Month: June 2024

Maximizing Sales Productivity and Revenue Growth through Data & Human-Centered AI

This document outlines strategies for enhancing sales productivity and driving revenue growth by leveraging data and human-centered AI. Key topics discussed include: 1. Understanding Regional Demographics APAC Region Focus: Recognizing the unique demographics in the APAC region is crucial. Marketers and sellers have a shrinking window of influence, making timely and targeted engagement essential. 2.… Continue reading Maximizing Sales Productivity and Revenue Growth through Data & Human-Centered AI

Change the Subsidiary of Locations

The Subsidiary of a Location cannot be changed once the record is saved. If the wrong subsidiary is assigned, you will need to delete those locations and create/import them again. If inventory is associated with this location, follow these steps: Create a new Location and assign this to the desired Subsidiary Navigate to Setup > Company > Locations > New Select the correct Subsidiary on… Continue reading Change the Subsidiary of Locations

Resolve Error: “The system cannot process changes of the entity-subsidiary relationships entities with multiple subsidiaries can be shared between only vendor and customer records.”

Scenario In trying to add a Subsidiary to a Customer record, the User is getting the following error: the system cannot process changes of the entity-subsidiary relationships entities with multiple subsidiaries can be shared between only vendor and customer records.   Solution This is because the Customer Record is a polymorphic entity with an Other Relationship of Partner. Go to Customer Record > click the Relationships tab. Under Other Relationships >… Continue reading Resolve Error: “The system cannot process changes of the entity-subsidiary relationships entities with multiple subsidiaries can be shared between only vendor and customer records.”

Create and Apply Credit Memos to Invoices via CSV Import

Scenario To create Credit Memos and apply it to Invoices via CSV Import.   Solution Create a CSV File External ID Customer Internal ID Invoice Internal ID Item Internal ID Item Amount Applied Amount Location Date Make sure to include the following as columns on the CSV File Save the file as CSV (Comma Delimited) (*.csv) Navigating to Setup > Import/Export > Import CSV Records… Continue reading Create and Apply Credit Memos to Invoices via CSV Import

User wants to enable his/her employees to record their leaves, overtime and time-off in NetSuite for monitoring purposes only.

Transactions > Employees > Time Tracking > Monitoring Purposes Only     Steps on how: 1. Navigate to Setup > Company > Enable Features. 2. Under the Employee tab, enable the Time Tracking feature 3. Click Save, Once enabled, they can now access the Timesheet by going to Transactions > Employees > Track Time.  For the users who will use this feature… Continue reading User wants to enable his/her employees to record their leaves, overtime and time-off in NetSuite for monitoring purposes only.

OneWorld Financial Statements

Subsidiary Context for a Financial Statement  The currency amounts are displayed in the base currency of the selected subsidiary.  Subsidiary-Specific Financial Layouts    Cumulative Translation Adjustment (CTA) Overview  The CTA is used on the consolidated balance sheet to make it balance. This account is necessary because consolidated exchange rate types of the accounts on the… Continue reading OneWorld Financial Statements

Reconcile Custom Transactions Not Showing in Reconcile Bank Statement

Scenario Reconcile Bank Statement will soon be fully replaced by Reconcile Account Statement. However, as there are previous reconciliations made in Reconcile Bank Statement, there are still instances when users will need to re-open old reconciliation upon discovering that they have Custom Transactions that were not reconciled in the previous periods. Custom Transactions usually come… Continue reading Reconcile Custom Transactions Not Showing in Reconcile Bank Statement