A custom role with Full permission to Chart of Accounts may see all the accounts but may sometimes find that not all accounts are clickable. The Type of an account normally suggests the register associated to it. For example, to drill down to accounts of type Fixed Asset, user must have at least View access… Continue reading Some Accounts are not clickable in CoA List
Author: Anila George
Restrict the Access for Account Registers
You can control access to account registers by account register type and role. For example, you may allow an analyst to view only expense account registers. This access is controlled by permissions. In the roles, under List permissions, we can set the desired account register permission. Select the desired level for the permission. The options… Continue reading Restrict the Access for Account Registers
Locking Timesheet Periods
Account administrators can disable the ability for employees to submit, edit, or add a time entry within a specific time period. You can choose to lock timesheets by closed fiscal periods, weekly, or monthly. The Weekly Timesheets feature is required to enable locking timesheet periods. To set up a timesheet lock: Go to Setup > Accounting… Continue reading Locking Timesheet Periods
The Status of Weekly Timesheet not changing to ‘Pending Approval’ even if the user Submitted
The user submits the weekly timesheet but the status does not change to Pending Approval and remains as Open. Check the role restrictions of the current user. There may be restrictions for any classification in the user role. If the restriction is set to “Own and Subordinates Only” the status may stuck in Open.
The weekly Timesheet Stuck in Open Status
User tries to submit weekly timesheet billable to a Job/Project but it stays in Open status instead of Pending Approval status. Solution This behavior is usually encountered when the Employee indicated in the timesheet is not listed as a Resource for the Job/Project. To resolve: Type the name of the Job/Project in the Global Search Bar.… Continue reading The weekly Timesheet Stuck in Open Status
Error “There is already an item with that name or name/parent combination” when Creating New Item or Matrix Item
The “Item Name/Number” serves as the unique primary key identifier for Item Records. The system allows users to enter the same Item Name/Number, provided the items are of different Item Types. A Matrix Item is an extension of a standard Item Type and is treated in line with its parent type; for instance, a Non-Inventory… Continue reading Error “There is already an item with that name or name/parent combination” when Creating New Item or Matrix Item
Providing Access to Vendors
To give vendors access to NetSuite and assign roles to them, the ‘Vendor Access feature’ must be enabled. You can assign multiple roles to customize the level of access needed by a specific vendor. For example, the Vendor Center role enables a vendor to view prior transactions and open purchase orders. To enable the Vendor… Continue reading Providing Access to Vendors
Not showing projects in List in the Weekly Timesheet
The project list will show only allocated projects if the ‘Limit Time and Expenses To Resources’ preference is enabled. When creating weekly time entries, not all project assigned to the resource/employee is available in the list of all projects assigned to the resource. Solution Navigate to Transactions > Employees > Weekly Timesheet Employee: Enter Employee… Continue reading Not showing projects in List in the Weekly Timesheet
Time Approving Page Views
For the Approve Time Page, there are two views by default in NetSuite. Below are the two views available for the Approve Time page: Timesheet view – Shows the weekly timesheets for approving Time Entry view. – Shows time bills(track time records) for approving By system design, the view on the Approve Time page is based on the last view set on… Continue reading Time Approving Page Views
The Tax Item on a Customer Record Do Not Populate on Sales Order
Tax Code field is not automatically populated based on Tax Item from Customer records on the Sales Order Solution Check if the entity’s Tax Item is from the same country as the entity’s “default” Nexus, which is based on the entity’s Default Shipping Address and the Nexuses set up on the entity’s Subsidiary. To Illustrate: 1. Subsidiary includes both France and Switzerland as Nexus 2. Customer record has: Default Shipping: Switzerland Tax Item: Z-FR (France Nexus) 3. Create Sales… Continue reading The Tax Item on a Customer Record Do Not Populate on Sales Order