Author: Delna Domini

There is at least one saved search function that you won’t see in the dropdown list, NS_CONCAT. If you ever need to concatenate line items into one row for example this function may be helpful. Using a formula of “NS_CONCAT({item})” set to a Summary of Maximum like shown above will reveal all of the items… Continue reading Hidden Saved Search Function

Requirement: To get all Sales Orders created by all the sub-customers on parent customer as a sublist. As per Netsuite’s standard functionality, the customer record shows all the transactions created by that customer only. Solutions: Step 1: Create a Saved Search on Customer record A) Set Criteria: 1. Type: is Sales Order 2. Main Line:… Continue reading Show sub customer’s Transactions on Parent Customer’s record as a sublist

Requirement: Create a workflow for JE approval process. The approver for JE will be in different roles depending upon the JE amount range. Challenge: As NetSuite doesn’t provide amount fields in a workflow for JE record, we need to have a custom field to populate amount field in JE record. Solution Approach: Step 1: Saved Search Go… Continue reading NetSuite JE approval process using Workflow

Transactions between two subsidiaries should always begin with the purchase order. To create an intercompany open bill, we need to create Intercompany Purchase Order Intercompany Sales order Item fulfillment of that sale order Item receipt of the purchase order Then Intercompany bill / Invoice

Prerequisites Make sure you verify the following prerequisites before you install and use Electronic BankPayments SuiteApp: You must have an active Advanced Electronic Bank Payments License. Install the NetSuite SuiteApps License Client SuiteApp (Bundle ID 116144).The NetSuite SuiteApps License Client SuiteApp controls an account’s access to the advancedElectronic Bank Payments features. Upon installation, the NetSuite… Continue reading Setting Up Electronic Bank Payments

Navigate to Setup > Sales > CRM Lists > New, and add the new entry. If you have enabled Marketing Automation, you would not be able to see that in the list.You would have to disable that temporarily prior to doing this. Temporarily disable the MarketingAutomation feature: Navigate to Setup > Company >Enable Features >… Continue reading How to create a Lead Source?

For Intercompany Purchase Orders/Sales Orders containing Assembly items: On the Global search, key in the Intercompany Sales Order you wish to delete. On the view mode, right-click on the Purchase Order # shown on the Paired Intercompany Transaction and Open in a New Tab. Return to the tab of the Intercompany Sales Order and click Edit.… Continue reading Delete Paired Intercompany Transactions

Saved Search Dates for Financial reporting Year To Date CASE WHEN {trandate} BETWEEN to_date(TRUNC({today}, ‘YEAR’), ‘MM/DD/YYYY’) AND to_date({today}) THEN {amount} ELSE 0 END Last Year To Date CASE WHEN {trandate} BETWEEN to_date(TRUNC(TRUNC({today}, ‘YEAR’)-1,’YEAR’), ‘MM/DD/YYYY’) AND to_date(ADD_MONTHS({today},-12)) THEN {amount} ELSE 0 END Current Year CASE WHEN {trandate} BETWEEN to_date(TRUNC({today}, ‘YEAR’), ‘MM/DD/YYYY’) AND to_date(last_day(add_months(trunc(sysdate,’YYYY’), 11))) THEN {amount}… Continue reading NetSuite Saved Search Date Formulas

Just have separate columns for Shipping vs Billing. Then under the addresses section in the mapper, click the + twice to create 2 address records (will show 2 rows as address1 & address2). Map the Shipping columns to the first record. Map the Billing columns to the second record. Make sure that in the CSV… Continue reading How we can import records with different billing and shipping addresses in one import process?

The reason why we should NOT change the different English settings for different subsidiaries (“English international” on all of them) is;If you have any scripts in your account this type of change could cause significant issues. A couple of years ago they changed the spelling of the word fulfillment and broke scripts touching that word… Continue reading In netsuite we have English international, English us, English UK. Why do we have different selections of English?