NetSuite Saved Searches are a data query tool that can have many advanced search filters and results display options. Searches can be saved and run on-demand in NetSuite to extract the latest information. NetSuite saved search results provide reporting and data tracking capabilities that can be used to analyze any type of information in NetSuite… Continue reading NetSuite Saved Search Formulas – Using Date in Saved Search Formulas
Author: Sherin Jose
Inaccurate Inventory Tracking Across Multiple Locations
Solution in NetSuite: Real-Time Inventory Management: Use NetSuite’s Inventory Management module to track stock levels across all locations in real time. Enable the “Multi-Location Inventory” feature by navigating to Setup > Company > Enable Features > Items & Inventory and checking “Multi-Location Inventory.” Automated Replenishment: Set up demand-based replenishment rules under Lists > Supply Chain… Continue reading Inaccurate Inventory Tracking Across Multiple Locations
Discount Configuration Scenarios in NetSuite
Step 1: Custom Fields with Dropdowns for Discount Method NetSuite allows you to create custom fields that can be used for flexible user input. These fields will control the business logic you implement via scripting. Custom Fields: Discount Calculation Method (Dropdown): Add a dropdown field to the Purchase Order and Invoice records, which will allow users to select between… Continue reading Discount Configuration Scenarios in NetSuite
To enable multi-currency in the Vendor bill
Client Business Scenario The client is purchasing items from an international vendor in USD. In the same vendor bill, the client needs to record local expenses (such as custom duties, freight, carrier charges) that are paid to Indian authorities in INR. The business expectation is to record both the USD and INR amounts in a… Continue reading To enable multi-currency in the Vendor bill
1099 Reporting Process in NetSuite
What is Form 1099 and Why Does it Matter? Form 1099 is used to report any non-employment income to the Internal Revenue Services (IRS). Similar to a W-2 which is used to report payments to employees, Form 1099 is used to report payments made to non-employees. Businesses are required to issue a 1099 form to… Continue reading 1099 Reporting Process in NetSuite
Sales Orders Not Visible to the Warehouse
Issue: The warehouse team reports that they cannot see sales orders that have been picked but not packed. Investigation: Checked role permissions and found that the warehouse role had view access but not edit access to picked orders. Verified that the transaction status filter in their saved search was excluding “Picked” orders. Identified that the… Continue reading Sales Orders Not Visible to the Warehouse
Germany E-Invoicing- NetSuite SuiteApp Features and Functionality
Electronic invoicing (e-invoicing) refers to the exchange of invoice documents between businesses, their partners, and tax authorities in a structured electronic format using machine-readable data transmission standards like XML, JSON, and PEPPOL BIS. E-invoicing is gaining global traction due to its ability to transmit and process transactional data electronically, enable real-time auditing of transactions, and… Continue reading Germany E-Invoicing- NetSuite SuiteApp Features and Functionality
How to Manually Pair Intercompany Transaction
Managing intercompany transaction is a crucial aspect of accounting for businesses with multiple subsidiaries. NetSuite intercompany development framework offer a feature called pairing intercompany transactions that provide a streamlined way to reconcile related record, such as standalone vendor bills and invoice, without utilizing SO and PO. This feature is particularly useful for business with multiple… Continue reading How to Manually Pair Intercompany Transaction
Saved Search to Generate a List of Item Receipts Created From Return Authorizations
Navigate to Reports> Saved Searches> All Saved Searches> New 2. Select Transaction as search type 3. Assign name on the Search Title field 4. On the Criteria tab> Standard sub tab> Filter column, set the following: a. Type is any of Item Receipt b. Formula (Text) contains Return Authorization then copy-paste this formula: {createdfrom} c. Main Line is true (Yes)* 5. On the Results tab> Columns sub tab, add the fields you wanted exposed on the report 6. Hit Save & Run… Continue reading Saved Search to Generate a List of Item Receipts Created From Return Authorizations
Sales Order Saved Search that Shows Billing Schedule and Revenue Recognition
Navigate to Lists > Search > Saved Searches > New> Transaction. 2. On the Criteria tab > Standard subtab add the following filters: Type = is Sales Order Billing Schedule = specify billing schedules. 3. On the Results tab > Columns subtab add the following fields: Number > Summary type = Group Name > Summary type = Group Account > Summary type = Group… Continue reading Sales Order Saved Search that Shows Billing Schedule and Revenue Recognition