Author: Anila George

Upselling Preference in NetSuite

Requirement – While writing an order, when a salesman enters a product, is there an option to give salesman option to add accessories for those products? Solution – The upsell wizard in the sales order can be used for this purpose. The upsell items are displayed in the upsell wizard in the following ways The… Continue reading Upselling Preference in NetSuite

Proposal For Dashboard and Record Customization

Proposal Summary  This proposal covers the scope of creating a custom dashboard based on the CRM activities. The KPI indicators include the Sales, Inventory, Customers, and Employee measures.  Requirement 6 Main menus: Home / Leads / Opportunities / Companies / Contacts / Reports   • Menus to be discussed   Shortcuts   Setup   SuitApps   Support   • Each menu:   •… Continue reading Proposal For Dashboard and Record Customization

Not able to View or Edit the Ownership Transfers in Sandbox

In the sandbox, the user is not able to view/edit the ownership transfer records. This is because, the ownership transfer records are not part of sandbox migration and users are not able to view, edit or delete Ownership Transfer records migrated from the Production account. This is a known system limitation which is tracked in Enhancement… Continue reading Not able to View or Edit the Ownership Transfers in Sandbox

Not able to edit the Apply To Tabs in a published dashboard

Scenario – In already published dashboards, the ‘Apply To Tabs’ section is not editable. Solution – Edit the already existing dashboard record Click on the ‘Save and Update content’ buttonA message box will appear – Since you are recreating this published dashboard, you have the option of changing tab settings. Click OK if you are… Continue reading Not able to edit the Apply To Tabs in a published dashboard

COGS Breakdown with Landed Cost

Scenario 1   The Landed cost amounts associated with an item is added to the actual asset value of an inventory item, allowing you to calculate profitability accurately.  For example, a purchase order has created for an inventory item with amount 5.  The Landed cost is specified in the Item Receipt  The corresponding IR GL… Continue reading COGS Breakdown with Landed Cost

Average Cost is Zero in Inventory Valuation Report

When Multi-Location Inventory (MLI) feature is enabled, the Average Cost is displayed only for the item’s preferred location. If there is no preferred location defined for an item, the average cost and last purchase price displayed on the report is blank or zero. It is currently the enhancement (Enhancement 156866) As an alternate solution, you may set a Preferred Location on the… Continue reading Average Cost is Zero in Inventory Valuation Report

Canada Tax Codes

GST/HST tax code was manually created and assigned in the Tax Item field on the customer record. However, when creating or editing a sales order, the tax code is not automatically populated and is not available on the list of selections in the Tax Code field of the line item. Also, the ‘Tax Code List Include’ field is not… Continue reading Canada Tax Codes

How the rates are populating in item Purchase transactions

The auto-populated Unit Price (default rate) for an item in the purchase transactions (e.g. Purchase Order, Vendor Bill, Vendor Credit) is derived based on this hierarchy: 1. Purchase Price of the Vendor as set in the Item record (If Multiple Vendors feature is enabled in the account) 2. Purchase Price as set in the Purchasing/Inventory tab of the Item record 3. Last Purchase Price used in any purchase transaction type    a. Based on Transaction Date, not Date… Continue reading How the rates are populating in item Purchase transactions