Scenario User wants to create a Transaction Saved Search to expose the seconds timestamp from the transaction’s System Notes. Solution To be able to expose the timestamp in seconds of the Transaction System Notes of Transaction Saved Search, user needs to add the following in the Transaction Saved Search: On the Results tab Filter: Select Formula (Text) Formula: Add to_char({systemnotes.date},’HH:MI:SS’) 2.Click Save & Run
Category: NS Administration
All articles / code related to Netsuite administration
How to setup Custom Employee Role with Integration capabilities
Scenario Customer wanted to create a role or edit a role that would only be Employee Specific. The permissions will only focus on Employee records with view capabilities and Web Services Integration. Solution Follow the steps below to resolve the concern of the customer: Navigate to Setup > Users/Roles > Manage Roles Look for the Employee Center Role > Click Customize Setup the Permissions below… Continue reading How to setup Custom Employee Role with Integration capabilities
Understanding Transfer of Funds Limitations
Here are some key points to consider: Account Type Limitation: Currently, the Transfer Funds feature is restricted to Bank •Account Type only. The option to select other account types, such as credit cards or lines of credit (liability), is not yet available. This limitation is addressed in the following enhancement requests: Issue 47396 (allowing transfers from liability accounts), Issue 85521 (enabling credit card… Continue reading Understanding Transfer of Funds Limitations
NetSuite Support Center Role
Overview The NetSuite Support Center Role is a standard role provided by NetSuite that enables external users, such as customers, vendors, or partners, to access a self-service portal. This role allows users to view transactions, submit support cases, access documents, and track account-related information without having full system access. Key Features 1. View Transactions &… Continue reading NetSuite Support Center Role
Resolving Missing Values in a Customized Bank Register Report in NetSuite
Users may encounter a situation where a customized Bank Register report displays no values, even though transaction data exists in NetSuite. To resolve this issue, ensure that the Default Bank Account is correctly set in user preferences by following these steps: Navigate to Home > Set Preferences. Click on the Analytics tab. Locate the Default… Continue reading Resolving Missing Values in a Customized Bank Register Report in NetSuite
Customizing the Bank Register Report
By default, the Bank Register report in NetSuite only displays transactions for a single bank account. Users looking to view transactions from multiple bank accounts within a single report need an alternative solution. To generate a report that includes all bank accounts and their transactions, follow these steps: Navigate to Reports > Financial > Balance… Continue reading Customizing the Bank Register Report
Incorrect PDF Form Display for Item Fulfillment in NetSuite
Issue Overview: A user reported that when printing an Item Fulfillment form using a specific role, an incorrect PDF form appears, even though that PDF and form were made preferred for that role. However, when printing the same transaction using the Administrator role, the correct PDF form is displayed. Solution To resolve this issue, update… Continue reading Incorrect PDF Form Display for Item Fulfillment in NetSuite
Custom Field Is Not Inline Editable in NetSuite
NetSuite enables users to edit fields directly within saved searches, making updates more efficient without accessing individual records. However, some custom fields may not support inline editing, even when others do. Issue: One specific custom field could not be edited inline in a saved search, while all other custom fields, regardless of type, were editable.… Continue reading Custom Field Is Not Inline Editable in NetSuite
Error on Balancing by Segments Process
Issue statement: When running the Balancing by Segments Process, the customer is encountering an error: Status: Failed. Solution: To resolve the error, re-toggle the feature and run the Balance Transactions by Segments process again: Navigate to Setup > Company > Enable Features > Accounting Tab In the Accounting Tab > Advanced Features: Disable the Balancing Segments Hit… Continue reading Error on Balancing by Segments Process
Add Quantity as a column in the Profit and Loss Report
Requirement: The Customer wants to add Quantity as a column in the Profit and Loss Report. Solution: By design, the quantity field is not available for financial reports. This is currently as system limitation is logged under Enhancement 165316. This detail is available on more granular reports like Transaction Detail Reports under Reports > Financial… Continue reading Add Quantity as a column in the Profit and Loss Report