Author: Sreelakshmi R

Commit Orders Page

Allocate Orders page or the Reallocate Items page – That’s where you can reassign commitments if you want to manually stray for your Supply Allocation setup. Allocate Orders Page: Transactions > Order Management > Allocate Orders Note: this page takes a long time to load for the first time but the Item field is sticky… Continue reading Commit Orders Page

Inventory Status Change Saved Search

User wants to create a saved search on Inventory Status Change and expose the Previous Status and Revised Status fields. Solution Go to Lists > Search > Saved Searches > New Select Transaction Search Title: Enter Title Click Criteria Filter: Select Type Select Inventory Status Change Click Results Field: Select Internal ID Summary Type: Select Group Select Date Summary Type: Select Group Select Document Number Summary Type: Select Group Select Location Summary Type: Select Group Select Formula (Text) Formula: Enter CASE WHEN {‌line}=1… Continue reading Inventory Status Change Saved Search

Restricting the Sales Rep role to his/her own Opp but still have a full/view access of the customers

I want each of my sales representatives to have access to their own opportunities without being able to see other sales representatives’ opportunities. However, they should still be able to view customer information. I made changes to the sales representative role page, setting the employee restriction to “Own & Subordinates only.” However, these changes are… Continue reading Restricting the Sales Rep role to his/her own Opp but still have a full/view access of the customers

Enabling Canada Tax Lookup

You can choose to have NetSuite determine the proper tax code automatically when a sales transaction is entered manually or through your website. To enable the tax lookup for Canada: Go to Setup > Accounting > Taxes > Set Up Taxes. If you are using a OneWorld account, click the Canada subtab. heck the Enable Tax Lookup on Sales… Continue reading Enabling Canada Tax Lookup

Workflow to set subsidiary on Transaction

Problem Statement: Trying to default subsidiary in sales order via workflow, for specific transaction forms only Solution: As per checking, it is standard behavior that the Subsidiary field is not available in the Set Field Action for your workflow. There is currently an enhancement for this: 314838 WorkFlow > Transfer Order record > Set Field… Continue reading Workflow to set subsidiary on Transaction

Supply Planning

Problem Statement: I am setting up Supply Planning in our account but not sure how demand for components in the work orders will be included. Background – In our sales orders, we have either an assembly item we purchase or an assembly item we built in house but we order the components to build the… Continue reading Supply Planning

How do I change the default date setting on my Assembly Build forms?

Problem Statement: Currently my Assembly Build forms have a default date set to the date the form is created, this happens to coincide with the scheduling of the work orders in a third party program that we use along with NetSuite. Is there a way to alter that default date to match the date of… Continue reading How do I change the default date setting on my Assembly Build forms?

Is scripting the only way to schedule a report to kick off on the last day of the month or period?

Problem Statement: Since you can not schedule a report past the 28th for a monthly report, how can this be achieved? Solution: we have noted that it is not yet possible to schedule a report setting it to last day of the month. There is a current enhancement request to have more flexibility in scheduling… Continue reading Is scripting the only way to schedule a report to kick off on the last day of the month or period?