Scenario: Client needs to access only the balance sheet without the providing the permission to access the income statement for the custom role. Solution: Providing the Financial Statement permission within the custom role will provide the permission to access both income statement and income statement. Also, providing the same permission is quite essential to access… Continue reading Needs to access only the balance sheet without the providing the permission to access the income statement.
Author: Anand Mohan
Prevent mandatory validation of custom fields during CSV import.
Scenario: User is performing CSV Import on a Record with mandatory custom fields and is getting an error. Solution: Navigate under Setup > Import/Export > Import CSV Records Click Select button for selecting CSV file Click Next Import options (2nd step): Click Advanced Options Validate Mandatory Custom Fields: Remove Checkmark Click Next Set the Field… Continue reading Prevent mandatory validation of custom fields during CSV import.
Update the status of vendor bills through CSV import.
Scenario: Customer wants to update Vendor Bill status via CSV. Solution: Users with enough permission can perform a CSV Import to do such and avoid manually updating them. Below are the steps: Create a CSV file with the following columns: Internal ID – enter the Internal IDs of the Vendor Bills for updating. Approval Status… Continue reading Update the status of vendor bills through CSV import.
Create a saved search to display the additional details of all transactions posted in the Sales/Revenue Account that are not available in the Financial Report Builder.”
Scenario: User needs to create a Saved Search that will display the additional details of all transactions posted in the Sales/Revenue Account that is not available in the Financial Report Builder. Solution: The Saved Search should list all Items for all transactions involved in the Sales/Revenue portion of the Standard Income Statement. Navigate to Reports > Saved Searches > All Saved Searches… Continue reading Create a saved search to display the additional details of all transactions posted in the Sales/Revenue Account that are not available in the Financial Report Builder.”
Create Comparative Profit & Loss Report for Current Period and Preceding Period
Scenario: Create Comparative Report for Current and Previous Period. Solution: Go to Reports > Financial > Comparative Profit and Loss > Customize Summary Click Edit Columns Click Comparative Amount column On Financial: Amount section, set the following: Alternate Period Range Type: Relative to Report Date Alternate Period Range: Last Period Click Preview or Save Note:… Continue reading Create Comparative Profit & Loss Report for Current Period and Preceding Period
Creation of Resource Allocation Record
Scenario: Steps in creation of Resource Allocation Record Solution: Go to Activities > Scheduling > Resource Allocations > New. Select a resource for this allocation. You can select a specific resource or a generic resource. For more information see, Generic Resources. Select the project to which you want to allocate this resource. If you are… Continue reading Creation of Resource Allocation Record
NetSuite standard process to print the invoices in bulk.
Scenario: Steps to be followed to print the invoices in bulk. Solution: We have provided the steps that needs to be followed to download the invoices in bulk. Transactions > Management > Print Checks and Forms On the Print Checks and Forms page, click Invoices. (Optional) If you use the Locations feature, choose the location… Continue reading NetSuite standard process to print the invoices in bulk.
Checking the CSV Import Status and the features in the same.
Scenario: To view the CSV Import Job Status Page and features of the same. Solution: To view the Job Status page, go to Setup > Import/Export > Import Tasks > View CSV Import Status. For each import, the Job Status page includes the following details: Date the import was initiated. Job name for the import:… Continue reading Checking the CSV Import Status and the features in the same.
The Sequential Order of Internal IDs for Newly Created Items May Not Always Be Maintained.
Scenario The items created either through CSV import or UI right after one CSV import, the Internal ID skip. Solution Item A is the most recent created item – the internal id is 999 Created item B via UI – internal id set is 1000 Created item C and D via CSV- internal id set… Continue reading The Sequential Order of Internal IDs for Newly Created Items May Not Always Be Maintained.
Created as saved search to show the sales the that occurred within each hour in a day without tax.
Scenario: Create a saved search that shows the sales that occur within each hour in a day without considering the tax. Solution: List> Search> Saved Searches Select Transactions Enter Search Title Criteria: Type: Sales Order Status: is not Sales Order: Closed Date Created: is on Today Main line: False Results: Field: CASE WHEN TO_CHAR({datecreated}, ‘HH24:MI:SS’)… Continue reading Created as saved search to show the sales the that occurred within each hour in a day without tax.