In addition to defining a custom field that is populated with dynamic data as described in Dynamic Defaults and Dynamic Hyperlinks, you can define fields to be dynamically calculated based on the values returned in the dynamic fields. To define formula fields, click the Validation & Defaulting subtab of the custom field. Check the Formula box. In the… Continue reading Creating Formula Fields
Author: Rose Wadakken
Bulk Approval of Journal Entries by workflows
Bulk approval of journal entries if Approval Routing preference for Journal Entries is true and no workflows created. To resolve the issue: A. Create a Workflow for Journal Entries. Go to Customization > Workflow > Workflows. Click New Workflow button. Click From Template. Click Select button on Journal Entry Basic Approval. On the Workflow pane on the right, click pencil icon to edit the workflow. On Basic Information section, set Release Status field to Released. On Event Definition section, mark on View… Continue reading Bulk Approval of Journal Entries by workflows
Cannot remove subsidiary: xxx because this record is used on a transaction for subsidiary: xxx.’ when Adding Subsidiary in Item Record
When One World NetSuite users edit the item record to select a subsidiary, the selected subsidiaries become deselected from the list, hence generating the error, ”You cannot remove subsidiary: XXX because this record is used on a transaction for subsidiary: XXX”. Edit the Item record Locate the Subsidiary section Press CTRL key on the keyboard (Windows) or Command/Apple key (Mac) Select the Subsidiary to be added… Continue reading Cannot remove subsidiary: xxx because this record is used on a transaction for subsidiary: xxx.’ when Adding Subsidiary in Item Record
Location is Mandatory when Multi-Location Inventory is Enabled
Once Multi-Location Inventory (MLI) Feature is enabled in a NetSuite account under Setup > Company > Enable Features > Items & Inventory, then the Location field is set to mandatory by default in transaction forms The standalone Vendor Bills, Customer Invoices, and Cash Sales mentioned in Article 27868 (Location field is mandatory in transaction form… Continue reading Location is Mandatory when Multi-Location Inventory is Enabled
Searching for Deleted Records
There are two types of records that support deletion tracking. Each type uses a different data source, and the approach you use to search for the records is different depending on the type. Records that use the old data source – These records use the old data source that was designed for saved searches and reports.… Continue reading Searching for Deleted Records
Set Multiple Item Names as a criteria filter in an Item Saved Search
Set Multiple Item Names as a criteria filter in an Item Saved Search Navigate to Reports> Saved Searches> All Saved Searches> New 2. Select Item as Search Type 3. Assign a name on the Search Title field 4. On the Criteria tab > Standard sub tab> Filter column, add the following: a. Formula (Numeric) is equal to 1 then b. Formula = Case when {name}=’XXXX’ OR {name}=’XXXX’ then 1 else 0 end… Continue reading Set Multiple Item Names as a criteria filter in an Item Saved Search
No Value for Purchase Order field on Vendor Prepayment Saved Search
Vendor Prepayment Saved Search > No Value for Purchase Order field This is the intended behavior when using the Purchase Order field on a Vendor Prepayment Saved Search. As an alternate solution, do not use the Main line as Criteria and use Applied to Transaction under the results tab.
Create a Saved Search for Unapplied Vendor Prepayment
Vendor Prepayments represent advanced payments to Vendors which has to be applied in the future. It is important that users keep track of Vendor Prepayments with unapplied portions to prevent users from making Payments to Bills that are supposed to be applied to a Vendor Prepayment. As of the moment, there is no field that can… Continue reading Create a Saved Search for Unapplied Vendor Prepayment
Saved Search Formula
FORMULA OVERVIEW: A formula in saved searches may contain the following elements: Texts or Strings Numbers NetSuite fields Oracle functions and Operators. A formula can be used not only to display results, but also to filter a search. These are different types of NetSuite Fields. Formula (Text) Formula (Numeric) Formula (Currency) Formula (Date) Formula (Date/Time)… Continue reading Saved Search Formula
Documentation On Manufacturing Mobile
The NetSuite Manufacturing Mobile SuiteApp enables production operators with little ERP knowledge to use mobile scanners to report manufacturing shop floor data. This mobile solution improves performance, scalability, customization support, and streamlines production activities. You do not need to buy an Advanced Manufacturing license or a WMS license to get access to the scanner solution.… Continue reading Documentation On Manufacturing Mobile