COA Name & Number: Duplicate Scenario

In NetSuite, duplicate handling for Chart of Accounts (COA) depends on whether you’re referring to the Account Number or the Account Name: 1. Account Number By default, NetSuite does not allow duplicate account numbers if the “Use Account Numbers” feature is enabled. Each account number must be unique. If you try to create another account… Continue reading COA Name & Number: Duplicate Scenario

Formula for excluding non-summary inactive COA

We usually use datasets instead of saved searches for COA export as several fields like ‘Eliminate Intercompany transactions’ and ‘Reconcile bank statements’ options are not available in Saved Searches. While preparing the dataset, we cannot directly put the criteria as exclude inactive as the inactive accounts include summary accounts, which is relevant for our export.… Continue reading Formula for excluding non-summary inactive COA