Administrator Receives: ‘You do not have privileges to view this page’ Warning When Running the Tax Report (International)

This means that there are restrictions set in the Script: customdeploy_vat_ui. 1. Navigate to Customization > Scripting > Script Deployments 2. In the FILTERS section set Type = Suitelet 3. Locate – customdeploy_vat_ui 4. Edit > Go to Audience tab > Remove restrictions e.g. Department. It is possible that the Department selected in this script, is not the Department set in the Employee Record… Continue reading Administrator Receives: ‘You do not have privileges to view this page’ Warning When Running the Tax Report (International)

Customer Records for PayPal Integration Without Express Checkout

When PayPal Express Checkout is enabled in NetSuite account, a new customer record is created each time the shopper uses express checkout. When PayPal is integrated without Express Checkout, the same customer record is used upon log-in regardless of what PayPal email login was used after clicking on the Pay with PayPal button.

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

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.

Error when customer fulfills an order using USPS Global Priority Mail: “Unable to retrieve International Label barcode number: Error returned from International Label API: From First and Last Name are required.”

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.

NetSuite generates lower USPS real-time rates than what is calculated in USPS website – www.usps.gov.

USPS real-time rates through Endicia is lower than what is calculated in USPS website because Endicia offers discounted Delivery Confirmation, Signature Confirmation® and low-cost insurance fee (http://www.usps.com/onlinepostage/welcome.htm). Notes: The insurance quoted through the NetSuite integration is not the same as what is provided in the USPS website. The insurance is being provided by a third party… Continue reading NetSuite generates lower USPS real-time rates than what is calculated in USPS website – www.usps.gov.

Generate Sales Report that Shows Total Amount Related to Sales, Tax, Discount and Shipping

1. Go to Reports > New Report > Transactions.2. Set the following: Metric = AmountFormat = DetailComponent = Customer/JobField = Name 3. Click on More Customization Button.4. In Edit Columns add the following fields: Transactions: DateTransactions: Transaction NumberTransactions: Transaction Type: Long NameTransactions: Item: Name Note: Name and Amount are the default fields that were automatically added. 5. Add the following filters in… Continue reading Generate Sales Report that Shows Total Amount Related to Sales, Tax, Discount and Shipping

Create a Company Search Without Originating Leads

1. Navigate to List> Search> Saved Searches> New> Company2. Criteria tab> Standard subtab> Formula (Text): {status} is not empty3. Click on Preview button> Notice there no more entries on the Results that shows ‘(Originating Lead)’4. Click on Return to Criteria button> Enter title into the Search Title field> Set Public=T> Click on Save&Run5. Double check by creating a Customer Search (List> Search> Saved Searches>… Continue reading Create a Company Search Without Originating Leads

Partially pay an Invoice by Credit Card and Cash

1. On the Invoice (with amount=1,000.00 for example), click on Accept Payment button (Another way is to navigate to Transactions > Customers > Accept Customer Payment)2. On the Payment screen > Apply tab > Invoices subtab > Mark the Invoice > Enter the partial amount on the Payment Amount field (For example, a credit card payment is only 500.00; then, enter 500.00 on the Amount field.)5. Navigate to the Payment Method tab > Enter all credit card information,… Continue reading Partially pay an Invoice by Credit Card and Cash