Author: Anand Mohan

Customize the role to view the customers record that are assigned to respective Sales Rep

To provide permission to the sales rep to view the respective customer records only. Go to the role that is been assigned to the sales rep. Setup > Users/Roles > User Management > Manage Roles. Go to the restriction subtab select the segment, the restriction to own and subordinates only, allow viewing and apply to… Continue reading Customize the role to view the customers record that are assigned to respective Sales Rep

Login into the same Netsuite account by different user at the same time.

To give an employee access to NetSuite and assign a password: Go to Lists > Employees > Employees. Click Edit next to the name of the employee for whom you want to set up access. Under Email|Phone|Address, enter the employee’s email address. The email address is required for login. Click the Access tab. Check the Give Access box. Do not check the Send… Continue reading Login into the same Netsuite account by different user at the same time.

Delete Paired Intercompany Transactions

Scenario Intercompany Transactions are created between two subsidiaries and they need to be deleted. Solution Follow the steps below to delete the intercompany purchase order and sales order that were paired. For Intercompany Purchase Orders/Sales Orders containing Non-inventory items only: On the Global search, look for the Intercompany Sales Order you wish to delete On… Continue reading Delete Paired Intercompany Transactions

Creating custom categories for standard tabs

Scenario: Steps to add custom categories to standard, built-in NetSuite tabs. Solution: To add custom categories to standard tabs: Go to Customization > Centers and Tabs > Center Categories > New. On the Center Category page, complete the following steps: In the Label field, enter a name for the category. In the ID field, enter an ID for the category, if required.… Continue reading Creating custom categories for standard tabs

Merging of Accounts

Scenario: Procedure to carry out merge accounts Solution: Go to Setup > Accounting > Manage G/L > Chart of Accounts. Note Your user role must have both ADMI_ACCOUNTING and LIST_ACCOUNT permissions to access Setup > Accounting > Manage G/L > Chart of Accounts. Click the Edit link to the left of the account you want to merge into another account.… Continue reading Merging of Accounts

Target group for Marketing Campaign

Creating a target group for Marketing Campaign Go to Lists > Relationships > Groups > New Groups. Dynamic groups – Dynamic group membership changes to include anyone who meets the group’s criteria. For example, you can set search criteria to create a group of all employee sales reps. When a new sales rep is hired, the rep automatically… Continue reading Target group for Marketing Campaign

To validate a Campaign email address:

How to validate the Campaign email address ? Go to Setup > Marketing > Setup Tasks > Email Addresses. Click Edit next to the email address you want to validate. In the Authentication Code field, enter the code included in the email NetSuite sent when you saved the record. Click Save. Note: In production account the authorization code will be send… Continue reading To validate a Campaign email address:

To create a campaign email address record:

Creating a campaign email address record for Marketing Campaigns: Go to Setup > Marketing > Setup Tasks > Email Addresses > New. On the Campaign Email Address page, enter the email address you want to use. If you check the Private box, only the person that entered this campaign email address record can: View this email address record… Continue reading To create a campaign email address record:

Use multiple pricing

Scenario Define price level in the customers record. Solution Enable the Multiple Pricing feature: Your administrator can go to Setup > Company > Setup Tasks > Enable Features. On the Transactions subtab, check the Multiple Prices box. Click Save. Create price level records: To create price levels, go to Setup > Accounting > Setup Tasks > Accounting Lists > New. Set price… Continue reading Use multiple pricing

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Categorized as Financials