The Email Merge feature in NetSuite lets you send personalized email messages in bulk. When you use this feature, the following actions take place: NetSuite generates and sends your merged email message. NetSuite automatically deletes duplicate messages to ensure that each email address only receives one copy of the email message. Your login email address… Continue reading Bulk Merge – Email
Author: Anu Mathew
No live sales orders under related records, but back ordered quantity is available
In some situations, you may notice that an item shows a backordered quantity, yet there are no open sales orders linked to it in the related records. In this case, You can follow these steps to check the open transactions related to this item: Go to Transactions > Order Management > Reallocate Items. Enter the… Continue reading No live sales orders under related records, but back ordered quantity is available
Financial Report Builder
Report>New Financial Report Then select one of the financial statement from the options provided and click on the Customize button. You can use the Financial Report Builder to customize NetSuite financial statements, including their columns, filters, sorting, and audience. The Financial Report Builder’s most significant feature is the Edit Layout page. The Edit Layout page… Continue reading Financial Report Builder
Mass Update for Dunning Manager Change
A mass update is the best option to change the dunning manager in the customer record. List>Mass Update>Mass Updates From the General Update action Choose “CUSTOMER” Then in the criteria provide the Dunning Manager name, which needs to be changed Then click on the Mass Update field tab Click on the Dunning Manager option and… Continue reading Mass Update for Dunning Manager Change
CSV Import to add multiple subsidiaries to customer records along with the primary subsidiary
To add customer records with multiple subsidiaries along with the primary subsidiary, CSV import is the correct option. Below are the detailed steps: Setup>Import/Export>Import CSV Records Then Select Import Type as Relationships Record Type as Customer-Subsidiary Relationship Then upload the CSV file The file should only include the Customer ID and the Subsidiary ID that… Continue reading CSV Import to add multiple subsidiaries to customer records along with the primary subsidiary
Relative Selector in Saved Search
To provide date criteria within 12 months ago and 0 months ago, we need to select the Selector as Relative. In the criteria tab Select Date Then select “within” and select “Relative” Then provide the FROM and TO Save this
Including a search in an existing custom KPI Scorecard
First, create a saved search Navigation to KPI Scorecard: Customization>Centers and tabs> KPI Scorecards Then open the custom KPI scorecard to which a new search is to be added. Click edit button Then in the Content subtab, choose the custom tab, select the created search name in the CUSTOM KPI #1 option. Then choose the… Continue reading Including a search in an existing custom KPI Scorecard
Display a comparison of saved search data in KPI
Points noted while creating Saved Search Search criteria should not include a Date range Should have only one field with Summary Type (such as group, sum, or count) Should have a date column defined as a Filter on the Available Filters subtab Then in KPI Home>Dashboard Click on the setup option of the KPI portlet… Continue reading Display a comparison of saved search data in KPI
Bounced Email Addresses List
A bounced email list refers to a collection of email addresses that were unable to successfully receive emails due to various issues. When an email “bounces,” it means it was returned to the sender because it couldn’t be delivered. Navigation List>Relationships>Bounced Email Addresses This list includes the email addresses that have experienced a bounce. New… Continue reading Bounced Email Addresses List
Points To Be Noted Before a Subsidiary Deletion
Subsidiaries can only be deleted after deleting the related records. This includes various transaction records, customers, vendors, contacts, employees, items, departments, locations, product groups, and accounts. Some records, such as items, product groups, customers, vendors, departments, and accounts, can be linked to other subsidiaries, so we will need to remove those connections first. Before proceeding… Continue reading Points To Be Noted Before a Subsidiary Deletion