KPI Meter portlet KPI portlet displays a visual representation of KPI data, a semi-circular meter providing comparison, date range, and threshold values at a glance. We can add up to three KPI Meter portlets to a dashboard. Each meter visually represents data for one KPI that is displayed in the dashboard’s Key Performance Indicators portlet.… Continue reading Setting up KPI Meter for Sales
Author: Praiselyn Fiana D
“Bill Button” option in sales order and item fulfillment record.
Enabling bill button in sales order and item fulfillment record: Enable “Invoice in Advance of Fulfillment” in Accounting Preference to enable Bill button in sales order and item fulfillment record. For that Navigate to SetUp> Accounting > Accounting Preference > Order Management, tick the checkbox, “Invoice in Advance of Fulfillment“ Bill button will be visible… Continue reading “Bill Button” option in sales order and item fulfillment record.
Resolve error, ReferenceError: “value” is not defined. (INVOCATION_WRAPPER#3)
While adding charge in Match Bank data a notice is encountered saying “ReferenceError: “value” is not defined. (INVOCATION_WRAPPER#3)” To avoid this error we can, 1. Navigate to Setup > Accounting > Setup Accounting (Accounting Preferences) > Items/Transactions 2. Under Other Transactions Preferences, set Duplicate Number Warnings = No Warnings 3. Save NOTE: Users will not receive a message when attempting to save a transaction record with the… Continue reading Resolve error, ReferenceError: “value” is not defined. (INVOCATION_WRAPPER#3)
A/R Payment History by Invoice report in Saved Search
Create an A/R Payment History by Invoice report with Open Balance of each invoice in Saved Search. Create a transaction Saved Search by navigating to Report> Saved Search> All Saved Search > New> Transaction Search In Criteria, add fields like Type : is invoice ( To fetch all the invoices in the account) Mainline :… Continue reading A/R Payment History by Invoice report in Saved Search
NetSuite Planning and Budgeting (NSPB)
Oracle NetSuite Planning & Budgeting (NSPB) is a planning and budgeting tool that utilises market-leading, sophisticated functionality to enable critical business decisions to be made more quickly and effectively. NetSuite Planning and Budgeting automates labor-intensive planning and budgeting processes so finance teams can quickly and easily produce budgets and forecasts, model what-if scenarios and generate… Continue reading NetSuite Planning and Budgeting (NSPB)
Publishing a dashboard
One can share their personalized dashboard with other users in their center by publishing it. A published dashboard can consist of one tabbed page or of multiple pages. When a user publish a dashboard, user define the roles for users who will see the published dashboard, and what changes users will be able to make… Continue reading Publishing a dashboard
Creating Center Tabs
Center Tabs are displayed in the first page of the account. Administrators and users with the Custom Center Tabs permission can create center tabs. We use center tabs to add custom tabs to roles. Center tabs can include categories of links to NetSuite pages, custom records, Suitelets, or external web pages. We can also designate… Continue reading Creating Center Tabs
Quantity sold from sales orders and stand alone invoices in Saved Search
To create quantity sold from sales orders and stand alone invoices in Saved Search In Filter Subtab, Select Type Type: Select Sales Order and Invoice Select Tax Line Tax line: Select False Select Shipping Line Shipping line: Select False Select Status Status: None of Sales Order: Pending Approval, Sales Order: Cancelled, Sales Order: Closed, Invoice: Pending Approval, Invoice: Rejected, Invoice: Voided Select Created from Fields: Type Type: Select None Select Cogs Line… Continue reading Quantity sold from sales orders and stand alone invoices in Saved Search
Edit inactive “include in leads report” customer status
Navigate to Setup> Sales> Customer Statuses, where we can see for Unqualified leads, “include in lead reports” is kept default as False by NetSuite. While we edit this status we can see, the checkbox for include in leads report is kept as inactive and blank and it cannot be selected. This article conveys a solution… Continue reading Edit inactive “include in leads report” customer status
Set ‘is all’ description in Criteria filter in a Saved Search.
In a saved search after selecting criteria, description is needed to be given. For example, creating a saved search for fetching all Sales orders. For selecting sales orders, description have only two options, “any of” and “none of“. To select all the sales orders, we have to manually click and select each sales orders. Selecting… Continue reading Set ‘is all’ description in Criteria filter in a Saved Search.