Background We have clients that are in industries that use both drop ship purchase orders and third party assembly operations. In many of these operations, the sales process is sufficiently complicated where every sales order requires consideration of one or more suppliers that will ultimately produce (an element of) the fulfillment. When creating the sales order, the… Continue reading Learn the SuiteScript Pattern to Generate Target Purchase Orders from Sales Orders
Tag: Netsuite
How To: Link a Standalone NetSuite Vendor Bill to a Purchase Order Accounting
Background While subject to a separate article, during a client implementation of a consignment sales flow, we sought to couple the specific sale of an item to the creation of a related vendor bill. In this case, since the items were serialized, we knew exactly where we acquired the item by looking it up via… Continue reading How To: Link a Standalone NetSuite Vendor Bill to a Purchase Order Accounting
Celigo Integration with NetSuite: A Powerful iPaaS for Seamless Automation
Celigo is a leading Integration Platform as a Service (iPaaS) that enables businesses to connect NetSuite with other cloud-based or on-premise applications, streamlining data flow and automating business processes. With its intuitive interface and robust integration capabilities, Celigo is especially popular among NetSuite users looking to enhance operational efficiency and reduce manual effort. Why Use… Continue reading Celigo Integration with NetSuite: A Powerful iPaaS for Seamless Automation
Default Payment Account Hierarchy
The following is the hierarchy that NetSuite uses for its default payment account: Payment Method Note: This can be found in Setup > Accounting > Accounting Lists > Type: Payment Method If Deposit To is marked, either: Undeposited Funds, or Specific Account selected If no Account is selected, it will default to Settlement Bank Account… Continue reading Default Payment Account Hierarchy
Currency Exchange Rate Record
In NetSuite, the Currency Exchange Rate Record is used to define the exchange rates between different currencies used in the system. This is crucial for financial transactions, reporting, and conversions when dealing with multi-currency accounts and international business. Here’s a detailed breakdown of what the Currency Exchange Rate Record is and how it functions: Purpose… Continue reading Currency Exchange Rate Record
To enable multi-currency in the Vendor bill
Client Business Scenario The client is purchasing items from an international vendor in USD. In the same vendor bill, the client needs to record local expenses (such as custom duties, freight, carrier charges) that are paid to Indian authorities in INR. The business expectation is to record both the USD and INR amounts in a… Continue reading To enable multi-currency in the Vendor bill
Memorized Transaction in Netsuite
Memorized transactions in NetSuite are a feature that allows users to save and automate recurring transactions. These transactions are often used for entries that happen on a regular basis, such as monthly payments, billing cycles, subscriptions, or payroll. By memorizing a transaction, NetSuite allows users to save the transaction template and automatically recreate it in… Continue reading Memorized Transaction in Netsuite
Inventory Status vs Location for tracking damaged Items
Previously, the process involved creating sub-locations for “Damaged” and “Refurbished” items and moving the item from one sub-location to another. This approach caused issues because costing is maintained per sub-location. Since purchases are never made in the “Damaged” sub-location, the costing ends up using the retail price refunded on the RMA as the cost, which… Continue reading Inventory Status vs Location for tracking damaged Items
Inline editing for child record, directly from the parent record
Inline editing for child record fields directly from a parent search is not possible by default in NetSuite. This is due to the way child records are handled in saved searches. In NetSuite, when you’re working with a parent record (like a Customer, for example) and joining child record fields (like fields from related transactions… Continue reading Inline editing for child record, directly from the parent record
To remove kit components from the Advanced PDF and Transactions
Navigate to Lists > Accounting > Items Select the Item Group record on Edit mode On Purchasing/Inventory tab > Components sub list Unmark the ‘Display Components on Transactions‘ box Click Save