Author: Aswathy S Vijayan

6 Things to Consider when Integrating an ERP and Construction Software

Enterprise Resource Planning (ERP) software and construction management software are two essential tools for managing construction projects. However, the integration of these two systems can be a challenging task. Integrating ERP and construction software can streamline the construction process, enhance productivity, and reduce costs. Here are six things to look for in an ERP and… Continue reading 6 Things to Consider when Integrating an ERP and Construction Software

NetSuite Custom Records for Multiple Field Defaulting

Custom records in NetSuite can assist organizations in organizing and utilizing information that cannot be done through native transaction or entity record types. Custom record types create a custom table in NetSuite are used to collect information specific to the needs of your organization. Custom records can be used to build a multi-level relationship between… Continue reading NetSuite Custom Records for Multiple Field Defaulting

Custom Role tagged to a subsidiary > Open Tax / Financial Report > An unexpected error has occurred or This Period is not defined for this fiscal calendar

Certain subsidiary is getting unexpected error whenpulling up financial reports: ·        User enabled Multiple Calendars under Setup > Company > Enable Features> Accounting tab ·        User created a new Fiscal Calendar under Setup > Accounting > FiscalCalendars ·        User assigned the Fiscal Calendar to a subsidiary ·        User restricted arole that has access to financial reports/tax reports to just that subsidiary ·        User logged inusing that role ·        User navigated to Reports > Financial and opened any Financial Report or Reports >VAT/GST > open any Tax Report ·        User got theunexpected error:… Continue reading Custom Role tagged to a subsidiary > Open Tax / Financial Report > An unexpected error has occurred or This Period is not defined for this fiscal calendar

Using Workflows to Set Item Sublist Fields

steps to create a workflow that will set the Location column on the Sales Order Item sublist to be the same as the main (body/header-level) Location field.  To start, the workflow will be set up like any other. Using a role with the Classic center (like Administrator), go to Customization -> Workflow -> Workflows ->… Continue reading Using Workflows to Set Item Sublist Fields

Five common NetSuite CSV import errors and how to solve them

NetSuite CSV imports are essential for processing large volumes of new records and updating existing records. For example, when performing a NetSuite sandbox refresh, you can perform a quick CSV import to re-upload the users/roles and grant them access in a matter of minutes “0 of X records imported successfully” is not something a NetSuite… Continue reading Five common NetSuite CSV import errors and how to solve them

Grouping Invoices with Sub-Customer Reference on Child Invoices

If NetSuite Invoice Grouping is being used, and each Invoice being grouped has different customers, all of which are sub customers of the same parent, the Invoices cannot be grouped – even if that parent is paying on their behalf. All Invoices in the proposed group must have the same customer populated in the native… Continue reading Grouping Invoices with Sub-Customer Reference on Child Invoices

Top 5 NetSuite Differentiators versus Microsoft Dynamics 365 Finance

NetSuite is a pure Cloud-based business solution. Dynamics 365 Finance (formerly Finance and Operations or “F&O”) was not originally built for the Cloud. It is rearchitected Dynamics AX which was initially built for on-premise deployments or to be privately hosted. The rearchitected Dynamics 365 Finance was only commercially launched as a cloud/SaaS product (hosted by Microsoft… Continue reading Top 5 NetSuite Differentiators versus Microsoft Dynamics 365 Finance

Display the Total Amount of Sales Created by a Sales Rep in Dashboard

1. Navigate to Reports > Saved Search > Saved Searches > New > Select Transaction. 2. In the Criteria tab > Standard sub tab > Add the following Filters: Type is Sales Order Sales Rep is (any of = select from the list) Main Line is true/yes 3. In the Results tab > Columns sub tab > Set the Summary Type to Amount = Sum. 4.… Continue reading Display the Total Amount of Sales Created by a Sales Rep in Dashboard