In today’s fast-paced business environment, organizations are constantly seeking ways to enhance their operations, integrate diverse systems, and maintain data accuracy. One often overlooked but highly effective tool in achieving these goals is the use of External IDs. In NetSuite, External IDs serve as unique identifiers that link entities or records to identifiers from external systems, such… Continue reading Using External IDs for Seamless Integrations
Author: Hormese Paul
Bank Reconciliation using Match Bank Data and Reconcile Account Statement
In today’s business landscape, where honesty and responsibility are essential, bank reconciliation is important across all industries. It helps ensure that a company’s finances are accurate and reliable, protecting its reputation and stability. NetSuite provides an application that simplifies the reconciliation process for users utilizing Match Bank Data and Reconcile Account Statement. These processes work hand in hand… Continue reading Bank Reconciliation using Match Bank Data and Reconcile Account Statement
Check Different Employee Status using SuiteScript Saved Search
Managing employee information effectively is a crucial task for HR and administrators in any organization. One key aspect of this is understanding employee statuses, which indicate an employee’s relationship with the company at a given time. In NetSuite, administrators often need to retrieve and analyze specific employee statuses to ensure smooth operations and accurate data… Continue reading Check Different Employee Status using SuiteScript Saved Search
Vendor Prepayment Saved search
var vendorprepaymentSearchObj = search.create({ type: “vendorprepayment”, settings:[{“name”:”consolidationtype”,”value”:”ACCTTYPE”}], filters: [ [“type”,”anyof”,”VPrep”] ], columns: [ search.createColumn({ name: “formulahtml”, summary: “MAX”, formula: “‘<a href=”/app/accounting/transactions//vprep.nl?id=’||{internalid}||’” target=”_blank”>View</a>’”, label: “View” }), search.createColumn({ name: “trandate”, summary: “GROUP”, label: “Date” }), search.createColumn({ name: “transactionnumber”, summary: “GROUP”, label: “ID” }), search.createColumn({ name: “subsidiarynohierarchy”, summary: “GROUP”, label: “Subsidiary” }), search.createColumn({ name: “classnohierarchy”, summary: “GROUP”, label:… Continue reading Vendor Prepayment Saved search
Using SuiteQL to Retrieve Time Zone Offset and Session Time Zone
In many applications, accurately handling time zones is essential for ensuring consistency across various regions. SQL provides straightforward methods for retrieving the time zone offset and session time zone, enabling precise time adjustments. In NetSuite, when working with time zones in SuiteQL, there are two key functions to understand: TZ_OFFSET and SESSIONTIMEZONE. These functions allow you to determine time zone… Continue reading Using SuiteQL to Retrieve Time Zone Offset and Session Time Zone
Cost Variance Analysis
The Cost Variance Analysis SuiteApp analyzes the variances during the execution of work orders. These variances are associated with quantity and cost between the planned values for the work order and the actual values recorded against the work order. This SuiteApp also enables you to do the following: Measure the performance of work orders and… Continue reading Cost Variance Analysis
Amortization Template 101: Permissions and Types
In the previous article, we covered Deferral Accounts and their significance in relation to the Amortization feature. Now, let’s take the next step by discussing Amortization Templates. An Amortization Template defines the terms of the amortization schedule created by the purchase of an item. Once the Amortization feature is enabled, you can create multiple templates to define the… Continue reading Amortization Template 101: Permissions and Types
Company Setup Overview
Setting up company information in NetSuite is an essential initial step in configuring the system for your business needs. This setup includes defining fundamental details about your company that NetSuite will use across various modules and features. To provide main company information and preferences, follow the navigation path: Setup>Company>Company information. This section includes Company Information (name,… Continue reading Company Setup Overview
General Preferences Overview
In previous articles, we covered the topics of Company setup and Account setup. Now, we will set up the general preferences for the company account. This setup includes defining important preferences for your company that NetSuite will use across many modules and features. To select these general preferences, follow the navigation path: Setup > Company > Preferences > General… Continue reading General Preferences Overview
Setting Location Restrictions in NetSuite with Custom Roles
Managing location restrictions in NetSuite can be challenging, especially when using custom roles across multiple locations. Let’s dive into the limitations and considerations you should be aware of when setting up these restrictions. Limitations of Location Restrictions: NetSuite allows you to set location restrictions in custom roles through the Segment: Location restriction. However, this functionality… Continue reading Setting Location Restrictions in NetSuite with Custom Roles