In OCI Users tab, click Default Domain. Open image.png On the left navigation panel, click Oracle Cloud Services. Click Planning_<NSPB Instance Name>. On the left navigation panel, click Application roles. If assigning a user as the Service Administrator, click dropdown for Service Administrator Note: If the Support widget is blocking the dropdown, you can drag… Continue reading Assign NSPB Roles
Author: Parvathi K J
Creating New Users in NSPB using OCI
To create new NSPB users, the administrator should utilize Oracle Cloud Infrastructure (OCI) Identity and Access Management (IAM). If My Services (Classic) is still accessible, the administrator should manage the users in OCI to ensure that changes are reflected. To Access OCI from My Services (Classic): Go to Oracle Enter the Cloud Account Name. Note:… Continue reading Creating New Users in NSPB using OCI
Show Income Statement of a Subsidiary in the Currrency of the Parent Subsidiary
Scenario In NetSuite, entity financial statements (unconsolidated) can be run only in the base currency of the subsidiary. If the currency of the consolidating parent entity is, as an example say USD, it is possible to run the consolidated version of the entity income statement in the currency of the parent (USD). Please note that the… Continue reading Show Income Statement of a Subsidiary in the Currrency of the Parent Subsidiary
Resolve Error: “The Date Range You Specified does not Fall Inside that of the Parent Period When Create Base Period”
Scenario When attempting to create or update a Base Period, users may encounter the error message: “The date range you specified does not fall inside that of the parent period.” This error occurs when the Start and End Dates of the Base Period do not align with the corresponding roll-up periods. Solution To resolve this… Continue reading Resolve Error: “The Date Range You Specified does not Fall Inside that of the Parent Period When Create Base Period”
Filtering the Cases List
When a support representative enters a case for a customer, the new case is added to the cases list. This occurs whether the customer calls in or submits a case through an online form. By default, the cases list displays all open cases, but it can be filtered to show only the specific cases you… Continue reading Filtering the Cases List
Locking Closed Cases
Locked cases are closed cases that can be viewed but cannot be reopened, edited, or updated by anyone other than administrators. Cases that are locked do not have Edit or Grab links in the cases list. They cannot be updated from the Customer Center or using the Email Case Capture feature. Administrators, Support Administrators, and Support Managers can set… Continue reading Locking Closed Cases
Case Number Missing in CSV Import Update
Scenario User is unable to update the Case number using CSV Import. Case: Number field is missing from mappable Netsuite fields. Solution Login as Administrator Navigate to Setup > Company > Auto-Generated Numbers Click CRM tab Support Case: Enable: Remove checkmark Click Save
Classifying Time for Projects
We can set up how time entries are classified by default when resources enter time against projects they work on. This determines how project time is entered and used in calculations for project utilization and productivity. Time that resources enter against a project can be classified as utilized time, productive time, and/or exempt. This helps… Continue reading Classifying Time for Projects
Setting a Service Item to Create a Project
Using Project Management, you can set up a service item to a create project each time you sell the item. This option is available for Service For Sale and Service for Resale items only. You designate a service item to create a project and identify the tasks for the project. Then, after selling the items,… Continue reading Setting a Service Item to Create a Project
Managing Billing Rates with Billing Rate Cards
Using billing rate cards allows organizations to define different billing rates for groups of billing classes, streamlining the process of setting billing rates on charge-based projects using time-based charge rules. This system enables flexible rate negotiation for various roles required to complete projects for customers. For instance, Customer A might be billed at $150 per… Continue reading Managing Billing Rates with Billing Rate Cards