In the case of journal csv import, if you can’t set the Approval status as Approved by default. Then create a workflow for setting the approval status as “Approved”. After setting this workflow, without mentioning the approval status of the journal will automatically be set as Approved. Steps Navigate to Workflows: Go to Customization >… Continue reading WorkFlow – For Setting the Status of Journals as “Approved”
Author: Anu Mathew
Reason behind Negative Average Cost of an Item
The main reason behind this negative average cost is the backend costing engine being unable to complete its costing calculation because the period is closed. To prevent this type issue, it’s important to ensure that costing calculations are completed before closing a period. This can be verified in two ways: Inventory Valuation Report – If… Continue reading Reason behind Negative Average Cost of an Item
Customer Login Access To The Contact Of The Customer
To grant a contact login access to the Customer Center in NetSuite, follow these steps: Open the Customer Record and navigate to the System Information tab. Click on the Access subtab. Locate the contact who needs login access and check the appropriate box. In the Role column, select Customer Center from the dropdown list. Set… Continue reading Customer Login Access To The Contact Of The Customer
Vendor Statement
A Vendor Statement is similar to that of a Customer Statement. It lists vendor transactions which include Bills, Bill Credits, Bill Payments, and Journals. Unlike customer statements, vendor statements are not yet available in NetSuite. As a workaround, users may customize A/P Register to show all vendor transactions as of a specified time for a specific vendor.… Continue reading Vendor Statement
Customer E-document email recipient – CSV import of Contact
To import an existing Contact under your Customer’s subtab Customer E-document email recipient, you should have Company field populated on your Contact. Company of the Contact should correspond to the Company set on Customer. 1. Create a CSV file with fields: Contact Internal ID, Customer Internal ID, Contact Email; 2. Open Setup > Import/Export > Import CSV Records; 3. On… Continue reading Customer E-document email recipient – CSV import of Contact
Blank Value in the field ” Calculate Quantity Discounts”
While retrieving the dataset for the item record, we noticed that for the ‘Calculate Quantity Discounts’ field, even though it contains a value, the result is showing as blank This is because when selecting the “By Line Quantity” option, the dataset may display blank values in the results. For other values, it will display the… Continue reading Blank Value in the field ” Calculate Quantity Discounts”
Setting Up a Customer Record for using the Malaysia Electronic Invoicing SuiteApp
Go to Lists > Relationships > Customers. Click Edit next to the required customer. On the customer record, In the E-Document subtab, do the following: From the E-Document Package list, select Malaysia E-Document Package. Check the Template and Sending Method Auto-selection box. Select the Malaysia Electronic Invoicing subtab. From the Malaysia Mandate Type list, select one of the following mandate type: MY-B2G-EINVOICE MY-B2B-EINVOICE MY-B2C-EINVOICE From the Malaysia Identification Type list,… Continue reading Setting Up a Customer Record for using the Malaysia Electronic Invoicing SuiteApp
Setting Up a Subsidiary Record for using the Malaysia Electronic Invoicing SuiteApp
To setup the subsidiary record: Go to Setup > Company > Subsidiaries. Click Edit next to the required subsidiary. Fill the required fields on the subsidiary record. The selected country for the subsidiary must be Malaysia. In the VAT Registration No field, enter the subsidiaries’ Tax Identification number (TIN). In the Legal Name field, enter the legal name of the subsidiary.… Continue reading Setting Up a Subsidiary Record for using the Malaysia Electronic Invoicing SuiteApp
Related Bill Number and Bill Line ID in a saved search
Suppose a saved search needs to fetch the quantity billed and quantity received in a purchase order. Additionally, the corresponding bill number associated with the items should also be included in the search. There is a possibility that item lines may be excluded if the quantity billed is zero when using applied transaction join fields.… Continue reading Related Bill Number and Bill Line ID in a saved search
Review Inventory Cost Accounting
Review Inventory Cost Accounting When closing a period, you must run the costing accounting process for the period close. To complete this task, ensure that there are no costing items to be corrected and that inventory costing calculations are not already currently running. To open this task on the checklist, you must have already completed… Continue reading Review Inventory Cost Accounting