After a transaction has posted for the vendor, you are not able to change the subsidiary selected on the vendor record. If you have NetSuite OneWorld, after you save the vendor record, you cannot change the primary subsidiary. According to NetSuite standards, once a transaction has been posted for a vendor, the subsidiary selected on… Continue reading Unable to Edit Supplier Subsidiary for Vendor
Author: Amisha Ramesh
Show Warning Message Before Saving a Record Using Confirm Action via Workflow
Scenario This is a sample article on how user can return a Warning/Pop-up message before saving a Item record. Sample Scenario: Return a warning message before saving Item record if Display in Webstore checkbox is checked. Solution Navigate to Customization > Workflow > Workflows > New Basic Information: Name: Enter Show Warning Message Record Type:… Continue reading Show Warning Message Before Saving a Record Using Confirm Action via Workflow
Set Up Subsidiary Navigator and Change Display Settings
To set up Subsidiary Navigator From your dashboard, click Personalize. You can set up Subsidiary Navigator as a Dashboard SuiteApp or as a custom portlet. To set up Subsidiary Navigator as a dashboard SuiteApp, go to the Dashboard SuiteApps section, and then click the Subsidiary Navigator icon. The Subsidiary Navigator portlet will be added to… Continue reading Set Up Subsidiary Navigator and Change Display Settings
Install Subsidiary Navigator
Before we install Subsidiary Navigator, make sure that the following NetSuite features are enabled: Client SuiteScript Server SuiteScript Subsidiary Subsidiary Navigator is available for installation as a SuiteApp: Name – Subsidiary Navigator Bundle ID – 44281 Location – Production (Account ID 3802169) Subsidiary Navigator is a managed SuiteApp and is automatically updated whenever there are… Continue reading Install Subsidiary Navigator
Subsidiary Navigator
Subsidiary Navigator enables you to limit the information displayed on your dashboard, searches, and reports to a specific subsidiary or group of subsidiaries. The portlet contains a chart from which you can select the subsidiary whose records you want to display. Choosing a subsidiary is equivalent to setting the Restrict View to a subsidiary option… Continue reading Subsidiary Navigator
Create a Workflow to Capture the Date and Time When a Field Is Changed
Scenario There are cases when users want to set a date and time value to a custom field whenever the To Location field in Inventory Transfer transactions is changed. Solution Navigate to Customization > Workflow > Workflows > New Basic Information: Name: Enter Set Date & Time Value Record Type: Select Transaction Sub Types: Select… Continue reading Create a Workflow to Capture the Date and Time When a Field Is Changed
Create a Saved Search to show Items Backordered in Work Orders
Scenario To create a saved search to run list of items that has backordered quantities for its work orders. Solution 1. Navigate to List > Search > Saved Searches > New > Transactions 2. Under Criteria Standard Subtab: * Summary Type: Sum | Field: Formula (Numeric) | Description: is greater than 0 | Formula: Max(Nvl({Quantity},0)) –… Continue reading Create a Saved Search to show Items Backordered in Work Orders
Print Specific Parts of the Bill To Address on the Advanced PDF/HTML Template
Scenario In situations where users would prefer to remove a specific part of the bill address, it can be done by specifying Address Fields to be displayed on the printout instead of using ${record.addressText} which prints the whole Address. This article will show what are the Field IDs that are part of the Address record… Continue reading Print Specific Parts of the Bill To Address on the Advanced PDF/HTML Template
Advanced PDF/HTML Template > Lock the Printed PDF and use a Custom Field to Store the Password
Scenario User wants to create a password to be stored and hidden on the Purchase Order record for transaction PDFs using a Custom Transaction Body Field. Solution Create a Custom Transaction Body Field Navigate to Customization > Lists, Records, & Fields > Transaction Body Fields > New Label: Enter Label (Example: PDF Password) Type: Select… Continue reading Advanced PDF/HTML Template > Lock the Printed PDF and use a Custom Field to Store the Password
Amount Validation in Advanced Intercompany Journal Entry Workflow
Scenario An approval workflow for journal entries is required, where validation is triggered only if the transaction amount is greater than or equal to 1,00,000 INR. There is an issue with retrieving the exchange rate at the body level. Although the exchange rate is displayed on the form, it is not visible in the record.… Continue reading Amount Validation in Advanced Intercompany Journal Entry Workflow