When an email is sent, the ‘Memo’ field does not have the correct value populated. It shows the tax description or item description values from the last line item. The field sourced in the Email template is by ‘${transaction.createdfrom.memo}’. To fix this, the Email template field should be changed to ${transaction.createdfrom.memomain}. With this change, only… Continue reading Memo (body field) is not showing correct values when sourced on Email template
Tag: transaction
Method to calculate the Reverse Discount item amount to omit certain line items having tax codes
When a reverse discount item is added to a custom item, the reverse discount item should also contain the tax code of the custom item so that the tax amount applied is reversed. If the functionality is only adding a single reverse discount item for all the Custom items added, it won’t help in reversing… Continue reading Method to calculate the Reverse Discount item amount to omit certain line items having tax codes
Notice: “No appropriate forms are enabled for this role. Please contact your Administrator.”
Scenario Issue is encountered when entering transaction records. The error means that there is no preferred form for the type of transaction that is being viewed. Solution Navigate to Customization > Forms > Transaction Forms See the list of the available forms for the type of transaction record where the error is encountered Preferred Transaction Form: Enter Checkmark Click Submit
Transactions are Missing on Resolve Date
User has the following preferences enabled on Setup > Accounting > Accounting Preferences > General: – Allow Transaction Date Outside Of Posting Period = Allow – Allow Inventory Transactions Dated Outside the Posting Period = T User erroneously posted a Bill to an incorrect date, December 31, 2032, using Dec 2023 as Posting Period. It was… Continue reading Transactions are Missing on Resolve Date
Create a Custom Transaction Line Item to Display Item Line Number on Transaction Records
Users sometimes want to establish a Custom Transaction Line Field that acts as a Line Number, automatically assigning sequential values based on the existing Item Line Number. Solution Create the Custom Transaction Line Field Navigate to Customization > Lists, Records, & Fields > Transaction Line Fields > New Label: Enter Line Number ID: Enter _line_number Type: Select Integer Store Value: Enter Checkmark Click Applies To Sale: Enter Checkmark 7. Click Save Create a Workflow… Continue reading Create a Custom Transaction Line Item to Display Item Line Number on Transaction Records
‘Applied To’ and ‘Applying Transaction’ Types based on Transaction Type in Search
Scenario User wants to know all possible types of transactions linked through Applied To and Applying Transaction join fields for Saved Search. Solution The table below outlines all possible types of transactions linked through Applied To and Applying Transaction join fields. This is useful when creating transaction saved searches, so users are guided what correct join field to use based on the… Continue reading ‘Applied To’ and ‘Applying Transaction’ Types based on Transaction Type in Search
Document Number is Different from Transaction Number
If Allow Override checkbox is set to True for the Document Number of a record (Using Administrator role check it via Setup >Company > Auto-Generated Numbers > Document Numbers tab > Allow Override box is checked), numbering might have been altered since this is the external number. However, for future transactions: There is the ability to reset the initial number on either the Document Number or Transaction Number to be the same and all newly created transactions will… Continue reading Document Number is Different from Transaction Number
Why is the Item Not Listed in the Transaction in NetSuite?
In NetSuite, items may sometimes not appear in transactions due to various configuration issues. One common reason involves the item’s accounting setup. Here, we’ll discuss how the absence of specified accounts in the item’s accounting subtab can affect its availability in transactions and how to resolve this issue. Accounting Subtab in NetSuite Every item in… Continue reading Why is the Item Not Listed in the Transaction in NetSuite?
Character limit on memo field in transactions
We can enter up to 999 characters on the Memo field on Transactions. The character limit for the Memo field for Journal Entries is also 999. This applies to both the Main Line Memo and the Memo in the line items. The ability to enter more than 999 characters in transaction memo is currently logged… Continue reading Character limit on memo field in transactions
You cannot change the GL impact for intercompany inventory transfer lines
Updating an Intercompany sales order which is paired with an intercompany purchase order will throw the following error:You cannot change the GL impact for intercompany inventory transfer lines As of NetSuite standards, we couldn’t make a GL-impact change on the Intercompany Sales Order that was created from an Intercompany Purchase Order. Any modification made to… Continue reading You cannot change the GL impact for intercompany inventory transfer lines