CUSTOM ROLE LOGIN ISSUE

If you’ve created a custom role and assigned it to your account but are unable to log in using that role, what could be the reason? The issue may be due to the role having SSO (Single Sign-On) permissions enabled. If this is the case, you won’t be able to log in using the standard… Continue reading CUSTOM ROLE LOGIN ISSUE

DISPLAYING TIME ELAPSED IN DAYS AND HOURS

What to be done??? Normalize the values with TO_NUMBER and TO_NCHAR, then concatenate them using the following formula: CONCAT(CONCAT(‘Days: ‘,TO_NCHAR(FLOOR(TO_NUMBER(TO_NCHAR({timeelapsed}/24))))), CONCAT(‘ Hours: ‘,TO_NCHAR(MOD(TO_NUMBER(TO_NCHAR({timeelapsed})),24)))) What would be the output??? String

FIND NUMBER OF DAYS TILL DATE FROM A GIVEN DATE IN ANALYTICS

Suppose you have a field in a record which displays date for a perticular event/process. You are required to prepare a report using workbook in which one of the fields is days since the date given in the corresponding record. Say for example) In the sales order record, Order Date = 23-May-2025. I have to… Continue reading FIND NUMBER OF DAYS TILL DATE FROM A GIVEN DATE IN ANALYTICS

Filter Values from a Multi-Select Item Field to a Line (column) Field

To source values from a Multi-Select Field to a Custom Line Field: Step 1: Create a Custom List: 1. Navigate to Customization > List, Records, & Fields > Lists > New. The Custom List page is displayed. 2. In the Name field, enter a name for the list. 3. In the Value field, enter a value for the list. 4. Click Add. 5. Repeat steps 3 and 4… Continue reading Filter Values from a Multi-Select Item Field to a Line (column) Field

How to Allow Non-GL Changes in NetSuite: A Guide

When working with financial data in NetSuite, there are certain changes that impact the General Ledger (GL) and others that do not. In many scenarios, especially for accounting purposes, it’s necessary to update transactions without affecting the General Ledger. This process is known as allowing non-GL changes. Understanding Non-GL Changes in NetSuite “Non-GL changes” refer… Continue reading How to Allow Non-GL Changes in NetSuite: A Guide

Troubleshooting connection time out errors

To troubleshoot this connection time out issue, do the following: Ensure that you have NetSuite Connector IP addresses whitelisted. Refer to the list of IP addresses that NetSuite Connector requires to be whitelisted to make a connection, see NetSuite Connector IP Addresses to Safelist (Allowlist). Ensure that your NetSuite Account Number is correct in NetSuite Connector.… Continue reading Troubleshooting connection time out errors

Vendor Credit Using CSV Import

2 CSV files below need to be prepared prior to CSV import then follow the steps provided: Create a CSV file with the following information Primary File contains Internal ID of the Vendor Credit Secondary File contains: Vendor Credit Internal ID Vendor Internal ID Vendor Bill Internal ID Amount to Apply Navigate to Setup > Import/Export > Import CSV Records… Continue reading Vendor Credit Using CSV Import

List of Sales Order where Invoices were Already Paid but no Item Fulfillment was made yet

1. Navigate to Transactions > Management > Saved Searches > New 2. Pull up Transaction search 3. On the Criteria tab > add the following:    Billing Transaction fields… > Type = Invoice   Type = is Sales Order   Applying Transaction: Type = is any of Cash Sale, Invoice, Item Fulfillment   Tax Line = is false   Shipping Line = is false   Status = is Sales Order: Pending… Continue reading List of Sales Order where Invoices were Already Paid but no Item Fulfillment was made yet

Search to Get the Percentage of Fulfilled Quantity Out of Ordered Quantity

1. Navigate to Lists > Search > Saved Searches > New > Select Transaction. 2. Under Criteria tab, set the following: Type is Sales Order Date is (specify a specific period) Main Line is false Tax Line is false COGS Line is false Shipping Line is false *Set other criteria needed. 3. Under Results tab,… Continue reading Search to Get the Percentage of Fulfilled Quantity Out of Ordered Quantity