While doing VLOOKUP function in Excel, we may come across some instances where instead of displaying the desired values, Excel shows #NA values due to error checking features and datatype confusion. This issue often arises due to Excel’s error checking features. When a green triangle appears on selected cells, it signifies an error that Excel… Continue reading Error checking options for the green triangles in Excel cells
Author: Swathymol O U
Access to Modify Exchange Rates
In business, dealing with multiple currencies is a common occurrence. The default exchange rate for a transaction is based on the currency selected on the related entity (such as customer or vendor) record and the transaction date. This default is the rate in the Currency Exchange Rates list for the selected currency effective as of… Continue reading Access to Modify Exchange Rates
Customer Project in NetSuite
A project serves as a subrecord within a customer record, providing a dedicated space to monitor the financial aspects of a particular endeavor. By associating projects with customers, businesses can track costs, revenues, and other relevant data specific to each project, ultimately improving financial management and decision-making processes. To create a project within a customer… Continue reading Customer Project in NetSuite
Last Run By Filter in Execution Log Search
When working with Saved searches, it’s often essential to filter and narrow down the results based on specific criteria. For searches on execution of saved search, “last run by” filter allows us to view entries based on the individuals who performed the execution. However, by default, the filter options are limited to “mine,” “my team,”… Continue reading Last Run By Filter in Execution Log Search
Inventory Location in the line level of Return Authorization Record
As part of the Location update in sales orders, the inventory subsidiary and inventory location were updated in the Return Authorization record based on the system information. However, there were no visible changes in the record. As per the initial investigation, it was discovered that the inventory location and inventory subsidiary had been unset previously… Continue reading Inventory Location in the line level of Return Authorization Record
Assigning full access for a role by their location
Requirement: The client wants to assign full access to a record for a specific role if they have a specific location. Solution: Instead of granting full access to the role with the specific location, we can restrict the role from deleting the record using a workflow. Assign full access to the role for the specific… Continue reading Assigning full access for a role by their location
Restricting a role from selecting value from a list
Requirement Client needs to restrict Sales role from choosing certain values from an item line field in Sales order. Solution We can resolve this issue by implementing a workflow solution. Here are the steps to create the workflow: Set the record type of the workflow as “Transaction” and select “Sales order.” Configure the trigger of… Continue reading Restricting a role from selecting value from a list
Assigning NetSuite Support Cases
Cases in NetSuite can track issues that the customers report and the responses the support representatives give. When Support cases are created, we can assign these support cases to one or more employees. Cases can be assigned manually or by case territories that support administrators or support managers set up. Support administrators, support managers and… Continue reading Assigning NetSuite Support Cases
First expiry First Out Lot Assignments Bundle
Requirement An automated system should be implemented in NetSuite that selects the Lot number in the Item Fulfillment record based on the expiry date. The system should automatically choose the Lot with the nearest expiry date for item fulfillment. Solution FEFO (First Expiry First Out) lot assignment is a process of assigning lots to inventory… Continue reading First expiry First Out Lot Assignments Bundle
Creating profiles in internal support cases
Case profiles can be created for support cases. These profiles will enable you to apply different configurations to support cases. Using case profiles provides control over the branding of your support communication. We can create different templates for different profiles which will helps to provide unique support communication for multiple web sites with different branding, From… Continue reading Creating profiles in internal support cases