Category: NetSuite ERP

NetSuite ERP

Month-End Currency Revaluation in NetSuite

Currency revaluation is essential for adjusting foreign currency balances to reflect current exchange rates at the end of an accounting period. This ensures accurate financial reporting.  Steps to Perform Currency Revaluation:  Enable Accounting Periods: Ensure the Accounting Periods feature is enabled to allow proper posting of revaluations  Navigate to Revaluation: Go to Transactions > Financial… Continue reading Month-End Currency Revaluation in NetSuite

Customer credit system for prepayments and Deferred Revenue

A credit system is implemented for prepayments, where 1 credit = $1 USD. This will make buying credit similar to buying reserved capacity for US buyers i.e. paying prepayments as credits.  Price/usage is metered in USD or relevant currenies, but customers can pay in their local currency at the spot rate at time of billing,… Continue reading Customer credit system for prepayments and Deferred Revenue

Resolve Error: “Invalid orderstatus reference key H.” When Changing Order Status Using Workflow

User is trying to override the Order Status to Closed using workflow, it returns the error “Invalid orderstatus reference key H”. Transactions can be set the Order Status to Closed only if all Items on the Order are also Closed. Below is a sample of workflow that sets the Order Status to Closed after clicking… Continue reading Resolve Error: “Invalid orderstatus reference key H.” When Changing Order Status Using Workflow

OAuth 2.0 Machine to Machine (M2M) Certificate generation

We can generate OAuth 2.0 M2M certificate files, public key, and private key files for NetSuite in this method. Prerequisites: Download and set up OpenSSL portable version. Run this command in Powershell from the ‘bin’ folder in the SSL library: .openssl req -new -x509 -newkey rsa:4096 -keyout private.pem -sigopt rsa_padding_mode:pss -sha256 -sigopt rsa_pss_saltlen:64 -out public.pem… Continue reading OAuth 2.0 Machine to Machine (M2M) Certificate generation

NetSuite – Shopify integration

1. Purpose of Integration Syncs orders, inventory, customers, and financials between NetSuite and Shopify. Reduces manual data entry and improves operational efficiency. Enables scalable ecommerce operations with automated workflows. 2. Create a Role for Token-Based Authentication Before creating the Integration Record, you must create a custom role with specific permissions to support token-based authentication. Steps:… Continue reading NetSuite – Shopify integration

Unlocking Contextual AI-Driven Insights with NetSuite and Salesforce Integration

In today’s data-rich business environment, integrating NetSuite’s financial intelligence with Salesforce’s customer engagement data opens the door to a new frontier: contextual AI-driven insights. This advanced capability goes beyond traditional data syncing—it enables predictive intelligence that transforms how businesses interact with customers. Key Highlights: Predictive Churn Analysis By combining NetSuite’s financial behavior data (e.g., late… Continue reading Unlocking Contextual AI-Driven Insights with NetSuite and Salesforce Integration

WMS Smart Count

The Smart Count SuiteApp enables you to perform inventory counts in real time, during business hours, so you don’t have to stop your operations. When you start counting an item, the SuiteApp records its on-hand. The SuiteApp automatically notifies the counter (employee doing the count) for any on-hand changes during count, and suggests an appropriate… Continue reading WMS Smart Count

Set Customer Message Based on Selected Item via Workflow

Scenario User needs to populate the Customer Message field based on the item selected in the Invoice. This can be achieved by creating a workflow. Solution Navigate to Customization > Workflow > Workflows > New Basic Information: Name: Enter Set Customer Message Field Based on Line Item Record Type: Select Transaction Sub Types: Select Invoice Release Status: Select Released Keep Instance and History: Select Always Enable Logging: Enter Checkmark 3. Event… Continue reading Set Customer Message Based on Selected Item via Workflow

Fulfillment Request Statuses

Fulfillment requests can have one of the following statuses: Updating Fulfillment Request Status in NetSuite via SuiteScript To update the status of a Fulfillment Request, use the transtatus field record.setValue({  fieldId: ‘transtatus’,  value: ‘B’ // ‘B’ typically represents “Pending Fulfillment” });