NetSuite enables you to show work order items as assembled without completing all the steps. When you mark an order as built, the required items are marked built and added to inventory. To mark a work order built: Go to Transactions > Manufacturing > Mark Work Orders Built. Select a Location to filter the list of orders. Select… Continue reading Marking Work orders Built
Author: Mindu Paul
Formula to compute SO Usage and WO Usage in transaction saved search
Navigate to Reports > Saved Searches > All Saved Searches > New Click Transaction Search Title: Enter Title Select Criteria Click Results Select Formula (Numeric) Formula for SO Usage: CASE WHEN {transaction.type}=’Item Fulfillment’ THEN {transaction.quantity} else 0 END Formula for WO Usage: (CASE WHEN {transaction.type} IN (‘Work Order Issue’, ‘Work Order Completion’, ‘Assembly Build’) THEN {transaction.quantity} ELSE… Continue reading Formula to compute SO Usage and WO Usage in transaction saved search
KPI Score card
To enable feature, Go to Setup > Company > Enable Features. On the Analytics subtab, check the KPI Scorecards box, and click Save. KPI Score card is a portlet which displays performance scorecard. It provides complex comparisons among multiple KPIs over multiple date ranges or accounting periods. Scorecards also can include Excel-like formulas with KPIs… Continue reading KPI Score card
How to use ns_concat function saved search formula
The ns_concat() function loops through each instance of a summarized field, and returns an array of values that are comma-delimited. The result is then casted into a string. Navigate to Lists > Search > Saved Searches > New Click Results Select Formula(Text) Select summary type Formula ns_concat({company}) For Example: NS_CONCAT(CASE WHEN {type} = ‘Invoice’ THEN… Continue reading How to use ns_concat function saved search formula
NetSuite Analytics Warehouse
With NetSuite Analytics Warehouse, we can broaden the analyses of our NetSuite data beyond what is currently available in Suite Analytics Workbook. The Analytics Warehouse enables businesses to analyze historical data from multiple sources and determine how to improve the business. When this feature is enabled, we can initiate the transfer of our data to… Continue reading NetSuite Analytics Warehouse
To fetch vendor credit number from IF using workbook
Go to Analytics tab Select dataset and create a ‘transaction detail’ dataset Provide required criteria Then to fetch the vendor credit number from Item fulfillment, select the field ‘Transaction Line’ under the ‘Transaction’ field Then from the drop down of ‘Transaction Line’, select the field ‘Created From’ . From the drop down, select ‘Related Transactions… Continue reading To fetch vendor credit number from IF using workbook
To set saved search results based on user role
Add the below criteria to set the saved search results based on user role. filters: [ [[“custevent_jj_case_status_atpl104″,”anyof”,”46″],”AND”,[“formulatext: {userrole}”,”is”,”1145″]], “OR”, [[“custevent_jj_case_status_atpl104″,”anyof”,”45″],”AND”,[“formulatext: {userrole}”,”is”,”1040″]] ]
Bill of Materials Inquiry
Bill of Materials (BOM) Inquiry enables you to see the build requirements for an assembly item. The BOM Inquiry displays the member components of the assembly, and the number of each component needed for each assembly. Go to Setup > Company > Enable Features, Click the Inventory & Items subtab, In the Inventory section, check… Continue reading Bill of Materials Inquiry
Importing projects and its related tasks
Navigate to Setup > Import/Export > Import CSV records To import Project: Import type: Relationships Record type: Projects Map the fields and perform import To import Project Module: Import type: Custom Records Record type: Project Module Map the fields and perform import To import Project Feature: Import type: Custom Records Record type: Project Feature Map… Continue reading Importing projects and its related tasks
Saved search to retrieve the system notes information for the tax code record.
Navigate to Lists > Search > saved Search > New Select search type as ‘system note’ In the criteria subtab Record Type : is Tax code Type: is change Date : is on today Field : is rate Under results subtab Record Date Field Old value New value This search will yield details of tax… Continue reading Saved search to retrieve the system notes information for the tax code record.