Saved Search Criteria tab. Type: is Sales Order Main Line: is false. COGS Line: is false. Tax Line: is false. Shipping Line: is false. Status: is any of Sales Order: Pending Fulfillment, Sales Order: Partially Fulfilled Subsidiary: Select the required Subsidiary. Results tab: Internal Id: Summary Type (Group) Document Number: Summary Type (Group) Item:… Continue reading Saved Search to show the total quantity of each item in all open Sales Orders.
Author: Meghana Satheesh
Potential Problem Areas in Renaming Records and Transactions
To access the Renaming Records and Transactions page, log in as the administrator and navigate to Setup > Company > Rename Records/Transactions. On this page, we can change the names of three entities: relationship records, transactions, and account types. Customized Items When we change the name of a record, transaction, or account item, that name… Continue reading Potential Problem Areas in Renaming Records and Transactions
To bill expenses to customers using purchase orders
Enter a purchase order for an expense you want to bill to a customer. When you enter a purchase order for a billable expense, select the expense and identify the customer or project, and then check the Billable box. To enter a purchase order for a billable expense, go to Transactions > Purchases/Vendors > Enter Purchase Orders.… Continue reading To bill expenses to customers using purchase orders
Proposal For SuiteTax TCS Implementation
Proposal Summary This proposal covers the scope of implementing the SuiteTax TCS in the VKC Nuts NetSuite Account. Requirement VKC NUTS requires the implementation of SuiteTax TCS. Currently, they have a custom script for calculating TCS. They need to transition from the custom script for TCS calculation to SuiteTax TCS calculations. Additionally, they need to… Continue reading Proposal For SuiteTax TCS Implementation
Proposal for Partner Commission Report.
Proposal Summary This proposal covers the scope of creating partner commission report in the Classy Art Wholesalers NetSuite Account. Requirement Classy Art Wholesalers requires the creation of Partner Commission Report in their NetSuite Account. This report should be generated for partners in NetSuite, presenting transaction. details such as Paid Invoices, Shipped but Unpaid Invoices, and… Continue reading Proposal for Partner Commission Report.
Solution for showing Original Bill Number and Memo in Billable Expenses sublist of Invoice Record.
Create a transaction line field named ‘Original Expense’ and a ‘Memo’ field in the bill record. Utilizing a userevent script in the afterSubmit event, we can assign the transaction number of the bill record to the ‘Original bill number’ field and simultaneously transfer the value from the standard memo field in the ‘Expense’ subtab to… Continue reading Solution for showing Original Bill Number and Memo in Billable Expenses sublist of Invoice Record.
KPI Scorecard
NetSuite enables us to create custom scorecards that can be displayed in the KPI Scorecard dashboard portlet. Formula popup page, available from the KPI scorecard record, provides dropdown menus that we can use to build formula expressions. To create a new KPI scorecard, go to Customization > Centers and Tabs > KPI Scorecards > New.… Continue reading KPI Scorecard
Shortcuts Portlet
The Shortcuts portlet contains links that we can click for access to our most frequently used records, transactions, lists, and reports. These same links also appear as options on the shortcuts menu, the Star icon, on the navigation menu. To add a shortcut from the page where we want the shortcut to go: Click the… Continue reading Shortcuts Portlet
Return Materials Authorization (RMA)
RMA is a non-posting transaction. The return process results in a credit or a refund is dependent on three things: 1. Based on the return authorization form is selected in the Custom Form field on the authorization. Standard Return Authorization – Credit – A return using this form generates a credit memo for the returned item.… Continue reading Return Materials Authorization (RMA)
Print in Customer’s Locale
The ‘Print in Customer’s Locale’ button, this feature is designed to generate PDFs in the customer’s preferred language. In the customer record, under the Preference subtab, a language field allows the selection of the preferred language. The ‘Print in Customer’s Locale’ button ensures the PDF is produced in the customer’s language of choice.