Author: Aswathy S Vijayan

Create a Saved Customer Search that lists Customers with No Primary Contact

To create the search, perform the following steps:   1. Navigate to Lists > Search > Saved Searches > New. 2. Click Customer. 3. Enter a Search Title. 4. In the Criteria tab, enter the following:   Contact (Primary) fields… : Name/ID is empty Is Individual is false   5. In the Results tab > Columns subtab, add the following:   Internal ID Name… Continue reading Create a Saved Customer Search that lists Customers with No Primary Contact

NetSuite Costing

NetSuite Costing Methods:  Let’s delve into the common costing methods available in NetSuite: Average Costing: It is calculated as the total units available during a specific date range, divided by the beginning inventory cost plus the cost of additions to inventory. This method employs the moving average method, averaging costs over the period. In the… Continue reading NetSuite Costing

Matrix, Kit, and Group Items – How Do They Differ?

What are Matrix items? Matrix items are used when there are multiple options for the same product. An example would be different colorways to choose from for the same welding helmet model or different rebar lengths. This type of item allows multiple options to fall under one “parent” item. A parent item is the overarching… Continue reading Matrix, Kit, and Group Items – How Do They Differ?

Add Custom Action to “Save &” Drop-Down on a Record

Scenario: Add a custom workflow button to the Save & update menu on a transaction. The steps below will aid in saving efficiency when users consistently save a record and immediately click another button to trigger an action. This allows custom button actions to be available under the Save &… menu on a record. Note:… Continue reading Add Custom Action to “Save &” Drop-Down on a Record

Issue Refunds for Customer Deposits

To refund a deposit, complete the following steps: Go to Transactions > Customers > Issue Customer Refund (Administrator). On the Customer Refund form, select the customer you want to issue a refund to. If you use the Multiple Currencies feature, select the currency of the deposit you want to refund. Selecting a currency filters the deposits available on… Continue reading Issue Refunds for Customer Deposits

Why there is an unexpected Error: Transaction was not complete when tried to do customer refund

Scenario: Transactions> Customers> Issue Customer Refund shows and Unexpected Error: Transaction was not complete Solution: Use the standard form or customize the form and enable the Account form. 1. On the new refund page, check if the Account field is missing. 2. If it is, customize the form and check the Account box under the Screen Fields tab… Continue reading Why there is an unexpected Error: Transaction was not complete when tried to do customer refund

How to Remove Customer Number on Contact Search

Scenario: Result of a saved Contact search shows the Customer ID/Number instead of merely the Company Name.  Solution: Navigate to Lists > Search > Saved Searches  Click Edit on Saved Contact Search  Click Results Field:  Select Company Field Click Remove  Select Formula (Text)  Formula: Enter REGEXP_SUBSTR({‌company}, ‘(s)(D*)’) Click Save & Run 

Custom Field missing in CSV Field Mapping

Follow the steps below to ensure the custom field is visible on the CSV Import Field Mapping: Navigate to Customization > Lists, Records, & Fields > Entity Fields or Transaction Body Fields Edit Custom Field Under Display subtab make sure that the Display Type = Normal Click Save Navigate to Customization > Forms > Entry… Continue reading Custom Field missing in CSV Field Mapping

Reopen a Closed Customer Return Authorization

Scenario How to re-opens a Customer Return Authorization that was accidentally set to Closed status. Solution Navigate to Transactions > Customers > Issue Return Authorizations > List Click Edit on the Return Authorization Items tab: Unmark Closed checkbox at the Item line Note: If the Closed checkbox is missing at the Item line/s, unhide this… Continue reading Reopen a Closed Customer Return Authorization