Author: Parvathi K J

In NetSuite, if a kit item is made up of multiple components, the kit item will not be committed or allocated if one or more of its components are out of stock or unavailable. Here’s how it works: A kit item in NetSuite is essentially a group of individual items (components) that are sold together… Continue reading kit item will not be committed or allocated

When working with transactions in NetSuite, the number of records, transactions, or rows of data that can be accessed at one time is limited to 10,000. This limit applies to all transaction types unless otherwise stated. For example, the maximum number of lines that can appear on a transaction record’s sublist is 10,000. Warning Transactions… Continue reading Limits for Display of Transaction Lists and Sublists

Scenario A user has a Memorized Transaction Template created and wants to know the source of the Template from the List of Memorized Transactions.  Solution The URL of the Memorized Transaction Template shows the internal ID of the associated Memorized Transaction. Navigate to Transactions > Management > Enter Memorized Transactions > List Set the following Filter: – Has Remaining: All Show Inactive: Put Checkmark Match… Continue reading Identify the Memorized Transaction Associated with the Template Created

Scenario Deleting a Sales Order Memorized Transaction returns an error: “This Memorized Transaction Cannot be Deleted Because it is Referenced in Transactions.” Solution Navigate to Transactions > Management > Enter Memorized Transactions > List Memorized Transaction: Click Enter Items tab: Click Clear All Lines Add a new line by selecting any random Item Click Add Shipping tab: Set the Shipping Cost to 0 Hover your mouse over Actions Click Memorize Note: A warning message… Continue reading Resolve Error on Deleting Sales Order Memorized Transaction

Scenario User created a Saved Search report and found a Journal Entry record with Entry No. = To Be Generated and shows Memorized Transaction. User is not able to Delete or Approve the Journal Entry. Solution This Journal Entry record is actually the ‘template’ for the Memorized Transaction. Upon creation of the Journal Entry and saving it as Memorized Transaction, the… Continue reading Journal Entry Record > Unable to Delete > Memorized Transaction

Credit Limits and Holds With the Consolidated Payments feature enabled, the credit limit defined for a top-level customer is the applied to the entire hierarchy. With this feature enabled, credit limits set on individual subcustomer records are not enforced. Likewise, manual credit holds placed on the top-level customer are applied to the entire hierarchy. Reports… Continue reading Credit Limits Holds and Reports and KPIs with Consolidated Payments

With the Consolidated Payments feature, you can print either individual customer statements or consolidated statements with balance information for the entire customer-subcustomer hierarchy. To print a single consolidated statement, go to Customers > Accounts Receivable > Individual Statement, and check the Consolidated Statement box. To print consolidated statements for multiple customers, go to Billing > Sales >… Continue reading Customer Statements with Consolidated Payments feature

If you sell to customers who have subcustomers, the Consolidated Payments feature gives you the flexibility to accept payment for subcustomer invoices from either the top-level customer or from the individual subcustomer. With this feature enabled, when you select a top-level customer in the Customer field at Customers > Accounts Receivable > Accept Customer Payments >… Continue reading Consolidated Payments

Creating Terms of Payment  Terms are used to specify when payment is due on customer invoices and vendor bills. Define the specific requirements of a term of payment by creating a term record. You can create different payment terms for different customers or vendors.  Go to Setup > Accounting > Accounting list > New.   … Continue reading Creating Terms of Payment and Installment Terms