In NetSuite, a Supply Plan Definition record establishes the criteria for supply planning and drives the supply planning process. It’s a record where you can define and save planning criteria like planning horizon, items, locations, and planning rules. This definition is crucial for creating and managing supply plans that balance supply and demand to meet… Continue reading Supply Plan Definitions and Launching.
Category: NS Administration
All articles / code related to Netsuite administration
Delete Inbound Shipment Records
Scenario: When attempting to delete an inbound shipment, a prompt message appears stating, “This record cannot be deleted because it has dependent records.” However, no dependent records are displayed, preventing their deletion. Solution: Possible dependent records linked to the inbound shipment may include WMS Open Tasks if the Warehouse Management System (WMS) is in use.… Continue reading Delete Inbound Shipment Records
Resolving Committed Status Error in Sales Order
Issue When editing and saving a Sales Order, the following error was thrown: To resolve the issue, follow these steps to ensure the Item Fulfillment record is properly updated and the Sales Order can be edited or saved without errors: Navigate to Transactions > Sales > Fulfill Orders page. Click the Fulfill link beside the… Continue reading Resolving Committed Status Error in Sales Order
Custom Field Disappearing After a Few Seconds for a Specific User
Issue Description: For a specific user with a particular role, a custom field on the Purchase Order transaction form disappears a few seconds after the page loads. This issue is unique to this role and does not occur for other roles. Additionally, other users with the same role do not experience this problem. Cause: The… Continue reading Custom Field Disappearing After a Few Seconds for a Specific User
Difference Between Location Field and Adjustment Location Field on the Main Line of Inventory Adjustment Record
Location field (Field Id: Location) is for accounts not using Multi-Location feature while Adjustment Location (Field Id: adjlocation) is for accounts using the Multi-Location feature. Navigate to Customization > Forms > Transaction Forms Click Customize on Standard Inventory Adjustment Click Screen Fields Main: Location and Adjustment Location are available, and both can be marked to Show
Key Features of Bulk Data Management
Data Import Flexibility Bulk Data Management supports importing data in a variety of formats, but CSV is the most commonly used. You can map the fields from your CSV file to the corresponding fields in NetSuite, ensuring data is correctly aligned when imported. Error Handling During import or export, if there are any issues with… Continue reading Key Features of Bulk Data Management
Utilize NetSuite Saved Searches for Automated Email Notifications
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… Continue reading Utilize NetSuite Saved Searches for Automated Email Notifications
Best Practices of Billing Operations
Billing Operations matter for several reasons. Proper billing operations ensure invoices are accurate and sent out in a timely manner, thus accelerating cash flow, and decreasing revenue risks. Additionally, accurate billing data is also important for financial reporting and analysis, which is crucial for organizations to make informed business decisions and identify potential risks. Through… Continue reading Best Practices of Billing Operations
Setting Default Forms for Roles
To set a default form for roles: Go to Setup > Users/Roles > Manage Roles. Click Customize next to the role you want to set a form for. Enter a name for your custom role. Click the Forms subtab. Click the section you want to set default forms for. Transaction – Set default forms for… Continue reading Setting Default Forms for Roles
Track Transaction Age from Creation in NetSuite (Days & Hours) vs Current Date
Administrators may require information regarding the duration of time since the creation of a transaction. For instance, if a journal entry or any other transaction has not been processed within a specified timeframe, it may require attention. Administrators can promptly identify delays and guarantee that all operations are proceeding smoothly by monitoring the age of… Continue reading Track Transaction Age from Creation in NetSuite (Days & Hours) vs Current Date