1. Navigate to Lists > Search > Saved Searches > New 2. Choose Search Type = Transaction 3. On the Search Title field input the Name you preferred 4. Then go to Criteria tab > Standard subtab > Filter > Add the following: Type = is Cash Sales Main Line = False Tax Line =… Continue reading Using a Transaction Saved Search create a Cash Sale Only Profitability Report.
Author: Mindu Paul
Set Up ACH Payments
To set up ACH payments on your Commerce website, complete the following tasks: Create a Payment Instrument for ACH Payments Enable ACH Payments Create a Payment Instrument for ACH Payments Payment instruments are created in two ways: You create a payment instrument using the Order Management feature in NetSuite. Your customer creates a payment instrument… Continue reading Set Up ACH Payments
To display the item details of the corresponding bill under the ‘Bill Details’ sublist in the bill record.
Created transaction saved search to fetch the details included in the Bill, along with their associated bin details, inventory status and quantity. Included the following columns in the search: Item Name Location Number Bin Number Status Quantity On hand Available Then created a sublist ‘Bill Details’ under ‘Related Records’ and added the saved search as… Continue reading To display the item details of the corresponding bill under the ‘Bill Details’ sublist in the bill record.
To get the inventory location details of lot numbered items
Navigate to Lists > Search > Saved Search > New Select Item saved search Under criteria tab, select the following criteria: Is Lot Numbered Item : True Inactive: False Inventory Location: Inactive -> False Under Results tab, select the following results: Name Inventory Location Location on Hand
Entering Landed Cost on a Transaction
To track an expense as a landed cost, you must show the landed cost on an item receipt or vendor bill you enter in NetSuite. On a receipt or bill, use the Landed Costs subtab to identify the allocation method, source, and amount of the landed cost. Landed cost values may be allocated across eligible… Continue reading Entering Landed Cost on a Transaction
To enter landed cost per line
Landed Cost In NetSuite, landed cost refers to the total cost of purchasing and bringing inventory to its final destination, including all associated costs beyond the purchase price of the items. Enabling Landed Cost Feature: Navigate to Setup > Company > Enable Features. Under the Items & Inventory tab, enable Landed Cost. Check this box… Continue reading To enter landed cost per line
Setting Case Escalation Rules and Assignments
Setting Case Escalation Rules and Assignments Set up escalation rules and assignments to ensure that high priority cases are routed to the correct person at the right time. With escalation rules, you set criteria to search cases. You then create escalation assignments to group these rules. When a case matches the criteria you set, it… Continue reading Setting Case Escalation Rules and Assignments
Creating Custom Item Number Fields
Custom item number fields are fields that you can add to inventory records to track information specific to each item or workflow unique to your business. For example, you can track the status and results of quality control procedures specific to each serialized item, or you can track recall information on lot records. Go to Customization… Continue reading Creating Custom Item Number Fields
Invoice Grouping Feature
The Invoice Groups feature lets you group invoices for your customers. It gives you greater flexibility in meeting your customer’s expectations for how and when they receive invoices by combining multiple invoices into one invoice group. Each customer can have multiple invoice groups. After enabling the invoice group feature for a customer, you must check the Group Invoices box… Continue reading Invoice Grouping Feature
Email Case Capture Feature in NetSuite
The Email Case Capture feature automatically converts customer support messages your company receives into organized cases in NetSuite. An administrator can enable this feature at Setup > Company > Enable Features > CRM > Support. Depending on the specific requirements of your business, you can use case capture to create a simple catch-all support address.… Continue reading Email Case Capture Feature in NetSuite