Users may encounter a situation where a customized Bank Register report displays no values, even though transaction data exists in NetSuite. To resolve this issue, ensure that the Default Bank Account is correctly set in user preferences by following these steps: Navigate to Home > Set Preferences. Click on the Analytics tab. Locate the Default… Continue reading Resolving Missing Values in a Customized Bank Register Report in NetSuite
Author: Swathymol O U
Customizing the Bank Register Report
By default, the Bank Register report in NetSuite only displays transactions for a single bank account. Users looking to view transactions from multiple bank accounts within a single report need an alternative solution. To generate a report that includes all bank accounts and their transactions, follow these steps: Navigate to Reports > Financial > Balance… Continue reading Customizing the Bank Register Report
Incorrect PDF Form Display for Item Fulfillment in NetSuite
Issue Overview: A user reported that when printing an Item Fulfillment form using a specific role, an incorrect PDF form appears, even though that PDF and form were made preferred for that role. However, when printing the same transaction using the Administrator role, the correct PDF form is displayed. Solution To resolve this issue, update… Continue reading Incorrect PDF Form Display for Item Fulfillment in NetSuite
Custom Field Is Not Inline Editable in NetSuite
NetSuite enables users to edit fields directly within saved searches, making updates more efficient without accessing individual records. However, some custom fields may not support inline editing, even when others do. Issue: One specific custom field could not be edited inline in a saved search, while all other custom fields, regardless of type, were editable.… Continue reading Custom Field Is Not Inline Editable in NetSuite
Revenue Recognition Discrepancy in NetSuite
Issue: A revenue recognition discrepancy was identified in NetSuite for certain sales orders. Changes made to the quantity and rate of specific items were not properly reflected, causing NetSuite to recognize revenue based on the original entry instead of the updated values. Cause: This happened because the Revenue Arrangement and Revenue Plan were created before… Continue reading Revenue Recognition Discrepancy in NetSuite
How Are Account Names and Numbers Displayed in Accounting Context
When an Accounting Context is applied, NetSuite follows a specific order to display account names and account numbers: How NetSuite Chooses the Account Name: If both the accounting context language and the user’s preferred language exist, the system displays the name in this language. If only the user’s preferred language is available, it is displayed.… Continue reading How Are Account Names and Numbers Displayed in Accounting Context
Accounting Contexts in NetSuite
An Accounting Context allows a company to organize its financial records based on local Generally Accepted Accounting Principles (GAAP). This is helpful when: A company operates in multiple countries with different accounting rules. Users prefer to work with local financial standards instead of a centralized chart of accounts (COA). A company uses Multi-Book Accounting and… Continue reading Accounting Contexts in NetSuite
Unable to Change Customers on Invoices Created from Sales Orders in NetSuite
Issue: An issue arises in NetSuite where customers cannot be changed on invoices that are created from sales orders. This limitation does not affect standalone invoices, where the customer field remains editable. Cause: This behavior occurs because the Invoice Groups feature is enabled in NetSuite. This restriction occurs regardless of whether the “For Invoice Grouping”… Continue reading Unable to Change Customers on Invoices Created from Sales Orders in NetSuite
Default Exchange Rate When Creating a Currency in NetSuite
When creating a currency in NetSuite, it is essential to define the Default Exchange Rate (to Root Subsidiary Currency). This rate establishes the relationship between the foreign currency and the base currency, serving as a foundation for various financial calculations. Definition of Default Exchange Rate The Default Exchange Rate is the value of the base… Continue reading Default Exchange Rate When Creating a Currency in NetSuite
Unable to Remove Sales Team from Customers Using mass Import
When attempting to execute a “Remove Sales Team Member” Mass Update in NetSuite, the error message “Your mass update is complete and has been successfully performed on 0 records” may occur. This issue typically arises when certain prerequisites for the update are not met. To ensure the Mass Update is successful, the following conditions must… Continue reading Unable to Remove Sales Team from Customers Using mass Import