Author: Anjana K P

Segment rules in NetSuite define how transactions should be tagged with segments such as Department, Location, and Class based on criteria like GL Account and Subsidiary. These rules ensure accurate financial reporting, automate transaction classification, and maintain data integrity by enforcing business logic and compliance. The key benefits include improved reporting, error prevention, and enhanced… Continue reading Unlocking the Power of Segment Rules in NetSuite

Expense report approval routing is crucial for organizations to efficiently manage employee expenses while ensuring compliance and financial accuracy. Key steps in the process include clear policy guidelines, automated approval workflows, and integration with accounting systems to ensure timely reimbursements and accurate records. Best practices include mobile accessibility, multi-department involvement, and transparent approval status tracking.… Continue reading Effective Expense Report Approval Routing: Best Practices for Streamlined Processes

Saved searches are more than just reporting tools. When combined with scheduled email delivery, they become automated communication engines that push critical information directly into your team’s inboxes. Instead of relying on employees to pull reports, NetSuite can push the right data to the right people at the right time. Example: Sending Expiring Quotes to… Continue reading Automating Email Notifications in NetSuite with Saved Searches

After assigning a custom item field as either a Field Set or a Sort Field in Suite Commerce Advanced website we cannot edit particular custom field this is because to prevent the user from deleting a custom field which is already used in “Field Set or a Sort Field”. As a workaround, users will have to remove the custom field from being assigned as Field Set or Sort Field in Suite Commerce Advanced website follow below steps. 1. Navigate… Continue reading Know how to Edit Custom Fields assigned as “Field Sets or Sort Fields” in Suite Commerce Advanced.

Some companies provide services/goods to customers but they can’t send the bill/invoice to customer after item fulfillment/service provided time. They will generate a statement at the month end. At the time of statement generation total provided items/services cost is list down in ‘Generate Statement’ page. After statement/bill generation send it to customer through email/fax. Eligible items to… Continue reading How to Implement Statement Charges

Fallback themes are essentially backup styles or templates that a website can default to when specific design components or assets fail to load. This may be due to a host of reasons, such as server issues, browser incompatibility, and all other technical snags. The use of a properly developed fallback theme ensures that your website… Continue reading Understanding New Fallback Themes in SuiteCommerce

Fill rate is a supply chain performance metric that measures the percentage of customer orders fulfilled from available stock without backordering or delays. Formula:  Fill Rate (%) = (Number of Orders Fulfilled from Inventory / Total Number of Orders) × 100  Fill rate can be analyzed across different dimensions:  Order Fill Rate (complete orders)  Line… Continue reading Understanding Everything About Fill Rate in NetSuite

By creating a build, the item quantity mentioned in the Work Order will be reserved for the respective sales order. A Build of a Work Order can be created in two ways: 1. Manual Build creation: You can click on the ‘Create Build’ button on the Work Order record and a Build will be created for… Continue reading Initiating a Work Order from a Sales Order

Cancelling a sales order involves voiding or closing the order to prevent further processing, such as fulfilment or invoicing. The ability to cancel a sales order depends on its current status and whether any partial or complete actions (like fulfillment or invoicing) have been performed. Ways to cancel a sales order in Netsuite 1. Till… Continue reading Cancelling a sales order in Netsuite

Netsuite WMS(Netsuite Warehouse Management system) is a powerful tool designed to streamline order fulfilment by optimizing inventory management, improving warehouse operations, and enhancing overall efficiency. It allows businesses to automate workflows, improve inventory accuracy, and optimize processes like picking, packing, and shipping. It equips businesses of all sizes with real-time tracking, barcode scanning, and customizable… Continue reading Netsuite WMS