Author: Aswathy S Vijayan

Set field as Mandatory in Customer form if Customer Type is Individual via Workflow

To create the workflow: 1. Navigate to  Customization > Scripting > Workflows > New.2. In the Basic Information section, set the following:    • Name: For example, “Mandatory only if Individual”   • Record Type: Customer   • Sub Types: Lead, Prospect, Customer   • Execute as Admin is marked   • Release Status: Released 3. In the Initiation section, set the following:    • Event Based: On Create   • Trigger Type: All 4. Click Save.5. Click State 1.6. Update the Name to a… Continue reading Set field as Mandatory in Customer form if Customer Type is Individual via Workflow

Difference Between OAuth, OpenID Connect, and SAML?

OAuth 2.0: If you’ve ever signed up to a new application and agreed to let it automatically source new contacts via Facebook or your phone contacts, then you’ve likely used OAuth 2.0. This standard provides secure delegated access. That means an application can take actions or access resources from a server on behalf of the user,… Continue reading Difference Between OAuth, OpenID Connect, and SAML?

Creating a custom field that pulls results from a saved search in NetSuite

First, we need to create a saved search that the field uses for the results. And then we will create a custom transaction body field on a Sales Order to show the total of quantity of all the items that is on that Sales Order. To create a saved search, we navigate to List> Search>… Continue reading Creating a custom field that pulls results from a saved search in NetSuite

Setting Up Pending Approval Email Template

The Email Template tab in NetSuite enables users to customize messages to allow for notifications sent directly to their emails. It has the ability to do so via actions in NetSuite, and can display all sorts of information like: Description, Status, Amount, Etc. The Pending Approval Email Template provides the user an email once a… Continue reading Setting Up Pending Approval Email Template

Center Tabs: Customizing Center Tabs and Center Links

NetSuite provides the user with the ability to customize their center menu with specific tabs, both native to NetSuite as well as custom tabs. The user can also customize the links on these tabs. Links on the center tabs can be added or removed on custom tabs as well as ‘out-of-the-box’ tabs. Customized forms or… Continue reading Center Tabs: Customizing Center Tabs and Center Links

Creating a Memorized Transaction for a Specific Date

A memorized transaction in NetSuite enables the user to set up a transaction to recur automatically in the system. Memorized transactions eliminate data entry and can serve as reminders. Here, The user must have the Override Period Restrictions permission enabled. To create a memorized transaction using a specified date you will edit the transaction you… Continue reading Creating a Memorized Transaction for a Specific Date

How to know if a Cash Refund originally posted to Un-deposited Funds has already been Deposited.

1.       Navigate to Transactions> Customers> Refund Cash Sale> List> View a specific Cash Refund that hasn’t been deposited. Notice a field “Create Check= No” 2.        Open Deposit transactions and view all the transactions included to check if the Cash Refund was included or 3.        Once a Cash Refund has been deposited, notice the ‘Create Check’ field, it will now read as “No  Deposit#”, which is… Continue reading How to know if a Cash Refund originally posted to Un-deposited Funds has already been Deposited.

Expense Report not Showing on EFT Bill Payments Page

Scenario There are instances when an Expense Report does not show on the EFT Bill Payments Page even after it has been Approved. Solution An Expense Reports will shown on the EFT – Bill Payment* screen when the following conditions are met: The Company’s Payment File Format and the Employee’s Payment File Format are the same The A/P Account set in the EFT – Bill Payment Page and in the Expense Reports are the… Continue reading Expense Report not Showing on EFT Bill Payments Page

User is getting a SAML error: “Your access has been deactivated on SAML SSO login even when user is active and has access”

Scenarios: Notice: “Your access to [companyname] has been deactivated. Please contact the company’s administrator to re-activate your access” is received on login from IDP platform to NetSuite. Verify if user has an active employee record (List > Employees > Employees) by checking the status on the employee record. Status should be “Active”. Verify if the role… Continue reading User is getting a SAML error: “Your access has been deactivated on SAML SSO login even when user is active and has access”