To add a Saved Search result to the customer dashboard, follow these steps: Navigate to List → Relationships → Customers. Select an existing customer. Click “View Dashboard” on the customer form. Click the “Personalize” button and then the “Custom Search” icon. A portlet will appear on the Dashboard. Hover over the three dots at the… Continue reading Adding Saved Search to Customer and Vendor Dashboards
Category: NS Administration
All articles / code related to Netsuite administration
Available Quantity on Sales Orders
When working with sales orders, we might notice that the “Available Quantity on Sales Order” doesn’t always match the “Available Quantity” listed directly on the Item Record. Rather than pulling the number straight from the Item Record, the system calculates the Available Quantity on Sales Order using a specific formula. The Available Quantity on Sales… Continue reading Available Quantity on Sales Orders
Inventory Item Showing “On Hand” but Not “Available”
In NetSuite, an issue was recently observed while reviewing an inventory item record. The system indicated a “Quantity on Hand” for the item at a specific location, yet the “Quantity Available” field remained empty. Upon further investigation, it became clear that no physical stock of the item existed at the location. Initially, identifying the root… Continue reading Inventory Item Showing “On Hand” but Not “Available”
Inventory Statuses in NetSuite
The Inventory Status feature is a core function of NetSuite that allows you to associate attributes to items to drive internal processes. In today’s fast workplace environment, effective inventory management is the key to success. For those using NetSuite, understanding how to utilize inventory statuses can significantly enhance operational efficiency. Throughout this post, we will… Continue reading Inventory Statuses in NetSuite
NetSuite Advanced with AI for SuiteAnswers
Finding solutions in SuiteAnswers just got easier with NetSuite Expert, an AI-powered upgrade in the 2024.2 release. Instead of searching by keywords and clicking through multiple articles, you can now ask questions in natural language and get direct, summarized answers instantly. Powered by retrieval-augmented generation (RAG), NetSuite Expert analyzes your query, pulls relevant information from… Continue reading NetSuite Advanced with AI for SuiteAnswers
Create an Item Search Which Displays Location Quantity On Hand on Separate Columns
Scenario To display the On Hand quantity per location, user needs to add the following columns to an item search: Inventory Location and Location On Hand. However, this will be displayed as multiple rows per location. User would like to view the Location On hand per column. Solution To create an Item search which displays Location Quantity On Hand on separate columns, please follow the steps… Continue reading Create an Item Search Which Displays Location Quantity On Hand on Separate Columns
global search shortcut
To save time when searching and navigating, use the Alt+G keyboard shortcut to automatically place your cursor in the global search bar at the top of the NetSuite page. If you use the search function often to search for records, this shortcut can save a lot of time. Simply type Alt and G and start… Continue reading global search shortcut
Limitations in the NetSuite Vendor Dashboard
When trying to add a saved search to the Vendor Dashboard. Even though it looks like it is possible, it doesn’t quite work yet. Right now, adding a saved search to the Vendor Dashboard is something NetSuite is still working on. They have added it as an enhancement with Enhancement ID 746216. There is an… Continue reading Limitations in the NetSuite Vendor Dashboard
Import Preference for Mid-life, Fully Depreciated, and Disposed Assets
If you are importing mid-life, fully depreciated, or disposed assets, set these preferences as follows: In Setup > Import/Export > CSV Import Preference, check the Run Server SuiteScript and Trigger Workflows box. In Fixed Assets > Setup > System Setup, clear the Run Server Script on CSV Import box.
Trigger suite script on lead conversion
Issue We have before load user event script which defaults the ‘ship complete’ field = ‘T’. This works fine on the UI. However, when a lead is converted to a customer by creating an SO (or checking out on the store) the script does not fire when the customer is converted. I can’t find an event type that… Continue reading Trigger suite script on lead conversion