Item Receipt (IR) in NetSuite Shows No GL Impact

In NetSuite, users may notice that the GL Impact tab of an Item Receipt (IR) transaction sometimes displays “No Results.” This behavior can be confusing, especially when users expect the receipt of inventory to generate accounting entries. However, in most cases, this outcome is expected and directly related to system configuration, item type, or the… Continue reading Item Receipt (IR) in NetSuite Shows No GL Impact

G/L impact of creating Credit memos from Invoices

G/L impact of creating Credit memos from Invoices, I’ve added a detailed report below. Please review and verify. Detailed Report on GL and Inventory Impact in NetSuite Scenario 1: Create an Invoice from the Sales Order and then Return it Using the Return Authorization Step 1: Create an Invoice from the Sales Order Sales Order… Continue reading G/L impact of creating Credit memos from Invoices

GL Impact not Showing from Item Receipt/Item Fulfillment

Scenario Create a Return Authorization from a Sales Order Click Receive on the Return Authorization created from the first step Show GL Impact from Item Receipt (or) Create a Sales Order Click the Fulfill button on a Sales order. Save the Item Fulfillment Show GL Impact from Item Fulfillment Actual result: No GL impact is shown Solution One of the most common reasons why a GL Impact will not show is due… Continue reading GL Impact not Showing from Item Receipt/Item Fulfillment

Some transactions that impact General Ledger

General Ledger is a core accounting process that automate accounting processes and provides a flexible structure that adapts to the needs of any organization. The GL impact refers to the transactions that are posted to the general ledger account. Some of the transactions that impact the GL are listed below: Item Fulfillment Invoice Cash Sale… Continue reading Some transactions that impact General Ledger

No GL Impact on the Item Fulfillment record

When an Item Fulfillment has no journal entry in the GL Impact, one probable cause is that the Item Fulfillment is dated before the Inventory Adjustment. Below are the steps that can be taken to reflect the GL impact: Open the Inventory Adjustment record > Edit > Date it before the Item Fulfillment > Save. Open the Item Fulfillment record > Edit > uncheck and check the fulfill checkboxes on the item lines > Save. View the GL Impact. It should have… Continue reading No GL Impact on the Item Fulfillment record

Custom GL Plugin Script to reverse the GL posted to the Sales account.

Requirement Client would like to introduce a novel GL posting approach for its sales transactions, focusing on recognizing revenue exclusively after order fulfillment. Under this system, when generating the cash sale record, the GL impact posting into the sales account will undergo a reversal. Simultaneously, the equivalent amount will be redirected and posted into the… Continue reading Custom GL Plugin Script to reverse the GL posted to the Sales account.

Custom GL plugin setup

The Custom GL Lines Plug-in modifies the general ledger impact of standard and custom transactions. Use the Custom GL Lines Plug-in to comply with a wide range of global accounting standards by applying custom transaction logic that adds lines to the NetSuite GL Impact page. configure for each plug-in implementation: Transaction types. A Custom GL Lines… Continue reading Custom GL plugin setup

To provide GL Impacts permission while restricting access to Journal Entries

We can add “Make Journal Entry” with view permission in the required role. For that, Setup>user/role> Manage roles > select required role > permissions. In Transactions subtab, add “Make Journal Entry”. However, the same permission is linked with Journal entry permission the role will get permission to view journal entries. To restrict access to journal… Continue reading To provide GL Impacts permission while restricting access to Journal Entries