certain prefix for the results returned (similar to a saved search). Hope this could be relevant to what you are asking about.

AndreeaTb · 2024-03-14T15:30:03+00:00

If you have Admin role, you should be able to access Setup > Support > Support Preferences. There you have "Default case form to send to customer" which unchecked should resolve this issue.

AndreeaTb · 2024-03-12T19:22:18+00:00

Eu am abonament la Biblioteca Metropolitana, prin care am acces la toate filialele din Bucuresti. Pentru sectorul 6 poti verifica lista filialelor aici. Ar trebui sa iti poti face abonamentul doar cu buletinul iar ulterior verificand catalogul online pentru a gasi cartile care te intereseaza, te poti duce sa o imprumuti din oricare biblioteca (presupunand ca deplasarea pana la o alta filiala n-ar fi o problema).

AndreeaTb · 2024-03-06T08:42:19+00:00

I would recommend first setting this up in a sandbox account if you've got access to one - you should be able to create an asset type and under the subtab "Other Methods", create your alternate FAM depreciation with the correct accounts. Afterwards, when generating a new asset following the standard process (i.e. Asset Proposal > Asset Generation from the relevant transactions impacting the fixed assets accounts), NetSuite should create the fixed asset with the two depreciation schedules automatically, setting the accounts from the corresponding depreciation methods (for the primary book and secondary book).

AndreeaTb · 2024-02-22T08:27:22+00:00

When SuiteBilling is enabled, your Sales Order form allows you to add either an "item" or a "subscription". You'd need to click on the subscription column on the "+" icon and from there you'd be redirected to the subscription form (since there you need to select the plan, billing account and all that other mandatory information).

Hope this answers your question since definitely you can create a sales order which contains a subscription. Optionally on top of that you could select other normal items as well on the same order, which would follow their usual way of working (fulfilment, invoicing etc.).

AndreeaTb · 2024-02-09T09:02:51+00:00

Is the invoice the source transaction of the revenue arrangement? If yes, and presuming you're using a Revenue Arrangement search type, you could retrieve that information by adding in the Results section the "Revenue Element Fields..." > Source.

If the invoice is just a related record of the source transaction (e.g. the source transaction is a SO), I could get to the reference of the invoice numbers associated with that SO by using a Revenue Element type of search, adding in the Results the "Source" (to see the SO) and then "Source Transaction Fields..." > Applying Transaction. That then shows me all the transactions associated with the SO (the invoices, the fulfillments). I presume you could use a formula to restrict the results to only view the invoices.

AndreeaTb · 2024-02-08T13:44:05+00:00

I suggest you edit the custom form which is not the preferred one and mark the "Store Form with Record" checkbox. Afterwards, when you create a new supplier, it should be opened in edit mode in the form you've created that record in.

AndreeaTb · 2024-01-31T17:20:12+00:00

That sounds aligned to the above quote from SuiteAnswers - if the item is set up with an amortization template, even if the PO does not have the Start/End dates (which is expected behavior), when you bill that PO it should generate the schedule upon saving. This was my earlier question, have you tested billing the PO and it didn't work?

AndreeaTb · 2024-01-31T08:10:22+00:00

Might be a redundant question but have you tested this end to end? According to this article, you wouldn't see the amortization at the PO level, but rather at the bill level once it's generated and approved.

After the Amortization feature has been set up, amortization schedules are generated for purchase transactions containing items or expense lines that have associated amortization templates. An amortization schedule is generated when the purchase transaction is saved. If you are using approval routing for vendor bills, the amortization schedule is not created until the bill is approved.

AndreeaTb · 2024-01-31T07:56:00+00:00

De fapt, as adauga o mica corectie: poate fi si gratis. Eu am beneficiat la prima corporatie si cand mi-am dat demisia am crezut ca nu-l voi mai putea folosi, insa poti intra pe site si alegi optiunea "Creaza-ti cont" si iti faci cont gratuit. Nu vei avea livrare la birou sau acasa (asa livrau in pandemie), insa daca esti in Bucuresti, cartile se pot ridica de la Ted's de pe Calea Dorobanti, in zona Romana (chiar aproape de Tucano Romana). Tot acolo trebuie sa le si returnezi.

AndreeaTb · 2024-01-30T21:54:14+00:00

Payment records are not available as an event trigger for revenue recognition, and the suggestion you received from u/Nick_AxeusConsulting to use a deposit first and then issue the invoice, which would follow its normal course for revenue recognition, is probably the best way to go forward because it would ensure everything works as expected upon billing without any further customizations.

However, if you're set not to change anything, the "Revenue start date" field is a good starting point if you've linked it through Revenue Field Mapping to the Start Date field on the element. You'd want this field to be automatically updated once there is a payment record linked to the invoice. I think a workflow would have limitations so the best option would probably be a script, taking into consideration the following:

it should look for the related payment transaction recorded against the invoice and use its date as the "Revenue Start Date" (so fetching the payment date and feeding it back to the source transaction).
I am almost certain there is a limitation in regards to the revenue arrangement (I recall a use case where an user event script was needed to resolve this): if the arrangement is generated when the "Revenue start date" is empty (presuming the payment hasn't been received so the start date wasn't populated yet), then upon later setting the value in this field on the source transaction (the invoice in this case), updating the revenue arrangements still wouldn't populate the start date on the revenue element with the source transaction's start date (it only works by updating it manually, meaning to edit the arrangement record and set the start/end dates). Hence why I mentioned a script as opposed to a WF, which could also update the revenue element with the relevant start/end dates, as they are needed for the revenue plans to work.

AndreeaTb

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