A bill is created for the partial amount, but the PO status is FULLY BILLED.

If the Purchase Order involves Expense Lines and it is only partially billed, the status will be set to Fully Billed and Bill button will not be available anymore. Thus, there is no way to bill the Purchase Order again for the remaining amount. This is logged as a limitation in the system: (Enhancement #158732 Transactions> Purchases/ Vendors> Bill Purchase Orders with expense line items… Continue reading A bill is created for the partial amount, but the PO status is FULLY BILLED.

Report creation: On-hand inventory per month

On-hand inventory values of items per month basis can be reviewed by customizing the Inventory valuation standard report. Open the Inventory valuation report by Report> Inventory/ Items> Inventory valuation Click Edit Columns Tab. Add the column Quantity On Hand: Quantity On Hand and set an Alternate Date range. To add another column for another month, repeat step 3. Uncheck the Add… Continue reading Report creation: On-hand inventory per month

Dollar sign notation ($.company) in field mapping?

Q. In my integration, I see references to elements within a $ object in the import mapping, like the following: {{#if $.company}} {{$.company}} {{else}} {{$.first_name}} {{$.last_name}}{{/if}} What does $ mean here? I looked for a transform and elsewhere to identify it, but it doesn’t seem to appear before the import. A. NetSuite uses $ as the equivalent of the familiar JavaScript keyword this, in… Continue reading Dollar sign notation ($.company) in field mapping?

Sent Email List

The Sent Email List provides a view into all outgoing email sent from an account. You can view email that was delivered successfully as well as email that was not delivered to the recipient. By default, the Sent Email List and search capabilities are only accessible to users with the Administrator role. Administrators can assign… Continue reading Sent Email List

Set a Custom Form on View Mode Depending on a Value of a Record Field

Scenario: Users may have a need to show or hide fields in a record depending on a value of a particular field in the same record. For scenarios that there are multiple fields and form elements, user may opt in creating different Custom Entry or Transaction Forms. These custom forms should be consistent regardless of… Continue reading Set a Custom Form on View Mode Depending on a Value of a Record Field

List of Sales Order where Invoices were Already Paid but no Item Fulfillment was made yet

Navigate to Transactions> Saved Searches>New Pull up Transaction search. On the Criteria tab, add the following: Billing Transaction Fields ….> Type= Invoice Type = is Sales Order Applying Transaction: Type = is any of Cash Sale, Invoice, Item Fulfillment Tax Line = is False Shipping Line = is False Status = is Sales Order: Pending… Continue reading List of Sales Order where Invoices were Already Paid but no Item Fulfillment was made yet

Transaction Search for Sales Orders with Items Without Class

Navigate to Reports> Saved Search> All saved Searches >New. Click on Transactions. Under Criteria tab> Standard subtab, add the following: -Type: is Sales Order Item Fields …: Class: any of None. 4. On Results tab, there are pre-populated fields to show the Sales Order information. You may add/remove any fields you want to see the… Continue reading Transaction Search for Sales Orders with Items Without Class