Proposal summary:: For some invoices we have to change the Customer terms every day. We go to each invoice to change the terms. Created a saved search so instead of changing the terms by clicking on each invoice we can change it on the saved search. Below are the issues with the saved search. How… Continue reading Proposal For Terms and Discount Field Setup
Author: Diniya A J
Missing Saved Searches in Admin Role
Requirement: Other users’ private saved searches are not listed in the Administrator role. Solution: Go to Lists -> Search -> Saved Searches Select the filter SHOW ALL PRIVATE SEARCHES to Yes Then find your saved search from the list
CUSTOMIZING DASHBOARDS
DASHBOARD:– A visual workspace that empowers users with visibility to real-time data analysis and access to critical information the user needs at their fingertips.– NetSuite provides a default set of portlets for the dashboard in each center. Most default dashboard configurations can be personalized. DASHBOARD PORTLETS:Some of the most common dashboard portlets used to monitor… Continue reading CUSTOMIZING DASHBOARDS
Dashboard Mechanics – Centers Overview
Role-specific centers determine the set of tabbed pages that display, optimizing navigation: Classic Interface: Finance Center: Shipping Center: Sales Center: Note: All users can use the Classic Interface by updating their user preferences:
Saved Search/ List – Delete Multiple Records at Once
Step 1: Go to Lists > Relationships > Customers. This will pull up the Customer list page. Step 2: If Inline Editing preference is not enabled, click Edit beside the Show Inactive Once enabled, a green checkmark will appear as shown below. You will also notice a New column that will show up at the utmost… Continue reading Saved Search/ List – Delete Multiple Records at Once
CASH PROJECTION REPORT
Proposal Summary:This proposal is to create a cash flow report showing the invoice, bills, journals, bill payments, deposits and checks on weekly basis. Requirement:Yash Industries Pvt Ltd needs to have athe cash flow projection report showing the invoice, bills, journals, bill/ customer payments, vendor prepayment, deposits and checks. They need to see the report of… Continue reading CASH PROJECTION REPORT
Proposal For Intercompany transaction for Consolidation Report V2
Proposal summary JCurve Solutions would like to create new report to retrieve data for data from Account balance based on the chart of accounts that are set to show in the report. And the Report will show the intercompany amount effect on each account in the separate column between AP and AR records based on… Continue reading Proposal For Intercompany transaction for Consolidation Report V2
Proposal For Intercompany transaction for Consolidation Report
Proposal summary JCurve Solutions would like to create new a report to retrieve data for data from Account balance based on the chart of accounts that are set to show in the report. And the Report will show the intercompany amount effect on each account in the separate column between AP and AR records based on the… Continue reading Proposal For Intercompany transaction for Consolidation Report
Proposal For Summary RPT report
Proposal summary JCurve Solutions would like to create new a report to retrieve data for data from Account balance based on chart of account that set to show in report. And the Report will show intercompany amount effect to each account in separate column between intercompany, CDG group – Related. And print reports in Excel format. Requirement… Continue reading Proposal For Summary RPT report
Proposal For Item fulfillment pending invoice
Proposal summary JCurve Solutions would like to create new a report to retrieve data for data from Item fulfillment. The data relate to the purchase side (PO No, Supplier, Ref. AP Bill, QTY PO, QTY Receipt) can be displayed only if the item in item fulfillment puts the reference to So No, Reference SO line… Continue reading Proposal For Item fulfillment pending invoice