Category: Financials

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

AR Aging report to remove transactions, that do not have any customer name.

This article outlines the steps on how to customize the A/R Aging report to remove transactions that do not have any Customer Name associated with them. Solution Open the A/R Aging report Total Open Balance: Click Total Open BalanceNote: This will lead to the A/R Aging Detail Report. Take note of the transactions (which normally are… Continue reading AR Aging report to remove transactions, that do not have any customer name.

Expense report-Impact on VAT-100 report(suite tax enabled)

We can manually edit and add tax fields in the tax information subtab of expense reports which is reimbursable. Non-reimbursable expense lines are not taxable. Depending on the tax return set up, the system will fetch those values to the respective boxes in VAT -100 report. The tax registration fields are not populated by the… Continue reading Expense report-Impact on VAT-100 report(suite tax enabled)

Bill credits missing from VAT-100 reports

System is taking the transactions with tax impact based on the filters in the tax return setup(Set up>Tax reporting>Tax return-click view of VAT 100 report) We have to provide the tax codes based on the Tax transaction type (imports/domestic purchases etc.). If we are giving the wrong combination of transaction type, tax code and tax… Continue reading Bill credits missing from VAT-100 reports

When deleting an Inbound shipment in Transit error shows “You cannot delete item already associated with an ownership transfer.”

ScenarioAn Inbound Shipment in In Transit status is being deleted but the error “You cannot delete item already associated with an ownership transfer.” comes up when ownership has already been transferred. SolutionThis may occur due to a separate Ownership Transfer record which is being created when ownership is transferred to the company. Navigate to Transactions… Continue reading When deleting an Inbound shipment in Transit error shows “You cannot delete item already associated with an ownership transfer.”

Product Description : Inventory Management Cloud Service and Procurement Cloud service

* Matrix Items: automatically manage multiple item options ** Serialized Inventory ** Bar Coding: items and transactions ** Lot Management ** Pick, Pack, Ship ** Automated Reorder Point / Lead Time Calculations ** Workflow to process warranty claims and to refund, replace or repair returned items ** Printable forms for better supply chain management ** Pack Station Mobile App  Product industries may usually… Continue reading Product Description : Inventory Management Cloud Service and Procurement Cloud service

Give Email Marketing Campaign Permission to Custom Role

To fix this problem, using an Administrator role: Navigate to Setup > Users/Roles > Manage Roles Custom Role: click Edit Under Permissions tab, click Lists subtab Add Permissions: Select Marketing Campaigns Level: Select CreateNote: Set the Access Level according to your preference Click Add Select Marketing Template Level: Select CreateNote: Set the Access Level according to your preference Click Add Under Permissions tab, click Report subtab Select Marketing campaign Reports Level: Select view Click Add Under Permissions tab, click Set Up subtab Select… Continue reading Give Email Marketing Campaign Permission to Custom Role