Create a Saved Search of all Inactive Sub-Customers and Display the Parent Customer. Solution 1. Log in as Administrator 2. Navigate to Reports > Saved Searches > All Saved Searches > New 3. Select Customer 4. Provide a Search Title 5. In the Criteria tab > Standard subtab: add Sub of = none of -None- add Inactive = True 6. In the Results tab, Columns subtab: Add a Formula (Text) field with Formula = {parent} to display… Continue reading List All Inactive Sub-Customers and Display the Parent Customer
Category: NS Administration
All articles / code related to Netsuite administration
Standard Roles and SuiteSuccess Roles in NetSuite
NetSuite offers a variety of roles to support different user functions and workflows across departments. These roles range from standard roles available in all NetSuite instances to specialized roles that come as part of the SuiteSuccess bundles, designed to provide industry-specific functionality. Knowing these roles and their permission levels is essential for setting up and… Continue reading Standard Roles and SuiteSuccess Roles in NetSuite
Electronic Fund Transfer in NetSuite
NetSuite Electronic Bank Payments automates the creation of bank payment files, improving the efficiency of payment and collections processes. Ensure timely payment of vendor invoices, employee salaries and expenses, and sales commissions. Electronic Fund Transfer Workflow in NetSuite Set Up Bank Accounts – Configure your company’s bank account in NetSuite, adding details such as account… Continue reading Electronic Fund Transfer in NetSuite
Resolving Employee ID and Name Display Issues in NetSuite
When importing employee records in NetSuite, some users encounter a common issue where, even though records are imported successfully, the Employee ID is incorrectly displayed as the Name in list views and saved search results. This issue can create confusion, as the fields do not display as intended for efficient sorting or searching. To resolve… Continue reading Resolving Employee ID and Name Display Issues in NetSuite
Calculate Back-Ordered Quantity in NetSuite Saved Searches
In NetSuite, tracking back-ordered quantities directly from sales orders within a saved search can be challenging, as the back-ordered quantity isn’t directly available in the search results. However, a formula can be implemented to effectively derive the back-ordered quantity for items in sales orders. Here’s a step-by-step approach to using this formula in your saved… Continue reading Calculate Back-Ordered Quantity in NetSuite Saved Searches
SCM mobile WMS – Exporting Mobile Processes
After you complete your customizations on a custom process, you can export it. For standard processes, you can export updates made through Mobile Configuration. When you export standard and active custom mobile processes, you generate an appConfig.js file. You can export standard processes one at a time and multiple custom processes at a time. One… Continue reading SCM mobile WMS – Exporting Mobile Processes
SCM mobile WMS – Customizing Mobile Popup Windows
You can create a custom mobile page and set it up as a popup window. Popup windows enable you to display messages, such as warnings and errors, without transferring to another mobile page. You can also use them to perform additional actions, aside from those included in the main process flow. Within a custom mobile… Continue reading SCM mobile WMS – Customizing Mobile Popup Windows
SCM mobile WMS – Customizing Mobile Processes
You can clone a standard mobile process to create your custom process and customize it according to your business requirements. Within your custom mobile process, you can add pages or page elements, set up the actions of a button, and perform other such customizations. When you clone a mobile process, you create a duplicate version… Continue reading SCM mobile WMS – Customizing Mobile Processes
Requesting Read Receipts
Read receipts ensure that recipients have received a message, which is important when sending important information or time-sensitive transactions. With NetSuite, you can include read receipts on outgoing email messages to individual recipients. When you check the Request Read Receipt box on an email message in NetSuite, the email client of the recipient receives a… Continue reading Requesting Read Receipts
How To Schedule Email on a Saved Search:
Go to Lists > Searches > Saved Searches. Select the desired saved search you want to schedule email on and click Edit. On the saved search page, click on Email subtab. On the email subtab, click the Send Emails According to Schedule checkbox. Note: After checking the box, the system will automatically enable both the ‘Summarize Scheduled Emails’ and ‘Send If No Results’ options by default.… Continue reading How To Schedule Email on a Saved Search: