For OneWorld organizations, instead of having the main company logo print on transactions, you may want to print the relevant subsidiary logo. You can do this by creating an advanced template. Create an advanced template. Use the <img src=”” /> tag in the template to specify the location of the image. Add the following code to the… Continue reading Printing Subsidiary Logo on Advanced Templates
Author: Jasmine Jacob
Look up the amount of space the File Cabinet currently uses
Users with the Billing Information permission can look up the amount of space the File Cabinet currently uses on the Billing Information page. Go to Setup > Company > NetSuite Account Information > View Billing Information. The Current Used Quantity column for File Cabinet Size (GB)** component shows the current amount of space used.
How to Remove Primary contact name from Bill to Address in the PDF print
To achieve this, follow these steps: Navigate to Setup > Company > General Preferences. Unmark or uncheck the preference labeled “Add Primary Contact to Bill To Address”. Click “Save” to apply the changes.
Display Sum of Two Custom Column in Invoice Using Basic PDF Layout
This can be achieved using a Saved Search and Transaction Body Field. In this scenario, the two columns are named Commission Amount and Net Amount. Create a Saved Search Search Title: Enter Total Commission Amount Search Click Criteria Click Standard Filter: Select Type Type: Select Invoice Click Results Click Columns Field: Select Commission Amount Summary… Continue reading Display Sum of Two Custom Column in Invoice Using Basic PDF Layout
Packing Slip Advanced PDF/HTML Template is not following the Accounting Preference set for “Show Additional Items on Packing Slips”.
Solution In the template source code, find the section where the item sublist is being looped through. Replace <#list salesorder.item as tranline> with <#list record.item as tranline>. Make sure to adjust the columns based on the Transaction Line Fields available on the Item Fulfillment. After making the necessary modifications, save the changes to the template.
Unable to see the entire folder lists in File Cabinet’s Move To field
The ability to display all folders in the ‘Move to’ list is currently being requested under Enhancement #197684 Documents > File > File Cabinet > Move Files > Mark folder > Click the Dropdown lists in the Move To field : Unable to see the entire folder lists. Below are the alternate solutions for the… Continue reading Unable to see the entire folder lists in File Cabinet’s Move To field
Role able to access Restricted Files via ‘Attach File’ column or via File URL
1. Navigate to Setup > Company > Preferences > General Preferences – Hide Attachment Folders = True 2. Navigate to Lists > Search > Saved Searches > New – Select Employee – Enter the Search Title (E.g. “Administrator Files”) – Available as List View = True – Criteria tab > Standard subtab > select Role… Continue reading Role able to access Restricted Files via ‘Attach File’ column or via File URL
Restricting Access to File Cabinet Folders
You can restrict access to files by setting permissions on File Cabinet folders. Restricting Access to Subfolders Log in to NetSuite with a role that has access to the folder. Go to Documents > Files > File Cabinet Click Edit on the folder to which you want to restrict access. Select from the dropdown lists to restrict access… Continue reading Restricting Access to File Cabinet Folders
Address Shows in Duplicate Rows in a Customer Saved Search
Scenario There is a duplication of the customer’s Address results on their Customer-saved search. This happens if the Address fields, together with a Custom field, were both exposed on the saved search results. Solution There are two options to achieve a single-row result for addresses: 1. Use Joined fields on the Results tab of the search. Please refer to… Continue reading Address Shows in Duplicate Rows in a Customer Saved Search
Saved Search Formula to Display Day of the Week
Navigate to Lists > Search > Saved Searches Saved Search: Click Edit Click Results Field: Select Formula (Text) Formula: Enter SUBSTR((TO_CHAR({today}, ‘Day’)), 0, 3) or use (TO_CHAR({today}, ‘Day’)) Note: You may replace datecreated with the field ID of a date field of your choice. Click Save & Run