Author: Parvathi M R

Budget vs. Actual Report

The Budget vs. Actual report combines an income statement with a budget income statement for the same set of criteria including both dollar and percentage comparisons between the two. We can use this report to compare budgeted and final amounts associated with your statistical accounts. For example, you can enter a budget for the headcount… Continue reading Budget vs. Actual Report

Updating Revenue Arrangements

Revenue arrangements and revenue elements can be updated automatically or manually depending on the setting of the accounting preference Revenue Arrangement Update Frequency. When you select the automatic option, the system updates revenue arrangements every 3 hours. The update incorporates changes to sources that affect revenue management. If the accounting preference Create and Maintain Revenue Element… Continue reading Updating Revenue Arrangements

Working With Cases

When a customer reports an issue, question, or suggestion to business, and create a case in account. That is added to the cases list and is the beginning of the case workflow. Next, the case is routed to the appropriate support rep from the cases list. The support rep can then reply by email to… Continue reading Working With Cases

To add a custom KPI to the Key Performance Indicators Portlet:

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:

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