To assign e-document packages to customers, perform the following steps: Go to Lists > Relationships > Customers. Select the customer from the list to assign an e–document package. Click the E–Document subtab and select an e–document package from the E–Document Package field. Click Save. Note: E-document package defining in a customer record is very important because without defining the package… Continue reading Assign E-document packages to Customers
Author: Vishnu Mohan
GSP Configurations
The India GSP Configuration custom record enables configuration of settings to connect NetSuite with the GST Suvidha Providers (GSPs). The India GSP Configuration custom record is created for ClearTax by default. You must contact ClearTax for the following information: User login credentials Connection Token Owner ID WebService URL Important: You can create multiple custom records… Continue reading GSP Configurations
Prerequisites of E-invoicing bundles
Before installing the Electronic Invoicing bundle, complete the following steps: Install the NetSuite SuiteApps License Client (Bundle ID: 116144) 2. Make sure the following features are enabled in your account: Custom Records Custom Transactions. Advanced PDF/HTML Templates Client SuiteScript Server SuiteScript Web Services 3. Define the Return email address in the company information page 4.… Continue reading Prerequisites of E-invoicing bundles
Adjustment-Only Book- Book Generic & Book Specific Transaction
Adjustment-only books are a way to make specific changes to a separate book when closing it. They provide a simplified version of multi-book accounting without requiring the Full Multi-Book Accounting feature. Unlike standard secondary books, adjustment-only books don’t duplicate data from the primary book. Instead, users record day-to-day transactions in a base book, and any… Continue reading Adjustment-Only Book- Book Generic & Book Specific Transaction
Global Account Mapping in MultiBook Accounting
Global Account mapping is used where the transaction sets the account to be posted to . If the transaction Gl impact is not affeced through an item involved or if a transaction doesn’t contain an item and in these scenarion we can change the GL impacts according the accounting book. One Journal entry 2 different… Continue reading Global Account Mapping in MultiBook Accounting
Proposal on PR-PO Approval Flow (Xseed Education Pte Ltd)
Please find the proposal document of Purchase requisition- Purchase order approval process flow Xseed Education Pte. Ltd) Proposal SummaryThis proposal covers the scope of configuring the Purchase Requisition to the Purchase OrderApproval flow for Xseed Education Pte Ltd. Objective: The objective of this proposal is to optimize and automate the Purchase Requisition – Purchase Order… Continue reading Proposal on PR-PO Approval Flow (Xseed Education Pte Ltd)
How to create TDS section Codes
The section code determines the Tax Deduction at Source (TDS) tax rate rule that will apply to atransaction. Go To Customization> List records> Record types Find : India Tax Section Code for TDS Click on New record link provide following values Section code — Enter a unique code and name for this record. Challan code… Continue reading How to create TDS section Codes
Setting up of Tax information about vendors in Suite tax
After installing the India localizations tax engine, entity records such as Customer, and vendor needs to be configured for Auto tax calculations in transactions. Go to List> Relationship> vendor > Edit Check the address information, All relevant details are available or not Confirm proper state code is available such as 29 for Karnataka Go to… Continue reading Setting up of Tax information about vendors in Suite tax
How to find the Duplicate values between two columns in NetSuite (Exact match)
Scenario: 2 Excel columns with a large number of data. We need to filter out or find only the common values which is available in both columns. For finding common values Type this formula in the 3rd column =FILTER(1st column data range,COUNTIF(2nd column data range,1st column data range)) Example: Using this formula we can filter… Continue reading How to find the Duplicate values between two columns in NetSuite (Exact match)
Fixed Assets Depreciation monthly wise report
A fixed asset is a long-term tangible asset that a company owns and uses in its business operations to generate revenue. using generate fixed assets report we can create and download monthly wise fixed assets depreciation report. Go to Fixed Assets> Report> Generate My report Select Report type as Depreciation Monthly Report Provide necessary data… Continue reading Fixed Assets Depreciation monthly wise report