Migrating from QuickBooks to NetSuite is a significant undertaking that requires careful planning, execution, and validation to ensure accuracy and completeness of the migrated data. Here’s a step-by-step guide to help you navigate a NetSuite implementation: 1. Pre-Migration Process Planning: Assessment: Determine which data from QuickBooks needs to be migrated. This could include lists (like… Continue reading How to Migrate QuickBooks to NetSuite
Tag: csv import
To run a script based on the execution context – CSV Import
runtime.executionContext Execution contexts provide information about how a script is triggered to execute. For example, a script can be triggered in response to an action in the NetSuite application, or an action occurring in another context, such as a web services integration. You can use execution context filtering to ensure that your scripts are triggered… Continue reading To run a script based on the execution context – CSV Import
Update the status of vendor bills through CSV import.
Scenario: Customer wants to update Vendor Bill status via CSV. Solution: Users with enough permission can perform a CSV Import to do such and avoid manually updating them. Below are the steps: Create a CSV file with the following columns: Internal ID – enter the Internal IDs of the Vendor Bills for updating. Approval Status… Continue reading Update the status of vendor bills through CSV import.
Checking the CSV Import Status and the features in the same.
Scenario: To view the CSV Import Job Status Page and features of the same. Solution: To view the Job Status page, go to Setup > Import/Export > Import Tasks > View CSV Import Status. For each import, the Job Status page includes the following details: Date the import was initiated. Job name for the import:… Continue reading Checking the CSV Import Status and the features in the same.
“Unable to find a matching line for sublist apply with key: [doc,line].”-error in CSV file for customer payment.
To resolve the import issue, ensure that the payment being imported is applied to a transaction without a “Paid in Full” status, necessitating an “Open” status for the associated invoice. It is essential to include an external ID in the CSV file being imported. Assign the LINE ID as 0 for the relevant transaction in… Continue reading “Unable to find a matching line for sublist apply with key: [doc,line].”-error in CSV file for customer payment.
Effects of Auto-Generated Numbers during Imports
NetSuite lets you enable auto-generated numbering for many record types, including many types of transactions, so that records are numbered automatically in the order they are created. Auto-generated numbering is set up and recorded at Setup > Company > Auto-Generated Numbers. After auto-generated numbering is set up for a record type, NetSuite generates IDs for all… Continue reading Effects of Auto-Generated Numbers during Imports
The Sequential Order of Internal IDs for Newly Created Items May Not Always Be Maintained.
Scenario The items created either through CSV import or UI right after one CSV import, the Internal ID skip. Solution Item A is the most recent created item – the internal id is 999 Created item B via UI – internal id set is 1000 Created item C and D via CSV- internal id set… Continue reading The Sequential Order of Internal IDs for Newly Created Items May Not Always Be Maintained.
Error occurring when the transactions are imported to a NetSuite account.
Scenario: Error occurring when the transactions are imported into NetSuite account. Showing the following. ” Unable to save the transaction due to an error being reported by the tax calculation engine: Tax Calculation Plugin error: NetSuite was not able to estimate the correct Nexus for this transaction. Based on the <a href=”https://docs.oracle.com/en/cloud/saas/netsuite/ns-online-help/section_4283866360.html”>Nexus Determination Lookup Logic… Continue reading Error occurring when the transactions are imported to a NetSuite account.
Remove Roles in Bulk
We have about 100 Users that, we need to remove their existing role and replace it with a new role. So client would like to know whether there is any way to remove a role in bulks. Solution We can use CSV import function and click the overwrite sublist under advanced options to overwrite the… Continue reading Remove Roles in Bulk
Custom Field missing in CSV Field Mapping
Follow the steps below to ensure the custom field is visible on the CSV Import Field Mapping: Navigate to Customization > Lists, Records, & Fields > Entity Fields or Transaction Body Fields Edit Custom Field Under Display subtab make sure that the Display Type = Normal Click Save Navigate to Customization > Forms > Entry… Continue reading Custom Field missing in CSV Field Mapping