Automatically pay the invoice using the credit memo, and categorize the remaining invoice amount as ‘Amount Due’.

define([‘N/record’, ‘N/search’, ‘N/email’],     /**  * @param{record} record  * @param{search} search  */     (record, search, email) => {         /**          * Defines the function to search for a Credit Memo associated with a given RMA ID.          * @param {*} rmaId    … Continue reading Automatically pay the invoice using the credit memo, and categorize the remaining invoice amount as ‘Amount Due’.

Statement Charges and Manage Payment Holds

Statement Charges Statement charges are similar to invoices because they track payments you expect from customers. Use statement charges instead of invoices when you want to enter several charges that will accumulate before you send a billing statement to the customer. To enter a statement charge: Go to Transactions > Sales > Create Statement Charges… Continue reading Statement Charges and Manage Payment Holds

Marking Work orders Built

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

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