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
Author: Parvathi M R
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
Search Transaction record using Entity name
By default, performing a global search using the customer name will display related records such as Opportunities and Contacts, but it will not directly return transaction records. To retrieve transaction records associated with a customer, we recommend using the Quick Search portlet. This method allows for more targeted searches and will include the transaction data… Continue reading Search Transaction record using Entity name
Update on Ending Support for NetSuite India SuiteTax Engine Plug-In
An earlier notification stated that the India Localization SuiteTax Engine SuiteApp will no longer support the NetSuite India SuiteTax Engine plug-in with the next release of the SuiteApp. As a required action, you were advised to use the NetSuite Suite Tax Engine SS2 plug-in. If you have the NetSuite India Suite Tax Engine SS2 plug-in… Continue reading Update on Ending Support for NetSuite India SuiteTax Engine Plug-In
Essential Steps for Sending a Bulk Merge Email in NetSuite
Create a Saved Search Log in as Administrator Navigate to Reports > Saved Searches > All Saved Searches > New Search Type: Click Customer Use specific filters to identify who will receive the bulk email Note: If this is for all customers, you may leave the filter blank in the Criteria tab. Click Save Create a Group Log in as Administrator… Continue reading Essential Steps for Sending a Bulk Merge Email in NetSuite
HSN or SAC Code Creation
We can create HSN or SAC codes using the Administrators role only. To create a HSN or SAC code: Go to Customization > Lists, Records, & Fields > Record Types. Locate the India Tax HSN and SAC codes for GST record. Click the New Record link for India Tax HSN and SAC codes for GST. In the Name field, enter… Continue reading HSN or SAC Code Creation