NS Implementation – Page 102

Customer statement

We can send statements to remind customers to pay their invoices. Customer statement can be generated for multiple customers and as individual statements. By NetSuite standard, it will be in PDF or HTML formats. To print the customer statements for multiple customers: Go to Transactions > Customers > Generate Statements(admin) and select all the customers… Continue reading Customer statement

Release Preview Account – Test drive before you go live

“Test drive before you go live” is NetSuite’s standard pre-release mantra and good advice which you should take seriously. NetSuite is a cloud-based ERP platform. As such, upgrades do not require any installation on your end. However, you should be informed of what’s coming your way by carefully reviewing the release notes. You should also… Continue reading Release Preview Account – Test drive before you go live

Free gift item is not added to the Sales order

There are some instances when the free gift is not added to the Sales order 1.A free gift cannot be added to an order automatically if mandatory information regarding the free gift is missing. For example, a free gift promotion offers a warranty that requires a value to be entered in the Amount column in… Continue reading Free gift item is not added to the Sales order

Withholding Tax code creation

withholding tax code

Disassembling/ Unbuild Assembly Item

In this context first we purchase an assembly item from outside vendor and unbuild an assembly item inhouse. 1.Creation of Components Lists> Accounting > Items > New >Lot Numbered Inventory Item 2. Creation OF BOM Lists > Supply chain > Bom 3. Create a BOM Revision In Bom > Create new revision > Including all… Continue reading Disassembling/ Unbuild Assembly Item

What Is Data Migration?

Data migration can simply be explained as moving data from one source to another. In this case from a legacy system to cloud – based NetSuite. The process involves different formats and structures and therefore a thorough cleansing of data is key for efficient data transfer.Data migration is the process of moving data from one… Continue reading What Is Data Migration?

Suite promotion for adding free gift item to sales order only for first time order customers

1.Create a saved search to target the customers to whom we are providing Free gift item. 2.Create a dynamic customer group using the above said saved search 3.Add a base price in the free gift item record or custom price in line level of Sales order. 4.Create promotion by adding the free gift item and… Continue reading Suite promotion for adding free gift item to sales order only for first time order customers

Working with Address Override

A user may want to set a default value, whether marked or unmarked as default, for the Override box in the Address field of their transaction recordsSolution:For transactions that will be created manually in the NetSuite UI. the default value of the Override box in the Address field of transaction records depends solely on the default value set on the Address field in the Customer/Vendor records.For instance,… Continue reading Working with Address Override

How to Expand / Unexpand NetSuite Tabs when No Icon is Present

In many cases, NetSuite will present an indicator (“unrolled view”) on the upper right-hand corner that allows us to click to expand or contract the subtabs. But there are times that icon is missing. Modify the URL of the page we are on by adding the following parameter to get the desired presentation: Tab Contract: &unlayered=F… Continue reading How to Expand / Unexpand NetSuite Tabs when No Icon is Present

Category: NS Implementation