Inbound Single Sign-On Inbound SSO allows users to access NetSuite using credentials from an external identity provider (IdP). In this case, NetSuite is the service provider (SP), and the authentication is managed by the external IdP. How it Works: User Attempts to Access NetSuite: The user tries to access their NetSuite account. Redirect to Identity… Continue reading Inbound and Outbound Single Sign-On
Author: Parvathi M R
Show elapsed time in hours at Project and Task level
Hi Team, Here is the summary of client requirement. Add a field at task and project and Parent task field Use Actual Start and Actual End Dates If either are blank the result should be blank We encountered the following constraints: The Actual Start Date and Actual End Date fields are currently of the… Continue reading Show elapsed time in hours at Project and Task level
To split the Saved search Revenue column by account
Hi Team, BGGN client requested to split the revenue column into “Sales Revenue” and “Other Revenue.” After investigating the available options, we found that column splitting is a feature supported only in the Financial Report Builder. Since the Custom Customer Profitability Summary – Alfred report is not created within this builder, the column-splitting functionality is… Continue reading To split the Saved search Revenue column by account
Removing the Time Stamp from the Date Created Column in Saved Searches
The Date Created column displays both the creation date and time stamp. In some cases, you may not need the time component. Steps to Adjust the Date Created Column: Navigate to Saved Searches Go to Results Tab In the date created field Set the Summary Type to Group. Set the Function to Day to display… Continue reading Removing the Time Stamp from the Date Created Column in Saved Searches
Alternatives If Your Bank Isn’t Supported by Bank Feeds SuiteApp
If your bank is not supported by the Bank Feeds SuiteApp, there are still ways to integrate your bank data into the platform. While direct Bank Feed connections may not be available for all banks, there are alternative solutions that can help you manage your financial data effectively. Here’s a rundown of your options: Auto… Continue reading Alternatives If Your Bank Isn’t Supported by Bank Feeds SuiteApp
Display values of a employee List based on the current User’s Subsidiary in activity records
Custom Field for the Activity record Create a CRM New Field Label: Enter Subsidiary Selection Type: Select List/Record List/Record: Select Employee Store Value: Enter Checkmark Check the box Task, Phone call, Event in Applied to subtab In validation and defaulting subtab select the Dynamic Default value as Current User’s Subsidiary Click Save
AP automation
AP automation: The Transaction Email Capture SuiteApp within the AP Automation module enables the Bill Capture feature to receive bills through email. Using the Bill Capture feature, the system captures the charge and line items from the vendor bill file to generate a vendor bill in NetSuite. Bill Capture approved file formats are: PDF, JPEG,… Continue reading AP automation
Proposal for USPS shipping integration
Statement of work Objective: To set up and integrate a USPS account in NetSuite, enabling automated shipping processes and tracking. Scope of Work: Account Setup: · Register a USPS account via Endicia®. · Ensure proper configuration of the Endicia® account for NetSuite integration. Integration Steps: · Create a NetSuite-integrated USPS account. · Configure shipping methods to include USPS options.… Continue reading Proposal for USPS shipping integration
Proposal for PO approval process
Statement of Work (SOW) Creating the Purchase Order • PO approval process initiates when user creates a Purchase Order in ST-Buyer role • Automatically record the creator’s name in the “Created by” field. • The value from the “Purchase Approver” field in the Creator’s employee record will be populated in the “Next Approver” field of… Continue reading Proposal for PO approval process
Calculate the average amounts for transactions of a month
In NetSuite’s SuiteScript or Saved Searches, you can use the following formula to calculate the average of negative amounts for transactions that occurred in March: SUM(CASEWHEN TO_CHAR({trandate}, ‘MM’) =’03’THEN–NVL({amount}, 0) ELSE0END) /6 Steps to Implement in NetSuite: Create or Edit a Saved Search: Navigate to Reports > Saved Searches > All Saved Searches > New… Continue reading Calculate the average amounts for transactions of a month