Category: NetSuite ERP

NetSuite ERP

Item Doesn’t Appear in Vendor Credit Transaction

A client recently reported that a specific item was not appearing in a Vendor Credit transaction. They had already verified key configuration details such as the subsidiary, location, and other relevant fields. Despite this, the item remained absent from the Vendor Credit form. Upon reviewing the item setup, it was discovered that the item in… Continue reading Item Doesn’t Appear in Vendor Credit Transaction

Make the Business Case for AP Automation

Finance teams face mounting pressure to do more with less without diminishing their accuracy or cash flow. Thus, manual accounts payable (AP) processes—once acceptable as “the way we’ve always done it”—have become a time and money-waster. The numbers can be compelling: According to a study by the Institute of Finance and Management, companies using manual… Continue reading Make the Business Case for AP Automation

Creating Employee Rates

We can create employee payroll rates in NetSuite by performing either of the following tasks: Importing an employee rate CSV file Manually creating an employee rate Importing an Employee Rates CSV File The following template and sample CSV files for importing employee rates are available in the File Cabinet of your NetSuite account: TemplateImportEmployeeRates.xlsx: SuiteBundles… Continue reading Creating Employee Rates

Exclude Voided Transactions from the Sales by Customer Summary Report

Users want to generate the custom Sales by Customer Summary Report without the voided transactions. Navigate to the report Click the Customize button Under the Filters Column, Add the Transaction Status Filter Column > Sales > Click + > Click Transaction Status > Click Description Set the Transaction Status Description Value to Filter: not equal to Voided Click on Save

User Access Log Changes

Option 1: Employee saved search just add these tree field in results. Option 2: To track changes made to permissions or roles (Update, Change, or Delete), you’ll need to create a SuiteAnalytics dataset as System Notes v2 captures sublist-level changes (like Role > Permissions lines) and lets admins search all notes in Analytics. Navigate to Analytics > Datasets… Continue reading User Access Log Changes

Is it possible to link an assembly unbuild to work order?

Create a custom field of List Type: Transactions (Sourcing & Filtering: Type Work Order- Marked: Record as Parent). This ensures that when an unbuild record is saved with a selected work order number, it is marked as a parent record. This links the unbuild record to the work order, allowing us to see all related… Continue reading Is it possible to link an assembly unbuild to work order?

Fetching Bounced Email List in NetSuite

It’s not possible to access the Bounced Email Address page directly. Instead, we can access the Bounced email addresses and log dates through the Undelivered Email list, using the reason: “Not sent: Specific address(es) recently bounced.” (List → Relationships → Bounced Email Addresses) What we can retrieve: Only the email address and the log date… Continue reading Fetching Bounced Email List in NetSuite

How To Install and Configure the NetSuite File Drag and Drop Bundle

Are you tired of the tedious process of clicking through multiple buttons to upload a file into the correct folder in NetSuite’s File Cabinet? Say goodbye to the hassle with the NetSuite File Drag and Drop feature – a convenient and cost-free bundle that enables users to effortlessly drag and drop attachments into their designated… Continue reading How To Install and Configure the NetSuite File Drag and Drop Bundle

Billing Schedules

Billing schedules manage the billing process by tracking when to invoice customers and how much to bill. For example, you’re able to create a billing schedule with an initial 50% billing amount, monthly recurrence, and two recurrences. When you apply this billing schedule to a $1,000.00 service contract sales order, it’s billed as follows: Initial… Continue reading Billing Schedules