There are primarily two effective methods to establish this connection: 1. Using SuiteAnalytics Connect (ODBC Method) The SuiteAnalytics Connect Service enables you to archive, analyze, and report on NetSuite data using external tools like Power BI. It supports ODBC, JDBC, and drivers, compatible with Windows, Linux, or macOS environments. Important: This service is read-only—you cannot… Continue reading Options for Business Intelligence for CFO
Category: NS Administration
All articles / code related to Netsuite administration
Resolving the “This line has been marked shipped. This line cannot be received” Error
Issue: While trying to receive items in a Purchase Order, users encountered the following error: This line has been marked shipped. This line cannot be received Solution: The mentioned purchase order is a drop ship purchase order. Drop ship orders are handled differently from regular purchase orders. If you mark items as shipped and then… Continue reading Resolving the “This line has been marked shipped. This line cannot be received” Error
Getting the List of Customer Statuses
In NetSuite, each customer record is assigned a status—such as Qualified, Close Won, or Renewal—based on their position in your sales pipeline. These statuses are stored internally using numerical IDs, which can be unclear when building reports or SuiteQL queries. To help with this, you can use the SuiteQL query below to generate a list of customer statuses. It allows you to easily… Continue reading Getting the List of Customer Statuses
Benefits of Using External ID While Uploading Transaction Data in NetSuite
When you’re importing transactions like vendor bills or customer invoices in NetSuite, using an External ID can make the process much smoother. Here’s how it helps: Group Multiple Lines into One Transaction If a bill or invoice has many lines, giving all those lines the same External ID tells NetSuite they belong to one transaction.… Continue reading Benefits of Using External ID While Uploading Transaction Data in NetSuite
Using the “Select Item” Checkbox to Pre-select Items on Item Fulfillment (IF) and Item Receipt (IR) Transactions
Overview In NetSuite, the Item Fulfillment (IF) and Item Receipt (IR) transactions allow users to mark which line items should be processed (fulfilled or received) by selecting a checkbox on each line. NetSuite provides a built-in field called Select Item that controls this behavior. This article explains how the Select Item checkbox works, how it… Continue reading Using the “Select Item” Checkbox to Pre-select Items on Item Fulfillment (IF) and Item Receipt (IR) Transactions
Items Not Listing in the Picking Ticket
Issue: Upon printing the Picking Tickets, the item lines did not show up in the print, even though they were added in the Advanced PDF Template. Cause: If the items on the sales order and transfer order have already been shipped, then we will not be able to print a Picking ticket anymore for that… Continue reading Items Not Listing in the Picking Ticket
How to Allocate a Slight Overpayment and Round Off in a Single Customer Payment Entry?
Requirement I have a customer invoice in NetSuite with an amount of 3,475.50, but the customer paid 3,476.00. I want to apply 3,475.50 to the invoice and allocate the extra 0.50 as a rounding adjustment, all within a single Customer Payment entry. However, I do not see any option for Write-off or Discount on the Customer Payment page. I am logged in as Administrator, so permissions shouldn’t be… Continue reading How to Allocate a Slight Overpayment and Round Off in a Single Customer Payment Entry?
Apply Before Sales Tax checkbox is missing from Discount Item
The Apply Before Sales Tax checkbox becomes available after the Advanced Taxes feature is enabled. This is done by: 1) Navigate to Setup > Company > Enable Features. 2) Under Accounting tab, mark the Advanced Taxes checkbox. 3) Click on Save.
Project Task Configuration and Work Tracking
Setting Up a Parent Task When creating a Project Task as a Parent Task, ensure the Planned Work field is set to 0 (zero). This configuration is required for the task to appear in the Parent Task dropdown menu. Understanding Work Tracking Fields The following fields are automatically populated by the system based on time… Continue reading Project Task Configuration and Work Tracking
“Submit Failed. NetSuite could not submit all…” in Match Bank
For finance teams, maintaining accurate and timely bank reconciliations is critical for reliable financial reporting, fraud prevention, and cash flow management. Many businesses rely on NetSuite’s Match Bank Data feature to streamline this process. However, users often overlook a key step—submitting the matched or cleared transactions—which can prevent completion of the reconciliation. Understanding the correct submission workflow and… Continue reading “Submit Failed. NetSuite could not submit all…” in Match Bank