If we need to remove the entire Sales Team from multiple Customer records in NetSuite, we can use the Mass Update feature to make this process efficient. Steps to Remove the Sales Team Members from Customer Records: Navigate to Mass Updates: Go to Lists > Mass Update > Mass Updates. Access Sales Force Automation: Under… Continue reading Removing Sales Team from Multiple Customer Records in NetSuite
Author: Swathymol O U
Changing Inline HTML Field Color Based on Approval Status in NetSuite
Dynamic styling in NetSuite allows for a highly customizable and visually intuitive user interface, especially when using inline HTML fields. A common use case is visually distinguishing approval statuses within records by dynamically altering text color based on the status. We need to create an inline HTML field that: Displays the approval status text. Shows… Continue reading Changing Inline HTML Field Color Based on Approval Status in NetSuite
Voiding Expense Reports in NetSuite
Configuring the Void Button for Expense Reports Accounting Preferences Setup Navigate to Setup > Accounting > Accounting Preferences. Ensure the Void Transactions Using Reversing Journals checkbox is unchecked. Accessing the Void Button When this preference is disabled, the Void button becomes visible in the expense report when editing it. This allows us to void expense… Continue reading Voiding Expense Reports in NetSuite
Impact of Using the Non-Reimbursable Checkbox in NetSuite
The “Non-Reimbursable” checkbox in NetSuite provides a straightforward way to record expenses that an employee is not reimbursed for. This feature is useful in scenarios where expenses are paid using company funds, such as through a corporate credit card or other pre-paid methods. Steps to Enable the Non-Reimbursable Checkbox Navigate to Accounting Preferences – Go… Continue reading Impact of Using the Non-Reimbursable Checkbox in NetSuite
Using Corporate Credit Cards for Non-Reimbursable Expenses in NetSuite
Corporate credit cards are a convenient way to manage non-reimbursable expenses in NetSuite. When an expense is paid directly using a corporate credit card, the employee does not need reimbursement. Instead, the expense is tracked against the credit card account. Here’s how to set it up and manage these transactions effectively. Steps to Configure Corporate… Continue reading Using Corporate Credit Cards for Non-Reimbursable Expenses in NetSuite
Non-Reimbursable Expenses Using the Advance to Apply Field
The “Advance to Apply” field in the Expense report in NetSuite is a helpful feature for managing non-reimbursable expense reports. It allows the recording of expenses as paid without directly reimbursing the employee. Steps to Use the Advance to Apply Field Create the Expense Report Enter the Non-Reimbursable Amount in the Advance to Apply field.… Continue reading Non-Reimbursable Expenses Using the Advance to Apply Field
Standard Roles and SuiteSuccess Roles in NetSuite
NetSuite offers a variety of roles to support different user functions and workflows across departments. These roles range from standard roles available in all NetSuite instances to specialized roles that come as part of the SuiteSuccess bundles, designed to provide industry-specific functionality. Knowing these roles and their permission levels is essential for setting up and… Continue reading Standard Roles and SuiteSuccess Roles in NetSuite
Electronic Fund Transfer in NetSuite
NetSuite Electronic Bank Payments automates the creation of bank payment files, improving the efficiency of payment and collections processes. Ensure timely payment of vendor invoices, employee salaries and expenses, and sales commissions. Electronic Fund Transfer Workflow in NetSuite Set Up Bank Accounts – Configure your company’s bank account in NetSuite, adding details such as account… Continue reading Electronic Fund Transfer in NetSuite
Resolving Employee ID and Name Display Issues in NetSuite
When importing employee records in NetSuite, some users encounter a common issue where, even though records are imported successfully, the Employee ID is incorrectly displayed as the Name in list views and saved search results. This issue can create confusion, as the fields do not display as intended for efficient sorting or searching. To resolve… Continue reading Resolving Employee ID and Name Display Issues in NetSuite
Calculate Back-Ordered Quantity in NetSuite Saved Searches
In NetSuite, tracking back-ordered quantities directly from sales orders within a saved search can be challenging, as the back-ordered quantity isn’t directly available in the search results. However, a formula can be implemented to effectively derive the back-ordered quantity for items in sales orders. Here’s a step-by-step approach to using this formula in your saved… Continue reading Calculate Back-Ordered Quantity in NetSuite Saved Searches