Use a Bank Statement Parser Plug-in to create and upload your own parsers for different bank and credit card statement formats and store them in NetSuite. Bank Statement Parser Plug-ins translate the information from file formats that are not supported by NetSuite’s default parsers. The Bank Statement Parser Plug-ins then turn the data into account… Continue reading Bank Statement Parser Plug-in Interface Overview
Category: NetSuite ERP
NetSuite ERP
Use case of unchecking the Store Value checkbox during the custom field creation
What is the Store Value checkbox? By default, the Store Value option is enabled so that custom field values are stored in your NetSuite account. If you don’t want any changes entered stored in the custom field, clear the Store Value box. Not storing the value enables you to look at data that’s stored elsewhere. If you don’t store… Continue reading Use case of unchecking the Store Value checkbox during the custom field creation
Importance of the defaultValue in the record.create
When you create records of certain types, you can use the defaultValues parameter to provide default values for fields in the new record. For some record types, some default values are required. For example, when you create a script deployment record, you must provide the internal ID of an existing script in your account (to associate with… Continue reading Importance of the defaultValue in the record.create
How to lock the record only in the user interface through workflow?
We can use a workflow to lock a record. By default, this lock applies in all contexts except “Web Application” and “Web Store,” meaning no updates can be made through scripts, REST, or SOAP services. If the intention is to restrict only users making direct updates in the record, then in the workflow’s context settings,… Continue reading How to lock the record only in the user interface through workflow?
How to global search records using custom field?
When creating a custom field for a record, there’s an option to include it in the global search. Enabling this allows the record to be found in global search results using the value entered in that custom field.
Formatting Today’s Date in dd/mm/yyyy Format
To generate today’s date in add/mm/yyyy format that reflects local time, not UTC, within a SuiteScript environment. let today = new Date(); let localDate = new Date(today.getTime() + (today.getTimezoneOffset() * 60000)); let dd = (‘0’ + localDate.getDate()).slice(-2); let mm = (‘0’ + (localDate.getMonth() + 1)).slice(-2); let yyyy = localDate.getFullYear(); let formattedDate = dd + ‘/’… Continue reading Formatting Today’s Date in dd/mm/yyyy Format
Optimizing Warehouse Operations with NetSuite WMS
Efficient warehouse management is crucial for businesses looking to reduce errors, save time, and improve customer satisfaction. NetSuite’s Warehouse Management System (WMS) provides mobile-driven functionality that streamlines core processes such as receiving, picking, and fulfillment. In our recent demonstrations, we showcased three key warehouse flows: Purchase Order Receiving, Picking with Wave Released, and Picking without… Continue reading Optimizing Warehouse Operations with NetSuite WMS
Open invoice migration A/R account selection
During open invoice migration, if you encounter an error ‘Please select an A/R account for the invoice’, check whether the customer has a default Receivables account selected. For this go to the customer record and check on the Account information section under the Financial tab. Check whether a receivables account is selected. If the field… Continue reading Open invoice migration A/R account selection
Custom Report Missing Fields Available in Saved Search
Problem Clients often ask why a field (e.g., Custom Customer Field) appears in a Saved Search but not in a Standard Report. Cause Standard Reports use predefined datasets, while Saved Searches directly query record fields. Custom fields don’t always roll up into Reports. Solution Export the Saved Search to Excel. Use SuiteAnalytics Workbook to build… Continue reading Custom Report Missing Fields Available in Saved Search
Group Import
The group record is a way of grouping entities. The supported types of entity groups are: Contact Group Customer Group Employee Group Project Group Partner Group Vendor Group Members can be added to a group record depending on the type of group record. For example, a customer group record can have one or more customers… Continue reading Group Import