When creating a workbook for a balance sheet or another transaction query, in order to show the balances for the Chart of accounts in a hierarchical manner, try selecting the multi-column hierarchy from the options of Account. In the option of showing Subtotals and grand totals, select ‘Show Hierarchy Sub-totals’
Month: July 2023
On creation, transaction records do not store the custom segments
While creating transaction records, the custom segment fields seem to show the respective custom segment records entry, but on save the data is not stored. When creating the same from an administrator level, all the data is stored successfully.Make sure which role is used to create the transaction records.Identify whether the role has custom segment… Continue reading On creation, transaction records do not store the custom segments
Lead/Prospect is converted into customer by creating an opportunity and clicking any one of the sales order/invoice/cash sale buttons.
Create a lead/prospect record. Create an opportunity using the lead/prospect created. Click on the sales order/invoice/cash sale button. The lead/prospect is converted into customer. Record Transaction Performed Click on the Button Converted into Lead Opportunity Sales Order Customer Lead Opportunity Invoice Customer Lead Opportunity Cash Sale Customer Prospect Opportunity Sales Order Customer Prospect Opportunity Invoice… Continue reading Lead/Prospect is converted into customer by creating an opportunity and clicking any one of the sales order/invoice/cash sale buttons.
Lead/Prospect is converted into customer by creating an estimate and clicking any of the sales order/invoice/cash sale button.
Create a lead/prospect record. Create an estimate using the lead/prospect created. Click on the sales order/invoice/cash sale button. The lead/prospect is converted into customer. Record Transaction Performed Click on the Button Converted into Lead Estimate Sales Order Customer Lead Estimate Invoice Customer Lead Estimate Cash Sale Customer Prospect Estimate Sales Order Customer Prospect Estimate Invoice… Continue reading Lead/Prospect is converted into customer by creating an estimate and clicking any of the sales order/invoice/cash sale button.
NetSuite standard and custom field character limits
NetSuite provides different character limits for various fields of different record types. Here’s a few examples of them. Make sure that while integrating or creating customer functionalities, always try to find the exact limits to avoid possible errors. Amounts : Max Character Length: maximum 15 digits and 15 decimal points. Up to 999,999,999,999,999.999999999999999. Freeform text:… Continue reading NetSuite standard and custom field character limits
Record catalog for suiteQL reference. Act like NetSuite Database record browser.
The Records Catalog in NetSuite is a valuable reference tool that provides comprehensive information about the NetSuite model structure and behavior. This tool serves as a guide for developers, administrators, and system users to better understand the available record types and fields within the NetSuite platform. The main functionalities and features of the Records Catalog… Continue reading Record catalog for suiteQL reference. Act like NetSuite Database record browser.
Types of NetSuite Sessions
In NetSuite, there are different types of sessions that users can have, each with its own characteristics and purposes. Here are the main types of NetSuite sessions: User Interface (UI) Session:The most common type of NetSuite session is the User Interface session. It is initiated when a user logs in through the NetSuite web application… Continue reading Types of NetSuite Sessions
Prospect to customer conversions through sales transactions.
Prospect is converted into customer in the following sales transactions. Record Transaction performed Converted into Prospect Sales Order Customer Prospect Cash Sale Customer Prospect Invoice Customer
Converting date time to another time zone
let todayDate = new Date() let getTime = todayDate.getTime(); let timeOffset = 10 * 60 * 60 * 1000; //Converting to AEST let austTimestamp = getTime + timeOffset; let austDate = new Date(austTimestamp);
Compare the sales location in sales order with a multi select location field in the employee record in Restriction search.
Scenario: Client needs to upgrade a restriction saved search where the sales manager and general sales manager needs to view the details of the Solution:List>Search> Saved SearchesEdit the transaction saved search.Criteria> Standard> Filter Formula: CASE WHEN ({custbody45.entityid} = {user.entityid} AND {userrole}= 1045) THEN 1 ELSE (CASE WHEN ({userrole} IN (‘1046′,’1088’) AND (INSTR({user.custentity_locations_available}, {custbody_aha_sales_location}, 1) >… Continue reading Compare the sales location in sales order with a multi select location field in the employee record in Restriction search.