Author: Hormese Paul

Campaign Missing on Lead Source Field

Scenario When editing Lead Source on Lead/Prospect/Customer Record, not all campaigns are showing. Solution Lead Source Field on Lead/Prospect/Customer Record is based on the Campaign Category Field.  Campaign Category is set on the Campaign Record used for tracking purposes on reports.  If a certain Campaign Category is set on Lead/Prospect/Customer Record, then it will display Lead source that has the same… Continue reading Campaign Missing on Lead Source Field

Can credits and journals also be applied using the customer payment import?

As per checking, the ability to apply journal entries (credits) via csv import is still an enhancement logged under Issue 216783 Setup > Import/Export > Import CSV Records > Customer Payments > Ability to map Credits sublist data. For now, we can only apply credits from journals to invoices via UI (Customer Payment). One work… Continue reading Can credits and journals also be applied using the customer payment import?

NetSuite Field Service Management

NetSuite Field Service Management sets up field service companies for success. Natively integrated with NetSuite ERP, this end-to-end field service system helps companies boost the operational efficiency and productivity of their field service crews, thus lowering costs, improving customer experiences, and maximizing profits.   6 Key NetSuite Field Service Management Features 👷 Just how does… Continue reading NetSuite Field Service Management

How To Send Email Alert To Purchase Order Requestor When Items Are Received?

In the manufacturing industry, notifying the purchase order requestor when items are received is useful due to the complex and interconnected nature of manufacturing processes. It is essential for maintaining production schedules and ensuring optimized supply chain performance. Currently, in NetSuite, the ability to automate an email to the purchase order requestor when the item… Continue reading How To Send Email Alert To Purchase Order Requestor When Items Are Received?

Advanced PDFs: Fix justified columns

When using Advanced PDFs for your transactions/records, some users might encounter the values inside the columns being justified as seen below: This is caused by the printing engine which is used when creating the PDF files. It adds a <p> element on all <th> and <td> elements which is set to justify by default. With this, a lot of users find this hard… Continue reading Advanced PDFs: Fix justified columns

Grant Custom Role Permission for UK MTD Submit Via CSV

Users can upload a custom VAT100 report from CSV file to NetSuite and submit United Kingdom VAT100 Return directly to HMRC’s Making Tax Digital (MTD) system using the UK Submit VAT Return via CSV feature. VAT returns serve several crucial purposes in businesses and companies. They provide valuable information that helps stakeholders understand and evaluate… Continue reading Grant Custom Role Permission for UK MTD Submit Via CSV

Global Account Mapping for Secondary Book Does Not Work in Some Transactions

Scenario: A user with an Administrator role noticed that the Global Account Mapping set up for their Secondary Book is not working in some Journal Entries even though the same source account was used. The Account Type is Accounts Payable. The user configured the mapping in Setup > Accounting > Global Account Mapping as follows: He then created two Journal Entries with… Continue reading Global Account Mapping for Secondary Book Does Not Work in Some Transactions