Client needs to set a usernote saved search as KPI on his custom role Dashboard. Solution: Enable Core Administrative Permissions feature. Navigate to Setup > Company > Enable Features Click General Core Administrative Permissions: Enter Checkmark Click Save Enable Core Administrative Permissions on the Custom Role Navigate to Setup > Users/Roles > Manage Roles Custom Role: Click Edit Core Administrative Permissions: Enter Checkmark Click Save
Author: Chinchu Sadanandan
Reason for cash sale generation after IF in sales order
Clients expects an invoice generation after item fulfillment, but system will go with cash sale. Reason: When a Credit Card is set as default on a Customer Record, it automatically populates the Payment Method upon creation of Sales Order. With that, a Cash Sale is expected to be created. To create Invoices from Sales Orders,… Continue reading Reason for cash sale generation after IF in sales order
Customization on Sales by customer report
Client needs to get the report to compare the sales per customer this year VS last year As a solution we customize the standard report, or we can create saved search report to replicate the details. Standard report customization: We choose the following in the customization settings Alternate date range Type: Relative to today’s date… Continue reading Customization on Sales by customer report
Expense report-Impact on VAT-100 report(suite tax enabled)
We can manually edit and add tax fields in the tax information subtab of expense reports which is reimbursable. Non-reimbursable expense lines are not taxable. Depending on the tax return set up, the system will fetch those values to the respective boxes in VAT -100 report. The tax registration fields are not populated by the… Continue reading Expense report-Impact on VAT-100 report(suite tax enabled)
Bill credits missing from VAT-100 reports
System is taking the transactions with tax impact based on the filters in the tax return setup(Set up>Tax reporting>Tax return-click view of VAT 100 report) We have to provide the tax codes based on the Tax transaction type (imports/domestic purchases etc.). If we are giving the wrong combination of transaction type, tax code and tax… Continue reading Bill credits missing from VAT-100 reports
VAT 100 Report is not generating in suite tax enabled account at country tax report page
Client came with the issue of failed report generation status at country tax report page. solution: XCLD-22: If the VAT report on the country tax report page is fails to generate even after proper initial set up, we need to reinstall the bundles to generate the reports; from the page ‘Required Features and Country Tax… Continue reading VAT 100 Report is not generating in suite tax enabled account at country tax report page
Give Email Marketing Campaign Permission to Custom Role
To fix this problem, using an Administrator role: Navigate to Setup > Users/Roles > Manage Roles Custom Role: click Edit Under Permissions tab, click Lists subtab Add Permissions: Select Marketing Campaigns Level: Select CreateNote: Set the Access Level according to your preference Click Add Select Marketing Template Level: Select CreateNote: Set the Access Level according to your preference Click Add Under Permissions tab, click Report subtab Select Marketing campaign Reports Level: Select view Click Add Under Permissions tab, click Set Up subtab Select… Continue reading Give Email Marketing Campaign Permission to Custom Role
UK Submit VAT Return via CSV
UK Submit VAT Return via CSV is a feature that enables you to import a custom VAT100 Return report in CSV file format to NetSuite and subsequently submit the report to Her Majesty’s Revenue and Customs (HMRC) using Making Tax Digital (MTD) connection. The purpose of the UK Submit VAT Return via CSV feature is… Continue reading UK Submit VAT Return via CSV
Permission to Export Report & Search Results
For a role to have the ability to Export (download) the Report, Saved Searches and Lists results, the role must have the Export Lists permission. Login as Administrator Navigate to Setup > Users/Roles > Manage Roles Custom Role: Click Edit Click Permissions Click Lists Permissions: Select Export Lists Click Save
Creating Saved Search to Replicate the Sales by Customer Summary Report
Navigate to List > Search > Saved Searches > New Click Transaction Search Title: Enter Title Click Criteria tab Click Standard subtab Filters: Select Type: Select any of Select Cash Sale, Credit Memo, Invoice, Journal Select Account Type Account Type: Select any of Select Income, Other Income Select Main Line Main Line: Select Yes (to include JEs select Either) Select Shipping Line Shipping Line: Select No Select Tax LineTax Line: Select No Select COGS Line COGS Line: Select No Click Results tab Select Name Summary Type: Select Group Select Amount Summary Type: Select Sum Click Save & Run