Planned Time Entries found on the Time Tracking tab of the Project Task are automatically created if the ‘Create Planned Time Entries’ preference is checked. This preference is enabled by default when creating Project records either individually or by bulk. There is no option to set this preference as disabled by default. Go to the… Continue reading Automatic time entry creation in time tracking record
Author: Parvathi M R
Project 360 Dashboard
The Project 360 Dashboard SuiteApp provides project managers with consolidated metrics, reports, and resources on a central location to manage and complete projects on time and within the budget. Using the SuiteApp, project managers can do the following: Access and review key performance indicators for one or more projects in one place. Filter projects according… Continue reading Project 360 Dashboard
Project Tasks and Milestone Tasks in Suiteproject
A project task is used to represent an activity, whereas a milestone task is used to represent a checkpoint in the overall progress of the project.Every project task record is designated as either a project task or a milestone task. Although they are the same type of record, a milestone task cannot have values in… Continue reading Project Tasks and Milestone Tasks in Suiteproject
Transform Record Action
Use the Transform Record action to transform the data on a transaction record into another transaction record type. You can create workflows that processes transaction by transforming them into the next record type in a transaction record life cycle. For example, you can create a workflow to process sales orders and create invoices based on the… Continue reading Transform Record Action
Inactivation the children accounts.
If you check the Summary box on an existing account, the account maintains its posted transactions, but you cannot post additional transactions to the account. The account also becomes inactive, but its children accounts maintain their current state. If you clear the Summary box on an inactive, parent summary account and then save the record, the account is not… Continue reading Inactivation the children accounts.
Lock Icon is not Showing for Future Accounting Periods in Manage Accounting Periods Page
There will be no lock/unlock icon if the period is a future Accounting Period provided the Enable Accounting Period Window preference is not enabled. To show the Lock icon Setup > Accounting > Accounting Preferences > General > General Ledger section> Enable Accounting Period Window preference.
To Disable the approval status field via workflow.
To set the Field Display Type of the Approval Status field to In-line or Disabled via Workflow on the Journal Entry record. Navigate to Customization > Workflow > Workflows > New Basic Information: Name: Enter Name Record Type: Select Transaction Sub-Type: Select Journal Entry Execute as Admin: Enter Checkmark Release Status: Select Released Event Definition: On Create: Enter Checkmark On View or Update: Enter Checkmark Click Save Click State 1 Bottom right corner: Click New Action Click Set Field Display Type… Continue reading To Disable the approval status field via workflow.
Unable to Edit the Transaction Line of a Journal Entry
User is unable to edit the assigned Accounts, amounts within the Debit and Credit columns and the Name within the Transaction Line Item of a Journal Entry. Because the Journal Entry might have a related Currency Revaluation and there are no transactions showing under the Related Records > Payments tab. But this can be verified by doing the following: Click on the More Actions > Delete Note: This transaction… Continue reading Unable to Edit the Transaction Line of a Journal Entry
Cumulative Translation Adjustment (CTA)
Cumulative Translation Adjustment (CTA) is a special type of account that is required for consolidated balance sheets in NetSuite OneWorld accounts with multi-currency enabled. The CTA is used on the consolidated balance sheet to make it balance. This account is necessary because consolidated exchange rate types of the accounts on the balance sheet may differ.… Continue reading Cumulative Translation Adjustment (CTA)
Negative Internal ID in Employee Record
Information about negative Internal IDs. The Employee record with negative Internal ID is the Administrator that was created by NetSuite, the first time the account is provisioned. Email address of that employee record administrator with negative Internal ID could not be changed since that is already embedded in NetSuite. The current design of the system is that the negative Internal ID could not be… Continue reading Negative Internal ID in Employee Record