Once the Advanced Revenue Management (Essentials) feature is enabled in NetSuite, it cannot be disabled through standard configuration. Attempting to disable it will result in the error: “You cannot disable the Advanced Revenue Management (Essentials) feature once you have enabled it.” This outlines two practical workarounds for organizations that do not require revenue deferral in… Continue reading Disabling Advanced Revenue Management in NetSuite
Author: Parvathi M R
Exclude a Field from Saved Search Detailed Results
In certain scenarios, it is necessary to display a field’s summary (such as Group, Count, Sum, Minimum, Maximum, or Average) in a saved search while ensuring that the detailed drill-down view does not reveal the underlying data. This approach is commonly used for confidential information, such as payroll amounts or sensitive journal entries, where only… Continue reading Exclude a Field from Saved Search Detailed Results
Set the address form per country
We can customize and set an address form for each country. This applies to entity billing and shipping addresses (e.g., show Address 3 and Address 4 in certain countries). 1. Navigate to Customisation > Forms > Address Forms. 2. Customise the Standard Address Form. 3. Rearrange and set the field properties (e.g., Show, Mandatory) as… Continue reading Set the address form per country
User Access Reset Tool
Lockouts happen—failed logins, lost phones, forgotten answers. As an admin, you can restore access in under a minute with User Access Reset Tool. What you can do (pick one or many): – Initiate Password Reset – sends reset email to the user. – Clear Security Questions – forces re-enrollment on next sign-in. – Unlock User… Continue reading User Access Reset Tool
Prevent record deletion
You can use the methods below to prevent record deletion: Role Level – Removing the record’s FULL permission level in the role (Role record > Permissions). You can assign a lower permission (View, Create, or Edit). – Easiest method, but restrict all roles from deleting the record. No additional parameters for deletion can be set… Continue reading Prevent record deletion
Customise the layout of the Standard Balance Sheet and Income Statement reports
Would you like to customise the financial layout of the Standard Balance Sheet and Income Statement reports without retaining a new or custom report (e.g., customise the Retained Earnings section, change negatives from minus to parentheses)? Yes, it is possible using the Row Layout Assignment feature in NetSuite. 1. Open and customise the Balance Sheet… Continue reading Customise the layout of the Standard Balance Sheet and Income Statement reports
Item Receipt (IR) in NetSuite Shows No GL Impact
In NetSuite, users may notice that the GL Impact tab of an Item Receipt (IR) transaction sometimes displays “No Results.” This behavior can be confusing, especially when users expect the receipt of inventory to generate accounting entries. However, in most cases, this outcome is expected and directly related to system configuration, item type, or the… Continue reading Item Receipt (IR) in NetSuite Shows No GL Impact
Restrict access on the File Cabinet
Protect your data by adding restrictions on your NetSuite folders. 1. Log in using the Administrator role (or any role with access to the folder). 2. Navigate to Documents > Files > File Cabinet. 3. Edit the corresponding folder. 4. Add a restriction which can be: – Department – Location – Subsidiary – Group –… Continue reading Restrict access on the File Cabinet
Configure Deletion Reason
In some instances, deleting transactions is necessary. You can put a detective control to identify why the transaction was deleted. 1. Enable the Use Deletion Reason in the Enable Features (Setup > Company > Enable Features > Company subtab). 2. Add transaction deletion reasons (Setup > Accounting > Accounting Lists). Notes: 1. The Original Document… Continue reading Configure Deletion Reason
The transaction date you specified is not within the date range of your accounting period” when Saving a Journal Entry
Creating a Journal Entry where Date is not within the date range of the Accounting Period selected on Posting Period field. To be able to enter a Journal Entry where date is outside the date range of posting period, the Accounting Preference below and/or Manage Accounting Period Periods page must be considered: 1. Allow… Continue reading The transaction date you specified is not within the date range of your accounting period” when Saving a Journal Entry