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 > Main subtab.3. Save the form The account field is the bank account used for the… Continue reading Transactions > Customers > Issue Customer Refund > Unexpected Error: Transaction was not complete.
Author: Akshay Suresh
Create a Report to Show Customer Returns Quantity per Item
1. Navigate to Reports > Sales > Sales by Item > Customize Summary. 2. Under Filters link, click on Sales folder. Scroll down and click on Transaction Type folder. Click on Long Name. Set the filter to Long Name is equal to Credit Memo. 3. Enter a Report Name and click Save.
Deleting a Custom Record Throws an Error: “This custom record cannot be deleted because it is referred to by custom fields”.
User is unable to delete a custom record type even when it is not referred to by any workflow/script, item, entity, or transaction fields. Steps to Reproduce: 1. Navigate to Customization > Lists, Records, & Fields > Record Types. 2. Click on the Custom Record Type’s name. 3. Navigate to More Actions > Delete. Actual Result: This custom record cannot be deleted because it is referred… Continue reading Deleting a Custom Record Throws an Error: “This custom record cannot be deleted because it is referred to by custom fields”.
Transaction Saved Search to Display List of Transactions with a Specific Number of Lines
To create a saved search to show a list of transactions, for example Purchase Orders, with only one line or any specific number of lines, follow the steps below: Navigate to Lists > Search > Saved Searches > New. Select Transaction as the Search Type. On the Criteria tab > Standard subtab, enter a filter for Type = Purchase Order. On the Criteria tab > Summary subtab, enter… Continue reading Transaction Saved Search to Display List of Transactions with a Specific Number of Lines
Saved Customer Search That Will List The Child Customers Under
1. Navigate to Reports > Saved Searches > All Saved Searches > New.2. Select Customer on the list.3. Set the following under Criteria Tab > Standard Subtab: · Inactive = F· Sub Customer fields… > select Name/ID = is not empty 4. Set the following under Results Tab > Column Subtab: · ID || Custom Label: Parent ID· Name ||… Continue reading Saved Customer Search That Will List The Child Customers Under
Print Bill Payment > Address is not that of Bill Payment subsidiary’s
Scenario: Print Bill Payment >Address is not that of Bill Payment‘s subsidiary Findings: In a OneWorld account,the Bill Payment Company Address printed in PDF is that of theLocation’s address from the vendor billIf there is no Location Address (Setup> Company > Locations) then that is the only time that NetSuite willuse the Subsidiary’s Address as theCompany’s Address in the Bill Payment/ Payment Voucher Solution: Users have option of overriding the CompanyAddress by navigating to Setup > Customization >… Continue reading Print Bill Payment > Address is not that of Bill Payment subsidiary’s
Add Item on a Sales Transaction: Sales Description and Item Price Do Not Populate
Cannot add an item on a Sales Transaction like Sales Order, Cash Sale or Invoice. The item shows up on the list of items that can be added but when the user clicks on it, the sales description and price do not populate.When the user clicks the Add button, the item is not added on the… Continue reading Add Item on a Sales Transaction: Sales Description and Item Price Do Not Populate
Unable to Edit and Save Journal Entry > error: The account (xxx) is an inactive account. Please correct the import file and resubmit.
The number that is displayed on the error message refers to the Internal Id of the Inactive account which is included in the Journal Entry. 1. Navigate to Home > Set Preferences 2. Under the General tab, set the Show Internal Ids box to True 3. Click Save 4. Go to your Chart of Accounts by navigating to Setup > Accounting > Chart of Accounts or Lists > Accounting > Accounts or Reports > Financial > Chart of Accounts 5. Look… Continue reading Unable to Edit and Save Journal Entry > error: The account (xxx) is an inactive account. Please correct the import file and resubmit.
CSV Import: Vendor Bill > Error: Multiple rows in your primary CSV file have the same value for the key column. Please edit this file to eliminate rows with duplicate key column values. for field “ExternalId”
Scenario: Customer imports vendor bill with expense line items using multiple files and External ID as the reference key, yet encounters an error: Multiple rows in your primary CSV file have the same value for the key column. Please edit this file to eliminate rows with duplicate key column values. for field “ExternalId” after field mapping and… Continue reading CSV Import: Vendor Bill > Error: Multiple rows in your primary CSV file have the same value for the key column. Please edit this file to eliminate rows with duplicate key column values. for field “ExternalId”
Restore Cancelled Sales Order
Cancelled sales order is different from a closed sales order. While you can re-open a closed sales order, you cannot restore a cancelled sales order. The ability to restore a cancelled sales order is covered by Enhancement 28338 – Allow cancelled Sales Orders to be restored (un-cancelled). When a sales order has been cancelled, the only… Continue reading Restore Cancelled Sales Order