The client wanted to customize the inventory profitability report such that – only the parent item should be shown in the list , the total revenue column must be in the descending order and to show only item that have quantities in the reporting period . Filter added – quantity – not empty Revenue sorted… Continue reading Customize the inventory profitability report
Month: December 2023
Saved search to send email to customers when days overdue
Saved search to automate the process of sending emails to customers when days overdue past 7 days. Criteria type – invoice amount remaining not equal to 0 subsidiary – east USA (as the search is subsidiary specific) mainline – true days overdue – greater than or equal to 7 Result date document number days overdue… Continue reading Saved search to send email to customers when days overdue
Single invoice for multiple sales orders – Invoice grouping
In NetSuite, by standard it is not possible to generate a consolidated invoice for multiple sales order created for the same customer. As an alternative the open invoices related to a particular customer can be combined to a single PDF and send to the customers for convenience. This feature is called invoice grouping. the invoice… Continue reading Single invoice for multiple sales orders – Invoice grouping
Creating Manual Inventory Counts
To create manual inventory counts: 1. Go to Transactions > Inventory > Enter Inventory Count. 2. Select a location. 3. Optionally enter a reference number for this transaction. 4. Verify or select a date for this transaction. 5. Choose an account to post inventory count variances to. This is generally an expense account. You can… Continue reading Creating Manual Inventory Counts
Creating Calculated Inventory Counts
1. Go to Transactions > Inventory > Create Inventory Count. 2.Select a location. 3.Enter or select a Count Start Date. This filters the list to show only items that require a count on or after the date entered in this field. 4.Enter or select a Count End Date. This filters the list to show only… Continue reading Creating Calculated Inventory Counts
Inventory Count in NetSuite
A physical inventory count is a structured approach to counting a company’s stock where staff uses a predetermined method to count the goods. Companies schedule a physical inventory count at the end of a reporting period. Follow the below steps to enable the inventory count in NetSuite To enable inventory count. 1.Go to Setup >… Continue reading Inventory Count in NetSuite
Creating Price Levels
When you use the Multiple Pricing feature, you can create different price levels for selection on the sales order, up to a limit of 1,000 active records. Setting up multiple price levels enables you to have greater flexibility to set different pricing for different customers. To enable multiple pricing: Go to Setup > Company > Setup… Continue reading Creating Price Levels
Restrict Duplicate Record while Saving
To restrict duplicate records while saving records using a Suitelet script in NetSuite, utilize a saved search to check whether a similar record already exists in the system. In NetSuite, create a saved search that filters records based on the criteria to identify duplicates. This could include one or more fields that must be unique.… Continue reading Restrict Duplicate Record while Saving
Time of Day Scheduled Mass Updates are Executed
By default Scheduled Mass Updates are designed to start at around 2am PST on the day they are scheduled for. Currently there is no way to set the actual time that a Scheduled Mass Updates will start. The following enhancement is open asking for the ability to set a time: Enhancement 193996: Mass Update > Add ability to set time… Continue reading Time of Day Scheduled Mass Updates are Executed
Create Online Form Template
To create an online form template, Marketing Automation feature must be enable. Then with in the <NLFORM></NLFORM> tag we can use regular HTML tags. Also, we can the NetSuite Record field values, we can get the values using the tags as follows: <NLFORM> <!DOCTYPE html> <html> <head> … Continue reading Create Online Form Template