BUILTIN.DF Not working on transaction.employee

Anyone have a clue as to why BUILTIN.DF is not returning the display value for the salesrep field on an Invoice? It is only retuning the internalid of the employee record, not the name. I added the LEFT JOIN just to see the side by side result. SELECT t.tranid, BUILTIN.DF(t.employee) as sales_rep, employee.firstname, employee.lastname FROM transaction… Continue reading BUILTIN.DF Not working on transaction.employee

Billing Transaction in Workbooks.

Billing transaction is a specific type of join (in saved search, it would be an Applying Transaction where the Applying Transaction Link Type is Order Bill/Invoice) You will have to do something similar in your workbook to get something like the billing transaction. You probably want to get familiar with the help at: https://system.na0.netsuite.com/app/help/helpcenter.nl?fid=section_1543418452.html. The join… Continue reading Billing Transaction in Workbooks.

Most Recent Sale in SuiteAnalytics DataSets

In SuiteAnalytics DataSets, it is not currently possible to directly return the most recent sale for a customer or find records based on the most days since creation, as features like Summary Types, Summary Criteria, and functions like MAX and DENSE_RANK (available in Saved Searches) are not supported. As a workaround, you can use Pivot Tables in SuiteAnalytics Workbooks to display customers alongside… Continue reading Most Recent Sale in SuiteAnalytics DataSets

Allow Sales Reps to View Gross Profit Averages on Customers Dashboard

Granting sales reps the ability to view gross profit averages on their Customer Dashboards empowers them with valuable insights to make informed decisions. This visibility can enhance their ability to: Understand Product Performance – Gain insights into which products are contributing the most to gross profit, helping reps focus on high-performing products or strategize for those… Continue reading Allow Sales Reps to View Gross Profit Averages on Customers Dashboard

Sustainability Tracking Using NetSuite

As businesses increasingly prioritize environmental, social, and governance (ESG) initiatives, the need for robust tools to track and report on sustainability has grown. NetSuite, a leading ERP platform, offers integrated features to help organizations monitor and improve their ESG performance. These tools empower companies to achieve their sustainability goals while maintaining operational efficiency. Key Features… Continue reading Sustainability Tracking Using NetSuite

An error occurred when picking an item from Outbound Staging bin

Scenario Customer is trying to pick an item which is in Outbound Staging bin and an error occurs. Error: “There are no active bins or no available inventory in bins for this item.” Solution Outbound Staging bins are used to store items temporarily after they are picked, but before they are shipped. Therefore, users are not… Continue reading An error occurred when picking an item from Outbound Staging bin

Voiding Expense Reports in NetSuite

Configuring the Void Button for Expense Reports Accounting Preferences Setup Navigate to Setup > Accounting > Accounting Preferences. Ensure the Void Transactions Using Reversing Journals checkbox is unchecked. Accessing the Void Button When this preference is disabled, the Void button becomes visible in the expense report when editing it. This allows us to void expense… Continue reading Voiding Expense Reports in NetSuite

Impact of Using the Non-Reimbursable Checkbox in NetSuite

The “Non-Reimbursable” checkbox in NetSuite provides a straightforward way to record expenses that an employee is not reimbursed for. This feature is useful in scenarios where expenses are paid using company funds, such as through a corporate credit card or other pre-paid methods. Steps to Enable the Non-Reimbursable Checkbox Navigate to Accounting Preferences – Go… Continue reading Impact of Using the Non-Reimbursable Checkbox in NetSuite

Using Corporate Credit Cards for Non-Reimbursable Expenses in NetSuite

Corporate credit cards are a convenient way to manage non-reimbursable expenses in NetSuite. When an expense is paid directly using a corporate credit card, the employee does not need reimbursement. Instead, the expense is tracked against the credit card account. Here’s how to set it up and manage these transactions effectively. Steps to Configure Corporate… Continue reading Using Corporate Credit Cards for Non-Reimbursable Expenses in NetSuite