In order to ensure users add the relevant department, class and location for every transaction and record, you could set the same as mandatory in Accounting preferences [Accounting Preferences → General → Classifications]. If you enable the preference to make the classifications required and use a custom form to display the classification at both the… Continue reading Add the relevant department/class/location every time they record a transaction
Author: Divya Unnikrishnan
User able to create SO even if customer credit limit has reached
Kindly check if the accounting preference ‘Customer Credit Limit Handling’ is set to ‘Enforce holds’. Only when the option is ‘Enforce holds’ does NetSuite block the entry of a sales order or invoice that puts the customer at or above their credit limit. This method also blocks the addition of items to existing orders for… Continue reading User able to create SO even if customer credit limit has reached
Unable to change General Preference date format
Scenario: When we try changing the short date format to ‘DD-Mon-YYYY’ and long date format to ‘DD Month YYYY’, the preference reverts to default on saving. We were abe to set the option in Set Preferences but not in General Preferences. We tried using different browsers and all the users are facing this issue. We… Continue reading Unable to change General Preference date format
Transactions created after period lock report
Scenario: A report needs to be developed to identify all posting transactions that were created after the corresponding accounting period was locked (but not closed). This is necessary because certain users or roles with override permissions can still create transactions despite period locks (e.g., after “Lock A/R,” “Lock A/P,” and “Lock All” actions). The report… Continue reading Transactions created after period lock report
Cancel Last depreciation run
As per SuiteAnswers #102266, follow the below steps for deleting the FAM depreciation histories: To mass delete the imported FAM Depreciation History for a fixed asset, a Saved FAM Depreciation History Search should be created first. Go to Lists > Search > Saved Searches > New. Click FAM Depreciation History. On the Criteria tab, Add Asset. Select the specific Asset. Click Set. Change the Search Title. Click Save & Run.… Continue reading Cancel Last depreciation run
Decision between legacy and SuiteTax for US
When comparing the Legacy taxation with SuiteTax in US perspective, we need to consider the following points: If there are subsidiaries in other countries too, their compatible tax methodology needs to be identified. If there are multiple tax registrations for a single subsidiary, we need SuiteTax for the same. The same goes for its customer… Continue reading Decision between legacy and SuiteTax for US
“The results of this report are too large. Please narrow your results.” issue in Financial reports
In some scenarios, management may be required to run financial reports from previous years to date which can contain a lot of lines. Users may sometimes encounter a notice: “The results of this report are too large. Please narrow your results.” which can render incomplete data. As per SuiteAnswers Id 8392, the limits for retrieved rows… Continue reading “The results of this report are too large. Please narrow your results.” issue in Financial reports
Data migration templates
NetSuite provides migration templates within the account’s file cabinet, typically found under the navigation path [SuiteApps > com.suitesuccess.ffstd], though this location may vary by account. To locate these templates, simply search for “Data Migration Templates” in the file cabinet. It is also recommended to review the SuiteAnswers articles related to each migration type, as well as… Continue reading Data migration templates
Apply the unapplied amount from customer payment
We can record customer payments for multiple invoices within the same payment record. However, if a payment exceeds the invoice amount, the excess amount to be applied to invoices will appear under the “Credits” subtab of the customer payment record. This credit can then be applied to the corresponding invoice as needed. If a customer… Continue reading Apply the unapplied amount from customer payment
Custom Row limit in Netsuite reports
Report results are truncated if they exceed the following row limitations. These limits are enforced for performance reasons. For most reports, results are limited to 25,000 rows. For the following reports, results are limited to 75,000 rows :Ad hoc reports A/R Aging Balance Sheet Budget Income Statement Budget vs. Actual Cash Flow Statement Cash Statement Comparative Balance Sheet… Continue reading Custom Row limit in Netsuite reports