Pledge and Donation Management in Non-Profit SuiteApps

Pledge and Donation Management Record pledges and cash donations received from your donors. You can convert pledges into invoices, which post to the general ledger. Donations impact the general ledger automatically. You can later report on the revenue from these categories. Specify any restrictions the donor may impose on the pledges or donations. If donors… Continue reading Pledge and Donation Management in Non-Profit SuiteApps

Resolve Error: “Please enter value(s) for: Location” when Adding Charge on Match Bank Data

When the User selects the bank transaction and adds a charge, user gets an “Please enter value(s) for: Location” notice message.  Solution 1.Navigate to Transactions > Bank > Write Check > Customize > Customize Form 2.Go to Screen Fields Tab > Main subtab > Look for Location field > Uncheck Show checkbox 3.Click Save  After doing that, you can now proceed utilizing the Add New Charge function under… Continue reading Resolve Error: “Please enter value(s) for: Location” when Adding Charge on Match Bank Data

Match Bank Data > Add Charge > Resolve Error: ReferenceError: “value” is not defined. (INVOCATION_WRAPPER#3)

User enters Charge by following this path: Transactions > Bank > Match Bank Data > Select Account > Click Add Charge > Enters values to the necessary fields > Click Add Receives Error: ReferenceError: “value” is not defind. (INVOCATION_WRAPPER#3) Solution If this error is being received when adding charge for Parent Subsidiary, it is handled by an issue filed as Enhancement 515195. As an… Continue reading Match Bank Data > Add Charge > Resolve Error: ReferenceError: “value” is not defined. (INVOCATION_WRAPPER#3)

E-Way Bill for India NetSuite Standard Feature.

Under India Goods and Services Tax (GST), registered transporters should carry an E-Way Bill when moving goods from one place to another according to certain conditions. E-Way Bill is an Electronic Way Bill for movement of goods to be generated on the E-Way Bill Portal. It is a unique document or bill, which is electronically… Continue reading E-Way Bill for India NetSuite Standard Feature.

Leveraging Cash 360 for Enhanced Cash Flow Forecasting

Effective cash flow management is the backbone of every successful business. Oracle NetSuite’s Cash 360 dashboard provides a powerful, user-friendly solution for managing cash flow and forecasting financial health. By combining real-time visibility, predictive insights, and automation, Cash 360 helps businesses optimize their liquidity and make smarter financial decisions. Key Features of Cash 360 Comprehensive… Continue reading Leveraging Cash 360 for Enhanced Cash Flow Forecasting

Replicate Income Statement Into Saved Search

Scenario Income Statement on a Saved Search using Accounting Period. Solution Solution text Go to Lists > Search > Saved Searches > New Select Transaction Click Criteria tab Filter: Add the following: Posting Mark Yes Click Set Account Type Select Cost of Goods Sold, Income, Expense, Other Expense, Other Income Click Set Filter: Add Accounting Periods Fields…  Select Start Date Start Date: Select Within From: Set the Start Date of the Accounting Period To: Set the Last… Continue reading Replicate Income Statement Into Saved Search

Alternatives If Your Bank Isn’t Supported by Bank Feeds SuiteApp

If your bank is not supported by the Bank Feeds SuiteApp, there are still ways to integrate your bank data into the platform. While direct Bank Feed connections may not be available for all banks, there are alternative solutions that can help you manage your financial data effectively. Here’s a rundown of your options: Auto… Continue reading Alternatives If Your Bank Isn’t Supported by Bank Feeds SuiteApp

Landed Cost Subrecord

Efficient inventory management is essential for businesses to maintain profitability and financial clarity. In NetSuite, the Landed Cost subrecord is used to allocate additional costs to inventory items beyond the purchase price. Landed costs often include expenses like freight fees, import fees, insurance, taxes, shipping charges, handling charges and other fees incurred to bring goods… Continue reading Landed Cost Subrecord

Understanding Team Quota

In NetSuite, Team Quota refers to the collective sales target assigned to a group of sales representatives working as a team. This feature helps organizations track and manage the performance of sales teams by setting and monitoring quotas for the entire group, rather than just individual reps. Team quotas are typically used when sales are… Continue reading Understanding Team Quota