Scenario User has a Custom Accountant role with permission for Expense Report set to Full. Using the role, the user navigates to the Approve Expense Report page to view lists of expense report for approval. After a checkmark is placed on the Expense Report to approve and click Submit, the page reloads but the Expense… Continue reading The Custom Accountant Role, with Full Expense Report Permission, is unable to authorize Expense Reports through the Approval Page for Expense Reports.
Author: Anand Mohan
Enable Access to Alternate Date Ranges for Trial Balance
Scenario When customizing Trial Balance Report, user wants to be able to set the Alternate Date Range Type instead of Alternate Period Range Type. Solution Navigate to Home > Set Preferences Click Analytics tab Report by Period: Select Never Click Save Navigate to Reports > Financial > Trial Balance > Customize Click Edit Columns
The user should now see an Alternate Date Range Type instead of an Alternate Period Range Type.
Scenario: User wants to show the date filter as a date range in the Trial Balance report. Solution Navigate to Reports > Financial > Trial Balance > Customize Click Filters tab Value Column of Period Filter: Set Filter to Inclusive Period Range field: Select Period Click Done Click Preview or Save
Quantity on Order Did Not Update After Saving Purchase Order
Scenario The user noticed that the Quantity on Order in the Item Record did not update after saving the Purchase Order. Note: Quantity on Order may not update if there is no location set before saving the Purchase Order. If the Purchase Order location (mainline) has a location and the Location column (item line) is… Continue reading Quantity on Order Did Not Update After Saving Purchase Order
Quantity on order on the Item Record is 0 even if the item is already on a transaction
Scenario Quantity on Order on the Item Record is 0 even if the item has an Open Purchase Order Solution Below are the things to consider when checking as to why the quantity on order on the Item Record is 0 even if the item has an Open Purchase Order: 1. Transaction Status (Make sure… Continue reading Quantity on order on the Item Record is 0 even if the item is already on a transaction
Item Saved Search for Quantity on Order Column divided into Open Purchase Order and Transfer Order
Scenario The user wants to create an Item Saved Search to get the quantity for Open Purchase Order and another column for Open Transfer Order from the Quantity On Order column under Item Record > Purchasing/Inventory tab > Locations subtab. Solution Navigate to Lists > Search > Saved Searches > New Select Item Search Title:… Continue reading Item Saved Search for Quantity on Order Column divided into Open Purchase Order and Transfer Order
Resolve Error: “Uniqueness error – there is already an item with the same name/parent combination” or “This entity already exists” on Item CSV Import
Scenario User uses the CSV Import function to import Items but encounters the error: ‘Uniqueness error – there is already an item with the same name/parent combination’ or ‘This entity already exists’. Solution This error is encountered when the CSV file contains duplicate data for a Multi-Select field column. To resolve the error: Review the… Continue reading Resolve Error: “Uniqueness error – there is already an item with the same name/parent combination” or “This entity already exists” on Item CSV Import
Process of Installing the Dashboard Tiles SuiteApp
Scenario: To install the Dashboard Tiles SuiteApp: Solution: Go to Customization > SuiteBundler > Search & Install Bundles. On the Search and Install Bundles page, use the following information to search for the SuiteApp: Bundle Name: Dashboard Tiles Bundle ID: 185219 Click Dashboard Tiles to display its Bundle Details page. Click Install. If asked, indicate your agreement to allow NetSuite to… Continue reading Process of Installing the Dashboard Tiles SuiteApp
Permissions to Use Dashboard Tiles
Scenario: Granting Permissions to Use Dashboard Tiles When Dashboard Tiles is installed, the dashboard tiles custom record becomes available. The following table lists the permissions required to access the dashboard tiles custom record. Custom Record : Dashboard Tiles Minimum Permission Level : View Maximum Permission Level : Full
Process of creating a Reminder Tile in NetSuite
Scenario: Creating the reminder tile. Solution: Go to Setup > Dashboard Tiles > Manage Dashboard Tiles > New. On the Dashboard Tile page, specify values for the following fields: Name – Enter a name that describes the metrics to be displayed in the tile. For example: Target Revenue This Quarter, Sales Order YTD, POs Pending Receipt,… Continue reading Process of creating a Reminder Tile in NetSuite