Author: Parvathi K J

Scenario The client wants to add an “EZYconcept” list to a dispatch status dropdown. Solution Go to Customization> List,Record & forms> ListFrom the custom lists select the Dispatch status In the dispatch status custom list add “EZYconcept” under the value subtab and save. Now the EZYconcept is visible in the dropdown list of the dispatch… Continue reading Dropdown List

Go to Setup > Accounting > Accounting Preferences. Click the Time & Expenses subtab. Check the Require Approvals on the Time Records box. Check the advanced Approvals on the time record. Click Save.If we only check the Require Approvals on the Time Record box it leads to the display of only the Approve button in… Continue reading Setting Approval Preference to Employee Time Record

ScenarioThe employee can edit and post the bill even after closing the period.Reasons: Override Period Restrictions: This permission allows the user to edit or post the record after closing the A/R and A/P tasks. After closing all the period’s checklists the user becomes unable to edit the record. Accessible Subsidiaries while closing the accounting period… Continue reading Override Period Restrictions

With the help of the Suite Approval workflow, we can create the new approval rule.We can use this bundle for approving different expense records, Journal Entries, Invoices, etc.Journal Entry Approval Set Up> Approval process manager > Approval Rule list > New approval Rule On the new rule: Approval Routing tab > ROUTE APPROVALS BASED ON AMOUNT… Continue reading Suite Approval

CPQ or configure, Price, Quote is a business toolset that allows for the automatic application of business logic (Pricing, calculation, compatibility, etc.) during a sales transaction. NetSuite CPQ enables sales teams to quickly configure, price, and quote (CPQ) products and services with complete accuracy and reliability—directly in NetSuite.The ability to create 3D product visualizations and… Continue reading Configure, Price, Quote(CPQ)

Scenario the client wants to create a workflow to automate the status change, as follows: CONDITIONS: The interaction Type is Back Orders AND Transaction Status on the associated Sales order is any of cancelled, closed, pending billing, billed  THEN: Set Interaction Status as Completed  Run once a day (either after 6 pm or before 7… Continue reading Scheduled Workflow

Lot trace helps to track product movements and leads to good quality control and customer service. To effectively manage inventory, manufacturers need the ability to trace products through the entire lifecycle of the product. The lot and serial numbers provide additional visibility into where your item came from and how it is being used. To… Continue reading Lot /Serial Trace Preferences

Supply chain snapshots analyze whether the inventory levels meet demand or planned levels and it helps to match requests with available supply. A supply chain snapshot simulation of a transaction lets us determine what effect that transaction would have on our inventory if we implemented it. We can create a supply snapshot and refresh it… Continue reading Schedule Supply chain Snapshot

To enable Supply Chain Snapshot Go To Setup> Company> Enable Features Multi-Location Inventory Advanced Inventory Management Demand Planning Supply Chain Control Tower The current user must have permission to Supply Chain Snapshot snapshots can be performed for Inventory items and Assembly/Bill of Materials items. This includes lot-numbered and serial-numbered items. These snapshots show a running balance… Continue reading SUPPLY CHAIN SNAPSHOT

The Supply Chain Control Tower feature in our NetSuite One World account simulates inventory supply and demand across our supply chain.  To enable the supply chain control tower:  Go to Setup > Company > Enable Features.  Click the Items & Inventory subtab under that enable the features:   Inventory  Multi-Location Inventory  Advanced Inventory Management  Supply Chain Control Tower … Continue reading SupplyChain Control Tower