In NetSuite, Purchase Orders (POs) serve as formal requests to procure goods or services from vendors. While most POs focus on items, NetSuite also provides an Expense Line option, which allows users to allocate non-inventory costs directly to specific accounts without tracking stock levels. This is particularly useful for services, office expenses, and overhead costs… Continue reading Understanding the Expense Line in Purchase Orders in NetSuite
Tag: Expense
Items drop ship expense account
Requirement: I have multiple items that I need to update their drop ship expense account. How can I get a saved search that show all items and their drop ship expense account including the empty ones? Can I do a mass update, or has to be through an import? Solution: The ability to to expose… Continue reading Items drop ship expense account
Expense Report Attachments Migration Tool
Users with administrative permissions can optionally use the Expense Report Attachments Migration Tool to migrate existing expense attachments to the File Cabinet dedicated employee expense folders. The migration tool uses internal logic to search all expense reports for files that should be moved to the predefined user folders. You can automatically schedule the migration, or… Continue reading Expense Report Attachments Migration Tool
Enabling Employee Specific Expense Folders
You can configure NetSuite to predefine dedicated folders where employee-specific expense report attachments are automatically saved. If you have the Administrator role, you can see the contents of these folders, but employees cannot locate or access these attachments from the File Cabinet. Employees must instead access their expense attachments from the expense report record. To… Continue reading Enabling Employee Specific Expense Folders
Expense report submission
Query We have a new CEO and a question was shared about expense report submission. Can other staff submit an expense report on his/her behalf? Solution As per checking, the ability for another user to enter Expense Report on behalf of another user using the Employee Center role is currently not possible in Netsuite and… Continue reading Expense report submission
CSV Import-To update the Class field value on Expense Line under Vendor Bills
Scenario Create multiple file CSV Import to update the Class field value on Expense Line under Vendor Bills Solution Create a CSV Import file: Primary File Internal ID Expense File Internal ID Line ID Class Expense Category Navigate to Setup > Import/Export > Import CSV Records Import Type = Transactions Record Type = Vendor Bill/Supplier Bill Select Multiple files to upload Primary File – Vendor… Continue reading CSV Import-To update the Class field value on Expense Line under Vendor Bills
Purchase Order Template Customization
PO Template Customization.