Category: NS Implementation

All articles / code related to Netsuite implementation

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

The account used in vendor Prepayment

The Vendor Prepayments feature records and tracks deposit amounts paid to vendors before they accept purchase orders for a good or service. You can apply these prepayment amounts against open bills for the vendor. Vendor Prepayments enables you to record and track multiple prepayments and prepayment applications for your vendors. After you make a prepayment… Continue reading The account used in vendor Prepayment

Sales Forecasting

Sales forecasting is the process of estimating future revenue by predicting the amount of product or services a sales unit (which can be an individual salesperson, a sales team, or a company) will sell in the next week, month, quarter, or year. NavigationSetup > Sales > Sales Preference >“ Forecast” subtab • Projected Total It is the estimate /opportunity of a lead . NetSuite uses that probability to calculate a projected total. • Forecast Type Worst Case : if an estimate is in worst category , it appears in each forecast. Most Likely :if an estimate is in worst category, it appears in Most Likely and Upside forecasts Upside : if an estimate is in worst category ,it appears only in Upside Forecasts • Weighted Total It is the defined as the amount of each opportunity / estimate multiplied by probability How will this affect Sales Forecasting? NetSuite includes an opportunity in the sales forecast and pipeline if it meets the following requirements: ▶ a) If opportunity has not been converted to a sales order, cash sale, or invoice. ▶… Continue reading Sales Forecasting

How to add,inactivate and delete customer status.

For adding new status: Setup> Sales>Customer status> New For inactivating or deleting status: Setup> Sales>Customer status. From the list of status, click on the desired one and edit. Check the inactive box for inactivating. From action button, we can select delete option. Click save.

The report to show sales rep actual sales VS target

We can assign sales quota for each sales rep(Transaction>Quota/ Forecast > Establish Quotas) for a fiscal year and compare that with actual sales. The Sales Forecast vs. Quota report ( Reports > Forecast > Forecast vs. Quota.)shows each sales rep’s quota for the period you define in the footer of the report. The calculated forecast and… Continue reading The report to show sales rep actual sales VS target

If the G/L Account has currency (other than Bank a/c)

If we provide a currency in a G/L account, then you cannot post transactions into this account in any other currencies. we can only post the transactions related to that particular currency which is specified in the G/L account (COA). For Example, when we select a currency in the journal, the system will list the… Continue reading If the G/L Account has currency (other than Bank a/c)