The location can be changed in the Inbound shipment when the status is ‘In transit’: Only available when the ‘Take ownership’ is not processed. If ‘Take ownership’ is processed and the lines are having the associated ‘Ownership transaction’, then the user(if not in admin role) must request the NetSuite Administrator to remove the record. When… Continue reading How to amend the ‘To Location’ on the Inbound Shipment?
Author: Athira Joy
Bank Reconciliation details at the Starting Process of the first Statement
Bank Reconciliation When processing the very first Bank statement, you can use the “Bank Start” and “Enter Statement Balances” as a check but this isn’t necessary. The fields should be populated as-is: The Bank Start Balance is the closing balance of the previous statement. As this is the first statement imported into NetSuite for this… Continue reading Bank Reconciliation details at the Starting Process of the first Statement
Manage Accounting Periods – Month-end close checklist
Lock A/R To prevent A/R transactions in the period, you would need to click on the checklist of the Period and ‘go to the task’ Lock Accounting Period (A/R). There you would need to select all subsidiaries. And press’ submit’. The status now would change to: Lock A/P To prevent A/P transactions in the period,… Continue reading Manage Accounting Periods – Month-end close checklist
Saved Search formula to avoid Item Hierarchy
In item search to avoid the parent name: For example, When we add field {name} or Name in saved search, the result shows: ‘INVENTORY : 10pc_glass_container_set’ as the item record is saved as the sub item: So in order to display the result with just the item name without hierarchy, (in this case, just ’10pc_glass_container_set’… Continue reading Saved Search formula to avoid Item Hierarchy
Not able to add items of Purchase Orders on an Inbound Shipment
Issue: The item lines are not available when the Purchase Order is selected in the Inbound Shipment Record even though the Purchase Order is visible in the given role. Solution: To fix this problem users may try the following: Edit the missing Purchase Order. Close the item lines that are not available on Inbound Shipments… Continue reading Not able to add items of Purchase Orders on an Inbound Shipment
Combine Text with Date and Time in Excel/Gsheet
Combine Text with Date in Excel When trying to Concat Date and Text Field, the resultant is not in the expected date format. The problem faced while combining the text with the date is as follows: Solution: Enter this formula =Concatenate(A3,” “,TEXT(B3,”mm/dd/yyyy”) into a blank cell besides your data. Or alternatively can use the second… Continue reading Combine Text with Date and Time in Excel/Gsheet
How to Highlight and Remove Duplicates in Excel/Gsheet
To Highlight and Remove Duplicates in Excel/Gsheet To highlight duplicates in a single column: Select a column. For instance, select column A > Format > Conditional formatting. Under Format rules, open the drop-down list and select Custom formula is. Enter the Value for the custom formula, =countif(A1:A,A1)>1. Below Format rules, you can find Formatting styles,… Continue reading How to Highlight and Remove Duplicates in Excel/Gsheet
Steps to Consider before Subsidiary Hierarchy Structure Modification
When making changes to your Subsidiary Structure it is important to take note that this will have financial reporting impacts on the account. It is highly recommended to do the following: Export Financial Statements and Consolidated Exchange Rates before making modifications. This is important especially if you have modified Subsidiaries using different currencies as the… Continue reading Steps to Consider before Subsidiary Hierarchy Structure Modification
Outsourced Manufacturing
Outsourced Manufacturing helps customers to manage their subcontracted manufacturing processes by purchasing outsourced assembly production from vendors. This feature enables NetSuite to automatically consume production components and then, after production, transfer them to a specified location. Automating Outsourced Manufacturing synchronizes NetSuite procurement and production transactions. Features Outsourced Manufacturing automates the following features: Creating subcontracting orders… Continue reading Outsourced Manufacturing
NetSuite Warranty and Repairs Management
Warranty and Repairs Management Warranty and Repairs Management enables you to register item warranties and process warranty-related claims. Claims that you receive are automatically validated against warranty terms, which helps reduce claims processing turnaround time. Pre-requisites Warranty and Repairs Management requires the Advanced Inventory module. For repair claims, in particular, the Assemblies and Work Order… Continue reading NetSuite Warranty and Repairs Management