The End of the Copilot Era The ERP landscape has fundamentally changed. We are moving past the “AI-Copilot” phase—where AI assisted human users—into the Agentic AI era, where systems autonomously execute complex, multi-step business processes with minimal human intervention. Real-World Examples of Autonomous Action: Major vendors are implementing true agents, not just features. Recent announcements… Continue reading The Autonomous ERP: Agentic AI Systems, Shifting Enterprise Software from “Record” to “Action”
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Limitation in NetSuite: Line Item Tax Rates Cannot Be Displayed in Standard Reports
In NetSuite, Users often need to analyze tax rates applied to Sales Orders. While the overall Sales Order tax rate can be displayed in reports using formulas, the tax rate of individual line items cannot be shown in standard reports. This is due to the way NetSuite stores tax information across separate tables, creating a… Continue reading Limitation in NetSuite: Line Item Tax Rates Cannot Be Displayed in Standard Reports
Connecting Power BI or Excel to NetSuite Using ODBC Connector
Integrating NetSuite SuiteAnalytics Connect with Power BI allows you to visualize and analyze NetSuite data seamlessly. This guide walks you through the setup process using the 64-bit MySQL ODBC connector. ? Prerequisites NetSuite account with SuiteAnalytics Connect enabled Power BI Desktop installed 64-bit MySQL ODBC Connector (download from MySQL official site) Administrative access to configure… Continue reading Connecting Power BI or Excel to NetSuite Using ODBC Connector
Extracting and Attaching Files from an External API to NetSuite Transactions
This guide outlines a basic script for integrating with an external API to download bill files (images/PDFs) and attach them to the related transactions in NetSuite. The script can be adapted for various projects that involve downloading and processing files linked to transactions, such as receipts, invoices, or reimbursements. The script saves the downloaded files… Continue reading Extracting and Attaching Files from an External API to NetSuite Transactions
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
Roles and Permissions for Auto Bank Statement Import
Only the Administrator role can use the Auto Bank Statement Import (ABSI) SuiteApp to set up an SFTP connectivity configuration. To configure a format profile record that uses an SFTP connection and to successfully import transactions using custom roles, you must set the following permissions:
Subtotal cannot be displayed in Saved search
Subtotal cannot be displayed in the saved search when condition Mainline=true is given in the NetSuite. It is currently an enhancement.
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