Scenario To print the Item’s amount from Sales Order when printing Packing Slip. Solution 1. Create Custom Transaction Line Field Navigate to Customization > Lists, Records, & Fields > Transaction Body Fields > New Label: Enter Label Example: Amount in Sales Order ID: Enter Id Example: _amount_so Type: Select Currency Store Value: Remove Checkmark Applies To: Sale Item: Enter Checkmark Click Validation & Defaulting subtab Formula: Enter Checkmark Default Value: Enter {amount} Click Save 2. Create Custom Transaction Line… Continue reading Display Item’s Amount From Sales Order When Printing Packing Slip
Author: Parvathi K J
Hold Field is Missing on the Financial Subtab of the Customer Record
Scenario When an Administrator navigates to the Financial subtab of the Customer record (using a Standard Form), Hold field is not available. Solution The Hold field is dependent on the Customer Credit Limit Handling preference of the user. To resolve this: Navigate to Home > Set Preferences Click Transactions Customer Credit Limit Handling: Select Warn Only or Enforce Holds Click Save
‘Sales Units All Cust’ Form and ‘Sales Units Planning – Eaches’ in NSPB
– This form will allow you to forecast the number of sales units for a given class with corresponding customers and items displayed in rows. – From here, select adjustment method – either 3, 6, 9, or 12 months rolling, manual, or prior year actuals. If rolling average or prior year actual methods are selected, an Adj… Continue reading ‘Sales Units All Cust’ Form and ‘Sales Units Planning – Eaches’ in NSPB
‘Item Doses’ Form and ‘Sales Units by Customer – Eaches’ or ‘Sales Units by Cust’ Form in NSPB
‘Item Doses’ Form -This form will allow you to view doses for your items that were imported from NetSuite. ‘Sales Units by Customer – Eaches’ or ‘Sales Units by Cust’ Form -This form will allow you to forecast the number of sales units for a given customer and class. -From here, select adjustment method –… Continue reading ‘Item Doses’ Form and ‘Sales Units by Customer – Eaches’ or ‘Sales Units by Cust’ Form in NSPB
Revenue/COGS Planning – Item Cost and COGS Adjustment
Steps: 1)From your Home page, navigate to Revenue and COGS 2)Click on the 1 tab. ‘Item Cost’ Form – This form will allow you to enter the cost (transfer price) for your items. ‘COGS Adjustment’ Form – This form will allow you to adjust cost level for your items for future pricing. – From here, you can enter your preferred… Continue reading Revenue/COGS Planning – Item Cost and COGS Adjustment
Revenue/COGS Planning in NSPB – Item Price by Customer and Sales Price Adjustment
Revenue/COGS Planning: Steps: 1)From your Home page, navigate to Revenue and COGS 2)Click on the tab. Web Forms ‘Item Price by Customer’ Form -This form will allow you to view price level for your items that were imported from NetSuite. The item price would be visible by Customer. ‘Item Price All Cust’ Form -This form displays… Continue reading Revenue/COGS Planning in NSPB – Item Price by Customer and Sales Price Adjustment
Edit or Delete a Scheduled Process in NSPB
We can create a Scheduled process in NSPB for the purpose of Data Migration from NetSuite to NSPB Login to NSPB Web and go to Application -> Jobs from NSPB Home Page Scheduled processes should be displayed on the left side of the Job screen. Click next to the Job and select “Edit” or “Delete”… Continue reading Edit or Delete a Scheduled Process in NSPB
NetSuite ERP to NSPB Sync Process
Segments, COA and Actuals are loaded from ERP to NSPB as part of the scheduled data load process. This process has been configured using “Pipeline” feature. This section describes the steps to schedule and/or execute this process. Schedule Login to NSPB Web and go to Application -> Jobs from Home Page Click on “Schedule Jobs” On… Continue reading NetSuite ERP to NSPB Sync Process
FEFO Lot Assignments
The FEFO (First Expiry First Out) Lot Assignments SuiteApp optimizes the lot assignment process for sales order line items. It assigns lots based on either FEFO or FIFO (First In First Out). If an item is controlled by an expiry date, the assignment follows the FEFO method; otherwise, it uses FIFO. With this SuiteApp, you… Continue reading FEFO Lot Assignments
Provide Access to NetSuite Planning and Budgeting (NSPB)
Since NSPB runs on Oracle Planning and Budgeting Cloud Service (PBCS), the user will need separate access to NSPB, and this must be managed through Oracle Cloud. Steps to Provide NSPB Access: Log into the Oracle Cloud where NSPB is hosted, using an administrator account for the NSPB environment. Navigate to: Identity Management > Users.… Continue reading Provide Access to NetSuite Planning and Budgeting (NSPB)