The Expected Ship Date field is coming from the Demand Planning module and is available in the Sales Order item line level. This will be automatically populated based on certain criteria and the user can change this date also. But this field will not be available in the reports and saved searches as the Store… Continue reading Display Expected Ship Date on Reports and Saved Searches.
Month: September 2022
How to remove Vendor Name on Item Column of Purchase order?
How to remove Vendor Name on Item Column of Purchase order?
Create a Workflow to Hide the Invoice Button on Estimate for a Specific Role
Scenario The Invoice button must be hidden in Estimate transactions to restrict a specific role such as Sales Reps from creating Invoices Solution Navigate to Customization > Workflow > Workflows > New Basic Information: Name: Enter Hide Invoice Button for Estimate Record Type: Select Transaction Subtype: Select Estimate Released Status: Select Released Keep Instance and History: Select Always Enable Logging: Enter Checkmark Event Definition: On Create: Enter Checkmark On… Continue reading Create a Workflow to Hide the Invoice Button on Estimate for a Specific Role
Source Field Value from a Store Value Unchecked Field
Scenario – A custom field has been created with Store Value unchecked(maybe formula field or sourcing from saved search). This custom field value needs to be sourced to another custom field. But we can not source value from a field with Store Value unchecked. Solution – Create the first custom field without checking the Store… Continue reading Source Field Value from a Store Value Unchecked Field
Budget Creation
In NetSuite, budgets are tied to a fiscal year and allow for the insertion of a sum per account for each of the year’s accounting periods. Budgets can supply data for reports like the Budget vs. Actual report from NetSuite. Budgets can be created using estimations of income and expenses for the purpose of financial… Continue reading Budget Creation
Creating Nexus
A tax jurisdiction is a nexus. The NetSuite Advanced Taxes function, necessary for using NetSuite OneWorld, includes Nexuses. There must be at least one nexus for each subsidiary. Based on the nation selected for the subsidiary’s address, the first nexus is automatically given to the subsidiary. Creating Nexus Go to Setup> Tax > Nexuses> New… Continue reading Creating Nexus
Restricting Forms on Role basis
The forms can be restricted on the basis of roles created. Purchase order, sale order, invoice, cash sale, transfer order etc. can be restricted Go to Setup> User/ Role> Manage Role> edit the role which we want to restrict certain forms Select Forms subtab Select the type of form (ex: transaction) Uncheck the box corresponding… Continue reading Restricting Forms on Role basis
How does Order Management work?
There are three steps in a typical order management process (yes, you can customize them to your needs): 1) Placement: We get a sale when the client places the order. The purpose of using order management software is to have immediate access to essential transaction records in order to store the client’s orders. Some of the… Continue reading How does Order Management work?
What’s NetSuite Order Management?
From quote to cash, the NetSuite Order to Cash process flow communicates with the other system modules and is the core of the daily business operation. NetSuite features for Order Management can be customized to fit the customer order processing system needs of various industry verticals. To boost our Order Management process efficiency, we’ll need… Continue reading What’s NetSuite Order Management?
CREATING A NEW FINANCIAL REPORT
Reports -> New Financial Report i. Select the type of report you would like to create, there are many options to select. ii. Start to create the report selecting fields for columns, formulas, filters, and more