Navigate to Transactions > Management > Print Check and Forms Click Purchase Orders Click Customize button Under the Additional Filters tab, mark the field ‘Document Number/ID‘ that you want to add as a filter Click Save However, this setup is user-specific. If we apply this filter in our account, it won’t be reflected in the client’s… Continue reading Add PO Number Filter to Print Purchase Orders Page
Author: Diniya A J
Add Service Code to Bank Deposit Record
Enhance the Bank Deposit record in NetSuite by adding a ‘Service Code’ field, similar to its availability in other financial transactions like vendor bills and checks. This will ensure that all bank deposits are categorized with a Service Code, which is essential for aligning with organizational processes and reporting requirements. Unfortunately, the ability to Add… Continue reading Add Service Code to Bank Deposit Record
Effect of Inactivating Price Level and Defaulting to Base Price on Customer Master
Scope: Inactivating Price Level: Analyze the process of inactivating a price level and its effects on historical transactions, customer pricing, and future quotes or orders. Defaulting to Base Price: Evaluate how customers are impacted when the base price is applied as the default, especially in cases where a custom price level is in use. Review… Continue reading Effect of Inactivating Price Level and Defaulting to Base Price on Customer Master
Update item fulfillments via upload
Some item fulfillments are missing the department and want to update only that. Can it be done via upload? Upon checking, the ability to update item fulfillment fields via CSV import is currently a system limitation and related concerns are logged under Enhancement #: 164772 Ability to update all Item Fulfillment transaction fields via CSV Import… Continue reading Update item fulfillments via upload
Field IDs in send email action for workflow
A workflow with a send email action. It is using a custom template rather than an existing email template. Why does the mail merge work for the fields in red boxes though not for the other fields Resulting email: How can I work out the correct field ids as this uses a different format to… Continue reading Field IDs in send email action for workflow
Cash Sale Import
How can I relate the sales order in the Cash Sale Import? Scenario: I used the Sales Order to record the order of the client then it will be paid in cash afterwards. I will use the Cash Sale to record the payment. Creation of Invoice is not necessary in the process. I want to… Continue reading Cash Sale Import
How Can I Set My Balance Sheet Format In Horizontal Format?
Want to set the Balance Sheet format to horizontal. I couldn’t find any option to change the Balance Sheet from vertical to horizontal. For more clarification, please check the image below for reference. Answer: Per checking, there is currently no setting in which we can select to have the balance be formatted in a way… Continue reading How Can I Set My Balance Sheet Format In Horizontal Format?
How to remove the ‘New’ (gear icon) column in the Saved Search Transaction Portlet?
How to remove the ‘New‘ (gear icon) column in the Saved Search Transaction Portlet without removing the Edit/View column? In my case, this is found in the Customer record (dashboard view), Transactions portlet (Type=Invoice). From one of the questions here, to remove the Edit/View column, the solution is to set the Search Output Type = Report. This solution removes the… Continue reading How to remove the ‘New’ (gear icon) column in the Saved Search Transaction Portlet?
How can I create a saved search to display the asset information for each depreciation journal?
Requirement: Currently have the Fixed Asset Management (FAM) module in NetSuite, and would like to display the journal entry or posting reference for the assets that have been depreciated. Could you please guide me on how to create a saved search to meet this requirement? Answer: Track the assets related to a depreciation journal entry… Continue reading How can I create a saved search to display the asset information for each depreciation journal?
Bulk Fulfill of Orders does not see Transfer orders
As previously aligned, it appears that the ability to bulk fulfill transfer orders are not yet available in the standard NetSuite account. This is currently an enhancement request logged on Enhancement #168843 Create a Transfer Order Fulfillment and Receipt separate from Sales Order/Purchase Order Fulfillment and Receipt page.