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
Author: Parvathi M R
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
Import Preference for Mid-life, Fully Depreciated, and Disposed Assets
If you are importing mid-life, fully depreciated, or disposed assets, set these preferences as follows: In Setup > Import/Export > CSV Import Preference, check the Run Server SuiteScript and Trigger Workflows box. In Fixed Assets > Setup > System Setup, clear the Run Server Script on CSV Import box.
Fixed asset Deletion
Download the sample file on here link (Click here for a sample file) at Bulk Asset Deletion page, we can see that ID and Name Columns have “For display only” description on line 5. With this, we know that we can remove these columns for easier import. Update the CSV File and remove ID and… Continue reading Fixed asset Deletion
Applying Changes to Published Dashboards
Log in using the role that was originally used to publish the dashboard. Make the necessary changes to one or more of the dashboards you previously published for other roles. Navigate to your Home Page, and in the Settings Portlet, click List next to Publish Dashboard. Click Edit next to the dashboard you want to… Continue reading Applying Changes to Published Dashboards
Depreciation History Not Displayed for Newly Created Asset
When a user creates an asset via Fixed Assets > Lists > Assets > New, the depreciation history records (apart from acquisition) may not appear immediately. Solution: To resolve this issue, an administrator can choose from the following options: Option 1: Trigger the script manually by navigating to Fixed Assets > Setup > System Setup… Continue reading Depreciation History Not Displayed for Newly Created Asset
Show All Bank Accounts in a Single Report
The Bank Register report can only display one bank account, which is determined by the Default Bank Account set in Home > Set Preferences > Analytics tab. To show all bank accounts in a single report, follow this alternative solution: Solution: Navigate to Reports > Financial > Balance Sheet > Customize Detail. Click Filters. In… Continue reading Show All Bank Accounts in a Single Report
Use Custom Journal Preference IN FAM
This preference utilizes NetSuite’s feature for creating Custom Transactions. If this feature is disabled, the preference will not be available. To enable it: Navigate to Setup > Company > Enable Features. Click the SuiteCloud tab. In the SuiteGL section, locate Custom Transactions. Check the Custom Transactions box. Click Save.