Author: Sajini Jacob

The First step is to check the Sales Order facing this issue. Under the Items Subtab, Check the item facing the issue. Click open the item. Check for the system info subtab and verify whether any changes has been made to the description. If not go to Customization – Scripting – Scripted records This will… Continue reading I came across a query from the Client with an issue for some couple of Sales Orders’ item descriptions as “Updated for promotion” instead of Actual Item Description. Client wanted a clarification on this and update it with the actual item description.

Steps for creating a Saved Search Give the Search Title Under the Criteria Field, select Standard Tab Type – is Sales Order Applying Transaction : Type is Item Fulfillment Date is within three months ago (Any date range can be given as per the requirement. Here taken for 3 months Criteria Tab (Screen shot attached… Continue reading Creating a Saved Search for a Sales Order to Pull out the associated Invoices Number, Date Created, Invoice Total and its linked IF’s Number, Date Created and Total COGS Amount.

I came across to install a suite bundler for a dashboard, which I couldn’t do so since the Suite Bundle was not installed in the Client Account. So to get such a customization we can avail the service from the Support Team online which is inside the account of NetSuite. I’m here by attaching the… Continue reading Availing Online Support from the NetSuite Team for any queries or clarification of doubts

I just encountered a query on how to set the field “Customer Category” not to select any values from the list but to None while creating a saved search. Option 1 Was to set in the criteria tab “Customer Category” is None Option 2 Is to set the formula {Custtype} IS NULL The formula used… Continue reading How to set the “Customer Category” field to “None” in the result tab instead of the Criteria tab in a Saved Search

Kindly note that this was a query posted by the Client regarding the visibility of “Column Filter” comparing two reports The Query from the Client (After comparing the two reports “Custom Sales by Partner Summary” & “Custom Sales Orders by Partner Summary“). Screen shots of the reports given below Custom Sales by Partner Summary 2.… Continue reading Adding Column Filter in the Reports

The Tax calculation is done in the Vendor Bill automatically for each Vendor Bill generated both in Pending Approval Status or Approved Status . The following steps are followed when the vendor bill is created through import. Screen shots for the Vendor Bill Import Upload CSV File 2. Import Options. Kindly note that the tax… Continue reading Vendor Bill Import and Tax Calculation in Vendor Bill

Extraction of Files  Report used is – JJ A/R Aging Detail for Invoice Migration Saved Search – JJ Credit memo migration Creation of the Unique ID Concatenate Document Number(Col F) + Internal ID (Col H) Example – 89307 + 12285 = 8930712285 Creation of External ID of the customer Concatenate NS + Internal ID (Col H)… Continue reading Import of Credit Memo

Extraction of Files  Report used is – JJ A/R Aging Detail for Invoice Migration Saved Search – JJ invoice migration body fields Creation of the Unique ID Concatenate Document Number(Col F) + Internal ID (Col H) Example – 89307 + 12285 = 8930712285 Creation of External ID of the customer Concatenate NS + Internal ID… Continue reading Import of Invoice

Sample Data file for the Vendor Bill Import with Item Line and Expense Line. Screenshots for the mapping fields Result Screenshots

Extraction of the report based on the Subsidiary and the date taken is 5/31/2021. The Report here used is JJ Open Purchase Orders. Each Report are generated and extracted based on the 12 subsidiaries. Import of Purchase Order Extraction of the report based on the Subsidiary and the date taken is 5/31/2021. The Report here… Continue reading Steps to Import a PO