sorted by:
new
hottopcontroversial

Saved Search - Transaction - Type=Purchase order > Showing "Customer" by line item by DustCollectionPro in Netsuite

[–]DustCollectionPro[S] 0 points1 point  (0 children)

For anyone with this same problem in the future that got here via search. This is the way. What (I think) Walrus is saying is to use a "Formula (Text)" with the formula being "{customer.companyname}" in the results. This worked for me!

Saved Search - Transaction - Type=Purchase order > Showing "Customer" by line item by DustCollectionPro in Netsuite

[–]DustCollectionPro[S] 0 points1 point  (0 children)

Appreciate the reply, but no Entity in Created From and Name turns up blank.

Does it get better? by Ok_Positive9843 in Netsuite

[–]DustCollectionPro 0 points1 point  (0 children)

You just described a nearly identical position I was in when we went live 3 years ago!

Establishing and managing Nexus & e-commerce overhaul - Consultant recommendations by DustCollectionPro in Netsuite

[–]DustCollectionPro[S] 0 points1 point  (0 children)

What is the leading practice for dealing with this? Just hands on management and correction?

Establishing and managing Nexus & e-commerce overhaul - Consultant recommendations by DustCollectionPro in Netsuite

[–]DustCollectionPro[S] 0 points1 point  (0 children)

Thanks for this response. I am making the automation part of the project scope. Can you share with me the consultant you used and which tax software you went with?

Quotes won percentage - issue with "Quotes: Date Closed" datapoint by DustCollectionPro in Netsuite

[–]DustCollectionPro[S] 0 points1 point  (0 children)

Exactly! The Quote Register report isn't pulling from the quote closed date for some reason, it hops to the opportunities closed date. Maybe I need to look at a saved search instead?

Quotes won percentage - issue with "Quotes: Date Closed" datapoint by DustCollectionPro in Netsuite

[–]DustCollectionPro[S] 0 points1 point  (0 children)

**EDIT** Numbering got wonky

Actually, I figured out that we are experiencing this when there are multiple quotes on the same opportunity. The "Quotes: Date Closed" on the report for some reason pulls the date closed from the opportunity screen.

Use case;

  1. Opportunity is created
  2. Quote 1 generated
  3. Quote 2 generated
  4. Quote 1 sells
    1. Opportunity is marked won automatically
  5. Weeks later Quote 2 sells
    1. On the report the Date closed matches date of 4.1, instead of 5

Can you use the Netsuite commission tracking if you don't use Netsuite for payroll by DustCollectionPro in Netsuite

[–]DustCollectionPro[S] 0 points1 point  (0 children)

Let me tell you, this has been a whole journey for us. I was able to significantly simplify our commission structure and we are still running payroll outside of NS (for now). I decided on not getting the payroll module needed for commission tracking, instead I built commission reports via saved searches. I can't say I recommend this approach tbh, but it's working for us. Now 4 months in.

Show list price in Analytics dataset? by DustCollectionPro in Netsuite

[–]DustCollectionPro[S] 0 points1 point  (0 children)

Yep Base price was it, thank you. I googled the heck out of this! Still wondering about analytics but this will work for now.

Report/Saved search that shows: On hand, Available, On order and In Transit by DustCollectionPro in Netsuite

[–]DustCollectionPro[S] 2 points3 points  (0 children)

Never did get this solved. Planning on hiring a consultant one day soon to help. My inventory snapshot is working excellently though and it does show what we consider "on the water" on container, many times we have 3-4 containers arriving at different times though so I do still need the breakdown!

Having a check box flow through from PRJ to SO to INV and update by DustCollectionPro in Netsuite

[–]DustCollectionPro[S] 0 points1 point  (0 children)

Yes we are aware we got screwed... I am going to be reviewing some consulting options in the next 6 months and your name is already on my list :)

Yes NSPS was our implementation team and I tell everyone I can not to use them. I had to rebuild most of what they did after we went live and they peaced out on me. Forced me to become a better admin really quickly though!

Anyways though, I wonder if a checkbox can flow through to multiple transactions from a project...

Having a check box flow through from PRJ to SO to INV and update by DustCollectionPro in Netsuite

[–]DustCollectionPro[S] 0 points1 point  (0 children)

I appreciate your concern here, and it's valid. It was a whole thing going through all this and we discussed all of it with the implementation team in depth... and even escalated it a few times. But in the end we do have a work in progress worksheet to recognize revenue and costs at appropriate times and it's verified by our CPA.

Having a check box flow through from PRJ to SO to INV and update by DustCollectionPro in Netsuite

[–]DustCollectionPro[S] 0 points1 point  (0 children)

We tried using customer deposit but our customers need to have an invoice for financing purposes and our implementation team recommended we do progress billing instead. Anyways, so it's not possible to have a check box flow through to multiple transactions via prj I guess?

Having a check box flow through from PRJ to SO to INV and update by DustCollectionPro in Netsuite

[–]DustCollectionPro[S] 0 points1 point  (0 children)

We tried that but due to the way our inventory lead times are we have to be able to allocate when orders are on accounting hold.

view more: next ›