Author: Parvathi M R

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

India Accumulated Tax Buckets for TDS

The India Accumulated Tax Buckets are custom records that store tax data associated with a specific bucket, which combines a TAN, section code, vendor, and accounting period. Each record includes the accumulated net amount and tax amount. When you create, edit, or delete a vendor bill, the SuiteApp automatically updates the corresponding bucket’s accumulated amounts.… Continue reading India Accumulated Tax Buckets for TDS

Advanced Numbering

The Advanced Numbering feature allows you to establish flexible document and transaction numbering that meets the requirements of the countries you operate in. You can create multiple complex numbering sequences for each transaction type, fiscal year, and other criteria. This feature automatically updates your numbering sequences, such as at the start of a new fiscal… Continue reading Advanced Numbering

Avoid Generating Duplicate Auto-Generated Numbers on Transactions

Duplicate Transaction Number happen when users creates a same transaction (e.g. Cash Sale), with the Duplicate Number Warnings user preference is set to No Warnings or Warn but the user had previously marked and saved the Do not Show This Warning Again checkbox on Duplicate Number warning message page. Administrator Role: Navigate to Setup >… Continue reading Avoid Generating Duplicate Auto-Generated Numbers on Transactions

CSV error “There is already an item with that name or name/parent combination”

The error occurs when the CSV file contains duplicate data for a multi-select field column. To resolve the error, review the CSV file, look for a multi-select field column, and make sure that no data (internal ID) is entered twice. Example Incorrect: (CSV File) Custom Field value = 1|2|3|4|5|5|6 Correct: (CSV File) Custom Field value… Continue reading CSV error “There is already an item with that name or name/parent combination”