Text Enhance is a NetSuite feature that uses generative AI to help you write business content. It can help you create and refine content, and make sure it’s the right length for your needs. Text Enhance can also help you translate your content into other languages.123 Text Enhance uses information from the page you are… Continue reading Text Enhance in NetSuite
Author: Anila George
Display Dropship PO Number in a Transaction Saved Search of Dropship Orders
User is creating a transaction saved search of dropship Sales Orders. In the criteria, the Type should be Sales order The ‘Applying Link Type’ should be Drop Shipment In the results tab, Click Applied to Transaction Fields… > Select Type Click Applied to Transaction Fields… > Select Document Number
Invoice Linked to Journal Entry, But Payment Record Missing
User creates a customer payment record by applying an invoice and a journal. But after saving it, the payment record is not visible. This is because, when applying a journal entry to an invoice, a customer payment record is not created if the journal entry amount matches the invoice amount. In this case, the invoice… Continue reading Invoice Linked to Journal Entry, But Payment Record Missing
Configuring IP Address Rule for Login to NetSuite Account
You can control who can access your company’s NetSuite account by setting IP address rules. This means only computers with approved IP addresses can log in. For example, you might want employees to sign in only from a trusted location for extra security. Enabling Feature Setup -> Company -> Enable Feature Under the ‘Company’ and… Continue reading Configuring IP Address Rule for Login to NetSuite Account
Currency Exchange Rate Providers
User can set exchange rate provider from the Exchange Rate Integration section of the General subtab on the Accounting Preferences page. HSBC Xignite Setting the exchange rate provider first time will not update rates in historical transactions. For past dates, exchange rates won’t be available automatically. To make them accessible, the rates must be manually… Continue reading Currency Exchange Rate Providers
Saved Search of Timesheets Billed Today
Create a Saved Search of Timesheets that were billed today. Solution Usually, the date of creation of Invoice is also the same date the Time has been billed: Navigate to Reports > Saved Search > All Saved Searches > New Select Customer Click Criteria Time fields…Status: Select Billed Transaction fields…Date Created: Select the date today… Continue reading Saved Search of Timesheets Billed Today
NetSuite Account Center portlet Permission
Go to Lists > Employees > Employees. Click Edit next to the name of the employee you want to give access. On the Access subtab, select NetSuite Support Center or NetSuite Support Center (Basic) in the Role field. Click Add. Click Save. The NetSuite Account Center portlet is located on the Support tab. What you see in the portlet depends on whether you have been assigned either the… Continue reading NetSuite Account Center portlet Permission
Determine if an Entity Is Included in a Static Group
Create a Group Saved Search that will pull up the list of members in a Static Group and add a filter for the member. Navigate to Lists > Search > Searches > New Select Group Click Criteria Field: Note: Always click Add once Field is selected and adjust as needed. Select Name: Enter name of… Continue reading Determine if an Entity Is Included in a Static Group
Type of groups that can be included in a Group Type of Saved Search
The types of groups that are included if one will create a Saved Search under Lists > Search > Saved Searches > New when Search Type is Group. Solution Public and Private Static Group Navigate to Lists > Relationships > Groups > New Create Group: What kind of group would you like to create?: Select… Continue reading Type of groups that can be included in a Group Type of Saved Search
Scheduled Transaction Saved Search – Employee Group as Recipients
Currently Saved Searches cannot be Emailed to a Dynamic Group, however a Static Group can be used instead. Create a Static Group Navigate to Lists > Relationships > Groups > New What kind of group would you like to create?: Select Static What kind of members would you like to include?: Select Entity Type Example: Employee Click Continue Name: Enter Name Click Members Name: Type Name Click Name Click Add Note: You will need to repeat… Continue reading Scheduled Transaction Saved Search – Employee Group as Recipients