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?
Author: Diniya A J
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.
Export/Download Currency Exchange Rate History
Requirement: Is it possible within NetSuite to export and/or download the Currency Exchange Rate History. Currently there is no option to filter or to export. Is one available ? Solution: Currently, the ability to export the data in the Currency Exchange Rate page is a system limitation filed under enhancement 158715 Lists > Accounting > Currency… Continue reading Export/Download Currency Exchange Rate History
How to create workflow approval for approval re-opened close period
NetSuite doesn’t support workflows directly tied to reopening or approving closed periods because managing accounting periods involves strict permissions and security protocols. However, here’s how you might approach creating a similar approval process: Steps to Set Up an Approval Process for Reopened Periods Custom Record for Approval TrackingCreate a custom record to log requests for reopening accounting… Continue reading How to create workflow approval for approval re-opened close period
Account Type Changed
Requirement: In which scenarios we’ll be able to change the type of a account? The expected behavior is that the account type should be disabled: But in this case, the account type was changed in User Interface. And also the account type don’t match with the parent account type: How is that possible? Solution: If… Continue reading Account Type Changed
Mass uploading deposits
Requirement: One of our partners reimburse us for the funds incurred on Employee paid leaves, for example, maternity leaves. We get lot of deposits everymonth and we need to find a way to mass upload them into the system as it is manual now and error prone. Can anyone suggest whether there is a way… Continue reading Mass uploading deposits
Set Field Mandatory Action on for Journal Entries Lines
Requirement: I’m currently trying to build a workflow that will allow me to set the Class field as mandatory on Journal Entry lines. However, under the Set Field Mandatory parameters, the only Sublist available is “Items”, so I am unable to identify the accurate field which I need mandatory. Is there a workaround for this,… Continue reading Set Field Mandatory Action on for Journal Entries Lines
Is there a way to save the view of the Add Multiple menu?
Requirement: Every time I open the Add Multiple menu on an SO, I have this terribly proportioned view. If I make the description box bigger (shown below) and close the window, reopening it won’t save the changes and I have to do this every time I work on an SO. Is there a way to… Continue reading Is there a way to save the view of the Add Multiple menu?
How to re-open a Closed Purchase Order?
As long as you can still edit the Purchase Order, to re-open a closed Purchase Order, just edit the Purchase Order and clear the Closed column in the Item lines. You will get the pop-up message “Items on this line have been received and billed. Are you sure you want to modify this item?” if the Purchase Order has related records. Just click Ok to proceed.