Scenario User creates a Saved Item Search to pull out the location quantity available of its items, whether or not it is 0. However, no results are being pulled out for their new locations for which transactions are not yet created. Under the Location Sublist of the item record, it is a standard behavior that… Continue reading Create Saved Item Search to Show Locations with Null Quantity Available
Author: Aleen John
Text Enhance to Efficiently Write Business Content
What Is Text Enhance? Text Enhance is a generative AI tool based on large language model technology that is available throughout NetSuite. This simple yet powerful tool can help you write business content within NetSuite. Text Enhance generates content by taking information you provide and using large language model functionality to draft relevant content. … Continue reading Text Enhance to Efficiently Write Business Content
How to Fix Purchase by Vendor Summary Report Drill Down Access Issues
Sometimes a user can open the “Purchase by Vendor Summary” report in NetSuite but runs into an error when trying to drill down into vendor details. In other words, the summary works fine, but the user can’t see the underlying vendor records. Why does this happen? This usually happens because the role assigned to the… Continue reading How to Fix Purchase by Vendor Summary Report Drill Down Access Issues
Inventory Adjustment Error – “The Following Bin Numbers Are Not Available” During Zeroing Out Stock
📘 Scenario: During a physical stock reconciliation, the client aimed to reset the inventory of specific items to zero. While performing the Inventory Adjustment in NetSuite, they encountered the error message: “The following Bin numbers are not available.” This happened when trying to select bins from the Inventory Detail window—even though those bins appeared in… Continue reading Inventory Adjustment Error – “The Following Bin Numbers Are Not Available” During Zeroing Out Stock
Resolving Export Restrictions for Custom Roles in NetSuite – “Export Lists” Permission
Issue Overview A recurring issue encountered by users with custom roles in NetSuite involves the inability to export data from saved searches or reports. This limitation typically manifests when the “Export – Lists” permission is not assigned to the custom role, thereby restricting access to the “Export – Excel” and “Export – CSV” functionalities in… Continue reading Resolving Export Restrictions for Custom Roles in NetSuite – “Export Lists” Permission
Understanding Special Orders in NetSuite
Summary Special Orders in NetSuite are used when you want to purchase an item specifically to fulfill a customer sales order, rather than pulling it from stock. This is useful for custom products, low-turnover items, or made-to-order goods. 🔍 What is a Special Order? A Special Order is a procurement workflow in NetSuite where a… Continue reading Understanding Special Orders in NetSuite
Understanding CSV Import Limitations
SuiteAnswer ID: 10915 Access Level: Administrator, System Integrator Overview This article explains NetSuite’s CSV import capabilities, including file limitations, field formatting rules, and workarounds for importing attachments. Use this guide to: ✔ Avoid common import failures ✔ Structure files correctly for transactions/records ✔ Implement solutions for advanced needs (e.g., attachments) 1. File Size & Row Limits Hard… Continue reading Understanding CSV Import Limitations
Converting Non-Inventory Items to Inventory Items
Access Level: Administrator, Inventory Manager Overview This guide outlines the step-by-step process for converting Non-Inventory Items to Inventory Items in NetSuite. This is commonly required for items like repackaged goods, kits, or products transitioning to stocked inventory. Pre-Conversion Checklist Before converting, ensure: ✅ Stock Quantities Are Verified – Confirm current on-hand quantities for accurate inventory tracking. ✅ COGS/Asset Accounts Are Defined – Map the… Continue reading Converting Non-Inventory Items to Inventory Items
Drop Ship Process in NetSuite
Marking an Item as Drop Ship To set up an item for drop shipping in NetSuite, follow these steps: Navigate to Lists > Accounting > Items. Select an existing item or create a new one (Inventory or Non-Inventory). Under the Purchasing/Inventory tab: Check the Drop Ship Item checkbox. Assign a Preferred Vendor. Save the item.… Continue reading Drop Ship Process in NetSuite
Permissions Required for Adding an Option to an Existing Custom List in NetSuite
To allow a role to add options to an existing custom list in NetSuite, you need to assign the following permissions under Setup > Users/Roles > Manage Roles: Required Role Permissions Customization > Custom Lists – Full Access (Allows editing and adding new options) Customization > Custom Fields – Edit or Full Access (If the… Continue reading Permissions Required for Adding an Option to an Existing Custom List in NetSuite