Construct the Reconciliation report using the saved search. Create a new transaction saved search based on the criteria below: Account Type is Bank Posting is true Date is on or before today Cleared is True for Reconciled Transaction And the Result fields are as follows: FIELD SUMMARY TYPE FUNCTION FORMULA CUSTOM LABEL SUMMARY… Continue reading Bank Reconciliation Report Using Saved Search
Author: Diniya A J
Enable Category field on Vendor Records
In NetSuite, we can set up tax agencies as vendors to start, record, and track tax payments and we could choose vendors who are all tax agencies at the time of tax code creation. To set up the tax agencies, we can make the vendor category a tax agency-related category by checking the tax agency… Continue reading Enable Category field on Vendor Records
CASE SAVED SEARCH
REQUIREMENT: New Saved Search and custom fields to support the report. Eagle Point Solutions are desiring a new saved search to report on the status of cases. This saved search will pull from related records and require some new fields as well. A visual of what the report would look like is on the following… Continue reading CASE SAVED SEARCH
Forms and Templates for Sales Order, Invoice, Purchase Order, Credit Memo
Requirement:Set up the forms and PDF templates for the L2i subsidiary.Transaction Forms are Invoice, Sales Order, Purchase Order, Credit Memo.Subsidiary: L2iAttached is what the address, Logo should look like. The logos are in the File Cabinet inNetsuite under L2i Marketing. Solution: This requirement can be achieved by creating new transaction forms for Invoices, Sales Orders,… Continue reading Forms and Templates for Sales Order, Invoice, Purchase Order, Credit Memo
Subsidiary Names on Financial Reports
Print the subsidiary names on the financial report based on the subsidiary context by enabling the option to show the report title on the set preferences page. To enable the option, follow the steps below: 1. Go to the Set preferences page 2. Under the Analytics tab, check the field DISPLAY REPORT TITLE ON SCREEN. Result:
Remove all rates and amounts from the SO/ PO form for the warehouse & store roles.
Requirement: Remove all rates and amounts from the SO form for the warehouse & store roles. Assumption: Possible to hide all financial-related fields from the sales order record. But when creating a saved search in the warehouse role, it is possible to see all rates and amount fields. As a result, we must limit the… Continue reading Remove all rates and amounts from the SO/ PO form for the warehouse & store roles.
Sales Order, Work Order, and Shipping planning & scheduling
Requirement: Some customers are highly important, and they frequently buy, the system, should remind the sales team to communicate with the customer regularly based on his buying pattern. Assumption: Send the email to the sales rep on the customer record using search. And now we have considered the buying pattern as if customers haven’t generated… Continue reading Sales Order, Work Order, and Shipping planning & scheduling
NetSuite reports in a spreadsheet(Web Query)
NetSuite’s web query reports allow you to get report results directly from your desktop without having to go to NetSuite. This is a great feature if you need to look at refreshed NetSuite data in Excel regularly or want to make the data available to users that do not have a NetSuite license. This feature is only… Continue reading NetSuite reports in a spreadsheet(Web Query)
Expansion level of financial reports
We can give the expansion level of financial reports on More Options section.1. Customize the one financial reports 2. Take More Options page in the Financial Report Builder page 3. Define an Expand Level for the custom report: Collapse All: Displays only the top levels of data. Level 1: Displays the top level plus an additional one… Continue reading Expansion level of financial reports
Save all subsidiaries for a particular financial report
Report layout for all subsidiary