REQUIREMENT: As the title says — is this possible via CSV? I tried using the Relationship > Customer & Contact Together but I’m getting an error The record you are attempting to load has a different type: job from the type specified: customer. I need to attach the contact in the Project > Relationships tab… Continue reading How to attach existing contact to project/job record via CSV?
Author: Diniya A J
How to access ‘ Generate Inventory report’ in another role?
REQUIREMENT: Using the WMS Warehouse Manager role, I can access WMS Reporting > Inventory Reporting > Generate Inventory Report. How can i give a non WMS role to access this report? ANSWER: You won’t be able to. That report is for the WMS role. You can provide access to other inventory reports by going to… Continue reading How to access ‘ Generate Inventory report’ in another role?
Why are base amounts different when FX used same amount and same rate?
REQUIREMENT: Can anyone explain why two lines in the same journal for the same FX amount would end up with slightly different USD (base currency) amounts? A single standard journal uses one rate so how can the base amount be different? ANSWER: In a standard journal, all foreign currency (FX) lines in the same journal… Continue reading Why are base amounts different when FX used same amount and same rate?
Change Order of Item Price Levels
REQUIREMENT: Below is a snapshot of some of our item price levels. Im wondering if is possible to change the order they are listed. For example, if i wanted to move the highlighted price levels to the top of the list? Or some from the top to the bottom of the list? SOLUTION: In NetSuite,… Continue reading Change Order of Item Price Levels
User Access Log Changes
Option 1: Employee saved search just add these tree field in results. Option 2: To track changes made to permissions or roles (Update, Change, or Delete), you’ll need to create a SuiteAnalytics dataset as System Notes v2 captures sublist-level changes (like Role > Permissions lines) and lets admins search all notes in Analytics. Navigate to Analytics > Datasets… Continue reading User Access Log Changes
Is it possible to link an assembly unbuild to work order?
Create a custom field of List Type: Transactions (Sourcing & Filtering: Type Work Order- Marked: Record as Parent). This ensures that when an unbuild record is saved with a selected work order number, it is marked as a parent record. This links the unbuild record to the work order, allowing us to see all related… Continue reading Is it possible to link an assembly unbuild to work order?
How to retrieve the invoice a customer deposit is applied to via a saved search?
To create a Saved Search that will show Customer Deposits applied to Invoices, follow the steps below: Navigate to Report > Saved Searches > All Saved Searches > New > select Transaction as Search Type Add a Search Title In Criteria tab > Standard subtab, add the following: Type is Deposit Application Main Line is False In Results tab > Columns subtab, add the following: Name Date or Applied To Transaction: Date Applied To Transaction (set Custom Label as Invoice) Created… Continue reading How to retrieve the invoice a customer deposit is applied to via a saved search?
Multiple Active BOM Revisions
REQUIREMENT: We need to support multiple active BOM revisions, allowing users to choose which revision to use. Currently, we’re trying to create revisions without specifying effective start and end dates. However, the system requires an effective date on the first revision before allowing new ones. In some cases, an assembly may have an approved alternative… Continue reading Multiple Active BOM Revisions
Workflow: Is it possible to populate a custom segment once you select the customer on line level?
To access the line level on a Vendor Bill we need to create a sublist group and add action to that particular group.| Step 1 : Click New Sublist Group to add action on the Items Sublist Step 2 : Select Item under the Sublist field and Click Save (Trigger ON : Before Record Submit)… Continue reading Workflow: Is it possible to populate a custom segment once you select the customer on line level?
How to generate Single Invoice from Many Sales Orders
Natively, NetSuite does not allow you to bill multiple Sales Orders on one Invoice. There are a couple of options you could explore as alternative approaches: If you have SuiteBilling you can use Consolidated Billings. See Suite Answer 9204: Using Consolidated Billing for Projects and for Payments You could leverage Group Invoicing which might help facilitate… Continue reading How to generate Single Invoice from Many Sales Orders