Category: Financials

All NetSuite finance related implementation/configuration/customization processes are posted in this category.

Reports to show back order Item

We can track backorders for items not in stock. Integrated item receipts and fulfilments enable you to handle backorders. We can commit backordered items from items that we receive on purchase orders. After we commit items on backorder, we can process them for fulfilment. To track items that are backordered, you can go to the… Continue reading Reports to show back order Item

SUPPLEMENTARY TAX CALCULATION BUNDLE

The Supplementary Tax Calculation enables accounting and finance users to easily manage purchases where the input tax is partially reclaimable.  It is mainly used in Vendor bills, Expense Reports, Checks, and Vendor Bill credits. There is a work flow for Supplementary Tax calculation. Setting up Tax control Account and tax codes for Non deductible Tax… Continue reading SUPPLEMENTARY TAX CALCULATION BUNDLE

Transfer inventory and transfer order

Transfer inventory: A one step transfer of inventory. Reduce Inventory in the from Location(warehouse) Increase inventory to the Location(warehouse) Transfer order: Multi step transfer of inventory Create the transfer order with status set to Pending fulfilment Fulfil the transfer order to reduce the inventory at the from Location(warehouse) Receive the transfer order to increase the… Continue reading Transfer inventory and transfer order

Saved search to display back ordered item for Sales Orders

Navigation:  Reports > Saved Searches > All Saved Searches > New Select Item  Set the following under Criteria Tab > Standard Subtab: Type is Inventory item*Back Ordered is greater than 0*Transaction fields…> Type > is Sales Order*Transaction fields…> Status > is any of Sales Order: Partially Fulfilled, Sales Order Pending Fulfillment  Under Results Tab > Columns Subtab, add following… Continue reading Saved search to display back ordered item for Sales Orders

HOW WILL BE MOVE ELEMENTS BETWEEN SUBTABS IN FORMS

Criteria – Want to move ” select message ” field under the communication subtab to Main tab in the Cash sale form Navigate to Customization > Forms > Transaction Forms.Select a particular Cash sale form.1. Click the Communication subtab and select ” Main” in the select and set subtab option.2. Check the box of field(… Continue reading HOW WILL BE MOVE ELEMENTS BETWEEN SUBTABS IN FORMS

Tax codes are not available in the vendor bills/invoice

The tax codes are listed according to the tax nexus of the vendor/customer. The different scenarios of tax codes are added below: Default shipping address – Yes Default Billing Address – Yes then, the vendor bill will list the tax codes in the vendor address country. 2. Default shipping address – No Default Billing Address… Continue reading Tax codes are not available in the vendor bills/invoice

CSV import to update check box in vendor records

Requirement: Client wants create a check box in vendor record and it should be checked only for specified vendors. solution: We need to create CSV file with vendors internal ID and name.This list includes those specified vendors whose check box needs to be marked. Navigate to Setup > Import/Export > Import CSV Records Import Type: Select Relationships Record Type: Select vendors Click SelectNote: Select CSV file. … Continue reading CSV import to update check box in vendor records

Add the Saved Search to Home Dashboard

Create the Saved Search Mark the following checkboxes: Public Available as List View Available as Dashboard View Available as Sublist View Available for Reminders Show in Menu Add the Saved Search to Home Dashboard Navigate to Home dashboard Click Personalize Dashboard link Click Custom Search Hover on the Custom Search Portlet and click Set Up In the Search field, select the Saved Search… Continue reading Add the Saved Search to Home Dashboard