Author: Chinchu Sadanandan

How to Expand / Unexpand NetSuite Tabs when No Icon is Present

In many cases,  NetSuite will present an indicator (“unrolled view”) on the upper right-hand corner that allows us to click to expand or contract the subtabs. But there are times that icon is missing.  Modify the URL of the page we are on by adding the following parameter to get the desired presentation: Tab Contract: &unlayered=F… Continue reading How to Expand / Unexpand NetSuite Tabs when No Icon is Present

Reports to show back order Item

We can track backorders for items not in stock. Integrated item receipts and fulfilments enable you to handle backorders. We can commit backordered items from items that we receive on purchase orders. After we commit items on backorder, we can process them for fulfilment. To track items that are backordered, you can go to the… Continue reading Reports to show back order Item

Transfer inventory and transfer order

Transfer inventory: A one step transfer of inventory. Reduce Inventory in the from Location(warehouse) Increase inventory to the Location(warehouse) Transfer order: Multi step transfer of inventory Create the transfer order with status set to Pending fulfilment Fulfil the transfer order to reduce the inventory at the from Location(warehouse) Receive the transfer order to increase the… Continue reading Transfer inventory and transfer order

Saved search to display back ordered item for Sales Orders

Navigation:  Reports > Saved Searches > All Saved Searches > New Select Item  Set the following under Criteria Tab > Standard Subtab: Type is Inventory item*Back Ordered is greater than 0*Transaction fields…> Type > is Sales Order*Transaction fields…> Status > is any of Sales Order: Partially Fulfilled, Sales Order Pending Fulfillment  Under Results Tab > Columns Subtab, add following… Continue reading Saved search to display back ordered item for Sales Orders

CSV import to update check box in vendor records

Requirement: Client wants create a check box in vendor record and it should be checked only for specified vendors. solution: We need to create CSV file with vendors internal ID and name.This list includes those specified vendors whose check box needs to be marked. Navigate to Setup > Import/Export > Import CSV Records Import Type: Select Relationships Record Type: Select vendors Click SelectNote: Select CSV file. … Continue reading CSV import to update check box in vendor records

Add the Saved Search to Home Dashboard

Create the Saved Search Mark the following checkboxes: Public Available as List View Available as Dashboard View Available as Sublist View Available for Reminders Show in Menu Add the Saved Search to Home Dashboard Navigate to Home dashboard Click Personalize Dashboard link Click Custom Search Hover on the Custom Search Portlet and click Set Up In the Search field, select the Saved Search… Continue reading Add the Saved Search to Home Dashboard

How to add,inactivate and delete customer status.

For adding new status: Setup> Sales>Customer status> New For inactivating or deleting status: Setup> Sales>Customer status. From the list of status, click on the desired one and edit. Check the inactive box for inactivating. From action button, we can select delete option. Click save.

The report to show sales rep actual sales VS target

We can assign sales quota for each sales rep(Transaction>Quota/ Forecast > Establish Quotas) for a fiscal year and compare that with actual sales. The Sales Forecast vs. Quota report ( Reports > Forecast > Forecast vs. Quota.)shows each sales rep’s quota for the period you define in the footer of the report. The calculated forecast and… Continue reading The report to show sales rep actual sales VS target