The FEFO (First Expiry First Out) Lot Assignments SuiteApp manages the process of optimal lot assignment to sales order line items. The lot assignment happens either on a first expiry first out (FEFO) or a first in first out (FIFO) basis. If the item is expiry date controlled, the assignment takes place on FEFO basis,… Continue reading FEFO Lot Assignments
Category: NetSuite New Releases
Optimize Cash Management & Improve Warehouse Efficiency
Netsuite SuiteBilling now includes prepay functionality. This allows companies with a consumption-based pricing model to charge in advance for services, which the customer can then consume over the course of their contract period. This release also integrates Netsuite CPO with NetSuite SuiteBilling, allowing companies to include subscription items for products or services in the configuration process. A… Continue reading Optimize Cash Management & Improve Warehouse Efficiency
Export Pivot Tables to an Excel File
You can now export most Workbook pivot tables to an Excel XLSX file. This export capability enables you to export pivot tables to a standard spreadsheet format with no modifications, and open them in a spreadsheet application. Pivot Table menu — This menu contains additional formatting options for the pivot table. The following options are available:… Continue reading Export Pivot Tables to an Excel File
NetSuite CPQ Proposal Generator
NetSuite CPQ Proposal Generator helps sales teams quickly create customized business documents for configured items and transactions. By quickly creating quotes and proposals, sales teams can close deals for configured items faster. With NetSuite CPQ Proposal Generator, you can: Create PDF files and Microsoft® Word documents (DOCX files). Base your documents on information from configured… Continue reading NetSuite CPQ Proposal Generator
General Preferences Overview
In previous articles, we covered the topics of Company setup and Account setup. Now, we will set up the general preferences for the company account. This setup includes defining important preferences for your company that NetSuite will use across many modules and features. To select these general preferences, follow the navigation path: Setup > Company > Preferences > General… Continue reading General Preferences Overview
Setting Location Restrictions in NetSuite with Custom Roles
Managing location restrictions in NetSuite can be challenging, especially when using custom roles across multiple locations. Let’s dive into the limitations and considerations you should be aware of when setting up these restrictions. Limitations of Location Restrictions: NetSuite allows you to set location restrictions in custom roles through the Segment: Location restriction. However, this functionality… Continue reading Setting Location Restrictions in NetSuite with Custom Roles
Supply Planning Enhancements 2024.2
The 2024.2 NetSuite Supply Planning release includes updates to the Supply Planning Workbench, Planning Repository, and more. These updates provide new supply planning options and improvements to the Planning Engine logic and Workday Calendar. ■ Remove a Supply Order from the Repository ■ Combine Minimum Order Quantity with Lot Sizing Options ■ Planning Workbench Filter… Continue reading Supply Planning Enhancements 2024.2
Change in Responding to Customer Messages in Case Management
The preference Receive Customer Replies in Case List Only in Case Management has been renamed to Prevent Support Reps from Receiving Customer Replies by Email. This preference determines whether the support representative assigned to a case can receive email copies of customer replies. If you check the Prevent Support Reps from Receiving Customer Replies by… Continue reading Change in Responding to Customer Messages in Case Management
Ability to Restrict Access to External Case Response Page in CRM
A new security preference has been added to the Customer Support and Service feature. The preference enables or disables access to the External Case Response Page for your customers. The External Case Response Page is a web page that contains information about a case. If you check the External Case Response Page box, anyone with… Continue reading Ability to Restrict Access to External Case Response Page in CRM
Available To Build
The Available To Build SuiteApp helps manufacturers determine the number of assemblies or number of kits that they can assemble with the current available inventory. The SuiteApp evaluates both end assembly and subassembly components, allowing manufacturers to determine what they can provide to customers. Following are the main capabilities of the Available to Build SuiteApp:… Continue reading Available To Build