Scenario User would like to add images on File cabinet and associate it to Item record via CSV import. Solution Upload the images to your File Cabinet. On your Computer, collect all your images and make sure to name them accordingly. Move it to one folder then Archive it Login as an Administrator Navigate to Documents >… Continue reading Add Images to File Cabinet via CSV Import and Associate Them to Item
Month: October 2024
Electronic Fund Transfer in NetSuite
NetSuite Electronic Bank Payments automates the creation of bank payment files, improving the efficiency of payment and collections processes. Ensure timely payment of vendor invoices, employee salaries and expenses, and sales commissions. Electronic Fund Transfer Workflow in NetSuite Set Up Bank Accounts – Configure your company’s bank account in NetSuite, adding details such as account… Continue reading Electronic Fund Transfer in NetSuite
Saved Search That Shows Bills created from Item Receipt
Scenario User may need to link Bill records with Item Receipts and show which Bill was created from which Item Receipt. When a Purchase Order is created, Users will receive Items before you Bill them. Therefore the normal business practice is to click the Receive button on Purchase Order to create an Item Receipt and then… Continue reading Saved Search That Shows Bills created from Item Receipt
Create Saved Search to Track Duplicate Sales Order with Same Custom Field values
Scenario In some situations, User creates a custom field on Sales Order form to track orders besides NetSuite’s standard Order Number/ID field. If the value in this field is entered manually and there is no mechanism to auto populate this field, there is a possibility that it may have duplicate values. Following saved search enables… Continue reading Create Saved Search to Track Duplicate Sales Order with Same Custom Field values
Fields on Sales Order Do Not Show in View Mode in Customer Center
Scenario To display fields that are missing when viewing a Sales Order from the Customer Center. Solution Navigate to Customization > Forms > Transaction Forms Click Edit or Customize Purchase Order Form Click Printing Fields tab Print/Email: Enter Checkmark Click Save Note: Steps are applicable to only Basic Printing Type selection on the form If Printing Fields Tab is not visible, change the PDF Printing type to Basic and select the field… Continue reading Fields on Sales Order Do Not Show in View Mode in Customer Center
Deciphering Formula Errors
Saved Search formulas are powerful. They provide an advanced view of data and manipulate results. Yet when creating Saved Searches for users, you run into an “Invalid Expression” error while using formulas. Tip: This error type is caused when the field type in either the search criteria or columns does not match the formula field… Continue reading Deciphering Formula Errors
Resolving Employee ID and Name Display Issues in NetSuite
When importing employee records in NetSuite, some users encounter a common issue where, even though records are imported successfully, the Employee ID is incorrectly displayed as the Name in list views and saved search results. This issue can create confusion, as the fields do not display as intended for efficient sorting or searching. To resolve… Continue reading Resolving Employee ID and Name Display Issues in NetSuite
Key Points to Consider for a Successful CSV Import in NetSuite
1.Understand the Data Requirements Before starting, understand what data you need to import and how it aligns with NetSuite’s data structure. Check the fields, field types, and any required fields in the record you’re importing (e.g., Customer, Vendor, Item). Ensure you have matching fields in your CSV file. 2. Field Mapping and File Preparation The… Continue reading Key Points to Consider for a Successful CSV Import in NetSuite
Keyboard Shortcuts
1. When inputting a date, type “t” in the box to autofill with today’s date. 2. Type “y” to autofill with the previous day’s date. 3. Press “Shift + t” to autofill with the following day’s date. 4. Type “m” to autofill with the final day of the current month. 5. To reach the global… Continue reading Keyboard Shortcuts
how to solve when transaction line option are not accesible from the recorder page on websites
in the latest sca version the transaction line fields are not accessible, so we need to make use of item option to solve the issue. we need to create the item option and with that help we need to extend the recorder view and update the value form there. _.extend(ReorderItemsActionsAddToCartView.prototype, { … Continue reading how to solve when transaction line option are not accesible from the recorder page on websites