Click Set Up in your Key Performance Indicators portlet. In the Set Up Key Performance Indicators popup, click Add Custom KPIs to open the Choose Custom Key Performance Indicators popup window. Click a saved search in the right list to move it to the left list, which indicates that it should be displayed as a custom KPI. Click Done after you… Continue reading To add a custom KPI to the Key Performance Indicators Portlet:
Author: Parvathi M R
Migrating Open Accounts Receivable Balances into NetSuite
Migration of open accounts receivable Invoice without duplicating the GL impact Steps for migrating the Open AR Invoice are follows: Create a Non-Inventory for Sale item Create Open Customer Invoices Reverse the GL Impact with a Journal Entry Create a Non-Inventory for Sale Item For open AR invoices, we will use both a generic item… Continue reading Migrating Open Accounts Receivable Balances into NetSuite