Author: Mindu Paul

To retrieve the serial numbers from the corresponding Item Fulfillment record using a transaction saved search

To retrieve the serial numbers from the corresponding Item Fulfillment record using a transaction saved search. Navigate to Lists > Search > Saved Search > New. Select transaction search Under criteria, provide the following conditions: Type – Sales Order Date – (As per client request) COGS Line – False Tax Line – False Shipping Line… Continue reading To retrieve the serial numbers from the corresponding Item Fulfillment record using a transaction saved search

Create a transaction saved search to fetch the document number of invoice and IF

1. Navigate to List > Search > Saved Searches > New 2. Click Transaction 3. Search Title: Enter Title 4. Click Criteria tab Select Type as ‘Sales Order’ 5.In the Results tab, Select Formula(Numeric) Formula: CASE WHEN {applyingtransaction.type} = ‘Invoice’   THEN {applyingtransaction.number}   ELSE NULL END Provide label as Invoice# To get invoice date, Select Formula(Numeric) Formula: CASE… Continue reading Create a transaction saved search to fetch the document number of invoice and IF

Using a Transaction Saved Search create a Cash Sale Only Profitability Report.

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.

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 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