Sales order through a Cybersource transaction has a status of Closed instead of Cancelled if it fails to meet AVS and/or CSC rules

Scenario:

1. User has an active Cybersource account

2. Navigate to Setup > Accounting > Credit Card Processing > view/edit Cybersource account > Order Verification Settings > Action column shows Reject for AVS or CSC rules.

3. Normally, if a sales order does not meet the AVS and/or CSC validation, it will be automatically cancelled

4. Customer has a sales order which did not meet the AVS and/or CSC validation but instead of being cancelled. The sales order was closed.

 

This happens when you try to get an authorization for a partially fulfilled sales order, the AVS and/or CSC verification fails and your Order Verification setting is set to reject such transactions.

Add Multiple Function > Enter a Sales Orders > Typing the first few numbers of an Item Code Generates Message "No Matching records"

Example:

Item's code = 1027858984

Enter a Sales Order > Click on Add Multiple > Type "1027" on the Search field > No Matching error

 

Here are the steps to resolve this:

1. Navigate to Home > Set Preferences > Analytics tab.

2. Uncheck the Popup Search Uses Keywords checkbox.

3. Click Save.

 

 

Filter the Fulfill Sales Order Page to Exclude Drop Ship Orders

Customer has sales orders with drop ship PO created.  These orders are not yet shipped.  When the customer navigates to Transactions > Sales > Fulfill Orders, these drop ship orders appear on the list of orders to be fulfilled.  Customer wants to remove these orders from the Fulfill Orders page as they are to be fulfilled by vendors.

Excluding the Drop Ship Orders from the Fulfill Orders page is logged as an enhancement via issue 157601.  Workaround is to create a custom check box field on Sales Order forms that would indicate whether or not the order is a drop ship order, then add this custom check box field as a filter on the Fulfill Orders page.

A. Create a custom check box field.

1.    Navigate to Setup > Customization > Transaction Body Fields > New.

2.    Enter an appropriate label for the field (such as "Drop Ship Order").

3.    On the Type field, select Check Box.

4.    Check the box for Store Value.

5.    Under Applies To tab > Sale = T, Item Fulfillment = T and Print on Standard Forms = T.

 

6.    Under Display Tab > select where you want to show custom field.

 

7.    Hit Save and Apply To Forms > Make sure that Show box is checked for the forms you want to display custom field.

 

8.    Hit Save and hit Ok.

B. When you create drop ship orders, you can then mark this check box to identify it as a drop ship order.

C. Customize the Fulfill Orders screen to include a filter for the custom check box field created in step A.

 

1.    Navigate to Transactions > Sales > Fulfill Orders.

2.    Click Customize button.

3.    On the Additional Columns tab, check the box for the custom field you have created in step A.

4.    On the Additional Filters tab, check the box for the custom field you have created in step A.

5.    Hit Save.

Note: After these steps, you will then be able to set the "drop ship" filter to No so that you can only select those that are not drop ship orders.

Change the Date format on Search result using a Formula to YYYY/MM/DD.

To change the Date format on Saved Search results:

 

Example:

From = MM/DD/YYYY

To = YYYY/MM/DD

 

1. On Customize Save Search page > under Results tab > Columns subtab.
2. Add Formula (Text).

3. On the Formula field, add TO_CHAR({trandate},'YYYY/MM/DD').

4. Click Add.

5. Save & Run

 

Single Label per page checkbox is not available when printing Integrated Shipping Labels.

Problem:

Single Label per page checkbox is not available when printing Integrated Shipping Labels.

 

Symptom:

Navigate to Transactions > Management > Print Checks and Forms > Print Integrated Shipping Labels. The Single Label Per Page checkbox is not available.

 

Solution/Workaround/Gotcha/Recommendation Details:

The Single Label Per Page checkbox is not available if the Default Shipping Carrier is Fedex. According to Issue 87655, Fedex do not support this option. All Fedex Shipping Labels print 1 per page either in PNG, PDF or EPL format. The Single Label Per Page checkbox is useful if you print in PDF format. To make this checkbox available:
  
1. Navigate to Set Up > Accounting > Shipping.
2. Set Default Shipping Carrier to UPS > click Submit.
3. Navigate to Transactions > Management > Print Checks and Forms > Print Integrated Shipping Labels. The Single Label Per Page checkbox is displayed.

Enable CSC/CVV Match response for American Express cards using Merchant eSolutions (MeS).

Enable CSC/CVV Match response for American Express cards using Merchant eSolutions.

1. Payment tab of a Credit Card transaction shows Blank on CSC Match using American Express card.
2. Merchant e-Solutions verified that a CSC match was performed.
3. Payment Event Details shows:
-- Raw Request "cvv2 => xxxxxxxxxxxx"
-- No Raw Response line for "cvv2_result =>"

Contact Merchant e-Solutions Support Center at 1-888-288-2692 and request to enable the Card Identification (CID) Verification Tool.

Condition to Print UPS Shipper’s Export Declaration (SED) Form

Navigate to Transactions > Management > Print Checks and Forms > UPS® International Forms > Print.
 
Orders with Total Amount less than $2,500.00 generates 3 Copies of Commercial Invoice.
 
Orders with Total Amount greater than $2,500.00 generates 3 Copies of Commercial Invoice and 1 SED form.


Answer:

The Shipper's Export Declaration (SED) is generally required by the U.S. Census Bureau for shipping single commodities valued at more than $2,500 USD, or for commodities requiring a license or license exception.
 
"Shipper's Export Declaration (SED)— An exporter must submit the Shipper's Export Declaration
(SED) when the value of a single Schedule B commodity exceeds US$2,500 or for which an export
license is required for a shipment from the U.S. to another country."

Reference: http://www.census.gov/foreign-trade/regulations/index.html

Determine the source the default (auto-populated) Unit Price / Rate Populated for an item in a purchase transactions (e.g. Purchase Order, Vendor Bill, Vendor Credit)

The auto-populated Unit Price (default rate) for an item in the purchase transactions (e.g. Purchase Order, Vendor Bill, Vendor Credit) is derived based on this hierarchy:

1. Purchase Price of the Vendor as set in the Item record (If Multiple Vendors feature is enabled in the account)

2. Purchase Price as set in the Purchasing/Inventory tab of Item record

3. Last Purchase Price used in any purchase transaction type
    a. Based on Transaction Date not Date Created
    b. Per Subsidiary (for OneWorld accounts)

Make Down Payment to Vendors but Show the Down Payment Made as Deduction in Purchase Order

 

Solution/Workaround/Gotcha/Recommendation Details:

A. Create an Other Charge for Purchase for the down payment (sample name: Vendor Down Payment)

 1. Navigate to Lists > Accounting > Items > New.

 2. Choose Other Charge - for Purchase.

 3. Enter name for Down Payment item.

 4. Under the Basic Tab > Expense Account > choose your vendor down payment account (this will serve as temporary account).

 5. Make sure the Can be fulfilled/received box is checked.

 6. Save.

 

B. In the Purchase Order:

 1. Navigate to Transactions > Purchases/Vendors > Enter Purchase Orders.

 2. Under Items tab > Items Sub tab > Choose the Down Payment item from the list.

 3. Enter in Rate column the down payment amount paid with a negative sign (to act as deduction to the PO).

 4. Enter all other necessary data in the PO.

 5. Save.

  *** PO Subtotal will be net of Down Payment (ex. $1,500)

 

C. Down Payment to Vendors can be made either by Writing a Check or Using a Credit Card:

I. Write Checks for paying Down Payment to Vendor:

   1.  Navigate to Transactions > Bank > Write Checks. 

   2.  In the Payee field, select the vendor. 

   3.  On the Expenses sub tab, in the Account column, select the Down Payment Account (Temporary account).

         Note: User must enable the Expand Account Lists preference to include the prepayment (Other Current Asset) account in the list along    with Expense accounts. For more information on this preference, read Setting Accounting Preferences.
   4.  In the Amount column, enter the prepayment amount. 

   5.  Optionally include notes in the Memo column on what this prepayment is for. 

   6.  Click Add. 

   7.  Click Save.  
  ***GL Impact:  Dr. Down Payment Account         (whole amount - ex. $500)                     

                                       Cr. Cash                                          (whole amount - ex. $500)

 

II. User Credit Card for paying Down Payment to Vendor:

   1. Navigage to Transactions > Bank > User Credit Card.

   2.  In the Vendor field, select the vendor. 

   3.  On the Expenses & Items tab > Expenses sub tab, in the Account column, select the Down Payment Account (Temporary account).

         Note: User must enable the Expand Account Lists preference to include the prepayment (Other Current Asset) account in the list along with Expense accounts. For more information on this preference, read Setting Accounting Preferences.
   4.  In the Amount column, enter the prepayment amount. 

   5.  Optionally include notes in the Memo column on what this prepayment is for. 

   6.  Click Add. 

   7.  Click Save.  
  ***GL Impact:  Dr. Down Payment Account         (whole amount - ex. $500)                     

                                       Cr. Credit Card Account                   (whole amount - ex. $500)

 

D. Receive the items from the PO including the Down Payment Item.

  ***GL Impact: Dr. Inventory                                (whole amount - ex. $2,000)                     

                                       Cr. Inventory Received Not Billed             (whole amount - ex. $2,000)

 

E. Bill the PO made.

   ***GL Impact: Dr. Inventory Received Not Billed  (whole amount -ex. $2,000)

                                       Cr. Accounts Payable                      (Net of Down Payment - $ 1,500)

                                             Down Payment Account            (Down Payment - $ 500)

 

F. Pay the bill for this PO.  Note that Amount of Bill to be paid is net of down payment ($1,500)

    ***GL Impact: Dr. Accounts Payable                   (net of DP - $ 1,500)

                                       Cr. Cash                                           (Net of DP - $1, 500)

Different PayPal AVS Response codes for Visa, MasterCard, Discover, and American Express and its Descriptions

To find the different PayPal AVS Response codes for Visa, MasterCard, Discover, and American Express and their descriptions, perform the following steps:

 

1. Use this URL: https://manager.paypal.com 

2. Navigate to Service Settings > Fraud Protection

-Live Setup

-Edit Standard Filters

-AVS Failure = Full

-Filter Action = Review

3. The Get Authorization check box is marked True in the sales order

4. Customer's billing address (street, zip) on the transaction does not match to the statement billing address on file with the card issuer.

5. Netsuite will have a log of the response on the Payment tab of the Sales Order

 

 

Solution/Workaround/Gotcha/Recommendation Detail:

 

AVS Response Codes for Visa, MasterCard, Discover, and American Express

 

AVS Code	Meaning	Matched Details
A	Address	Address only (no ZIP)
B	International "A"	Address only (no ZIP)
C	International "N"	None Note: The transaction is declined.
D	International "X"	Address and Postal Code
E	Not allowed for MOTO (Internet/Phone) transactions	Not applicable Note: The transaction is declined.
F	UK-specific "X"	Address and Postal Code
G	Global Unavailable	Not applicable
I	International Unavailable	Not applicable
N	No	None Note: The transaction is declined.
P	Postal (International "Z")	Postal Code only (no Address)
R	Retry	Not applicable
S	Service not Supported	Not applicable
U	Unavailable	Not applicable
W	Whole ZIP	Nine-digit ZIP code (no Address)
X	Exact match	Address and nine-digit ZIP code
Y	Yes	Address and five-digit ZIP
Z	ZIP	Five-digit ZIP code (no Address)
All others	Error	Not applicable

 

Inventory Received not Billed Account Composition

1. Navigate to Reports > New Search > Transaction.
2. Under Criteria tab,  Standard subtab:
** Account = Inventory Received not Billed
3. Under Criteria tab > Summary:
** Sum of Amount = not equal to 0.00
4. Under Results tab:
** Created From (Group)
** Amount (Sum)
5. Assign a Search Title.
6. Click Save& Run.
 

 

What comprises the balance of Inventory Returned not Credited

Question:

What comprises the balance of Inventory Returned not Credited account

 

Answer:

1. Go to Reports > New Search > Transaction.

2. Criteria > Standard:

** Account = Inventory Returned not Credited

3. Criteria > Summary:

** Sum of Amount = not equal to 0.00

4. Results:

** Created From (Group)
** Amount (Sum)

5. Assign search title.

6. Save and Run.

 

 

 

Add bank charges in making Bill Payments

Add Bank Charges in Bill Payments  

 

This is currently logged as an Enhancement request (Enhancement 102645).

As a workaround:

1. Edit the Supplier Invoice/Bill.
2. Go to the Expenses & Items tab > Expense sub tab.
3. Select Bank Charges or any other related expense, enter the amount of bank charge.
4. Click Save.
   
   GL Impact:
   
   Bank Charge ----------- XXXX
   Inventory Asset ------- XXXX
   Accounts Payable ------------------ XXXX
   
   
5. Click on Make Payment button.
6. On the Amount field of the Bill Payment - Amount shows Expense plus the Inventory Amount.
7. Click Save.
   
   Actual Result of GL Impact:
   
   Accounts Payable ------------------- XXXX
   Cash --------------------------------------------------- XXXX