Common Instructions for Generating a Transaction Saved Search for Open Item Lines

This article will guide you through the common instructions to consider when generating a Transaction saved search specifically for open item lines in NetSuite. Transaction Type: To focus the search on open item lines, it’s crucial to filter by transaction type. Include only the relevant transaction types such as sales orders, purchase orders, or invoices.… Continue reading Common Instructions for Generating a Transaction Saved Search for Open Item Lines

Workflows best practices

Don’t start from scratch – NetSuite offers several out of the box workflows that can be used as a starting point. Consider installing one of the available SuiteApprovals SuiteApps that executes on the record you are working with. These can be installed just like any other NetSuite bundle. For example, if you want to install the out of… Continue reading Workflows best practices

Checklist – 9 things to think about before submitting NetSuite sandbox refresh

Backups – Have I confirmed that any customization/development work performed in this sandbox environment has been backed up or already migrated to production? It would be advisable to give all NetSuite sandbox users at least one week’s notice of the proposed refresh date. Timing is everything – NetSuite production snapshot timing varies, but usually taken the night prior to the… Continue reading Checklist – 9 things to think about before submitting NetSuite sandbox refresh

Guide to refreshing your sandbox

Suite Note – You must have an active NetSuite sandbox license and be assigned the “Administrator” role in your NetSuite production account to be eligible to refresh your NetSuite sandbox.‍  #1. Navigate: Setup – Company – Sandbox Accounts. This page will provide some useful information about each NetSuite sandbox you have available in your account, such… Continue reading Guide to refreshing your sandbox

Best practices of SandBox Refresh

We have put together some guidelines for your future sandbox refreshes to maximize the benefits of leveraging this functionality and to reduce some of the administrative burden needed to initiate a successful sandbox refresh. Leverage these guidelines to build your own NetSuite sandbox refresh checklist. ‍ Avoid customization overload – In other words, do not attempt… Continue reading Best practices of SandBox Refresh

Display Orders Due within the Next 4 Weeks

Requirement: Create a report in NetSuite that displays orders that are due within the next 4 weeks. This feature will help users easily identify and track orders that have upcoming due dates. Solution: Go to Lists -> Saved Searches -> Saved Searches -> New. On the New Saved Search page, select “Transaction” as the search… Continue reading Display Orders Due within the Next 4 Weeks

A Journey Through the Captivating History of Animation

Introduction: Animation is an art form that has captured the imaginations of millions around the world. Through the seamless blend of creativity, technology, and storytelling, animation has brought to life characters and worlds that have become an integral part of our popular culture. Let us embark on a journey through the captivating history of animation,… Continue reading A Journey Through the Captivating History of Animation

Duplicate lines in transfer order search

“transfer order quantity received” is not empty and main line is false. This way it will eliminate the duplicate lines & show only the actual line item from TO. or Add the following condition in the search: