Month: September 2022

Useful Formulas

Finding multiple records by a field: DECODE( {internalid}, 1001, 1, 1002, 1, 1003, 1, 0) Have this in a Formula(Numeric) field with the result set to “Equal to 1”This will find records with those internal ids ( 1001, 1002, 1003 ) This can be very useful when you just want to see dozens of records… Continue reading Useful Formulas

Hidden Saved Search Function

There is at least one saved search function that you won’t see in the dropdown list, NS_CONCAT. If you ever need to concatenate line items into one row for example this function may be helpful. Using a formula of “NS_CONCAT({item})” set to a Summary of Maximum like shown above will reveal all of the items… Continue reading Hidden Saved Search Function

Subsidiary wise tax period close

A subsidiary’s previous tax periods are closed when a tax period is closed for that subsidiary. Clear the Close box for the subsidiary to reopen the closed tax period. The subsequent tax periods that have been established for a subsidiary are opened when the current tax period is opened. The Manage Tax Periods page shows… Continue reading Subsidiary wise tax period close

Tax Period creation

The ideal approach when setting up tax periods is to use months for posting tax, even if you only plan to run quarterly or annual reports. Select the Set Up Full Year option on the Manage Tax Periods page, then select the Calendar Months format. Using the New Year Only, New Quarter Only, and Base… Continue reading Tax Period creation

Shipping Items for multiple subsidiaries

In NetSuite One World it is not possible to associate a shipping item with more than one subsidiary. The suggested solution is you can create multiple shipping items for the same shipping service. You can then use the shipping services across multiple subsidiaries. The shipping services respect currencies and post to the appropriate subsidiary accounts.… Continue reading Shipping Items for multiple subsidiaries

Permission to Export Report & Search Results

For a role to have the ability to Export (download) the Report, Saved Searches and Lists results, the role must have the Export Lists permission.  Login as Administrator Navigate to Setup > Users/Roles > Manage Roles Custom Role: Click Edit Click Permissions  Click Lists  Permissions: Select Export Lists Click Save