Author: Diniya A J

Creating a Sales Order saved search and used the document number as a filter. The Show in filter reg

why is the “Show in Filter Region” Greyed Out. need to use the document number as a filter. SOLUTION: As an alternate solution, use the Document Number/ID field instead. To set Document Number as an available filter: Navigate to List > Search > Saved Searches Click Edit next to a Save Search Under the Available… Continue reading Creating a Sales Order saved search and used the document number as a filter. The Show in filter reg

Parent Child Relationship – Invoicing

Is it possible if I create Sales Order against the child customer but invoice it against the Parent Customer?Also In the Enable features I have marked the consolidated Payment check box as true. Solution: no – invoices are to the child customer level, but the consolidated payment feature will allow the invoice to be paid… Continue reading Parent Child Relationship – Invoicing

How to cancel Transfer Order remaining quantity

REQUIREMENT How can I cancel the remaining quantity on TO? For example, Transfer Order quantity is 100 PCS, from Warehouse A to Warehouse B. Warehouse A fulfills 100 PCS, IF quantity is 100. When Warehouse B receive the TO, they check the inventory, there are only 80 PCS, 20 PCS are left in Warehouse A,… Continue reading How to cancel Transfer Order remaining quantity

Default today – Due Date in open purchase order report

Create a Late Shipments Report in NetSuite that dynamically displays all Purchase Orders (POs) with a Receive By Date earlier than today and are not fully received. SOLUTION: We are currently unable to set the Receive By Date filter to today in the provided report. As an alternative, we can enter ‘T’ in the filter… Continue reading Default today – Due Date in open purchase order report

Canoe Invoice Report

REQUIREMENT: We need a new report created. Name: Canoe Invoices Data columns Invoice Date Invoice Number Customer Name Canoe Contract Order (this is a custom field check box that we have created and we only want invoices with this box checked to show on the report) Pre-Tax Invoice Total We want to be able to… Continue reading Canoe Invoice Report

Make shopify account by default in customer deposit

Make account field in the customer deposit by default from undeposited funds to the following:- Shopify EB (1117-1) – entity brands(website) Shopify CW (1117-2) – chefworks(website) To effectively mass update the current accounts that contain undeposited funds. Solution: Based on the preferences, we are unable to automatically set the Account in the Customer Deposit record… Continue reading Make shopify account by default in customer deposit

Count of Months based on the least transaction month between the current month

MONTHS_BETWEEN({today}, MIN(CASE WHEN {transaction.trandate} BETWEEN ADD_MONTHS({today}, -12) AND {today} THEN {transaction.trandate} END)) Avg Qty Sold Per Month SUM(ABS(   CASE     WHEN {transaction.type} IN (‘Item Fulfillment’, ‘Assembly Build’)     AND {transaction.trandate} BETWEEN ADD_MONTHS({today}, -12) AND {today}     THEN {transaction.quantity}     ELSE 0   END ))  / NULLIF(MONTHS_BETWEEN({today}, MIN(CASE WHEN {transaction.trandate} BETWEEN ADD_MONTHS({today}, -12) AND {today} THEN {transaction.trandate} END)), 0)

Alert on Sales Order for Item $0.00

Limitations of Standard Workflow Possibilities: NetSuite does not provide a Confirm (Warning) action for sublist items after adding each item or before submitting the record. If we use the Return User Error action before submitting the record, all entered details will be lost since the error message appears in a new tab. Additionally, it is… Continue reading Alert on Sales Order for Item $0.00