Is it Possible to do a CSV Import to Create Parent and Child Customer Simultaneously?

In NetSuite’s current version (2022.1), ability to Import Parent with Child Customers together is still not available. It is currently logged in Enhancement #224527 : Setup > Import/Export > Import CSV Records > Custom Records: Ability to Import Parent with Child records. Alternate Solution is to import first the Parent records.

Custom Record Type Fields that Affect Parent-Child Relationship on Custom Record

The following fields on the custom record definition page affect the functionality of the parent-child relationship on instances of custom records. For more information about these fields, see: Configuring File and Child Record Settings Defining Search and Edit Settings Show Remove Link – When cleared, child record sublist Remove links are not visible on the parent… Continue reading Custom Record Type Fields that Affect Parent-Child Relationship on Custom Record

Hierarchical Custom Record Types FAQs

Is it possible to define hierarchies for custom records?  Yes, there is a possibility to define hierarchies among values for custom record types. There can be multiple levels of hierarchy specified among custom record values of the same record type. Can I use CSV Import with Hierarchy? Yes, if the Hierarchy field is checked on… Continue reading Hierarchical Custom Record Types FAQs

Hierarchy for Payment Accounts

The following is the hierarchy that NetSuite uses for its default payment account: When there is no Payment Method on a Payment/Cash Sale/Customer Deposit, the Bank Account that will be used is the Default Payment Account set on Setup > Accounting > Accounting Preferences > Items/Transactions tab. When there is a Payment Method on a… Continue reading Hierarchy for Payment Accounts

Recalculating Line Item Amounts When the Tax Code Changes

When you change the tax code on a line item, the system recalculates the amounts depending on the order of the columns on the form. If the Amount column is before the Gross Amt column, then whenever you change the tax code on the line item, the system updates the value in the Gross Amt column based on the tax rate… Continue reading Recalculating Line Item Amounts When the Tax Code Changes

Generating Pay by link In Transformed Sales Order

The script will strictly transform sales orders to invoices, by making it a Terms order, and all the generated invoices will have a pay-by-link URL generated in it( Generated by Adyen Bundle). Script lookup the saved searches stored in custom record entries and thus the resultant orders are enlisted and they are transformed into invoices… Continue reading Generating Pay by link In Transformed Sales Order