Understanding WIP’s Role Work in Process tracking is a powerful tool that provides real-time visibility into the manufacturing lifecycle, from raw materials to finished goods. By breaking down the production process into distinct stages, administrators can ensure better control and accountability. Initiating Work Orders Issuing Components: Before starting a work order, log material consumption by… Continue reading Best Practices of Manufacturing Work In Process (WIP)
Category: NS Administration
All articles / code related to Netsuite administration
American Express Integration for Expense Reporting
In the world of business, efficient expense management is crucial for maintaining financial control and ensuring a seamless workflow. Say goodbye to the cumbersome task of manual expense reporting with NetSuite’s innovative solution—the AMEX Corporate Card Integration SuiteApp. This feature is a game-changer for businesses seeking to automate their financial processes. The integration offers a straightforward… Continue reading American Express Integration for Expense Reporting
Sales Orders Age Calculation Using SuiteQL
When working with NetSuite, it’s essential to track the age of transactions, especially Sales Orders. Calculating the age, in days, of Sales Orders allows businesses to monitor how long these orders have been open and take appropriate actions if necessary. Using SuiteQL, you can efficiently retrieve this data with a simple query. Below is the SQL query you can use:… Continue reading Sales Orders Age Calculation Using SuiteQL
Create a Saved Search for total Allocated Hours vs Actual Hours
Tracking the balance between allocated hours and actual hours is crucial in the service industry, where tasks like client meetings, research, and report preparation require precise time management. Monitoring this comparison helps ensure projects stay within scope, timelines, and budgets. In NetSuite, a Project Task Saved Search can be used in providing in checking resource… Continue reading Create a Saved Search for total Allocated Hours vs Actual Hours
Unable to Change Customers on Invoices Created from Sales Orders in NetSuite
Issue: An issue arises in NetSuite where customers cannot be changed on invoices that are created from sales orders. This limitation does not affect standalone invoices, where the customer field remains editable. Cause: This behavior occurs because the Invoice Groups feature is enabled in NetSuite. This restriction occurs regardless of whether the “For Invoice Grouping”… Continue reading Unable to Change Customers on Invoices Created from Sales Orders in NetSuite
Roles and Permissions for Estimated Landed Cost
To enable estimated landed cost for roles: Go to Setup > Users/Roles > Manage Roles. On the role record, check the Enable Estimated Landed Cost box: By default, the prebuilt custom forms and records for Estimated Landed Cost are enabled for the following standard roles: CEO and CFO Accountant and Accountant (Reviewer) Warehouse Manager 3. To enable other… Continue reading Roles and Permissions for Estimated Landed Cost
Default Exchange Rate When Creating a Currency in NetSuite
When creating a currency in NetSuite, it is essential to define the Default Exchange Rate (to Root Subsidiary Currency). This rate establishes the relationship between the foreign currency and the base currency, serving as a foundation for various financial calculations. Definition of Default Exchange Rate The Default Exchange Rate is the value of the base… Continue reading Default Exchange Rate When Creating a Currency in NetSuite
Unable to Remove Sales Team from Customers Using mass Import
When attempting to execute a “Remove Sales Team Member” Mass Update in NetSuite, the error message “Your mass update is complete and has been successfully performed on 0 records” may occur. This issue typically arises when certain prerequisites for the update are not met. To ensure the Mass Update is successful, the following conditions must… Continue reading Unable to Remove Sales Team from Customers Using mass Import
Access to Country Tax Reports page
Only administrators and accounts with full permission to Country Tax Reports Preferences can confirm or modify reporting preferences. To acquire full access to the Country Tax Reports Preferences page, contact your account administrator Assigning Tax Reporting Framework Permissions to a Role In NetSuite, go to Setup > Tax Reporting > Manage Tax Reporting Framework… Continue reading Access to Country Tax Reports page
CSV Import to update the currency of the preferred vendor in the Item record
When tried to do the import, there is no option to map the currency under the Item Vendors folder. Upon further checking, we found an enhancement request that has been logged to address this under Issue 237922 CSV Import > Inventory Items > Not able to map the Currency field under the Vendors sublist when… Continue reading CSV Import to update the currency of the preferred vendor in the Item record