Scenario Customer Request a A/P aging report by posting period. Solution Navigate to Home > Set Preferences > Analytics tab Report by Period > All Reports Hit Save Navigate back to Reports > customer/Receivables > A/P Aging Set the Period under the As of field. Please Notes: 1. The set preference is only applicable to the user login.2. Here we will get the result of the unpaid receivables by periods… Continue reading A/P Aging Report by Posting Period – Alternative Solution
Author: Reshma Joy
AR Aging Report BY Posting Period and the Invoice
Scenario Customer needs to get the AR aging Report by Posting period and the invoice Solution : The A/R aging report can’t be created in the custom reports based on the “posting period and the invoice “ date is an enhancement by NetSuite. Alternative Solution Navigate to Home > Set Preferences > Analytics tab Report by Period > All Reports Hit Save Navigate back… Continue reading AR Aging Report BY Posting Period and the Invoice
Updating Item Purchase Prices
NetSuite enables you to update the purchase price on selected items to the price on the most recent purchase of that item. This price reflects the most recent transaction for the item added to inventory. For example, a purchase receipt, inventory transfer, or inventory adjustment. This does not include item returns or assembly unbuilds. You… Continue reading Updating Item Purchase Prices
Assigning a Foreign Currency Price to a Sales Item
When you enter transactions for a customer that uses a foreign currency, the customer’s price is the price you entered for the customer’s currency. For items without a defined price in a foreign currency, note the following. NetSuite converts the base currency price into the default foreign currency used by that customer. If you select… Continue reading Assigning a Foreign Currency Price to a Sales Item
Prerequisites for Dunning
Before installing the Dunning Letters SuiteApp, make sure the following features are also enabled in your NetSuite account:To enable features, go to Setup > Company > Enable Features. Feature Enable Features Subtab Custom Records SuiteCloud Advanced PDF/HTML (Beta) Templates SuiteCloud Client SuiteScript SuiteCloud Server SuiteScript SuiteCloud SuiteFlow SuiteCloud Multiple Currencies Company Multi-Language Company
Dunning Permissions and Roles
Record or Functionality Dunning Director/Accountant/ Administrator Dunning Manager or A/R Clerk Allow Individual Invoice Level Dunning Full View Dunning Configuration Edit View Dunning Level Rule Full View Dunning Pause Reason Full Full Dunning Procedure Full View Dunning Procedure Priority Edit View Dunning Template Full Edit Dunning Procedure Bulk Assignment Allowed Not allowed Dunning Bulk Update… Continue reading Dunning Permissions and Roles
Customer : Address record Limitation
There is no limit with the number of addresses that user can enter on a customer record (shipping and billing). Notes: Please note, if user has around 100,000 addresses for each customer record for example, it might cause slowness in performance as data will become difficult to manage and may timeout at times due to high… Continue reading Customer : Address record Limitation
Project management Method : RACI
A RACI chart, also called a RACI matrix, is a type of responsibility assignment matrix (RAM) in project management. In practice, it’s a simple spreadsheet or table that lists all stakeholders on a project and their level involvement in each task, denoted with the letters R, A, C or I. Once these roles are defined,… Continue reading Project management Method : RACI
UAT test case Template for Dunning Module ( Reference )
UAT Category Feature Scenario Cedar Tester CL Support Testing Status/ Issue log UAT COMPLETED DATE UAT 1 Dunning Module : Dunning Levels Level 1 -5) Days > $0 USD and (-5) Days UAT 2 Dunning Module : Dunning Levels Level 2 1- 6 Days, > $0 USD and date due 1-5 Days UAT 3 Dunning… Continue reading UAT test case Template for Dunning Module ( Reference )
Procure to Pay : Process Details as per Exact Module( Suite success Edition)
1. Procure to Pay Procurement & Replenishment covers all aspects of item procurement, item movements between locations, and accounts payable processing. User Stories ID Title User Story 1.0 Procurement Strategy The Procurement Manager and accounting staff will define the procurement strategy.Ensure there is a defined a procurement reporting strategy which supports the procurement strategy through accurate… Continue reading Procure to Pay : Process Details as per Exact Module( Suite success Edition)