In NetSuite, managing permissions for various roles within an organization can be a time-consuming task, especially when updates need to be applied in bulk. Fortunately, NetSuite offers a convenient solution to this challenge through its Mass Update feature. Navigate to Mass Update: To access the Mass Update feature, navigate to Lists > Mass Update >… Continue reading Changing Role Permissions Using NetSuite’s Mass Update Feature
Author: Swathymol O U
Customizing the Purchase Request Form in NetSuite
When attempting to customize the purchase request form, users may encounter the issue of the form not appearing in the list of available forms. This discrepancy often arises since both the purchase request and purchase order share the same form. The purchase request is typically converted into a purchase order, leading to confusion when attempting… Continue reading Customizing the Purchase Request Form in NetSuite
Subsidiary Creation Error Due to Currency-Country Combination
Scenario: An issue was encountered while attempting to create subsidiaries in the NetSuite account. The client held licenses for six countries, and subsidiaries had been successfully created for each of these countries. However, upon attempting to create another subsidiary using a previously utilized country, an error was encountered. Issue: Upon investigation, it was discovered that… Continue reading Subsidiary Creation Error Due to Currency-Country Combination
Consolidated Payment Feature in NetSuite
Requirement: The client has expressed the need for a more efficient invoicing process, specifically to submit multiple invoices to a customer group rather than an individual customer, consolidating them into a single payment receipt. Solution: The Consolidated Payments feature addresses this requirement by allowing all payments, credits, and deposits to be processed through either the… Continue reading Consolidated Payment Feature in NetSuite
Utilizing Visio Chart in Microsoft 365
In our dynamic work environment, efficient communication and visualization of processes are essential. Microsoft 365 provides a valuable tool, Visio Chart, available in the “Explore all your apps” section, to create flowcharts seamlessly within our system. Visio is a versatile diagramming and flowchart tool that enables users to represent complex information visually. It offers a… Continue reading Utilizing Visio Chart in Microsoft 365
Customer Name Differs in Estimate and Related Sales Order
Client Query: Client raised a query regarding instances where the customer name in estimates and sales orders might differ. They highlighted a common scenario where an estimate is initially sent to an individual within a company, and the accurate customer name is captured only after they transition from being a prospect to a customer. This… Continue reading Customer Name Differs in Estimate and Related Sales Order
Mass Updating Assigned Transactions When an Employee Resigns
When an employee resigns from the organization, it raises questions about the status of transactions assigned to that individual. The solution involves making the resigned employee inactive and utilizing the mass update functionality in NetSuite. Follow these steps for a seamless transition: Go to Lists > Mass Update > Mass Updates in NetSuite. Choose the… Continue reading Mass Updating Assigned Transactions When an Employee Resigns
Weekly Timesheet in the Employee Center in NetSuite
In NetSuite, within the Employee Center, viewing, creating, and maintaining job-related information is possible. Tasks and events can be created, and both purchase requests and expense reports can be submitted, with the ability to monitor the approval status of each. If time tracking is utilized, time can be entered on a daily or weekly basis.… Continue reading Weekly Timesheet in the Employee Center in NetSuite
Employee Center Dashboard in NetSuite
In NetSuite, within the Employee Center, viewing, creating, and maintaining job-related information is possible. Tasks and events can be created, and both purchase requests and expense reports can be submitted, with the ability to monitor the approval status of each. If time tracking is utilized, time can be entered on a daily or weekly basis.… Continue reading Employee Center Dashboard in NetSuite
Enabling Advanced Numbering Feature for Document Numbers
The Advanced Numbering feature allows the setup of flexible document and transaction numbering to align with the requirements of the countries where business is conducted. Multiple intricate numbering sequences can be established per transaction type, fiscal year, and other chosen criteria using this feature. To activate Advanced Numbering for document numbers, follow these steps: Navigate… Continue reading Enabling Advanced Numbering Feature for Document Numbers