Author: Delna Domini

-Navigate to Reports>Saved Searches>All Saved Searches>New -Select Search Type = Transaction -Enter the desired title of the Search under the Search Title field -Navigate to Criteria tab>Standard subtab>Filter column and add the following filters: a. Type = is Assembly Build b. Main Line = is true c. Amount (Transaction Total) = is 0.00 -Navigate to Results tab>Columns subtab>Field column and add the following: a. Date b. Type c. Number d. Item e. Amount -Navigate to Available Filters tab>Filter column and add the field: Date then mark the box under the Show… Continue reading List of Assembly Build Transactions with No Rolled Up Cost From the Components to The Primary Assembly Item (No GL Impact)

1. Navigate to Setup > Customization > Center Categories.2. Edit the Payment Processing for both Accounting Center and Classic Center.3. On the Custom Center Category page > Link portlet, user may add or remove links according to the needs of the business.4. Hit Save. Note: The system may take some time to apply changes. Certain browsers require clear cache to show the changes made.

The name of the Print on Check As field is shown differently on the Vendor Saved Search. To add this field on the search results, users should select Print As field instead.

NetSuite provides an auto suggest function for lists, including  multi-select lists. As user types three letters or more, a list of suggested matching records displays. User can select from this list to quickly populate the field. To enable this preference: 1. Navigate to Home > Set Preferences. 2. Under Analytics tab, mark the Popup Auto Suggest checkbox under Search section. 3. Click Save.

1. Navigate to Setup > Customization > Center Categories.2. Edit the Payment Processing for both Accounting Center and Classic Center.3. On the Custom Center Category page > Link portlet, user may add or remove links according to the needs of the business.4. Hit Save. Note: The system may take some time to apply changes. Certain browsers require clear cache to show the changes made.

Notice: “Your access to [companyname] has been deactivated. Please contact the company’s administrator to re-activate your access” is received on login from IDP platform to NetSuite. What to Check: Verify if user has an active employee record (List > Employees > Employees) by checking the status on the employee record. Status should be “Active”. Verify if… Continue reading User is getting a SAML error: “Your access has been deactivated on SAML SSO login even when user is active and has access”

There are some instances when users would like to use the Quick Add Portlet to create new records and then do the other needed logic via script, thus, they would need to know which script trigger gets triggered when using the said portlet. Client Script triggers such as save record, post sourcing, recalc and validate… Continue reading Functions that gets triggered when using Quick Add Portlet

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

The Minimum Term becomes available for selection if the Term is set to Perpetual.  It must not be shorter than and should be divisible by the Billing Frequency.  This will define the number of subscription charges to be generated upon create of subscription for a perpetual term.

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.