Author: Sivasubramaniam S

On a Transaction Saved Search, when a Customer is a Child or Sub customer the Name column will show as Parent Name: Child Name format. In order to use the Parent name only, use the following on Transaction Saved Search; Go to Results tab > Columns subtab  Add Formula (Text) | Formula: CASE WHEN ({customer.parent} is Null) THEN {customer.entityid} ELSE {customer.parent} END Click OK Then Save & Run the search

To Inactivate multiple items through Import, follow the below steps; Create CSV File in Excel Enter fields Internal ID of the item to be inactivated Inactive to be set as Yes Go to Setup > Import/Export > Import CSV Records Import Type: Select Items Record Type: Select Item Type Select the CSV file created to upload Click Next Select Update option Click Next File Mapping: Map the Fields with NetSuite Internal ID = Item: Internal… Continue reading How to Inactivate Multiple Items via CSV Import

Enabling Sticky Notes on Record Types Follow the below steps; Go to Customization > Lists, Records, & Fields > Record Types. Find the Sticky Notes Record Type custom record and then click List. Click on New Sticky Notes Record Type and select the record type then save the record. Go to Setup > Company > General Preferences,… Continue reading Enabling StickyNotes on Record Types

Needed Cost Categories are Freight, Import fees. Perform the following to create Saved Search: Navigate to Lists > Search > Saved Searches > New Select Transaction Under the Criteria tab > Standard subtab add the following fields: Account Type – Other Current Asset Type – Item Receipt  Memo Description: does not contain Cost of Sales Adjustments Under the Results tab > Columns subtab, add the following: Add the Required fields… Continue reading How to Display Landed Cost per Category Columns In Transaction Search

 An item group is sold as one unit but has several member components from your inventory. Item groups can be inventory items, assemblies, kits, and service items. When the retailer sells a quantity of the group, the stock level of each member item decreases by that quantity. We can track sales of the group and stock… Continue reading Item Group

The Landed Cost tab is not displayed in the Item Receipt even if a Landed Cost Category has already been created.  Solution This may be due to the use of the Custom Item Receipt Form. To display the Landed Cost tab perform following; Open an Item Receipt record Click Customize on the top of the page… Continue reading Landed Cost Tab Not Showing if Landed Cost Category is Already Created

For Example 1. The last customer number in the system is 5001 2. A new customer record is created and the user overrides the next number and instead assigns id = 5007 manually 3. Goes to Setup > Company > Auto-Generated Numbers, and applies the following changes; Sets Prefix = X , Suffix = Y 4. Marks the Update box and clicks Save All the existing… Continue reading Update the Auto-Generated Numbers for Entities and Effect on Manually Numbered Records

To reopen a closed period folllow the below steps; Go to Setup > Accounting > Manage Accounting Periods. Click the Checklist icon for the period that want to reopen. On the Period Close Checklist page, click the arrow icon for the Close task. On the Close Accounting Period page, click Reopen Period. Enter text in the Justification field to explain the reason why reopening… Continue reading How to Reopen A Closed Accounting Period

Follow below steps; 1. Go Lists > Search > Saved Searches > New. 2. Select Transaction. 3. Provide a Search Title for Search. 4. On the Criteria tab > Standard subtab, Specify criteria. 5. On the Results tab > Columns subtab set the following:    Select the field Formula (Currency)    Apply the Formula {fxamount}. Give a Label name 6. Click Add 7. Click Save & Run

How to know the difference between Base role and Another role (needed role) in NetSuite. Go to the Navigation Setup > Users/Roles > Show Role Differences Select the Base Role from the drop down list. Click the required role for compare from Compare To box Click on Show Button. A new window opens. The window… Continue reading Show Role Difference In NetSuite