Scenario User would like to export all of the User Notes in their account. Solution Navigate to Lists > Search > Saved Searches > New Select User Note Click Preview Click the Export (Excel) Icon
Author: Able Wilson
Send Automatic Open Invoice Emails to Customers Monthly
Scenario User wants to send automatic open invoice emails to customers every month. Solution Login as Administrator Navigate to Lists > Mass Update > Mass Updates Drill down Transactions Click Bulk Email Title of Action: Set title Example: Monthly Invoice Email Click Criteria subtab Filter: Select Type Multiselect box: Click Invoice Click Set Select Status Multiselect box: Click Invoice : Open Click Set Click Schedule subtab Run Update According to Schedule: Enter Checkmark Select Monthly… Continue reading Send Automatic Open Invoice Emails to Customers Monthly
Transaction Saved Search > Work Order > Shows Assembly and Components in the same row
Scenario User needs to create a Transaction Saved Search for Work Orders and needs to show the Assembly Item (Main Line) and Component Items (Item Line) in the same row per Work Order. Using the Item field (field ID: {item}) pulls both the Assembly and Component lines in separate rows. Solution 1.) Navigate to Lists > Search > Saved Searches > New 2.) Select Transaction 3.) Add the Criteria: Type = Work Order 4.) In the Results tab,… Continue reading Transaction Saved Search > Work Order > Shows Assembly and Components in the same row
Scheduled Workflows Using Saved Searches
The one critical detail that I will point out is that in order for a saved search to be available when setting up a scheduled workflow, it has to be a search of the same type of record that the workflow will be triggered on. For example, a workflow that is triggering on invoices is… Continue reading Scheduled Workflows Using Saved Searches
Resolve Error: “Transaction Is Not in Balance!” When Using Workflow Set Field Value Action on Any Line Currency Type Field
Scenario Error above is encountered upon saving transaction records when a workflow Set Field Value Action on the sublist action group is used on any sublist fields with field type = Currency and the value is being set using a formula. For example, Amount on the sublist is being set by workflow using formula. The… Continue reading Resolve Error: “Transaction Is Not in Balance!” When Using Workflow Set Field Value Action on Any Line Currency Type Field
Behavior of “Billable” checkbox on the Expense line Item in Bills
Standard behavior of Billable checkbox in Expense Line Item in Vendor Bills. For the Billable checkbox to be available in the Expense Line Item, please see setup: The feature Bill Costs to Customers (under Setup > Company > Enable Features > Transactions tab > Billing section) needs to be turned on in order for the Customer Column to appear on the Vendor Bill form. Here are the steps: Log in using Administrator… Continue reading Behavior of “Billable” checkbox on the Expense line Item in Bills
Transaction Saved Search That Will Pull up All Item Fulfillment Records with Their Associated Invoice Number
User needs to create a Transaction Saved Search wherein the search results will show all Item Fulfillment records with their associated Invoice Numbers. Solution Navigate to Lists > Search > Saved Searches > New Click Transaction Search Title: Enter Item Fulfillment Search with Associated Invoice Number Click Criteria Click Standard Filter: Note: For every required field use the drop-down menu to select it and once adjusted click Add… Continue reading Transaction Saved Search That Will Pull up All Item Fulfillment Records with Their Associated Invoice Number
Resolve Error: “Transaction Is Not in Balance!” When Using Workflow Set Field Value Action on Any Line Currency Type Field
Scenario Error above is encountered upon saving transaction records when a workflow Set Field Value Action on the sublist action group is used on any sublist fields with field type = Currency and the value is being set using a formula. For example, Amount on the sublist is being set by workflow using formula. The… Continue reading Resolve Error: “Transaction Is Not in Balance!” When Using Workflow Set Field Value Action on Any Line Currency Type Field
Setting Up an Item Kit
Setting Up an Item Kit Now let’s set up the same group of items as an item kit in NetSuite and look at how a kit functions differently from an item group. Navigate to the New Item Record List: Go to the Lists > Accounting > Items > New Select Kit/Package from the list of item types. Give the… Continue reading Setting Up an Item Kit
Setting Up an Item Group
Setting Up an Item Group Navigate to the New Item Record List: Go to the Lists > Accounting > Items > New Select Item Group from the list of item types. Give the Item Group a Name. In our example, we are creating an item that supports preventive maintenance for a forklift. Add a Description for the item group that will be displayed… Continue reading Setting Up an Item Group