Category: NetSuite ERP

NetSuite ERP

Enter a statement charge

To enter a statement charge: Go to Transactions > Sales > Create Statement Charges (Administrator). In the A/R Account field, choose the account you want to post this statement charge to. In the Customer or Project field, select the appropriate customer or project. The currency selected on the customer’s record appears here as well as the exchange rate for this customer’s currency. Note:… Continue reading Enter a statement charge

NetSuite Point of Sale (NSPOS)

NetSuite Point of Sale (NSPOS) is the workstation-based point-of-sale application from the NetSuite family of commerce products. The NSPOS retail solution includes an efficient and flexible interface for handling sales transactions, returns, refunds, sales orders, customer information, and more. The integration with NetSuite means retailers have detailed visibility to transactions across all locations and can… Continue reading NetSuite Point of Sale (NSPOS)

How to Set Default Customer and Vendor Types in NetSuite

Depending on your business requirements, you can define default types to reflect your most common customer and vendor profiles. For example: B2C businesses may default to Individual for customers B2B operations may prefer Company as the default How to Set Default Types Navigate to Setup → Company → General Preferences For Customers: Locate Default Customer… Continue reading How to Set Default Customer and Vendor Types in NetSuite

Customer Inactivity Detection and Status Change via SuiteScript

Keeping your Customer database current is essential for maintaining accurate records and supporting efficient business operations. Over time, some Customers may become inactive, no longer placing orders, or engaging with your company. Instead of manually reviewing each record, you can automate this process using a Scheduled Script. This script uses the N/search and N/record modules… Continue reading Customer Inactivity Detection and Status Change via SuiteScript

How NetSuite Evaluates the Script Audience

When a script executes, NetSuite checks whether the current user satisfies any of the selected audience criteria. If you don’t specify any values on the Audience subtab, the script will execute only for the script owner even if the script deployment status is set to Released. If you choose both role and department options on… Continue reading How NetSuite Evaluates the Script Audience

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