Category: NetSuite ERP

NetSuite ERP

To retrieve the serial numbers from the corresponding Item Fulfillment record using a transaction saved search

To retrieve the serial numbers from the corresponding Item Fulfillment record using a transaction saved search. Navigate to Lists > Search > Saved Search > New. Select transaction search Under criteria, provide the following conditions: Type – Sales Order Date – (As per client request) COGS Line – False Tax Line – False Shipping Line… Continue reading To retrieve the serial numbers from the corresponding Item Fulfillment record using a transaction saved search

NetSuite Issue Resolution Process – Urgency levels

Oracle NetSuite has implemented a new process to handle customer-reported defects. The program assigns an urgency level to each defect, based on the following key inputs:   Business Impact – business categorization that reflects the defect’s impact on operations. Defined levels are B1-B4, with B1 representing the biggest impact. Severity – technical categorization that reflects… Continue reading NetSuite Issue Resolution Process – Urgency levels

basic mathematical formulas in Journal Credit and debit columns

Did you know you can enter amounts in a journal entry using formulas? When filling out the debit or credit columns, you can use basic mathematical formulas such as addition, subtraction, multiplication, and division right in the field. Just press enter and the total should be there! This feature helps reduce manual calculations and minimizes… Continue reading basic mathematical formulas in Journal Credit and debit columns

Unlocking the Power of Segment Rules in NetSuite

Segment rules in NetSuite define how transactions should be tagged with segments such as Department, Location, and Class based on criteria like GL Account and Subsidiary. These rules ensure accurate financial reporting, automate transaction classification, and maintain data integrity by enforcing business logic and compliance. The key benefits include improved reporting, error prevention, and enhanced… Continue reading Unlocking the Power of Segment Rules in NetSuite

Difference between Name and Name (Internal) filter in Item Saved Search

Scenario User created an Item Saved Search and set a Name Filter under Criteria Subtab Example : Name = is 2345 However, the system is pulling up the item record with the Name “970-2345” Solution 1. Navigate to Lists> Search> Saved Searches > New 2. Click Item 3. Click Criteria 4. Click Standard 5. Filter:   Select Name(Internal)     Note: Use the field “Name(Internal)” instead of… Continue reading Difference between Name and Name (Internal) filter in Item Saved Search

Email Size limits

Outbound Email Limits The total email size limit is 15 MB for outbound emails. This limit covers both the email content and all attachments. The limit leaves space for things like email headers and message encoding. Therefore, after NetSuite processes the email, the final message might be larger than 15 MB Attachment size limits can… Continue reading Email Size limits

Tasks Portlet

If you want to show a list of Tasks on your dashboard, you can add a Tasks portlet from the Personalize Dashboard palette. You can view tasks using the Dashboard view or the Basic view. Basic view enables you to filter tasks by status and priority as well as view tasks assigned to other users… Continue reading Tasks Portlet

Automating Discount Validation on Sales Orders Using SuiteScript

Imagine a scenario where your sales team frequently applies manual discounts on Sales Orders, but sometimes these exceed company policy limits. Such errors can directly impact profit margins and go unnoticed until after invoicing.   To address this, we can use a NetSuite User Event Script to automatically validate discounts before saving the record. The… Continue reading Automating Discount Validation on Sales Orders Using SuiteScript