Scenario You may need multiple Release Preview accounts to test all new features and custom processes prior NetSuite version upgrade. Solution From Production Account: Log in to Production account as Administrator. Navigate to Setup > Company > Release Preview Click Request Release Preview Note: If the button is greyed out it means that the Release Preview account was already requested from this account.… Continue reading Create Multiple Release Preview Accounts
Author: Able Wilson
File Access Restriction by Subsidiary in File Cabinet
User would like to restrict a specific Subsidiary users from accessing a certain File Cabinet folder. Solution Navigate to Lists > Relationships > Groups > New Click Dynamic option and as a kind of members select Employee Click Continue Provide Name of the group, for example: Employees not from Parent Subsidiary Next to Saved Search field click the New button Now select Employee again In the Saved Search… Continue reading File Access Restriction by Subsidiary in File Cabinet
PROPOSAL FOR CUSTOM SALES ORDER ENTRY SCREEN & PROCESS
Proposal Summary This proposal outlines the customization of sales order entry screen and sales order management within the production environment as of standard NetSuite sales order management functionality. Requirement Create a new sales order form for handling sales order process for Enduro. The new form needs to incorporate additional fields like “Number of pallets,” “Type… Continue reading PROPOSAL FOR CUSTOM SALES ORDER ENTRY SCREEN & PROCESS
How to find a list of Workflows which is using a particular field.
Challenge: Recently one of the client asked, if we could UPDATE all the WORKFLOWS for one NetSuite field. As there were over 20 WORKFLOWS on the TRANSACTION TYPE. It was challenging to identify which workflow is using the field. NetSuite does not provide any standard way to find it other than going to the individual… Continue reading How to find a list of Workflows which is using a particular field.
Email Customer Statements Directly from NetSuite
Step 1: Navigate to the Customers Page. First, you need to access the list of your customers. To do this, navigate to Lists > Relationships > Customers on your NetSuite dashboard. Step 2: Create a New Email Once you’re on the Customers page, click on Create New. This will open a new window where you… Continue reading Email Customer Statements Directly from NetSuite
Permissions for Searches
Five Lists type permissions determine your ability to run, export, and email searches, and to create, run, export, email, and share saved searches: Perform Search – This permission has two possible levels, View and Full. If you have View level for the Perform Search permission, you can run searches and saved searches, for record types to… Continue reading Permissions for Searches
Creating an Average Items Per Order Search
To create a saved search of average items per order: Click Saved Searches > New to open a Saved Transaction Search page. Enter a descriptive Search Title. On the Criteria subtab in the Filter dropdown list: Select Type, choose Sales Order in the popup, and click Set. Select Main Line, choose No in the popup, and click Set. Select… Continue reading Creating an Average Items Per Order Search
Default Location for Purchase Orders
Select a location to associate with Purchase Orders by default. You can change the location on Purchase Orders you enter as required. 1. Go to the Setup drop down 2. Click Accounting 3. Select Accounting Preferences 4. Select the Order Management sub tab and scroll down to Purchasing, using the drop down provided select the Default Location for Purchase Orders 5. Click Save
Inventory Detail to be made mandatory on Item Receipt
We just found out that ‘Inventory Detail’ section on the item receipt is not mandatory and the users can create item receipt without putting in any details about bin, etc. We would like to make this section mandatory for every line on any item receipt but the option is not available either at the form… Continue reading Inventory Detail to be made mandatory on Item Receipt
Remove Roles in Bulk
We have about 100 Users that, we need to remove their existing role and replace it with a new role. So client would like to know whether there is any way to remove a role in bulks. Solution We can use CSV import function and click the overwrite sublist under advanced options to overwrite the… Continue reading Remove Roles in Bulk