Users want to generate the custom Sales by Customer Summary Report without the voided transactions. Navigate to the report Click the Customize button Under the Filters Column, Add the Transaction Status Filter Column > Sales > Click + > Click Transaction Status > Click Description Set the Transaction Status Description Value to Filter: not equal to Voided Click on Save
Author: Jeen Mariya Jose
Group Import
The group record is a way of grouping entities. The supported types of entity groups are: Contact Group Customer Group Employee Group Project Group Partner Group Vendor Group Members can be added to a group record depending on the type of group record. For example, a customer group record can have one or more customers… Continue reading Group Import
Troubleshoot Missing Columns in Saved Searches with HTML
Scenario: When a user with a custom role attempts to view or edit a Saved Search that includes HTML content, the following warning message appear Reason/ Solution: To evaluate HTML code within a saved search, you need to use a Formula(HTML) field. To ensure that Formula(HTML) fields are displayed correctly in saved searches, go to Setup… Continue reading Troubleshoot Missing Columns in Saved Searches with HTML
Average Cost of an Item Is Null
Scenario Average Cost under the Purchasing/Inventory tab of an item displays null if the total quantity of the item is 0. The computation of Average Cost is Total Value / Total Quantity on Hand. Solution For those Items that have blank/null value on it’s Average Cost, the values are computed per the formula below: Total Value = 0.00 Total… Continue reading Average Cost of an Item Is Null
Collaborator Accounts in Shopify
When there is a user limit in Shopify, you can utilize collaborator access instead of normal user access. Collaborators don’t count towards your store’s user limit. To request collaborator access, you need a Shopify Partner account. From this account, you can send a collaborator access request to the store admin. The store admin must accept… Continue reading Collaborator Accounts in Shopify
Schedule a Report to Receive on First Day of Every Month
The user wants to schedule a report in NetSuite so that it runs automatically on the 1st day of every month at 12:00 AM. Go to Reports > Scheduled Reports > Report Schedules. On the Report Schedules page, locate the report schedule you would like to edit and click Edit. Schedule Name – Add an… Continue reading Schedule a Report to Receive on First Day of Every Month
Proposal For NetSuite Shopify Integration using the Celigo Shopify-NetSuite Integration App
This proposal outlines the NetSuite and Shopify Integration for Crest Group Ltd (hereafter referred to as “the client”). It also details the engagement scope of Jobin & Jismi (hereafter referred to as “the implementer”), the official implementation partner of Oracle NetSuite. Proposal Summary: This proposal outlines the integration of NetSuite and Shopify, leveraging the Celigo… Continue reading Proposal For NetSuite Shopify Integration using the Celigo Shopify-NetSuite Integration App
How to edit or delete a report schedule
To edit a report schedule: Go to Reports > Scheduled Reports > Report Schedules. On the Report Schedules page, locate the report schedule you would like to edit and click Edit. Edit the existing report schedule’s Recipients, Message, Attachments, and Audit Trail tabs associated with the report. Click Save. To delete a report schedule: Go… Continue reading How to edit or delete a report schedule
Enable the Available Without Login on image file records stored in File Cabinet
To display images on your website, they must be marked as “Available Without Login” in the File Cabinet. There are 3 possible ways this can be handled. Methods to Set ‘Available Without Login’: 1) During the Initial ZIP File Upload When uploading images as a ZIP file for the first time, the checkbox can be… Continue reading Enable the Available Without Login on image file records stored in File Cabinet
How to access SuiteIdeas in NetSuite
When you want a feature or functionality added to NetSuite, visit SuiteIdeas to submit a new enhancement request or vote for an existing idea. SuiteIdeas is only available to users with the NetSuite Support Center role or the NetSuite Support Center (Basic) role. Steps to Add Permission Needed to Access SuiteIdeas: Navigate to Lists >… Continue reading How to access SuiteIdeas in NetSuite