Billing schedules manage the billing process by tracking when to invoice customers and how much to bill. For example, you’re able to create a billing schedule with an initial 50% billing amount, monthly recurrence, and two recurrences. When you apply this billing schedule to a $1,000.00 service contract sales order, it’s billed as follows: Initial… Continue reading Billing Schedules
Author: Anu Mathew
Publish Dashboard For A Specific Role
First, we need to provide “Publish Dashboard” permission for that role. Then switch to that role and add the required portlets to the dashboard. Then click on the “Publish Dashboard” link under the settings in the HOME Select the Role to which this dashboard is applied from the list. Then SAVE it. Now this dashboard… Continue reading Publish Dashboard For A Specific Role
Resource Allocation
The resource allocation record supports reserving an employee’s time for a particular project. We can view the resource allocations for a specific project through the project record’s Resources subtab (Lists > Relationships > Projects). This record is available only if the Resource Allocations feature has been enabled at Setup > Company > Enable Features, on… Continue reading Resource Allocation
Warning Message during the creation of custom segment: “The custom record type name or custom field name entered already exists. Enter a different name”
To create a new custom segment: Navigate to Customization > Lists, Records & Fields > Custom Segment. Enter the required details such as the segment Name, ID, and other configuration settings. Note: When attempting to save the segment, you may encounter the following message “The custom record type name or custom field name entered already… Continue reading Warning Message during the creation of custom segment: “The custom record type name or custom field name entered already exists. Enter a different name”
Store Form with Record
When a User changes a Custom Form on a record, the Custom Form will revert back to its original Form when saved. To solve this issue: Edit that custom form Enable the checkbox “Store Form with Record.“ Click Save
Markup items
You can use markup items to apply an additional charge to an order. Using markup items lets you track markup amounts without affecting inventory valuation. For example, you can charge a rush fee for completing a service or delivering an item quicker than is usually guaranteed. You can choose to mark up the amount for… Continue reading Markup items
Main Line Name
In the case of a supplier or vendor, it can be an individual or a company. To fetch the vendor name in a transaction search, we can provide the option ” Main Line Name” in the columns. Then both types of vendors can be fetched.
Memorized Transaction
A memorized transaction is used to automate and schedule recurring transactions in NetSuite — like journal entries, bills, or invoices that happen regularly. A memorized transaction is a transaction you set up to recur in NetSuite. Navigation: Transaction>Management>Memorized Transactions List Why use it? Saves time — no need to re-enter the same transaction every time.… Continue reading Memorized Transaction
Steps to follow the Standard vendor payment functionality even if the ‘In-Transit Payment’ feature is enabled
Steps to follow the Standard vendor payment functionality even if the ‘In-Transit Payment’ feature is enabled in the enable features. First, need to uncheck the checkbox Use In-Transit Vendor Payments By Default on 2 pages. Navigation Accounting Preference Navigation: Setup>Accounting>Accounting Preferences ( Under General subtab) In Subsidiary Setup>Company>Subsidiary Under Preferences Then, we need to inactivate… Continue reading Steps to follow the Standard vendor payment functionality even if the ‘In-Transit Payment’ feature is enabled
Email Preferences
The Email Preferences page is where users with the Administrator role can set up global email preferences for their company. Preferences set on these pages affect all users in your NetSuite account. Go to Setup > Company > Email > Email Preferences. Complete the required fields as detailed in the following sections. Click Save. General… Continue reading Email Preferences