User creates two custom fields for a custom record type. The first field pulls up the list of transactions and the second sources from the Total of the selected transaction: Transaction (custom) Type = List/Record List/Record = Transaction Store Value = T Amount (custom) Type = Currency Source List = Transaction Source From = Total… Continue reading Custom Field That Sources The Transaction Total Displays a Negative Amount
Category: NS Administration
All articles / code related to Netsuite administration
Restricting the Sales Rep role to his/her own Opp but still have a full/view access of the customers
I want each of my sales representatives to have access to their own opportunities without being able to see other sales representatives’ opportunities. However, they should still be able to view customer information. I made changes to the sales representative role page, setting the employee restriction to “Own & Subordinates only.” However, these changes are… Continue reading Restricting the Sales Rep role to his/her own Opp but still have a full/view access of the customers
Setting WIP Accounts
Navigate to Accounting Preferences Go to Setup > Accounting > Accounting Preferences in your NetSuite dashboard. Access the Items & Transactions Subtab Once in the Accounting Preferences section, click on the Items & Transactions subtab to access the relevant options for WIP account settings. Configure the Default WIP Accounts Set the following accounts to ensure… Continue reading Setting WIP Accounts
Missing Insert Solution in Support Cases
Some users may have noticed the “Insert Solution” option missing from their support case record or encountered a blank page when searching for solutions. This issue typically arises from a lack of a necessary permission. Let’s explore the specific permission that needs to be granted to enable the “Insert Solution” feature in NetSuite. To resolve… Continue reading Missing Insert Solution in Support Cases
Unable to Edit a Default Folder in File Cabinet
The File Cabinet is a centralized repository where users can store, manage, and organize documents and files. It functions similarly to a file storage system on a computer, but it is integrated into the NetSuite platform, allowing for easy access across various users and departments within an organization. Customers may seek to customize access to the… Continue reading Unable to Edit a Default Folder in File Cabinet
Advantages of N/query
1. Multilevel Joins N/query allows for multilevel joins, which means you can link multiple related records across various tables efficiently. This feature enables querying complex data relationships without needing multiple scripts or heavy looping logic. 2. Support SQL Queries The N/query module allows you to structure your queries similarly to SQL, which is more powerful… Continue reading Advantages of N/query
Saved Search for Custom fields with Same values.
Scenario In some situations, User creates a custom field on Sales Order form to track orders besides NetSuite’s standard Order Number/ID field. If the value in this field is entered manually and there is no mechanism to auto populate this field, there is a possibility that it may have duplicate values. Following saved search enables… Continue reading Saved Search for Custom fields with Same values.
Entering an Inventory Adjustment Instead of an Assembly Unbuild
When we need to adjust the inventory without performing a full assembly unbuild, we can do so by following inventory adjustments: Navigate to Inventory Adjustment: Go to Transactions > Inventory > Adjust Inventory in your system. Select Assembly Item: In the Item field, choose the assembly item you want to adjust, such as Assembly Item… Continue reading Entering an Inventory Adjustment Instead of an Assembly Unbuild
Creating Costed Bill of Materials
The Costed Bill of Materials SuiteApp displays the total cost breakdown of an assembly item using the bill of materials revision, routing steps, and costing method. After installing the SuiteApp, Navigate to the Report: Go to Reports > Cost Accounting > Costed Bill of Materials in the NetSuite account. Select Subsidiary: From the Subsidiary dropdown… Continue reading Creating Costed Bill of Materials
Costed Bill of Materials
The Costed Bill of Materials SuiteApp provides a tool for accurately calculating the total cost of assembling a product. It takes into account various factors such as the bill of materials revision, manufacturing routing, and cost templates utilized. The calculation method involves aggregating the costs of all components involved in the assembly. This SuiteApp offers… Continue reading Costed Bill of Materials