Scenario The amounts in the Budget vs. Actual Report are not aligned after customization in Report Builder. The amounts set under the Budget column are being compared to the amounts with zero value in the Actual column and the actual amounts in the Actual column are being compared to zero values in the Budget column. This is… Continue reading Budget vs Actual Report > Budget and Actual Amounts are not Aligned
Author: Silja K C
Difference Between the Two Status Fields in Estimates
Scenario On an Estimate record, we can see two fields with the same name but do not contain the same value. These two fields both indicate the Status of the transaction. Solution The Status field with field ID: entitystatus represents the stage of advancement in the negotiation. It conditions the value of the field Probability, and possible values such as Qualified,… Continue reading Difference Between the Two Status Fields in Estimates
NetSuite Electronic Payments: Payments > Payment Processing > Bill Payment Processing > Payment File Administration Stuck in Queued Status
Scenario Payment File Administration is Stuck in Queued Status Solution A. Navigate to Customization > Scripting > Script Deployments > Status Check if any Electronic Payment scripts are still in the queue, kindly wait for it to finish. If none, proceed to B B. Navigate to Payments > Setup > Electronic Payments Preferences Click Edit Under the General Preferences tab, populate the following fields:… Continue reading NetSuite Electronic Payments: Payments > Payment Processing > Bill Payment Processing > Payment File Administration Stuck in Queued Status
Setting Up Sales Forecasting
The NetSuite forecasting feature is simple to use and available with little setup required. As sales reps create opportunities and close deals, NetSuite automatically includes these amounts in our sales forecast. The Calculated Forecast NetSuite calculates our sales forecast as the sum of the following: Opportunities with no estimates attached or with estimates that are… Continue reading Setting Up Sales Forecasting
How to Enable Basic Manufacturing Features
Scenario How to enable the basic manufacturing features. Solution If the Basic Manufacturing module is provisioned in the account, the administrator may enable the following features: Assembly Item Records. Go to Setup > Company > Setup Tasks > Enable Features. Click the Items & Inventory subtab. Check the Assembly Items box. Check the Inventory box. Click Save. Assembly Work Orders: Go to… Continue reading How to Enable Basic Manufacturing Features
INBOUND SHIPMENT > BILL > SUBMIT > ERROR > PLEASE ENTER VALUE(S) FOR: XXXX
When billing an Inbound Shipment record, the system uses the Vendor Bill form as Preferred in Customisation > Lists, Records, & Fields > Transactions Forms. If a custom form is used and there are fields that are set as mandatory, the following error may be received: “Please enter value(s) for: xx” To resolve this, we may perform the following: 1.… Continue reading INBOUND SHIPMENT > BILL > SUBMIT > ERROR > PLEASE ENTER VALUE(S) FOR: XXXX
Sales Order Saved Search That Do Not Have Item Fulfillment Records Generated Yet
Scenario: Sales Order Saved Search that does not contain Item fulfillment-related records. Considering Invoice in Advance of Fulfillment preference is set to False. Solution: 1. Navigate to Lists > Search > Saved Searches > New 2. Select Transactions 3. Search Title: Enter Title 4. Click Criteria 5. Click Standard 6. Filter: Select Type Type: Any Sales Order Click Set Select Main Line No: Check Click Set Select Tax Line No: Check Click Set… Continue reading Sales Order Saved Search That Do Not Have Item Fulfillment Records Generated Yet
Import Closed Sales Orders for Historical Reference
Scenario Import historical Sales Orders without having them affect the current Inventory levels. Solution Sales Order needs to be imported with a closed status. There are two alternative ways to do this: Add a column to the CSV file that has the header Closed and each line to be imported has the value of Yes This can then be… Continue reading Import Closed Sales Orders for Historical Reference
Update Custom Item Entry Form using CSV Import
SCENARIO The user wants to change the Custom Form of an Item Record via CSV Import. SOLUTION Changing the custom form of existing Item Records via CSV Import is still not possible in NetSuite. As a workaround, the following may be performed: Select our preferred Custom Entry Form e.g. Inventory Part form Ensure that the Store… Continue reading Update Custom Item Entry Form using CSV Import
Mass Update Limitation
Problem How many records can be updated via Mass Update? Is there any limitation? Limitations – The Mass Update can do more than 100,000 records at a time depending on various factors described below. – When we run a Mass update, processing 50 records or less begins instantly. If we are processing more than 50… Continue reading Mass Update Limitation