Author: Shanet Shaji

Navigate to Setup > Users/Roles > Manage Roles Edit the role of the User Under the Permissions tab > Transactions subtab > Make Journal Entry = Create Click Save

First, we Check if the Custom Field is applied to Journal Entries Using the Administrator role, navigate to Customization > Lists, Records, & Fields > Field Type (e.g. Transaction Body Field)1. Custom Field: Click Edit2. Click Applies to tab3. Enter Checkmark for the transaction type(s) where you want the field to be available4. Click Display… Continue reading Journal Entry Import Mapping > Custom Field not available

Scenario: Saving a Journal Entry throws an error message: ‘The transaction currency does not match the currency of the name.’ Solution Edit the Vendor or Customer record and add the secondary currencies. Users will not be allowed to save the Journal Entry without adding the secondary currencies in the above scenario. Navigate to Transactions >… Continue reading The transaction currency does not match the currency of the name

Scenario: For a particular Bill the ‘Tax’ column is not showing on line items In this bill, The vendor’s subsidiary is OTOTO Design Ltd (United States). In Vendor Record (V01044 Netcloud LTD) Shipping country is Israel. In order to show the Tax code and Tax item fields in the vendor bill, we need to add… Continue reading Tax Fields not Showing on Line Level

Role: Administrator Go to Setup > Accounting > Taxes > Nexuses > New In the Country field, select the country In the Description field, enter a name for this nexus as it should appear on the Set Up Taxes page. Click Save.

There are two possible reasons why a CSV results to an error: “The amounts of this journal entry must balance by location”. Enable the preference Allow Non-Balancing Classifications in Setup > Accounting >  Preferences > Accounting Preferences > General Tab >  Classifications. Checking this box means that the user prefers NetSuite to not require Journal Entries to balance… Continue reading CSV Import of journal entry error message: The amounts of this journal entry must balance by location.

Kit or package Kit or package items are useful for grouping component items together that are sold together.  This allows the single kit item to be selected on a sales order while processing the assigned components through the sales process. Kit inventory lets create an item for sale that contains a collection of other items… Continue reading Item Groups and Kit/Package Items

Scenario: Order #(ID: Tran ID) does not follow standard pattern of Auto-Generated Numbers on SO. Using an Administrator Role. Navigate Setup> Company> Auto-Generated Numbers> Document Number tab > Sales order. Please check the following. Value of Initial NumberValue of Current NumberAllow Override checkbox = T When you create a new SO: The Order# field (ID:… Continue reading Sales Order (Auto-Generated Numbers) does not follow Standard Pattern

Scenario: We imported Sales Order Via CSV import, Tax column shows that transaction was Not Taxable even through there were no issues in during the import. In the Global Search, type the customer’s name or number of the customer record. Click Edit Button. Go to the Address Tab. Make sure that the Customer record has… Continue reading Tax code displays “Not Taxable” import in Sales Order Csv

The Forecast by Status Summary report shows the calculated forecast for each customer status. If we use Advanced Forecasting, the calculated forecast amounts for each forecast category are shown for each status. To view the Forecast by Status Summary report: Go to Reports > Forecast > Forecast by Status Summary. A message appears indicating that our… Continue reading Forecast by Status Summary Report