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
Category: NetSuite ERP
NetSuite ERP
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
Convert Multiple lines in search to single row
To convert multiple lines in a saved search to a single row, use the NS_Concat() Function in Searches The ns_concat() function loops through each instance of a summarized field, and returns an array of values that are comma-delimited. The result is then casted into a string. The example below shows the results tab of a… Continue reading Convert Multiple lines in search to single row
SuiteQL Query to Identify Items Frequently Sold Together
To identify items frequently sold together within a single sales order, the query performs two joins between the Transaction and TransactionLine tables. The first join (aliased as SalesOrderLine1) isolates orders containing a specified item, as defined in the WHERE clause. The second join (aliased as SalesOrderLine2) retrieves additional items included in those same orders. To… Continue reading SuiteQL Query to Identify Items Frequently Sold Together
Optimization of Workflows
Recommendations for Optimization of Workflows Combine multiple workflows that have the same logic and functions into a single workflow. Filter workflow execution by execution context and event type. Convert scheduled workflows that operate on records with static data or data that doesn’t change often to event-based workflows instead. This way, the workflows don’t run on… Continue reading Optimization of Workflows
Introducing NetSuite Next—the future of NetSuite
NetSuite Next puts AI to work for your business by making it a natural extension of the way you already operate. Designed to be collaborative, insightful, adaptive, intuitive, and trustworthy, NetSuite Next builds in powerful and practical AI capabilities, including embedded conversational intelligence, agentic workflows, and natural language search capabilities, to handle repetitive and complex… Continue reading Introducing NetSuite Next—the future of NetSuite
add copy previous button in sublist of deposit record
Scenario: requesting the addition of a “Copy Previous” button in the Deposit record, which would allow for duplicating lines and simplifying the process of replicating previous entries without the need to manually re-enter the information. basic script logic in pageInit: Wait for UI load: The script waits a short time after the page opens so… Continue reading add copy previous button in sublist of deposit record
Subsidiary Hierarchy Change – Implications
As highlighted by Oracle NetSuite, modifying the subsidiary hierarchy is a highly complex and sensitive operation. Oracle itself has stated that: “The consequences of implemented modifications are outside the scope of any support made available to your organization by Oracle, and your organization is solely responsible for the effect of such modifications on your organization’s use of the… Continue reading Subsidiary Hierarchy Change – Implications
NetSuite Financial topics – CTA, Exchange rate Gain/Loss
Currency Translation Adjustment (CTA) CTA is meant to reflect currency fluctuations during consolidation. For example, if the Indian subsidiary (base currency INR) has ₹1,00,000 in retained earnings and the INR-USD rate changes from 83 to 85, NetSuite calculates the translation difference during consolidation and posts a CTA adjustment in the Netherlands parent (base currency USD). … Continue reading NetSuite Financial topics – CTA, Exchange rate Gain/Loss
Calculating Consolidated Exchange Rates in NetSuite
Consolidated Exchange Rates are used to translate financial data across subsidiaries with different base currencies. Rate Types Used: Current Rate: Exchange rate at the end of the period (used for assets/liabilities). Average Rate: Weighted average of transaction rates (used for income statement). Historical Rate: Weighted average for equity accounts Automatic Calculation: Go to: Lists >… Continue reading Calculating Consolidated Exchange Rates in NetSuite