Category: NS Administration

All articles / code related to Netsuite administration

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

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?

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

Best Practices for HTML Templates in Marketing Campaigns & Email Templates

OverviewCreating HTML templates for NetSuite Marketing Campaigns and Email Templates requires careful design for compatibility across email clients. This quick guide offers essential tips for NetSuite admins to craft effective email content that renders well and communicates clearly. Key Terms:HTML Template: Code for designing email layouts for marketing campaigns.Marketing Campaigns: NetSuite feature for promotional email… Continue reading Best Practices for HTML Templates in Marketing Campaigns & Email Templates

Automating Notes on Transactions Using SuiteScript

As an Administrator, streamlining tasks through automation can save time and reduce manual errors. One often overlooked feature is the ability to create and attach Notes to records programmatically. Notes are useful for tracking internal communications, flagging important updates, or adding audit trails to transactions. In this article, we’ll walk through how to use a Scheduled… Continue reading Automating Notes on Transactions Using SuiteScript

View Record dynamic for transactions in saved search

View record generic link Formula (HTML) ‘<a href=”/app/accounting/transactions/transaction.nl?id=’||{internalid}||’” target=”_blank”>View Record</a>’ Multi associated transaction into one column using nsconcat &replace Formula (HTML) REPLACE(  ns_concat(   DISTINCT(    CASE     WHEN {applyingtransaction.type} = ‘Wave’THEN ‘WAVE #’ || {applyingtransaction.number} || ‘—><b>’ || {applyingtransaction.status} || ‘</b>’    END   )  ),  ‘,’,  ‘,’ )