Columns required Customer, SO number, Billing date, Total amount, and Projected amount. Solution Customize the standard forecast by customer report. In the customization, session add Customer/ project name, Forecast date, Forecast: transaction type: long name, Forecast: transaction number, Forecast: Billing Schedule: name, Forecast: Report date, Forecast: projected amt, Forecast: Transaction total. Save the changes. Add… Continue reading To create a Billing schedule forecast report
Author: Angel Maria P Davis
How to show the name of the report in the top
To see the name of the report on the top with the subsidiary name, year, etc click on the button in the bottom. Click on the display title. Then it will see the title on the top.
Custom body fields are not shown for employees who have edit permission in custom body fields
When an employee who has permission to edit the filed, can see that particular filed. Check whether there is any workflow restricting the field to a particular role Check the scripts which restrict the workflow. Edit the workflow/ script to see the particular field.
Update the budget with the actual figures after the period close
The client wants to update the budget with actual figures after the period close. Solution:- In the standard way, the budget will not be automatically updated. For this requirement, we have to create a customized budget report with actual transaction figures and the budgeted amount. After the period close we have to update the budget… Continue reading Update the budget with the actual figures after the period close
Customization of Invoice sales order page
The invoice sales order will help to create bulk invoices from a single page. The page will show the customer’s name and the details of the amount due. We can customize the page by clicking the customize button. It shows the limited number of fields to be added. Other than these fields we cannot add… Continue reading Customization of Invoice sales order page
Saved search to show the total amount of accounts after the period close
The client wants to see the actual amount of the accounts after the period closes. The amount should be filtered based on period close. The open period amount should not be shown in the search result. And the result should be shown based on months. Solution:- Create a transaction saved search Add criteria as the… Continue reading Saved search to show the total amount of accounts after the period close
Traffic health checkup
Before integrating with the new upgrade of Netsuite, You should always ensure that your NetSuite accounts and related integrations are not bound to a specific data center. As of NetSuite 2020.2, data center-specific domains for integrations are not supported. So we have to remove the data center-specific domains from the account. Traffic health checkups will ensure… Continue reading Traffic health checkup
Show the budget figures month-wise in the budget report
To show the month-wise report in the budget report create a custom budget report. Customize this report and add the accounting period in column wise. Save the report.
Creation of bins and set up items for adding bin (Using CSV)
(In advanced Bin Management) The client wants to create bins for their locations and we have to set up the item records to use the bins. To create the bin Go to Lists > Supply Chain > Bins > New Add the details of the bin and the location of the bin. Click save. For setting… Continue reading Creation of bins and set up items for adding bin (Using CSV)
Creation of standalone invoice without affecting the inventory
The client wants to create invoices for inventory items without affecting the inventory. By standard, the system will automatically deduct the inventory based on the invoice. So we have to create a dummy service item with the same name. (Not the exact name Just add a few characters before/After. Otherwise, it will be duplicated.) After… Continue reading Creation of standalone invoice without affecting the inventory