In the Vendor records, we could see that there is no option to set up a parent for the Vendor but names are appearing like Name 1 : Charity Name A. The name shown usually comes when a Parent record is associated with the NetSuite records. In this case, as Vendor records don’t have a… Continue reading Extra text of prefix appearing before Vendor names (like a parent relationship)
Month: July 2024
Configuring a Default Vendor Prepayment Account
To work with Vendor Prepayments, you must configure a default vendor prepayment account. This can be a new or existing account that is an Other Current Asset type. This is the account that NetSuite selects by default when entering a new vendor prepayment transaction. You can configure the vendor prepayment account at the company level.… Continue reading Configuring a Default Vendor Prepayment Account
Configuring Permissions for Vendor Prepayments
When you enable the Vendor Prepayments feature, the system creates two new permissions: Vendor Prepayment – Grants the user or role permissions to work with vendor prepayment transactions. Vendor Prepayment Application – Grants the user or role permissions to work with the vendor prepayments applications. To configure permissions for vendor prepayments: Go to Setup > User… Continue reading Configuring Permissions for Vendor Prepayments
The Ins and Outs of NetSuite User Licensing Access to NetSuite Is Based on User Licensing, Roles and Permissions
What Is a User? A user is an individual who has access to a NetSuite account. Most users are employees, but vendors, partners, integration seats and customers also can be users. User licenses are for each individual user and logins are not to be shared across devices. Setting Up a User Users need to be… Continue reading The Ins and Outs of NetSuite User Licensing Access to NetSuite Is Based on User Licensing, Roles and Permissions
Key Considerations for Migrating Transactions from Zoho Books to NetSuite
When migrating transactions such as card payments, fund transfers, and deposits from Zoho Books to NetSuite, follow these steps to ensure a smooth process: Export Transactions: Unlike bills, invoices, journals, credit memos, and vendor credits, you cannot fetch a list of transactions like card payments, fund transfers, and deposits directly from Zoho Books. Export the… Continue reading Key Considerations for Migrating Transactions from Zoho Books to NetSuite
Permissions for Custom Transaction Instances
For each custom transaction type, you can specify which roles can work with instances of the transaction type. When users create a new custom transaction type, NetSuite automatically adds full-level permission for the role of the current user. The permission is added so that users can use the global search to find and work with… Continue reading Permissions for Custom Transaction Instances
NetSuite Oneworld
NetSuite OneWorld enables companies to manage multiple subsidiaries, business units and legal entities, domestic or internationally from a single solution, providing real time financial and operational visibility and control at the local, regional, and headquarters levels. Develop standardized business processes and deploy them across the entire organization, from headquarters to divisions and subsidiaries, at the… Continue reading NetSuite Oneworld
ClearTax API Configuration: Terms and Descriptions
Setting up the ClearTax API configuration in NetSuite involves specifying several URL endpoints for various functionalities. Each endpoint has a distinct purpose and requires a clear understanding to ensure proper integration. Below is a detailed explanation of each field for both GST and TDS contexts. 1. Generate IRN Endpoint Explanation: This field stores the URL… Continue reading ClearTax API Configuration: Terms and Descriptions
‘Applied To’ and ‘Applying Transaction’ Types based on Transaction Type in Search
Scenario User wants to know all possible types of transactions linked through Applied To and Applying Transaction join fields for Saved Search. Solution The table below outlines all possible types of transactions linked through Applied To and Applying Transaction join fields. This is useful when creating transaction saved searches, so users are guided what correct join field to use based on the… Continue reading ‘Applied To’ and ‘Applying Transaction’ Types based on Transaction Type in Search
Hide a button using jQuery
function beforeLoad(scriptContext) { let form = scriptContext.form; // Create an inline HTML field to inject the script let inlineHtmlField = form.addField({ id: ‘custpage_inlinehtml’, type: serverWidget.FieldType.INLINEHTML, label: ‘Inline HTML’ }); // Script to hide the row using jQuery let script = “<script>jQuery(document).ready(function() { jQuery(‘Button_ID’).hide(); });</script>”; // Set the default value of the inline HTML field to… Continue reading Hide a button using jQuery