If you want to customize a price for a customer, select Custom in the Price Levels field on transactions. Then, enter the amount you want to charge in the Rate field. NetSuite also enables you to set up custom price levels for customers. If you have a web store and you’ve set up custom price… Continue reading How to setting up price level for customers ?
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How to set Default Sorting of Price Levels in netsuite
Go to Commerce > Websites >Web Site List. Click Edit next to the website for which you want to display strike-through pricing. Go to the Field Sets tab. Add the Base Price and the Base Price (Formatted) field to the Details field set: Locate the Fields Included in Field Set column of the Details field set and click the Set icon to open the… Continue reading How to set Default Sorting of Price Levels in netsuite
How to Verify Strike-Through Pricing is Enabled and Default Price Level is Set
To verify Strike-Through Pricing is enabled: In NetSuite, go to Commerce > Websites > Configuration. Select your website and domain and click Configure. Go to the Shopping Catalog tab. Confirm the Enable Strike-Through Behavior box is checked. Check this box if it is not checked. Click Save. To verify the default price level is set: In NetSuite, go to Commerce >… Continue reading How to Verify Strike-Through Pricing is Enabled and Default Price Level is Set
Common Errors When Importing Expense Reports
The “Results” file for a failed expense report import might include any of the following messages. ‘Please enter value(s) for: Amount’ This error can indicate that you failed to provide a value for one of the following sublist fields: Amount Rate Quantity Problems with any of these fields are referred to as problems with… Continue reading Common Errors When Importing Expense Reports
Character Limit for Various Fields via csv import
The limit or Maximum Number of Characters for External ID for CSV Import is 255 characters. The maximum number of characters allowed on some of the standard fields on the entity records is listed below. Main tab Customer ID: 83 Company Name: 83 Mr./Ms.: 15 First/Middle/Last Name: 32 Phone: 22 Fax: 21 Email: 254 Web Address: 99 Job… Continue reading Character Limit for Various Fields via csv import
Issue with saved search formula having a checkbox as a condition
Issue: Saved Search Formula > When having a checkbox as a condition {field} = ‘Yes’ is not working. Solution: When doing a Formula on a Saved Search having a checkbox as a condition, use ‘ T ‘ instead of ‘Yes’.
Global search issue: Email Address Showing Up Instead of the Name
Issue: Email address is showing up as Global Search result instead of name when doing an employee search. For instance, when the user type in EMP: test in the global search for an employee named “Test Employee”, the result will show “Employee: testemployee@test.com” instead of “Employee: Test Employee” To rectify this, follow these steps: Navigate… Continue reading Global search issue: Email Address Showing Up Instead of the Name
Adding Custom Fields to Bank Details Records by customizing Payment file Formats
To include a new field in the Bank Details page’s Payment file Format, follow these steps: Create the new field in the Bank Details Record Type. Note down the field ID of the new field. Customize a ‘Standard’ Payment File Format to integrate the new field. Insert the copied field ID into the HTML code… Continue reading Adding Custom Fields to Bank Details Records by customizing Payment file Formats
Financial Institution record in NetSuite
The financial institution record enables you to save multiple format profiles, which store configuration details for manual or automatic import of financial institution data. You can configure imports of bank or credit card data for bank reconciliation, and corporate card charges for expense reporting. The internal ID for this record is financialinstitution. This record is available… Continue reading Financial Institution record in NetSuite
Why Location field is mandatory in transaction forms
Sometimes, the Location field is mandatory in transaction form even if Accounting Preferences and form customization have fields set to non-mandatory. Once the Multi-Location Inventory (MLI) Feature is enabled in a NetSuite account under Setup > Company > Enable Features > Items & Inventory, the Location field is set to mandatory by default in transaction forms.… Continue reading Why Location field is mandatory in transaction forms