Users want to expose the Internal ID of the transactions on certain reports, such as A/R Aging Report and A/R Aging Detail report. Solution This is not yet supported in NetSuite’s current version. This concern is being addressed in Enhancement #89790. As a workaround, users may create a transaction saved search. User may follow these… Continue reading Create AR Aging Report and A/R Aging using Saved Search
Author: Rose Wadakken
Check and Deposit automatically posting transactions with Context: “Bulk Processing”
Scenario User notices transactions (Check and Deposit) being automatically posted on their NetSuite Account and the System Information context shows: “Bulk Processing”. User wants the transactions causing the duplicates to be removed. Solution Navigate to Transactions > Bank > Match Bank Data Page > Reconciliation Rules Check your Reconciliation Rules and check if there are ‘Auto-Create’ rules that… Continue reading Check and Deposit automatically posting transactions with Context: “Bulk Processing”
Change Company Logo Size on Advanced PDF/HTML Template
Adjust the Company Logo size on an Advanced PDF/HTML Template. Solution Navigate to Customization > Forms > Advanced PDF/HTML Templates Preferred Advanced PDF/HTML Template: Click Customize/Edit Top Right Corner: Toggle Source Code Source Code: Locate below code : <img src=”${companyInformation.logoUrl}” style=”float: left; margin: 7px; width: 200px;”/> Adjust the width property based on the preferred size Click Save
Incorrect Journal Entry for Purchase Paid in Cash
Scenario Incorrect Journal was made for the purchase of an item with the following entry: Expense XX Cash XX Journal is made in a closed period and cannot be edited. Then, a Purchase Order was left unfulfilled, unbilled, and therefor unpaid. There now becomes an overstatement of expenses and an understatement of inventory since a Purchase Order is… Continue reading Incorrect Journal Entry for Purchase Paid in Cash
Create Sales Orders for Customers Placed on Hold and With Customer Credit Limit Handling Set to Enforce Holds
Scenario Create Sales Orders for Customers placed on hold and with Customer Credit Limit Handling set to Enforce Holds Solution Credit Hold is not enforced even if the following settings/preferences are in place: Customer Record > Financial tab >Hold = On Home > Set Preferences > Transactions tab > Customer Credit Limit Handling = Enforce Holds This is happening if the Consolidated Payments Feature is enabled and the Parent Customer is not placed on hold manually or automatically if it reaches… Continue reading Create Sales Orders for Customers Placed on Hold and With Customer Credit Limit Handling Set to Enforce Holds
Impact when Subcustomer has Overdue Invoice
Scenario Parent customer has subcustomers A and B. Subcustomer B has a past due invoice, user will not be able to create an invoice for the parent customer and subcustomers A and B if they have set the Customer Credit Limit Handling = Enforce Holds. Everyone in the customer hierarchy is affected. Solution With Consolidated Payments… Continue reading Impact when Subcustomer has Overdue Invoice
Create a Custom Sublist That Shows Associated Cases on Item Records
Scenario User wants to create a Custom Sublist on the Item record that shows the associated Case record it was included. Solution 1. Create Case Saved Search Navigate to Lists > Search > Saved Searches > New Select Case Search Title: Enter Title Example: Cases Associated to an Item Available as List View: Enter Checkmark Available as Sublist View: Enter Checkmark Filter: Select Item Fields… Select Name(Internal) Select Is Not Empty Click Available Filters Tab Filter: Select Item Click Save 2. Create Custom Sublist Navigate… Continue reading Create a Custom Sublist That Shows Associated Cases on Item Records
Add Images to File Cabinet via CSV Import and Associate Them to Item
User would like to add images on File cabinet and associate it to Item record via CSV import. Solution Upload the images to your File Cabinet. On your Computer, collect all your images and make sure to name them accordingly. Move it to one folder then Archive it Login as an Administrator Navigate to Documents > Files… Continue reading Add Images to File Cabinet via CSV Import and Associate Them to Item
Populate Subcustomer Fields from Customer Record via Workflow
Populate a Subcustomer Field with a value coming from its related Customer Record via Workflow. Solution 1. Navigate to Customization > Workflow > Workflows > New 2. Basic Information: Name: Enter Populate Credit Limit on Subcustomer Record Type: Select Transaction Sub Type: Select Customer On Create: Enter Checkmark On View Or Update: Enter Checkmark Trigger Type: Select -All- 3. Click Save 4. Double click State 1 5. Click New Action 6. Click Set Field Value 7. Basic Information: Trigger On: Select Entry… Continue reading Populate Subcustomer Fields from Customer Record via Workflow
List All Inactive Sub-Customers and Display the Parent Customer
Create a Saved Search of all Inactive Sub-Customers and Display the Parent Customer. Solution 1. Log in as Administrator 2. Navigate to Reports > Saved Searches > All Saved Searches > New 3. Select Customer 4. Provide a Search Title 5. In the Criteria tab > Standard subtab: add Sub of = none of -None- add Inactive = True 6. In the Results tab, Columns subtab: Add a Formula (Text) field with Formula = {parent} to display… Continue reading List All Inactive Sub-Customers and Display the Parent Customer