If UPS Shipping Items appear in the Shipping Method dropdown after FedEx/More is selected as the Shipping Carrier check to see if the Shipping Item is integrated with UPS. 1. Any Shipping Items not integrated with UPS/FedEx will appear in the More section. These shipping items will all appear in the FedEx/More Carrier dropdown. 2.… Continue reading Reason Why UPS Shipping Items Appearing in FedEx/More List
Author: Delna Domini
Void Journal Entry Permission for Custom Role
To be able to void Journal Entries, the user must have at least Create level of access for Make Journal Entry permission. Here are the steps to resolve this : 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.
Difference between Resource Allocation Feature and Project Task Manager Bundle
The Resource Allocation feature helps resource managers allocate the right resources to projects based on availability, skill sets, and other criteria. The Project task manager will allow you to manage and edit project task assignments using a graphic interface that displays project resources and assigned tasks. In summary, the Resource Allocation feature helps you to… Continue reading Difference between Resource Allocation Feature and Project Task Manager Bundle
Override Avatax in NetSuite
Once an Avatax tax code is used in a transaction, it can no longer be changed in the transaction because it is locked to the tax code since there is a document on the admin console reflecting the transaction. To further explain: 1. When a transaction is first created using Avatax Tax Item, Avatax computes… Continue reading Override Avatax in NetSuite
Apply a vendor credit to an existing bill payment
Users cannot edit an existing Bill Payment to apply a Bill Credit. This is because the bank account has already been deducted with the bill payment amount. When users edit a bill payment to apply a vendor credit, such bill credit will not be shown from the list. Users can only apply a bill credit to a new… Continue reading Apply a vendor credit to an existing bill payment
Unable to Search for Negative Serial Numbers
When LotTracking Feature is not enabled, InventoryNumber Search will not show the OnHand Field in the Saved Search Filters thus, users are not able to filter those Serial Numbers that went underwater. The LotTracking feature must first be enabled in order to create the search.
Permission to Setup Tax Codes and/or Tax Groups
To allow non-administrator users to setup or edit tax codes and tax groups, the Administrator must add the Tax Items permission by following the steps below. 1. Navigate to Setup > Users/Roles > Manage Roles.2. Edit the role.3. Permissions > Lists > add Tax Items with at least Edit access level.4. Click on Save.
Drop Ship Item and Special Order Item fields are Not Available for Assembly Item Records
The preference under Setup > Accounting > Accounting Preferences > Order Management tab > Work Orders: Allow Purchase of Assembly Items should be enabled so that the Drop Ship Item and the Special OrderItem fields would appear on Assembly Item records.
Sent Email List
The Sent Email List provides a view into all outgoing email sent from an account. You can view email that was delivered successfully as well as email that was not delivered to the recipient. By default, the Sent Email List and search capabilities are only accessible to users with the Administrator role. Administrators can assign… Continue reading Sent Email List
Useful Formulas
Finding multiple records by a field: DECODE( {internalid}, 1001, 1, 1002, 1, 1003, 1, 0) Have this in a Formula(Numeric) field with the result set to “Equal to 1”This will find records with those internal ids ( 1001, 1002, 1003 ) This can be very useful when you just want to see dozens of records… Continue reading Useful Formulas