Category: NetSuite ERP

NetSuite ERP

Using NetSuite’s Audit Trail for Compliance and Monitoring

Maintaining accurate records and tracking changes is crucial for any organization to ensure compliance, data integrity and accountability. NetSuite’s Audit Trail provides a comprehensive way to monitor all modifications made to important records, helping businesses meet regulatory requirements and easily identify who made changes and when. This note outlines the key features, how to access… Continue reading Using NetSuite’s Audit Trail for Compliance and Monitoring

General Accounting Related features

Accounting is the system of recording and summarizing business and financial transactions and analyzing, verifying, and reporting the results. Accounting has variously been defined as the keeping or preparation of the financial records of transactions of the firm, the analysis, verification and reporting of such records and “the principles and procedures of accounting” In NetSuite’s… Continue reading General Accounting Related features

Data not auto sourced for the custom field created.

We can auto-source the field value from other fields using multiple methods, such as scripts or by configuring the custom field sourcing options While using custom field sourcing for the custom field under the Sourcing & Filtering subtab. Make sure to uncheck the Store Value checkbox to source and display the sourced value in the… Continue reading Data not auto sourced for the custom field created.

Changes to SOAP Web Services Endpoint Release and Support Policy Starting with NetSuite 2026.1

NetSuite has announced an important change regarding the release and support policy for SOAP Web Services endpoints, effective from 2026.1 release. NetSuite currently releases a new SOAP Web Services endpoint with every major release (usually happens twice a year, e.g., 2024.1, 2024.2, 2025.1, 2025.2, etc.). What’s Changing? From next year, NetSuite will stop providing a… Continue reading Changes to SOAP Web Services Endpoint Release and Support Policy Starting with NetSuite 2026.1

Add Email templates in SDF using NetSuite UI

We can include the Advanced PDF templates/Email templates in a NetSuite SDF project even if the ‘Import Objects’ option is not working in the VS Code IDE. For this, follow these steps: Navigate to the required template page and open in edit mode Click the action button next to the save button Click on ‘Download’.… Continue reading Add Email templates in SDF using NetSuite UI

SQL query example that pulls Revenue data and the necessary fields from a BigQuery table containing NetSuite data

The following is an SQL Query that pulls data needed to generate Revenue data. The data is fetched from a BigQuery table that is updated from NetSuite via the FiveTran Connector. SELECT     t.id AS transaction_id,     t.tranid AS transaction_number,     MAX(t.trandate) AS transaction_date,     MIN(c.id) AS customer_id,     MAX(c.externalid) AS customer_sfid,     MAX(c.entityid) AS customer_name,     MAX(s.id) AS subsidiary_id,     MAX(s.name) AS… Continue reading SQL query example that pulls Revenue data and the necessary fields from a BigQuery table containing NetSuite data

Supply Plan Definitions and Launching.

In NetSuite, a Supply Plan Definition record establishes the criteria for supply planning and drives the supply planning process. It’s a record where you can define and save planning criteria like planning horizon, items, locations, and planning rules. This definition is crucial for creating and managing supply plans that balance supply and demand to meet… Continue reading Supply Plan Definitions and Launching.

Bank Feeds SuiteApp

The Bank Feeds SuiteApp enables you to automate the transfer of your bank data from certain financial institution accounts into NetSuite. The SuiteApp uses the Financial Institution Connectivity Plug-In and an authorized account information service provider to securely access online financial institution data. The SuiteApp retrieves bank data daily to ensure that everything in your… Continue reading Bank Feeds SuiteApp

Approved Sales Order Goes Back to “Pending Approval” Status After Edit

User wants to know why approved Sales Order goes back to Pending Approval Status after being edited. Solution This behavior is caused by a preference enabled. When the Require Re-approval on Edit of Sales Order preference is enabled, editing an approved Sales Order will cause the Status to revert back to Pending Approval. This preference… Continue reading Approved Sales Order Goes Back to “Pending Approval” Status After Edit