Some customers have requested to expose the Send Email Notification checkbox field in Workflows through Enhancement ID: 238550 Workflow Manager > If “Give Access” checkbox in employee record is set to true, set “Send notification Email” checkbox to true. This is generally to make it easier for NetSuite Admins by reducing a step in the onboarding process. While… Continue reading NetSuite Admin Tip | SuiteScript: Check “Send Notification Email” When “Give Access” Field is Ticked
Author: Able Wilson
Purchase by Vendor Report Do Not Show All Vendor Bills
The Purchase by Vendor Summary and Purchase by Vendor Detail reports are designed to display Vendor Bills posting to Asset and Expense account types, including subtypes: Other Current Asset , Other Expense , etc. A Vendor Bill may not be available in the report if the related Item or Expense is posting on an Account other than those mentioned above. Please see steps… Continue reading Purchase by Vendor Report Do Not Show All Vendor Bills
Vendor Bill and Expense Report Requisite To Show In The Eft – Bill Payments Page
Scenario In Payments > Payment Processing > Bill Payment Processing, Vendor Bills and Expense Reports show on the EFT – Bill Payment screen when the following conditions are met: Solution A. Vendor Bills The Company’s Payment File Format and the Vendor’s Payment File Format are the same The A/P Account set in the EFT – Bill Payment Page and in the Vendor Bill are the same EFT Bill Payment checkbox in the Vendor Record is checked Vendor Bills are Approved Vendor Record is not “Inactive”. If… Continue reading Vendor Bill and Expense Report Requisite To Show In The Eft – Bill Payments Page
Prevent the creation of a JE if a specific account is present in the lines using workflow
To prevent the creation of a journal entry in NetSuite if a specific account is present in the lines using the “Return User Error” action in a workflow, follow these steps: Create or Edit a Workflow:Navigate to Customization > Workflow > Workflows. Either create a new workflow for Journal Entries or edit an existing one. Set… Continue reading Prevent the creation of a JE if a specific account is present in the lines using workflow
Auto-Match Reconciliation Rules for Date Not Working in Match Bank Data
User created Auto-Match Reconciliation Rules to match Imported Transactions to NetSuite Transactions with same Check Number and with Date within 3 previous days. When running the rule in Match Bank Data, the transactions are not automatically matched. Solution User needs to rearrange the Date condition of the rule: 1. Navigate to Transactions > Bank > Reconciliation Rules 2. Click the Matching… Continue reading Auto-Match Reconciliation Rules for Date Not Working in Match Bank Data
User Access System Email Template Is Not Generating Password Link
Scenario User is trying to send the set password link to a user using the Send New Access Notification Email checkbox. However, the ${ access.passwordSetupURL } is not generating any link. Solution The ${ access.passwordSetupURL } tag will not generate any link if there is already a set password on the receiving user’s record. This applies to Employee,… Continue reading User Access System Email Template Is Not Generating Password Link
Show Entity ID on the Body of a Send Email Action of a Contact Workflow
Scenario When sending emails directly on the Contact record, the Entity ID is showing. However, emails sent from Workflow does not show the Entity ID. This is due to the incorrect syntax/formula on the Body of the Send Email action of the Contact Workflow. You will need to use template when using functions like ?keep_before. … Continue reading Show Entity ID on the Body of a Send Email Action of a Contact Workflow
User unable to access SuiteAnalytics Workbook
User unable to access SuiteAnalytics Workbook Solution Access affected Workbook: Log in as Administrator Navigate to Analytics > Affected Workbook Change the display of ‘Subsidiary’ field to ‘Child Level Only’ (No Hierarchy) Click Save Edit Custom Role: Navigate to Setup > User/Roles > Manage Roles > Edit Affected Custom Role Permission: Select Subsidiary Settings Manager Level: Select Edit Click Add Click Save Note: Ask the users under the affected custom role to… Continue reading User unable to access SuiteAnalytics Workbook
Custom Role > Create KPI Scorecard > Unexpected Error
Scenario When a custom role tries to add a Custom KPI Scorecard in the dashboard, it shows “Unexpected error has occurred” Solution Log in as an Administrator Navigate to Customization > Centers and Tabs > KPI Scorecard Affected Scorecard: Click Edit Click Content Click Custom Note: Make sure that there are no skipped fields for Custom KPI#1-9. For instance, if you will add… Continue reading Custom Role > Create KPI Scorecard > Unexpected Error
Source Out the Sales Order Created from Estimate Records in an Estimate Saved Search
Scenario The user wants to know how to source out sales orders in the Related Records tab created from estimates in an transaction saved search. Solution Log in as Administrator Navigate to Lists > Search > Saved Searches > New Click Transaction Search Title: Enter a title Click Criteria Click Standard: Filter: Select Type Type: Select any of Select Estimate Click Set Select Main Line Main Line: Select Yes Click Set… Continue reading Source Out the Sales Order Created from Estimate Records in an Estimate Saved Search