Scenario When a custom role tries to add a Custom KPI Scorecard in the dashboard, it shows “Unexpected error has occurred” Solution Log in as an Administrator Navigate to Customization > Centers and Tabs > KPI Scorecard Affected Scorecard: Click Edit Click Content Click Custom Note: Make sure that there are no skipped fields for Custom KPI#1-9. For instance, if you will add… Continue reading Custom Role > Create KPI Scorecard > Unexpected Error
Month: July 2024
How Google Algorithm Works on Searches
The Basics of Google’s Algorithm At its core, Google’s search algorithm is designed to help users find the most relevant, high-quality information for their queries. The algorithm uses a variety of factors to determine the ranking of web pages, including keywords, website quality, and user engagement metrics. However, the exact formula is a closely guarded… Continue reading How Google Algorithm Works on Searches
Source Out the Sales Order Created from Estimate Records in an Estimate Saved Search
Scenario The user wants to know how to source out sales orders in the Related Records tab created from estimates in an transaction saved search. Solution Log in as Administrator Navigate to Lists > Search > Saved Searches > New Click Transaction Search Title: Enter a title Click Criteria Click Standard: Filter: Select Type Type: Select any of Select Estimate Click Set Select Main Line Main Line: Select Yes Click Set… Continue reading Source Out the Sales Order Created from Estimate Records in an Estimate Saved Search
Mastering Project Accounting in NetSuite
Introduction: Overview of project accounting and its importance in financial management. Step-by-Step Guide: Setting Up Project Billing: Navigate to the “Billing” subtab in a project. Define billing types (fixed-fee, time & materials, etc.). Set up billing schedules and milestones. Expense Management: Go to the “Expenses” subtab. Enter project-related expenses and categorize them appropriately. Attach receipts… Continue reading Mastering Project Accounting in NetSuite
Getting Started with NetSuite Project Management
Introduction: Brief overview of what NetSuite Project Management is and its importance. Step-by-Step Guide: Accessing the Project Management Module: Navigate to the Project Management module within NetSuite. Locate the Projects section under the main menu. Creating a New Project: Click on “New Project.” Fill in the project details such as Project Name, Customer, Start Date,… Continue reading Getting Started with NetSuite Project Management
Export All User Notes
Scenario User would like to export all of the User Notes in their account. Solution Navigate to Lists > Search > Saved Searches > New Select User Note Click Preview Click the Export (Excel) Icon
The Evolution of Social Media: Before 2020 and Now
Social media has undergone a significant transformation over the years, evolving from simple networking platforms into complex ecosystems that influence nearly every aspect of our lives. The period before 2020 and the present day highlight a marked shift in how we interact, consume information, and use these platforms for personal and professional purposes. Let’s explore… Continue reading The Evolution of Social Media: Before 2020 and Now
Send Automatic Open Invoice Emails to Customers Monthly
Scenario User wants to send automatic open invoice emails to customers every month. Solution Login as Administrator Navigate to Lists > Mass Update > Mass Updates Drill down Transactions Click Bulk Email Title of Action: Set title Example: Monthly Invoice Email Click Criteria subtab Filter: Select Type Multiselect box: Click Invoice Click Set Select Status Multiselect box: Click Invoice : Open Click Set Click Schedule subtab Run Update According to Schedule: Enter Checkmark Select Monthly… Continue reading Send Automatic Open Invoice Emails to Customers Monthly
Designing a Full-Page Fixed-Height Item Table in Advanced PDF Using XML Freemarker Template.
In business document layouts, such as invoices or order summaries, it’s essential to maintain a consistent and professional appearance regardless of the number of items listed. One common requirement is to have the item table fill the entire page, even if only a few items are present. This ensures a uniform look and prevents awkward… Continue reading Designing a Full-Page Fixed-Height Item Table in Advanced PDF Using XML Freemarker Template.
Assigning Permissions for Custom Roles to Use Tax Features in the India Localization SuiteTax Engine SuiteApp
When setting up custom roles in your account to utilize the tax features provided by the India Localization SuiteTax Engine SuiteApp, it is essential to ensure that the appropriate permissions are assigned. Below is a table of the required permissions to enable the use of these tax features effectively.