Author: Mindu Paul

CASE {expression} WHEN {expression} like ‘%’ || (condition) || ‘%’ THEN {expression} ELSE {expression} END For example: formula(text) –> CASE WHEN {location} like ‘%’ || (‘kerala’) || ‘%’ THEN ‘Temporarily Closed’ ELSE ‘Open” END

Navigate to Transactions > Customers > Record Customer Deposits to create customer deposits Fill in the necessary fields to create a customer deposit and save the record with the status set as “Not Deposited. To deposit the amount into the bank account, navigate to Transactions > Bank > Make Deposits. Select the previously created customer… Continue reading To make deposit

Navigate to Reports > Banking / Budget > Budget vs Actual and customize the report 1. Financial : Amount Alternative Period Range Type : Relative to today’s date Alternate Period Range : This period 2. Financial : Amount Alternative Period Range Type : Relative to today’s date Alternate Period Range : Last period 3. Financial… Continue reading To add column representing last three periods data in Budget vs Actual report

Navigate to Customization > Workflow > Workflows > New Provide Basic Information: Enter the name Select record type as Transaction Select sub types as Purchase Order Enter Checkmark Execute As Admin:  Select Release Status as Released Initiation: Select Event Based Event Definition: Click the checkmark ‘On Create’ Click on the checkmark ‘On View or Update’ Trigger Type: Select  All Click Save Click State 1 On the context panel: Click the Pencil icon Click New… Continue reading Set the Value of Expected Receipt Date Based on Receive by Date on Purchase Order

The most effective incentive for motivating your sales team is commission. To enable feature go to Set up > Company > Enable features, under employee subtab check Employee commissions. Set your commissions preferences at Setup > Sales > Sales Management > Commissions These preferences determine how and when you pay employee commissions. Employee Commission Schedules… Continue reading Commissions in NetSuite

Projects that generate charges as billable amounts use the billing type Charge-Based. When a project billing type is set to Charge-Based, we can create an individual charge rule on the project. The charge rules on the project process are related project activities or inputs and create charge records. Create project record with billing type as… Continue reading Charge Based Billing

Resource Allocations are designed to help resource managers allocate and assign the right resources to projects based on availability, skill sets, and other criteria. Navigate to Activities > Scheduling > Resource Allocation > New to create resource allocation. Then click on the button ‘New Resource Allocation’. After we have enabled Resource Allocations, we can install… Continue reading Resource Allocation Approval standard process

Workflow is also called suiteflow that can automate approval process on a record. In NetSuite workflow supports activities like create, edit and delete records, sending emails, apply validations etc. Workflows can control the body fields of a transaction record. The new release of NetSuite allows to edit the sublist fields of a record. Using sublist… Continue reading Sublist control with workflow

Navigate to Transactions > Management > Print checks and forms. Select the required category. Select the desired form from the drop down and check the ‘ALLOW REPRINTING’ checkbox. The list of required categories will be displayed below. Select the desired one and take a printout by checking the checkbox.