Author: Delna Domini

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.

Symptoms: User is unable find the Hold field under the Financial tab of the customer record even if the Standard Customer Form is selected. Other users using the same role can see the Hold field. Solution/Workaround/Gotcha/Recommendation: The Hold field is dependent on the Customer Credit Limit Handling preference of the user. Navigate to Home > Set Preferences > Transactions tab > Customer… Continue reading Hold field is missing on customer’s Financial tab.

The (On Hold) text is triggered to show on the Sales Order when: 1) User use custom Sales Order form that shows the Balance field.2) The customer is on credit hold. Note: The (On Hold) text warns User of the current credit standing of their customer. This text is displayed on the Sales Order where the Balance field is set to show.

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

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

1. View the Credit Memo for the customer. 2. Instead of issuing a Refund, create a new Invoice. o  Item = Gift Certificate o  Customer = same customer you issued the Credit Memo for. o  Enter the email address on the Gift Certificate column of the Invoice where the new code will be sent. o  Enter all pertinent information, memo may… Continue reading Issue Customer Refund through Gift Certificate

1.  Navigate to Transactions> Customers> Refund Cash Sale> List> View a specific Cash Refund that hasn’t been deposited. Notice a field “Create Check= No” 2.        Open Deposit transactions and view all the transactions included to check if the Cash Refund was included or 3.        Once a Cash Refund has been deposited, notice the ‘Create Check’ field, it will now read as “No  Deposit#”, which is… Continue reading Know if a Cash Refund originally posted to Un-deposited Funds has already been Deposited.

1. Go to the Payment2. Click on Edit3. On the Apply tab > unmark the checkbox on the Invoice4. Save.5. The payment should now appear on Transactions > Customers > Issue Customer Refund page to be refunded. Note: Customers usually refund overpayments. These overpayments are recorded in Netsuite as ‘Unapplied Payment’, or payments that are not applied to any invoices. Such payments are showing on Issue Customer Refund screen > Apply tab > Credits… Continue reading Payment does not Display on Issue Customer Refund

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

Here are some ways to edit the csv file to show the correct format of the tracking numbers when imported into NetSuite. Option 1 On the Menu tab of the csv file > click Data > Import External Data > Import Data Locate the csv file that needs to be imported. Double click on the file.… Continue reading Item fulfillment via CSV import > tracking numbers with more than 12 digits (Numeric) are truncated when imported into NetSuite