Scenario: Error occurring when the transactions are imported into NetSuite account. Showing the following. ” Unable to save the transaction due to an error being reported by the tax calculation engine: Tax Calculation Plugin error: NetSuite was not able to estimate the correct Nexus for this transaction. Based on the <a href=”https://docs.oracle.com/en/cloud/saas/netsuite/ns-online-help/section_4283866360.html”>Nexus Determination Lookup Logic… Continue reading Error occurring when the transactions are imported to a NetSuite account.
Author: Anand Mohan
To cumulate the sales amount based on the salesperson considering amount from parent class.
Scenario: To cumulate the sales amount based on the salesperson considering amount from parent class and sorting using the date and internal ID. Solution: List> Search> Saved Searches Select Transactions Enter Search Title Criteria: Type: Sales Order Main line: False Tax line: False COGS: False Shipping: False Results: Field: Transaction date Field: Sales person Field:… Continue reading To cumulate the sales amount based on the salesperson considering amount from parent class.
Prerequisite when the journal lines are updated in NetSuite.
Scenario: There are various prerequisites that we need to consider when updating the journal line name within NetSuite. Solution: If the journals are in a closed accounting period, we need to reopen the accounting period. Ensure that all associated accounts are active. The subsidiaries associated with the transactions should be active. In a scenario where… Continue reading Prerequisite when the journal lines are updated in NetSuite.
Impact to the related record when the journal line is updated.
Scenario: Client needs to know the impact of the related records of the Journal when the lines (customer name) is updated for the transaction in the closed period after it is reopened. Solution: We could make the bill payment through which we could apply the transaction for the customer through invoices, credits and deposits subtabs.Go… Continue reading Impact to the related record when the journal line is updated.
Client needs to make the Zip code as Mandatory in Transaction record.
Scenario: Client needs to make zip code as mandatory in the sales order so that the customer without the zip code will not be able to save the transaction. Solution: As the address maintains a separate record, by standard we could only make the zip code mandatory in the address record. This would be applicable… Continue reading Client needs to make the Zip code as Mandatory in Transaction record.
Add the Bank Details to the vendor record via CSV.
Scenario: Client needs make create a bank detail via CSV import which needs be attached to the vendor record that already exist. Solution: Navigate to Setup > Import/Export > Import CSV Records Import Type: Select Custom RecordsRecord Type: Select Bank DetailsClick Select buttonClick on the preferred CSV fileClick OpenClick Next Data Handling: AddClick Advanced OptionsCustom… Continue reading Add the Bank Details to the vendor record via CSV.
Client needs to create saved search to cumulate the sales order amount column.
Scenario: Client needs to have a saved search to cumulate the Sales order amount separately for each location. Solution: List> Search> Saved Searches Select TransactionsEnter Search TitleCriteria:Type: Sales OrderMain line: FalseTax line: FalseCOGS: FalseShipping: False Results:Field: IDField: Location Field: AmountField: Formula(Currency) SUM ({amount}) OVER(PARTITION BY {location} ORDER BY {internalid} ROWS BETWEEN UNBOUNDED PRECEDING AND CURRENT… Continue reading Client needs to create saved search to cumulate the sales order amount column.
Client is unable to create more than one Subsidiary country or currency combination.
Scenario: Notice :: ” This action creates more country and currency combinations than you have licenses for. To add another country or currency combination you must inactivate an existing combination or contact the NetSuite Administrator to purchase additional licenses.” Solution: Setup> Company> NetSuite Account Information> Billing Information. Company currency count and its usage needs to… Continue reading Client is unable to create more than one Subsidiary country or currency combination.
Users need to update the role so as to access the advanced import option run server suitescript during import.
Scenario: User need to update the role so as to access the advanced import option and check the run server suitescript and trigger workflow option. Solution: Setup> User/ Roles> Manage Roles Edit the role for which the permission needs to be added. Permissions> Setup Add the following permissions with full level. Set Up CSV PreferencesControl… Continue reading Users need to update the role so as to access the advanced import option run server suitescript during import.
Create a saved search to list items that are not billed to bill the rest.
Scenario: Create a saved search to list items that are not billed(fully or partially) to bill the rest. Solution: List> Search> Saved Searches Select TransactionsEnter Search Title Criteria: Vendor Return AuthorizationType: Sales OrderMain line: FalseFilter: Formula (Numeric) Description: is greater than 0 Formula: ABS({quantity}) – {quantitybilled}Filter: Status Description: is none of Vendor Return Authorization:Cancelled, Vendor… Continue reading Create a saved search to list items that are not billed to bill the rest.