The Custom Segments feature lets you create custom classification fields similar to class, department, and location. After enabling the Custom Segments feature, you can create custom segments by going to Customization > Lists, Records, & Fields > Custom Segments > New. By default, only administrators can create and configure segments and segment values. A custom… Continue reading How to apply a custom segment to a record?
Tag: and netsuite
Is it possible for a single bank account to be associated with multiple subsidiaries?
In NetSuite OneWorld, bank accounts and credit card accounts are restricted to one subsidiary. When you create a bank account or credit card account, you can select only one subsidiary for the account. In cases where customer and vendor accounts involve multiple subsidiaries, you can assign one subsidiary to each entity bank. Vendor payments and… Continue reading Is it possible for a single bank account to be associated with multiple subsidiaries?
How to set advanced numbering rules in NetSuite
Configuring advanced numbering rules in NetSuite allows users to customize and enhance the sequencing of document numbers for various transaction types. To set Advanced Numbering Rules: Navigate to Setup > Company > Auto-Generated Numbers (Administrator). Click the Document Numbers subtab. Check the Advanced Numbering box next to each transaction type for which you want advanced… Continue reading How to set advanced numbering rules in NetSuite
New UI for the Project Management Feature
The new enhanced User Interface (UI) for Project Management feature enhances the user experience for managing project records. Navigate to Setup > Company > General Preferences Enable New UI for Projects: Check the box Benefits: Customized Tasks and Task Hierarchy – On the Schedule tab, the Expand All/Collapse All button which currently expands the entire… Continue reading New UI for the Project Management Feature
How to add Project Task on Item Line Level of Purchase Order
The Project Task will be visible on the Item Line Level of a Purchase Order only when the Job Costing and Project Budgeting feature is activated in the NetSuite account. To enable Job Costing and Project Budgeting, follow these steps: Navigate to Setup > Company > Enable Features Job Costing and Project Budgeting: Enter Checkmark… Continue reading How to add Project Task on Item Line Level of Purchase Order
Bank Reconciliation Import Template For matching data with Netsuite and Bank
Template file used for importing the bank reconciliation data. Date (MM/DD/YYYY Payer/Payee Name Transaction ID Transaction Type Amount Memo NS Internal Customer ID NS Customer Name Invoice Number(s) date in the format*mandatory Name of payer*mandatory Transaction id *mandatory Type of transaction Eg: DEPOSIT*mandatory Amount*mandatory *Not Mandatory *Not Mandatory *Not Mandatory *Not Mandatory