Author: Aswathy S Vijayan

Customer Saved Search for Yearly Comparison of Sales Orders

1) Navigate to Reports > Saved Searches > All Saved Searches > New 2) Click on the Customers link 3) Criteria tab > Standard sub tab > set the following Filters with their corresponding Description:    — Transaction:Type | is Sales Order         — Transaction:Date | is on or after 11/20/2022 4) Results tab > Columns sub tab> set… Continue reading Customer Saved Search for Yearly Comparison of Sales Orders

Create a Custom Customer Entity Field to Show Total Sales of the Customer

Create a Customer Saved Search: 1. Navigate to Lists > Search > Saved Searches > New. 2. Select Customer. 3. Give a name to the Search. 4. Under the Criteria tab > Standard subtab add two fields: Transaction Fields… Type is any of Invoice, Cash Sale. Transaction Fields… Main Line is True. 5. Under the… Continue reading Create a Custom Customer Entity Field to Show Total Sales of the Customer

Set a specific Custom Form for New Transaction Triggered via Make Copy

Below is a sample workflow to set a specific custom form for a new transaction triggered via make copy of an Estimate. Steps: 1. Create a new workflow with the following summary settings (Customization > Scripting > Workflows > New)  a. Name = Default Custom Form – Make a Copy  b. Record Type = Transaction… Continue reading Set a specific Custom Form for New Transaction Triggered via Make Copy

Custom Field That Sources The Transaction Total Displays a Negative Amount

User creates two custom fields for a custom record type. The first field pulls up the list of transactions and the second sources from the Total of the selected transaction: Transaction (custom) Type = List/Record List/Record = Transaction Store Value = T Amount (custom) Type = Currency Source List = Transaction Source From = Total… Continue reading Custom Field That Sources The Transaction Total Displays a Negative Amount

What Is Grant Management?A Guide for Nonprofits

Nonprofit organizations seek funding through a variety of channels; donations from philanthropic individuals and organizations and fundraising events quickly come to mind. Another way nonprofits can obtain financial support for their initiatives is by receiving grants. What Is Grant Management? Grant management refers to the oversight of all phases of the grant life cycle, from… Continue reading What Is Grant Management?A Guide for Nonprofits

Create Search to show Date when transaction hit the books (date approved or date posted)

Create a Saved Search to show Date when transaction hit the books (Date Approved or Date Posted) Solution 1. Go to Lists > Search > Saved Searches > New 2. Select Transaction as Search Type 3. On the Criteria tab > set Posting = Yes 4. On the Results tab add Formula (Text) > Formula = Case When {‌systemnotes.field} = ‘Posting Period’ then {‌systemnotes.date} end 5. Set Summary Type on the other important fields on the Results tab as… Continue reading Create Search to show Date when transaction hit the books (date approved or date posted)

Search Saved to Show Profitability Per Transaction

To create this search please follow the steps below:   1) Navigate to Reports > New Search > Transaction 2) Under Criteria tab: — Add Type is Sales Order — Add Main Line is False 3) Under  Results tab: — Add Sales Rep — Summary Type is Group — Add Number (this is the SO number) — Summary Type is Group — Add Amount — Summary Type is Sum — Add Item   — Add Quantity — Add Item Fields…Purchase Price (this is the cost of… Continue reading Search Saved to Show Profitability Per Transaction

Tax Engine Comparison

Introduction NetSuite SuiteTax is a powerful tool that NetSuite users can leverage to streamline and empower their tax management with automation and global flexibility. In an increasingly globalized economy, more and more businesses face the need to have an ERP that meets their geographical tax requirements. This can become a complex and time-consuming task that… Continue reading Tax Engine Comparison