If we need to remove the entire Sales Team from multiple Customer records in NetSuite, we can use the Mass Update feature to make this process efficient. Steps to Remove the Sales Team Members from Customer Records: Navigate to Mass Updates: Go to Lists > Mass Update > Mass Updates. Access Sales Force Automation: Under… Continue reading Removing Sales Team from Multiple Customer Records in NetSuite
Category: NS Administration
All articles / code related to Netsuite administration
Permission to Access Inbound Shipment on a Custom Role
Scenario User with custom role is unable to access Inbound Shipment. Solution Navigate to Setup > Users/Roles > Manage Roles Custom Role: Click Edit Click Permissions tab Click Lists subtab Permission: Select Inbound Shipment Level: Select Full Click Add Click Save Note: Changes apply after a user with the role logs out, then logs back in.
Last Two Item Labels Get Truncated When Printing More Than 14 Item Labels Using Basic PDF Template
Scenario The user needs to print more than 14 item labels on their A4 paper. However, when attempting to print the labels, the last two on the first page get truncated. Solution Navigate to Customization > Forms > Transaction Form PDF Layouts Item Label Layout in question: Click Edit Vertical Countfield: Change the value from 14 to 7 Note:As per the Field… Continue reading Last Two Item Labels Get Truncated When Printing More Than 14 Item Labels Using Basic PDF Template
What are Inventory Statuses within NetSuite:
The Inventory Status feature is a core function of NetSuite that allows you to associate attributes to items to drive internal processes. In today’s fast workplace environment, effective inventory management is the key to success. For those using NetSuite, understanding how to utilize inventory statuses can significantly enhance operational efficiency. Throughout this post, we will… Continue reading What are Inventory Statuses within NetSuite:
Impact when Subcustomer has Overdue Invoice
Scenario Parent customer has subcustomers A and B. Subcustomer B has a past due invoice, user will not be able to create an invoice for the parent customer and subcustomers A and B if they have set the Customer Credit Limit Handling = Enforce Holds. Everyone in the customer hierarchy is affected. Solution With Consolidated Payments… Continue reading Impact when Subcustomer has Overdue Invoice
User with custom role doesn’t see custom subtab
I have a custom user role, but it doesn’t see the custom ‘Competitor Pricing’ sub tab on the Inventory Item page. When I login with the admin role, I can see this sub tab. Here is some information about the sub tab and the permissions of the role: Subtabs: Record: Inventory Item Role Permission: Solution… Continue reading User with custom role doesn’t see custom subtab
Error when creating transactions “You must first create a purchase order to transfer intercompany inventory”
Error displayed while creating standalone sales order for intercompany customer Reason:
Inbound Shipment > Take Ownership > Unexpected Error
Inbound Shipping Management enables you to transfer ownership of a shipment before it has been physically received. Ownership Transfers can be created as soon as the shipment has been marked In-Transit. However, some users who recently enabled the Inbound Shipment feature is getting an “Unexpected Error” when creating an Ownership Transfer record. This error indicates that External Inventory in Transit account… Continue reading Inbound Shipment > Take Ownership > Unexpected Error
Add a Timestamp and URL to Exported PDF Reports
In many companies undergoing audits, administrators may be tasked with ensuring that reports meet audit and compliance standards, such as documenting when they were generated. Adding a timestamp and the account number where the report was generated to exported PDF reports is an effective way to achieve this. The timestamp indicates when the report was… Continue reading Add a Timestamp and URL to Exported PDF Reports
Remove Item Group “parent” line from a Transaction Saved Search
Scenario User needs to remove the Item Group’s “parent” line from a Transaction Saved Search. This is related to an Item Group, with the “REFERENCE START/END LINES ON PICKING TICKETS” checkbox is marked for that item. For example: Item Group 1 Member Item A Member Item B End of Group The requirement is to remove “Item Group 1”… Continue reading Remove Item Group “parent” line from a Transaction Saved Search