Read and Extract Text from Documents with NetSuite’s N/documentCapture Module

What is the N/documentCapture Module? The N/documentCapture module in NetSuite helps you automatically extract data from documents like PDFs, invoices, and images. This module can pull out key information like invoice numbers, dates, amounts, and more — and put it directly into your NetSuite system. This means less manual data entry and fewer chances for… Continue reading Read and Extract Text from Documents with NetSuite’s N/documentCapture Module

Create Saved Item Search to Show Locations with Null Quantity Available

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

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 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