The following order is recommended for data imports: Chart of Accounts – Note that you should enter opening balances as journal entries on “go live”, using the specialized journal entry import process. Classifications – Departments, Classes, Locations – supported by Import Assistant Entities – Employees, Vendors, Partners, Customers (including Leads, Prospects, and Customers), Contacts –… Continue reading CSV Import – Order
Author: Mridula P U
CSV Import – Invalid Reference Key
The error occurs because in the Account internal id mapping, not choose the reference type as ” Internal ID”. To resolve this error; Click the pencil icon of the ” Account Internal ID ” and choose the reference key type as ‘ Internal ID ‘. Click Ok.
Scenario :- You have entered an Invalid Field Value 01/07/2022 for the following field: trandate ( CSV import error)
Solution Change the date format Go to Home > Set Preferences > General. Under Formatting Subtab, Change date format according to your preferences. Click Save.
PIVOT TABLE SHORTCUT KEYS
To group Pivot table items – Alt + Shift + Right Arrow To Ungroup Pivot table items – Alt + Shift + Left Arrow To hide Pivot table items – Ctrl + – To create a Pivot chart on the same sheet – Alt + F1 To create a Pivot chart on the new worksheet… Continue reading PIVOT TABLE SHORTCUT KEYS
HOW TO ENABLE WORK ORDER
Set up > Company > Enable Features > Under Items & Inventory subtab > Inventory > Check the box of Work order. ASSEMBLY WORK ORDERS When you enable the Work Orders feature, you can use assembly work orders for your assembly items. Assembly work orders track the production of assembly items needed for stock, or… Continue reading HOW TO ENABLE WORK ORDER
Excel Row & Column Formatting Short cut Keys
To select the entire Row – Shift + Space To select the entire Column – Ctrl + Space To delete a column – Alt + H + D+ C To delete a row – Shift + Space, Ctrl + – T o hide a selected row – Ctrl + 9 To unhide a selected row… Continue reading Excel Row & Column Formatting Short cut Keys
Create Bin Records
Bin records to define bin locations within a warehouse or stock room. Bin record numbers are associated with items and included in receiving and fulfilling transactions to keep track of inventory for each bin. There is no limit on the number of bin records you can enter. Item costing is not calculated per bin, and… Continue reading Create Bin Records
Changing Names of General Ledger Accounts
You can change the name of an account by clicking its Edit link on the Chart of Accounts page. NetSuite automatically updates existing records when you change an account name. To change general ledger account names: Go to Lists > Accounting > Accounts. Click Edit next to the account to rename. Enter up to 31 characters in the Name field.… Continue reading Changing Names of General Ledger Accounts
Merging Accounts (COA)
Merging accounts enables you to combine all the information and transactions from one account into another. Important: Merging bank and credit card accounts automatically un-reconciles the reconciled transactions in the Merge From account. You must re-reconcile these transactions in the register of the Merge To account. You can merge one account into another if they… Continue reading Merging Accounts (COA)
CHALLENGES IN MASTER DATA IMPORTING
1. File size One of the most common CSV import errors is that the file is simply too large. That can be caused by too many fields or records in the file, too many columns, or too many rows. The import error can be caused by limits set by the program using the file or… Continue reading CHALLENGES IN MASTER DATA IMPORTING