During open invoice migration, if you encounter an error ‘Please select an A/R account for the invoice’, check whether the customer has a default Receivables account selected. For this go to the customer record and check on the Account information section under the Financial tab. Check whether a receivables account is selected. If the field… Continue reading Open invoice migration A/R account selection
Tag: Data migration
Data migration templates
NetSuite provides migration templates within the account’s file cabinet, typically found under the navigation path [SuiteApps > com.suitesuccess.ffstd], though this location may vary by account. To locate these templates, simply search for “Data Migration Templates” in the file cabinet. It is also recommended to review the SuiteAnswers articles related to each migration type, as well as… Continue reading Data migration templates
Verification of Data migration
Verifying data migration in NetSuite involves several steps to ensure that data is accurately and completely transferred from the source system to NetSuite. Here’s a comprehensive approach: 1. Define Migration Scope Identify which data entities (e.g., customers, vendors, items, transactions) will be migrated. Document the source data structure and the mapping to NetSuite fields. 2.… Continue reading Verification of Data migration
Address Updates Not Reflecting in Migrated Transactions
After importing vendors along with their associated transactions, some have observed that updates made to vendor addresses are not reflected in previously migrated transactions. Specifically, despite updating the address in a vendor record, newly created transactions/ previously migrated transactions still display the old address. Solution: To update the address in the affected transactions, follow these… Continue reading Address Updates Not Reflecting in Migrated Transactions
Balancing Bank Account Discrepancies During NetSuite Migration
During the reconciliation process of a bank account in NetSuite, a discrepancy was discovered when comparing the balance amounts between the migrated data and the client’s legacy system. This issue arose due to an open transaction migration that incorrectly recorded a payment of 2,500 GBP with a base amount of 14,000 AED. However, the balance… Continue reading Balancing Bank Account Discrepancies During NetSuite Migration
Addressing Discrepancies in Foreign Currency Balances During NetSuite Migration
During a review of the bank register following the migration of opening balances to NetSuite, discrepancies were discovered between the foreign currency amounts recorded in NetSuite and those in the client’s legacy system. Although reports in the subsidiary’s base currency accurately reflected the correct amount, there were notable differences in the foreign currency balances. … Continue reading Addressing Discrepancies in Foreign Currency Balances During NetSuite Migration
Best Practices for Data Migration in NetSuite
Data migration is a crucial step when transitioning to NetSuite from a legacy system. It involves transferring all relevant data, such as customer records, financial transactions, and inventory details into NetSuite, ensuring that the new system is fully operational from day one. However, data migration can be complex and fraught with risks, including data loss,… Continue reading Best Practices for Data Migration in NetSuite
Key Considerations for Migrating Transactions from Zoho Books to NetSuite
When migrating transactions such as card payments, fund transfers, and deposits from Zoho Books to NetSuite, follow these steps to ensure a smooth process: Export Transactions: Unlike bills, invoices, journals, credit memos, and vendor credits, you cannot fetch a list of transactions like card payments, fund transfers, and deposits directly from Zoho Books. Export the… Continue reading Key Considerations for Migrating Transactions from Zoho Books to NetSuite
Data Migration Opening Balance Part 1
Cut-Over Plan Best Practices for Go-Live Success It’s Go-Live time! You’ve done all the hard work to define requirements, configure, integrate, and thoroughly test the new system and everyone is excited to start using it! So what could go wrong? There are several final planning and preparation tasks to make your NetSuite transition a success.… Continue reading Data Migration Opening Balance Part 1
Fetching Transaction Details in Zoho Books
Zoho Books allows users to access detailed information about transactions, such as class names, which may not be readily visible in the transaction summary. However, these details can be retrieved on a transaction-wise basis. Here’s a guide on how to export detailed information for transactions like bills. Steps to Export Transaction Details Log In to… Continue reading Fetching Transaction Details in Zoho Books