In NetSuite, a picking ticket and a packing slip serve distinct roles in the order fulfillment process, each tied to different stages and records. A Picking ticket is generated directly from the Sales Order (SO) record, typically before fulfillment, to guide warehouse staff in locating and picking items from inventory. It lists items, quantities, and… Continue reading Difference Between Picking Ticket and Packing slip
Author: Steffy Augustine
Wave Still Showing In Progress
Scenario: The user has reported that a Wave is still marked as “In Progress”, despite the fact that the corresponding order has already been shipped and billed. Solution: The most frequent reason a Wave remains “In Progress” is that there are associated pick tasks that are still ongoing. This represents a critical dependency within the… Continue reading Wave Still Showing In Progress
Unexpected error while creating wave
Scenario: When attempting to generate a wave using the Warehouse Manager Role, the user encounters an error message stating: “An unexpected error has occurred. Please click here to notify support and provide your contact information.” Solution: This error arises because the system restricts wave generation with the WMS Warehouse Manager role when the Sales Order… Continue reading Unexpected error while creating wave
Shortcuts in NetSuite
Use “t” to autofill today’s date in date fields. Use “y” to autofill the previous day’s date. Press “Shift + t” to autofill the following day’s date. Type “m” to autofill the last day of the current month. Use “Alt + g” (Windows) or “Option + g” (Mac) to access the global search bar. Use… Continue reading Shortcuts in NetSuite
Types of dropdown in NetSuite
A Single arrow is displayed in the dropdown if the number of options is less than or equal to that mentioned in the set preference. If the options are greater than that mentioned in the Set Preference, the double arrow is displayed. The benefit of a double arrow dropdown is that, we can directly type… Continue reading Types of dropdown in NetSuite
System Notes in the File Cabinet
Every file loaded into the File Cabinet has a system notes record to track changes made to the file, including the context and when the changes were made. System notes for JSON, XML, and JavaScript files also include a File Content Hash field. The File Content Hash field is calculated by NetSuite based on the… Continue reading System Notes in the File Cabinet
Setting Default Forms for Roles
To set a default form for roles: Go to Setup > Users/Roles > Manage Roles. Click Customize next to the role you want to set a form for. Enter a name for your custom role. Click the Forms subtab. Click the section you want to set default forms for. Transaction – Set default forms for… Continue reading Setting Default Forms for Roles
Chart of Account Numbering
We can set up account numbers that appear in your chart of accounts, transactions, and on most financial reports. When you start to work with NetSuite, account numbers are not enabled. An administrator must enable the preference on the Accounting Preferences page. To enable account numbers: Go to Setup > Accounting > Accounting Preferences. Click… Continue reading Chart of Account Numbering
User Role Permissions
Each user role (except Administrator) needs at least one permission. Essentially, a permission is a bundle of rights that govern what a user can and can’t do in the system. Permissions are categorized into various levels, each granting different capabilities: View: Users can access and view data, but they are unable to make any modifications.… Continue reading User Role Permissions
global search shortcut
To save time when searching and navigating, use the Alt+G keyboard shortcut to automatically place your cursor in the global search bar at the top of the NetSuite page. If you use the search function often to search for records, this shortcut can save a lot of time. Simply type Alt and G and start… Continue reading global search shortcut