Category: Administration

The user wants Purchase Order to be automatically created upon approval of a Sales Order using Drop Ship/Special Order Item

Scenario The user is creating a Sales Order using a Special Order Item. Upon approval of the Sales Order, no Purchase Order is created.  Solution For a Purchase Order to be automatically created upon approval of Sales Order:  Check Item Record > Purchasing/Inventory tab > Vendors subtab For each Subsidiary where the Item is used, make sure that there is a Preferred Vendor set  Note: 1. A Vendor can be… Continue reading The user wants Purchase Order to be automatically created upon approval of a Sales Order using Drop Ship/Special Order Item

Create And Associate BOM And BOM Revision Records To Assembly Item Record Via CSV Import

Scenario User wants to create and associate BOM and BOM Revision records to Assembly Item record via CSV import. Solution I. CSV Import – Bill of Materials (BOM) 1. Setup > Import/Export > Import CSV Records 2. Set the following: – Import Type = Supply Chain – Record Type = Bill of Materials 3. Select the CSV file. 4. Click Next. 5. Import Options, set to Add. 6. Click Next.… Continue reading Create And Associate BOM And BOM Revision Records To Assembly Item Record Via CSV Import

A utility for making the NetSuite table header and floating buttons’ row sticky.

 This script injects some jQuery code into a NetSuite page before it loads to cause table header (and, in edit mode, the floating buttons’ row) to become sticky. It works on all record types including custom tables that use the relevant NetSuite css classes. /**  * @NApiVersion 2.0  * @NScriptType UserEventScript  * @NModuleScope Public  */… Continue reading A utility for making the NetSuite table header and floating buttons’ row sticky.

Locking and Restricting Certificates in NetSuite

Locking and Restricting Certificates To prevent an unauthorized use of a certificate, you can limit the use of the certificate to certain scripts and specific employees on the certificate record. To restrict access to a certificate: Go to Setup > Company > Preferences > Certificates (Administrator). Click the name of the certificate to open it in… Continue reading Locking and Restricting Certificates in NetSuite

Saved Search: Transfer Order Indicating Location To and From, Quantity Received and Fulfilled and Employee

Scenario Saved Search: Transfer Order indicating Location To and From, Quantity Received and Fulfilled and Employee Solution Navigate to Lists > Search > Saved Searches > New. Select Transaction. Set the Search Title. Under the Criteria tab > Standard sub tab > Add: — Type is Transfer Order — Main Line is false (no) Note: You may add more Criteria, as needed. Under the Results tab > Sort by: Date = Descending is True > Columns sub tab > click Remove All button >… Continue reading Saved Search: Transfer Order Indicating Location To and From, Quantity Received and Fulfilled and Employee

Transaction Saved Search For Item Receipts Showing From and To Locations

Scenario To create a Transaction Saved Search for Item Receipts showing From and To locations, follow the steps below: Solution Navigate to Lists > Search > Saved Searches > New Search Type: Transaction Search Title: Enter Title Click Criteria Click Standard Filter: Note: For every required filter use drop-down menu to select it, once adjusted click Add. Select Type Type: Select any of Select Item Receipt    Click Set Select Main Line Main Line: Select Yes Select Set Select Quantity Quantity: Select greater than  Value: Select 0… Continue reading Transaction Saved Search For Item Receipts Showing From and To Locations