Keeping your Customer database current is essential for maintaining accurate records and supporting efficient business operations. Over time, some Customers may become inactive, no longer placing orders, or engaging with your company. Instead of manually reviewing each record, you can automate this process using a Scheduled Script. This script uses the N/search and N/record modules… Continue reading Customer Inactivity Detection and Status Change via SuiteScript
Author: Hormese Paul
Number of working days using a date field to get that months working day
CASE WHEN {date} IS NOT NULL THEN TO_NUMBER(TO_CHAR(LAST_DAY({date}), ‘DD’)) – (FLOOR( ( (TO_NUMBER(TO_CHAR(LAST_DAY({date}), ‘DD’)) + ( TO_NUMBER(TO_CHAR(TO_DATE(TO_CHAR({date}, ‘YYYY-MM’) || ‘-01’, ‘YYYY-MM-DD’),’DD’)) -1) ) / 7 ) ) * 2) ELSE 0 END
Ensure Sales Tax Applies After Adding New Nexus States
When expanding into new states, it is standard practice to set up additional sales tax nexus locations in your system. After importing the relevant state tax codes and groups (SAID: 8045 Importing the State Sales Tax Table), everything may seem correctly configured. However, if tax still is not applying on transactions, there is one commonly overlooked step: assigning… Continue reading Ensure Sales Tax Applies After Adding New Nexus States
standard numbering for the chart of accounts
Ensure the ‘Use Account Numbers‘ preference is enabled. This will automatically associate four-digit account numbers with existing accounts. (Go to Setup > Accounting > Accounting Preferences > General > Use Account Numbers box) Assign account numbers that are alphanumeric, with a maximum of 60 characters. The first digit should be any number from 1 to 8,… Continue reading standard numbering for the chart of accounts
RATIO_TO_REPORT() OVER () —- % of Total Function alternative
A workaround for this scenario is to use the RATIO_TO_REPORT() OVER () formula in the Formula column, and then select one of the Round functions from the Function drop down menu. The steps below show how to create a Transaction Saved Search to show the total sales per customer and the percentage related to the total sales of the company. The search results include… Continue reading RATIO_TO_REPORT() OVER () —- % of Total Function alternative
SQL Fornula to check if one string or ID contains in a concat string using summary FUnctions
CASE WHEN INSTR( TO_CHAR(REPLACE(NS_CONCAT(DISTINCT {custrecord_jj_transaction_number_ahap729.salesteammember.id}), ‘,’, ‘<br>’)), TO_CHAR(MAX({custrecord_jj_sales_person_ahap_729.id})) ) > 0 THEN ‘Y’ ELSE ‘N’ END add this in the formula text Maximum
Fixed Assets Management: Saved Search Showing Disposal Write-Off Amount
When managing fixed assets in NetSuite using the Fixed Assets Management (FAM) module, users often rely on saved searches to track various aspects of asset activity — including disposals. However, a current system limitation affects the visibility of specific financial data in these reports. As of now, there is no built-in method to display the write-off… Continue reading Fixed Assets Management: Saved Search Showing Disposal Write-Off Amount
Getting the List of Customer Statuses
In NetSuite, each customer record is assigned a status—such as Qualified, Close Won, or Renewal—based on their position in your sales pipeline. These statuses are stored internally using numerical IDs, which can be unclear when building reports or SuiteQL queries. To help with this, you can use the SuiteQL query below to generate a list of customer statuses. It allows you to easily… Continue reading Getting the List of Customer Statuses
Allow multi select in bank reconciliation
In the console, we can type the below. document.querySelectorAll(‘.uif1506.uif1510.uif1513.uif1515.uif1438’).forEach(el=>el.click()) It will multi-select 111 records at a time
“Submit Failed. NetSuite could not submit all…” in Match Bank
For finance teams, maintaining accurate and timely bank reconciliations is critical for reliable financial reporting, fraud prevention, and cash flow management. Many businesses rely on NetSuite’s Match Bank Data feature to streamline this process. However, users often overlook a key step—submitting the matched or cleared transactions—which can prevent completion of the reconciliation. Understanding the correct submission workflow and… Continue reading “Submit Failed. NetSuite could not submit all…” in Match Bank