Defining an outsourcing location for the vendor who will outsource manufacturing, will involve the following steps: Go to Lists > Relationships > Vendors. On the Vendors page, click Edit next to the vender who will outsource manufacturing for you. Click the Outsourced Manufacturing subtab. Beside the Manufacturing Locations field, click the arrow icon. In the Choose Manufacturing Location list, select the location or locations,… Continue reading Outsourced manufacturing location
Author: Georlit George
Chart of Accounts import
Number – Mandatory field, up to 60 alphanumeric characters Name – Mandatory field, up to 60 alphanumeric characters Type – Mandatory list field, select the appropriate type for each account Currency – The NetSuite currency field in chart of accounts is mandatory only when account Type = Bank Subaccount of – It refers to the… Continue reading Chart of Accounts import
Bank data import- resolve error: The file could not be imported due to an incorrect number of CSV columns in the header, specifically 7.
The file could not be imported due to an incorrect number of CSV columns in the header, specifically 7. This error arose from missing fields that are expected by NetSuite. The upload file must include all the headers as specified in the template provided by NetSuite. Solution: navigate to the Upload File page of bank… Continue reading Bank data import- resolve error: The file could not be imported due to an incorrect number of CSV columns in the header, specifically 7.
Index( match()) in excel
Wanted to map the external id of the items to corresponding BoMs of the item. This was done using the formula: =INDEX($D:$D, MATCH($C2, $E:$E, 0)) [MATCH($C2, $E:$E, 0) finds the row in Column E where the value of Column C in the current row (C2) appears. INDEX($D:$D, [that row]) returns the value from Column D… Continue reading Index( match()) in excel
Show Total Discount in Invoice using saved search
Select Formula (Currency) Summary Type: Select Sum Formula: Enter Case when {item.type} = ‘Discount’ then {amount} when {applyingtransaction.linesequencenumber} = ‘2’ then – {applyinglinkamount} else 0 end Custom Label: Enter Total Discount
Display Totals in a Saved Search when Summary Type = Maximum or Minimum
In a Transaction Saved Search, for numeric fields like Amount, the Show Totals preference will not work when Summary Type is set to either Maximum or Minimum. To be able to display the totals on the results, use the formula: MAX({totalamount}) OR MIN({totalamount})
Saved search do not display all the records as in total number of results in Customer Payment record
When a saved search was created for customer payments, the total search results showed 365 records. But when navigated to other pages of the results, it showed ‘ No Search results match your criteria. When the data was exported also, all the records were not exported. This issue was caused by the addition of Payment… Continue reading Saved search do not display all the records as in total number of results in Customer Payment record
Saved search to display the sub items in the parent item record
In the criteria tab, choose internal id and set to ‘not none’ In the results tab add relevant fields like name, base price etc In the filters tab, choose Parent: Internal ID
Vendor Quantity Pricing Schedule
Using the Quantity Pricing Schedule feature in NetSuite, we can apply quantity-based discounts to purchase prices. The detailed steps to apply this feature are given below: Create the Quantity Pricing Schedule: Edit the Vendor record > click the Financial subtab > under Pricing Schedules subtab, click New Pricing Schedule button. Create a new pricing schedule… Continue reading Vendor Quantity Pricing Schedule
Adding Users to NetSuite Analytics Warehouse
Adding users to your Analytics Warehouse account enables them to work with data transferred to the Analytics Warehouse. You can add NetSuite users and non-NetSuite users. Go to Setup > Integration > NetSuite Analytics Warehouse > Configuration. Click NSAW User Management. Click Add NetSuite Users. Select the users you want to add and click Apply.… Continue reading Adding Users to NetSuite Analytics Warehouse