Author: Sivasubramaniam S

Click the Graph button in the footer of the reports to view that report as a graph. The following customization options are available for graphs: Type of graph – Bar graph, pie chart, and line graph are available. The default is bar graph. Show and vs – Use the Show and vs. fields to define your X… Continue reading Graphing a Report

By default, NetSuite provides reports on an accrual basis to meet generally accepted accounting standards. We can choose to use a cash basis for the report data. The choice is applied only to reports where the distinction is relevant. We can modify this default globally for all relevant reports or individually for each report. To… Continue reading Setting Up Cash Basis Reporting

There are no standard Inbound Shipment reports in the system, the better option is to create a saved search to display the results by configuring the Criteria subtab and Results subtab. Follow below the steps to create an Inbound Shipment Saved search in NetSuite: Navigate to Reports > Saved Search > All Saved Searches > New Select Inbound Shipment Search Title: Enter Title Click Criteria >… Continue reading Create Inbound Shipment Saved Search

Report size is measured by the number of database rows retrieved for a report. Note that the number of rows that must be retrieved for a report may be greater than the number of rows displayed. Report results are truncated if they exceed the following row limitations. These limits are enforced for performance reasons. Limits… Continue reading Row Limitations for Report Results

We can shift between summary and detail versions of a report by clicking the navigation links available next to report titles. In a summary report, click View Detail to shift to the detail report. In a detailed report, click View Summary to shift to the summary report. In addition, when viewing a standard or ad-hoc… Continue reading Drilling Down to Records or Transactions

To show Price Levels as separate columns on Pricing Saved Searches, perform the following: 1. List > Search > Saved Searches > New > Pricing > Pricing Search  2. On the Criteria tab Set: Price level – is any of pricelevel1, pricelevel2, pricelevel3, (select the price levels needed) 3. On the Results tab set the following; Item | Summary Type = Group Formula Numeric  |  Summary Type = Maximum | Formula… Continue reading Display Price Level as Columns in Pricing Saved Search

Customer need to show the amount or price assigned to an item per price level. An Item Saved Search shows this by following the steps below; 1.  Navigate to List >  Search >  Saved Searches > New. 2.  Click the Item link. 3.  Under Results tab > Columns subtab, insert: Field: Formula (Currency)  Formula: {pricelevelX} Custom Label: enter the name of the price level Add other fields… Continue reading Display Price Level on Item Search

While performing CSV import of Vendor Bills and receives an error “Invalid postingperiod reference key xxx” Follow the below steps to resolve the error 1. Check the Date format used in the Posting Period. Example: “May 2022” 2. Set the column format to  – “Month YYYY”. 3. Save the CSV file. 4. Do the import again with the… Continue reading Resolve Error: “Invalid Postingperiod Reference Key XXX” When Importing Vendor Bills/Invoices

This error occurs due to the customized field. When this error message is showing, NetSuite cannot find the values on the customized field included in the CSV file. To resolve the error, check the following: Go to the list for the type of custom field mentioned in the error message. Go to Customization > Lists, Records, & Fields… Continue reading Invalid Custitem Reference Key xxx Error In CSV Import

The CSV Import of Kit/Package or Assembly Item generates an error message: “Invalid item reference key xx” To resolve the error follow the below options; Make sure the Member Item format is correct. Navigate to Lists > Accounting > Items > New Select Kit/Package or Assembly/Bill of Materials Under Purchasing/Inventory tab > Components subtab > click Item drop-down field Internal ID can also be used instead of Member Item Name. Make… Continue reading Resolve CSV Import Error of Kit/Package or Assembly Items: “Invalid item reference key xx”