Author: Amisha Ramesh

Scenario The Role is restricted to one Subsidiary.  Manage Intercompany Sales Orders >Permission Violation “The restrictions on your role deny you access to this record“.  Edit the Custom Role and set Allow Cross-Subsidiary Record Viewing to True.   Solution Go to Setup> Users/Roles > Manage Roles   Locate and Customize/Edit Role   Make sure that the checkbox Allow Cross-Subsidiary Record Viewing is marked  Click Save

Solution 1. Create a Custom Entity Field Navigate to Customization > Lists, Records, & Fields > Entity Fields > New Label: Enter Customer’s Name Statement Type: Select Free-Form Text Store Value: Enter Checkmark Click Applies To Print on Statement: Enter Checkmark 6. Click Display Subtab: Select Main 7. Click Save 2. Create a Custom Transaction Field Navigate to Customization > Lists, Records, & Fields > Transaction Body Fields > New Label: Enter Customer Name Type: Select Free-Form Text Store Value: Enter Checkmark Click Applies To Subtab: Select Main 6. Click Sourcing & Filtering Source… Continue reading Include Customer Name in Customer Statements

Scenario The Customer Statement form used as attachment when doing a Bulk Merge depends which form is preferred. Solution The Customer Statement form used as attachment when doing a Bulk Merge depends which form is preferred Navigate to Customization > Forms > Transaction Forms Desired Transaction Form: Click Edit Form is Preferred: Enter Checkmark Click Save

Scenario User sent out an email using Bulk Merge, but the email sent to Customers was not logged under Customer > Communication > Messages.   Solution Note: Bulk Merge emails do not get logged under Customer > Communication > Messages but get logged under Customer > Communication > Bulk Merge. In order for the Bulk Merge sublist to show on the Customer record, user will need to customize… Continue reading Bulk Merge Email Not Logged on Customer Record

Scenario User wants to know what are the steps to consider when sending a Bulk Merge Email.   Solution 1. Create a Saved Search Log in as Administrator Navigate to Reports > Saved Searches > All Saved Searches > New Search Type: Click Customer Use specific filters to identify who will receive the bulk email Note: If this is for all customers, you may leave the filter blank… Continue reading Important Steps to Consider When Sending a Bulk Merge Email

To assign automatic numbers to a custom record type: Go to Customization > Lists, Records, & Fields > Record Types. In the Edit column, click the name of the record type you want to have autonumbered. Click the Numbering subtab. To turn on automatic numbering, check the Enable box. In the Prefix field, enter any numbers or letters you want added before each automatically-generated… Continue reading Numbering Custom Record Types

A custom transaction instance can have a predefined transaction type prefix and a location or subsidiary prefix. The following example demonstrates how to set up a custom purchase type transaction to include both a transaction type prefix and a location prefix. It also describes how to set the initial number NetSuite uses for the autogenerated… Continue reading Autogenerated Transaction Number with Transaction Type and Location Prefixes Examples

Before you can create custom transaction types, you must enable the feature. To enable the feature, go to Setup > Company > Enable Features. On the SuiteCloud subtab, check the Custom Transactions box, and click Save. After you enable the feature, you can begin creating custom transaction types. To create a custom transaction type: Go to Customization > Lists, Records & Fields… Continue reading Creating a Custom Transaction Type

Scenario We can restrict the Level for other roles to View to remove – New – option for specific custom record type. The owner of the list on the other hand, will always have the permission to add new records so the – New – option will always show for that user. Solution To remove the – New – option for custom list… Continue reading Remove – New – Option for Custom List Linked to a Custom Record Type for Other User Roles

To create gift certificates: Go to Lists > Accounting > Gift Certificates. Click New Gift Certificates. Alternatively, go to Lists > Accounting > Items > New and then click Gift Certificate. Enter a gift certificate Item Name/Number. Enter a UPC Code. When you enter text in this field, the SKU/UPC field on item labels displays this UPC code and prints in UPC bar code… Continue reading Creating Gift Certificates