The Entity Bank Details is another Custom Record from the Electronic Bank Payments bundle, but the difficulty in performing a CSV Import for this Custom Record is identifying a unique identifier. This article shows how to display the Internal ID for the Entity Bank Details record and use it for the CSV Import file Step by… Continue reading How to Update the Existing Entity Bank Details of Employee or Vendor Records via CSV Import
Author: Aswathy S Vijayan
Why the entity name is not available under Name Column When Entering a Journal Entry Line
Scenario When creating a Journal Entry, user can specify on the Name field the supplier or Customer at the line level. In some instance, a particular entity may not be listed or found from the Name drop-down menu. Example: 1. Navigate to Transactions > Financial > Make Journal Entries 2. Subsidiary: Select Company A 3. Notice that Currency field is automatically set to USD (the primary currency) 4. Under Lines tab, add a row with these… Continue reading Why the entity name is not available under Name Column When Entering a Journal Entry Line
How to view open balance transactions in journal entries
User will be able to pull up the transactions thatwere created via Setup > Accounting> Enter Opening Balances by performing the following steps: 1. Navigate to Lists > Search > SavedSearches > New > Transaction 2. Enter the following filters under the Criteriatab > Standard sub tab: Type = Journal Memorized = is False Document Number = is not empty Memo = is Opening… Continue reading How to view open balance transactions in journal entries
How to Get the Percentage of Fulfilled Quantity Out of Ordered Quantity
Navigate to Lists > Search > Saved Searches > New >Transaction. Under Criteria tab, set the following:Type- Sales OrderDate- (specify a specific period)Main Line-falseTax Line-falseCOGS Line-falseShipping Line-false Under Results tab NumberNameQuantityQuantity Fulfilled/ReceivedFormula (Percent) > Formula = nvl({quantityshiprecv},0)/nullif(nvl({quantity},0),0) Enter a Search Title. 5.Save & Run.
Why the name of the employee missing in expense reports?
Scenario When creating Expense Reports, instance where employee names do not appear. Solution 1. Navigate to Lists > Employees > Employees. 2. On the main screen verify if Inactive field has a check mark. If so, this means that the employee is part of the inactivated records. If you need to create an Expense Report for the employee, you need… Continue reading Why the name of the employee missing in expense reports?
What is the solution when custom role is unable to view Role Saved Search that is set to public ?
Scenario The user with custom role is selected in Roles in Audience subtab of the search, but the is unable to view the role saved search that is set to public. Solution Navigate to Setup > Users/Roles > Manage Roles Custom Role: Click Edit Click Permissions Click Setup Permission: Select Bulk Manage Roles Level: Select Full Click Add Click Save
CSV Import-To update the Class field value on Expense Line under Vendor Bills
Scenario Create multiple file CSV Import to update the Class field value on Expense Line under Vendor Bills Solution Create a CSV Import file: Primary File Internal ID Expense File Internal ID Line ID Class Expense Category Navigate to Setup > Import/Export > Import CSV Records Import Type = Transactions Record Type = Vendor Bill/Supplier Bill Select Multiple files to upload Primary File – Vendor… Continue reading CSV Import-To update the Class field value on Expense Line under Vendor Bills
Why no Options are Available in Liability/Purchase Account and Asset/Sales Tax Account Dropdown Fields in Withholding Tax Type Page?
Withholding Tax is only be available for the Countries of Subsidiaries in the NetSuite account since basically, the reporting is only happen under the country of the respective Subsidiaries. Adding the Nexus under Nexuses subtab of the Subsidiary record does not resolve the situation. The Nexus has to be the Country of the Subsidiary to enable it in the Bundle. Navigate to Setup > Company > Subsidiaries > New Set the Country field: India Click Save button
Add Item on a Sales Transaction: Sales Description and Item Price Do Not Populate
User Cannot add an item on a Sales Transaction like Sales Order, Cash Sale or Invoice. The item shows up on the list of items that can be added but when the user clicks on it, the sales description and price do not populate.When the user clicks the Add button, the item is not added on… Continue reading Add Item on a Sales Transaction: Sales Description and Item Price Do Not Populate
Saved Search to Get the Percentage of Fulfilled Quantity Out of Ordered Quantity
1. Navigate to Lists > Search > Saved Searches > New > Select Transaction. 2. Under Criteria tab, set the following:Type is Sales OrderDate is (specify a specific period)Main Line is falseTax Line is falseCOGS Line is falseShipping Line is false 3. Under Results tab, set the following: Document NumberNameQuantityQuantity Fulfilled/ReceivedFormula (Percent) > Formula = nvl({quantityshiprecv},0)/nullif(nvl({quantity},0),0)4. Enter a Search Title.5. Hit Save & Run.