If you want to convert one currency value to another, you can use a formula that automatically updates all the results if the conversion rate changes. Follow these steps to do it. 1) Open your Excel file with 3 columns «Value in dollar», «Exchange rate» and «Value in euro». 2) Then open Google.com and search… Continue reading How to Convert Currency in Excel | Formula to Convert Currency in Excel
Month: June 2024
Transaction Saved Search That Will Pull up All Item Fulfillment Records with Their Associated Invoice Number
User needs to create a Transaction Saved Search wherein the search results will show all Item Fulfillment records with their associated Invoice Numbers. Solution Navigate to Lists > Search > Saved Searches > New Click Transaction Search Title: Enter Item Fulfillment Search with Associated Invoice Number Click Criteria Click Standard Filter: Note: For every required field use the drop-down menu to select it and once adjusted click Add… Continue reading Transaction Saved Search That Will Pull up All Item Fulfillment Records with Their Associated Invoice Number
Resolve Error: “Transaction Is Not in Balance!” When Using Workflow Set Field Value Action on Any Line Currency Type Field
Scenario Error above is encountered upon saving transaction records when a workflow Set Field Value Action on the sublist action group is used on any sublist fields with field type = Currency and the value is being set using a formula. For example, Amount on the sublist is being set by workflow using formula. The… Continue reading Resolve Error: “Transaction Is Not in Balance!” When Using Workflow Set Field Value Action on Any Line Currency Type Field
Setting Up an Item Kit
Setting Up an Item Kit Now let’s set up the same group of items as an item kit in NetSuite and look at how a kit functions differently from an item group. Navigate to the New Item Record List: Go to the Lists > Accounting > Items > New Select Kit/Package from the list of item types. Give the… Continue reading Setting Up an Item Kit
Setting Up an Item Group
Setting Up an Item Group Navigate to the New Item Record List: Go to the Lists > Accounting > Items > New Select Item Group from the list of item types. Give the Item Group a Name. In our example, we are creating an item that supports preventive maintenance for a forklift. Add a Description for the item group that will be displayed… Continue reading Setting Up an Item Group
Creating Bin
You can use bin records to define bin locations within a warehouse or stock room. Bin record numbers are associated with items and included on receiving and fulfilling transactions to keep track of inventory for each bin. To create bin records: Go to Lists > Accounting > Bins > New. In the Bin Number field,… Continue reading Creating Bin