The Order-to-Cash (O2C) process in NetSuite is a comprehensive workflow that covers the entire sales cycle, from receiving a customer order to collecting payment. Here’s a detailed overview of the O2C process in NetSuite: 1. Customer Order Entry Sales Order Creation: The process begins when a customer places an order. In NetSuite, a Sales Order… Continue reading Order to Cash Process
Author: Rose Wadakken
Drop-Ship Purchase Order Process
In the context of drop-shipping products, the term “Bill” refers specifically to the invoice that a vendor sends to us for the items they have supplied directly to our customer on our behalf. When a drop-ship Purchase Order (PO) is created, the vendor fulfills the order by shipping the product directly to the end customer.… Continue reading Drop-Ship Purchase Order Process
Adding Items to a Check
Items are goods and services that you acquire. When you write a check, you can add items from the list of items you set up. To add items to a check: Go to Transactions > Bank > Write Checks. On the top of the Check page, enter information about the payee, dates, the amount of the… Continue reading Adding Items to a Check
Adding Expenses to a Check
Add expenses to a check to directly account for expenses related to your organization. A common use of this is to pay for an internal company expense, such as petty cash, or to pay bills for which you don’t receive a vendor invoice. To add expenses to a check: Go to Transactions > Bank > Write… Continue reading Adding Expenses to a Check
Creating Accounting Item Records for Rebates and Trade Promotions
Create non-inventory items or other charge items so you can associate them to a settlement method, and ensure that settlements do not impact your inventory. The accounting items you create appear in the dropdown list of the Accounting Item field on the rebate agreement. Accounting items include vendor chargeback, vendor billback, or vendor rebate. You must create… Continue reading Creating Accounting Item Records for Rebates and Trade Promotions
Cash 360 Module
Cash 360 lets you effectively manage cash flow by providing a real-time view of your company’s cash position and the ability to generate fast and accurate near-term forecasts. The SuiteApp has a cash management dashboard where you can do the following: Inspect real-time cash projections using charts and graphs. View the current transaction balances, payables,… Continue reading Cash 360 Module
Change the Button Color
While you can’t change button colours through the User Interface in NetSuite, you can achieve this with a client script. For example, you can change the colour of the Submit Button on the Weekly Timesheet Record from Blue to Red
Installing the Rebates and Trade Promotions SuiteApp
The Rebates and Trade Promotions SuiteApp is a paid and managed SuiteApp that automatically updates whenever enhancements or new features are added. Before you install the SuiteApp, you must first install the Rebate Management Foundation with Bundle ID 453542. Contact your NetSuite account manager if you do not have an access to the bundle. For… Continue reading Installing the Rebates and Trade Promotions SuiteApp
Using Internal IDs in the Email Action on Workflows
ou can use internal NetSuite IDs to dynamically generate values in the Cc, Bcc, and Body fields on a Send Email action. For example, if the record in the workflow is a sales order, to generate the email as if it was sent by the sales rep for the customer, use the {salesrep} internal ID in the Body field: … Continue reading Using Internal IDs in the Email Action on Workflows
How to Convert Currency in Excel | Formula to Convert Currency in Excel
If you want to convert one currency value to another, you can use a formula that automatically updates all the results if the conversion rate changes. Follow these steps to do it. 1) Open your Excel file with 3 columns «Value in dollar», «Exchange rate» and «Value in euro». 2) Then open Google.com and search… Continue reading How to Convert Currency in Excel | Formula to Convert Currency in Excel