To create Billing Classes Go to Setup > Accounting > Billing Classes > New. On the Billing Class page, enter the name of the billing class. For example, enter Junior Partner or Senior Partner. If you use multiple units of measurement and charge-based billing, you can select a price, unit type, and sale unit to use… Continue reading Creating Billing Class
Author: Parvathi K J
Return Authorizations Register
This report provides details on all return authorizations. By default, for each return authorization, the report shows the transaction date, transaction number, customer or project name, order status, and the order total (aggregate amount). To see the Return Authorizations Register: Go to Reports > Order Management > Return Authorizations Register. A message appears indicating that your… Continue reading Return Authorizations Register
Select an Existing Vendor Bill as Source Transaction in the Landed Cost Tab of Item Receipt
Scenario The Vendor Bill does not have a Reference No. in the Main Line or Landed Cost Category in the Line Item. Solution Navigate to Transactions > Payables > Enter Bills > List Click Edit on existing Bill Enter a Reference No. in the Main Line and/or Landed Cost Category in the Line Item Click Save Navigate to Transactions > Purchases > Receive Orders > List Click Edit on existing Item Receipt Click Items & Expenses tab Landed Cost per Line: Clear checkbox Click Landed Cost tab Cost Allocation Method: Select any Cost Allocation Method… Continue reading Select an Existing Vendor Bill as Source Transaction in the Landed Cost Tab of Item Receipt
Estimated Landed Costs not Calculated in Item Receipt
Scenario The user wants to receive purchase orders and calculate landed costs in the item receipt under the Landed Cost tab. When receiving purchase orders, there is a landed cost icon in the item receipt line. Upon clicking Save, the prompt message saying that there is at least one item assigned with landed cost appears. However, the landed… Continue reading Estimated Landed Costs not Calculated in Item Receipt
Create Search to Show System Calculated Lead Time on Item Records
Scenario Creating a search in order to show System Calculated Lead Time on Item Records. Solution Navigate to Lists > Search > Saved Searches > New Select Item Search Title: Enter a Name Click Criteria Click Standard Filter: Note: For every required filter use the drop-down menu to select it. Select Auto-Calculate Lead Time Auto-Calculate Lead Time: Select Yes Click Set Select System Notes Fields… System Notes Filter: Select Field Field: Select Any of Selection: Type Lead Time… Continue reading Create Search to Show System Calculated Lead Time on Item Records
Provide Customer Center Access to Contacts Through CSV Import
Perform CSV import to provide Customer Center Access to Contacts attached to Customer records in NetSuite: 1. Prepare a CSV file with the following columns: Customer : Internal ID – This is the Customer Internal ID Customer Contact Access 1 : Contact – Use Contact Internal ID Contact Email Address Contact Access (Value = Yes) Customer Center Role (e.g. Customer Center)… Continue reading Provide Customer Center Access to Contacts Through CSV Import
Import Customer and Contacts Together with Separate CSV Files
Create Customer CSV file with at least the following columns: Company External ID Company Name Company Subsidiary Create Contact CSV file with at least the following columns: Company External ID Contact Subsidiary II. Perform a CSV import Navigate to Setup > Import/Export > Import CSV Records Import Type: Select Relationships Record Type: Select Customer and Contacts Together CSV File(s): Select Multiple files to upload Primary File… Continue reading Import Customer and Contacts Together with Separate CSV Files
Creating a Return Authorization for a Warranty Claim
Return authorizations are associated and tracked on the warranty claim record. we can view associated RMAs and other related claim records on the Claim Transactions subtab of the Related Records subtab. When a claim has existing RMA records, we cannot edit specific fields in the Warranty Information section of the claim record. we also cannot… Continue reading Creating a Return Authorization for a Warranty Claim
Make the Approve Return Button Available on Custom Role
Scenario There is a built-in Return Authorization approval process in NetSuite. To make the Approve Return button available on Custom Roles, set the Return Auth. Approval permission to Edit. Solution Navigate to Setup > Users/Roles > Manage Roles Custom Role: Click Edit Click Permissions Click Transactions Permission: Select Return Auth. Approval Level: Select Edit Click Save
Permission to View Average Days to Pay and Average Days Overdue KPIs on a Custom
Scenario User using a custom role needs to view Average Days to Pay and Average Days Overdue in Key Performance Indicators portlet on a Customer Dashboard. Solution Log as Administrator Navigate to Setup > Users/Roles > Manage Roles Custom Role: Click Edit Click Permissions Click Lists Select Accounts Receivable Register Access Level: Select View Click Permissions Click Reports Select Accounts Receivable Access Level: Select View Click Save