Check the USPS setup in Setup > Accounting > Shipping. Take note of the location set in the USPS Account. Navigate to Setup > Company > Locations. Click Edit on the location specified in the USPS Account setup. On the Address subtab, specify a First Name and Last Name in the Attention field. Click Save.
Author: Delna Domini
Ensuring Terms Populate in Standard Sales Order Form: Quick Guide
To ensure that the terms populate in a standard sales order form, follow these steps: Go to the Customer record. Navigate to the Financial tab. Check the Credit Cards sub-tab for provided credit card information and ensure that the Default Credit Card option is unchecked. Alternatively, you can use a Standard Sales Order – Invoice… Continue reading Ensuring Terms Populate in Standard Sales Order Form: Quick Guide
Fixed Assets> Asset record> Change Asset type> Error: Invalid Location Reference Key xx for Subsidiary xx
You will get this error if the Location assigned to the Asset record is already inactive. 1. Login as the Administrator or any other role that has access to the list of Locations then navigate to Setup> Company> Locations. 2. Mark the Show Inactives box. 3. Look for the inactive Location that is assigned to… Continue reading Fixed Assets> Asset record> Change Asset type> Error: Invalid Location Reference Key xx for Subsidiary xx
Budget Import> Error Details: You have entered an Invalid Field Value enter Period xx Amount for the following field: periodamountxx
This error is received when the system detects a non-numeric character under the Period x Amount columns (that is columns J till U in Budgets Template file from Transactions> Financial> Set Up Budgets> Import> Budgets Template File link). To resolve this error, check the CSV file being used in the import. Make sure that Period x Amounts columns all have numeric… Continue reading Budget Import> Error Details: You have entered an Invalid Field Value enter Period xx Amount for the following field: periodamountxx
Resolving Greyed-Out Asset Field Editing Issue with Custom Roles in NetSuite
To address the issue of being unable to edit greyed-out asset fields using a custom role, follow these steps: 1. An Administrator should go to Fixed Assets > Setup > System Setup. 2. Enable the “Allow Asset Value Editing” option. 3. In the User Roles field, choose the roles that require permission to edit asset… Continue reading Resolving Greyed-Out Asset Field Editing Issue with Custom Roles in NetSuite
Customize the Sales Order form to include the Close Order option.
1) Go to Transactions > Sales > Enter Sales Orders > List. 2) Select a Sales Order record and click on View. 3) Hover over the Customize link above the page title and select Customize Form. 4) Go to the Actions tab > Standard Actions subtab. 5) Check the Show box next to Close Action… Continue reading Customize the Sales Order form to include the Close Order option.
Update Contact Role through CSV Import
Note: Users must prepare a CSV file with the following details: Internal ID of the Contact records to be updated Internal ID of the Customer records associated to the Contacts intended Role for the contacts 1. Navigate to Lists > Import/Export > Import CSV Records.2. Import Type = Relationships.3. Record Type = Customers and Contacts Together.4. Select the CSV file.5. Click Next.6. Set Data Handling = Update.7. Click Next.8. In the field mapping page,… Continue reading Update Contact Role through CSV Import
Company Name is printing twice in the Remittance slip
The information being pulled into the remittance slip is coming from the Name in the Primary Information section of the Customer record as well as the Addressee field found in the Address tab. Normally, the entries made on the Name and Addressee fields are the same. To correct this, remove the entry on the Addressee field or at least, put in… Continue reading Company Name is printing twice in the Remittance slip
Unable to Delete Group due to Dependent Records
Users attempts to delete Group (List > Relationships > Groups > Edit Group > Actions > Delete) returns: This record cannot be deleted because it has dependent records. Any Group which has been used to Bulk Merge operation or Marketing Campaign cannot be removed anymore. Only one option is to inactivate the respective Group by marking Inactive checkbox on the Group record itself. Note: Bulk Merge history is stored in Documents > Mail Merge > Merge History. Appropriate Group is displayed in Group column. Marketing Campaigns are saved under Lists > Marketing > Marketing Campaigns.
Avalara: Error of This Document has used AvaTax Services. An Address is incomplete or invalid” is encountered when posting invoice
This error means that thereis a location on the line item that does not have valid zip code. According to Avalara theshipping address and the location on the item level is necessary to calculatesales tax. The address on location isuse to identify where the item is coming from while the shipping address is towhere the… Continue reading Avalara: Error of This Document has used AvaTax Services. An Address is incomplete or invalid” is encountered when posting invoice