The Transaction Email Capture SuiteApp, which enables the email capability for Bill Capture feature, includes the following enhancements: Increase in File Size Limit – Previously, the vendor bill file attachment limit is 5 megabytes (MB). In the latest version, email senders can now attach files up to 8 MB in size.For more information, see Sending Vendor Bills… Continue reading Email Enhancements for Transaction Email Capture
Tag: Transactions
Creating a Memorized Transaction for a Specific Date
A memorized transaction in NetSuite enables the user to set up a transaction to recur automatically in the system. Memorized transactions eliminate data entry and can serve as reminders. Here, The user must have the Override Period Restrictions permission enabled. To create a memorized transaction using a specified date you will edit the transaction you… Continue reading Creating a Memorized Transaction for a Specific Date
How to know if a Cash Refund originally posted to Un-deposited Funds has already been Deposited.
1. Navigate to Transactions> Customers> Refund Cash Sale> List> View a specific Cash Refund that hasn’t been deposited. Notice a field “Create Check= No” 2. Open Deposit transactions and view all the transactions included to check if the Cash Refund was included or 3. Once a Cash Refund has been deposited, notice the ‘Create Check’ field, it will now read as “No Deposit#”, which is… Continue reading How to know if a Cash Refund originally posted to Un-deposited Funds has already been Deposited.
Preventing Accidental Closure of Transactions (Native Solution)
A transaction often needs to be reopened after a user accidentally clicked the “Close” button. Take the sales order, for example. The close button is right next to commonly used buttons as illustrated below. So, a misclick is easy. Moreover, there is no confirmation popup, thus, once clicked, the action cannot be aborted. Solution Prevention… Continue reading Preventing Accidental Closure of Transactions (Native Solution)
How to Get the Percentage of Fulfilled Quantity Out of Ordered Quantity
Navigate to Lists > Search > Saved Searches > New >Transaction. Under Criteria tab, set the following:Type- Sales OrderDate- (specify a specific period)Main Line-falseTax Line-falseCOGS Line-falseShipping Line-false Under Results tab NumberNameQuantityQuantity Fulfilled/ReceivedFormula (Percent) > Formula = nvl({quantityshiprecv},0)/nullif(nvl({quantity},0),0) Enter a Search Title. 5.Save & Run.
Common Instructions for Generating a Transaction Saved Search for Open Item Lines
This article will guide you through the common instructions to consider when generating a Transaction saved search specifically for open item lines in NetSuite. Transaction Type: To focus the search on open item lines, it’s crucial to filter by transaction type. Include only the relevant transaction types such as sales orders, purchase orders, or invoices.… Continue reading Common Instructions for Generating a Transaction Saved Search for Open Item Lines
How to add phone number in the address template
Scenario Client cannot see the phone number under the billing and shipping address of the transactions even though it is added in the address page. Solution Navigate to Customization > Forms > Address Forms Standard Address Form: Click Customize Locate Phone Show: Enter Checkmark Template ID Field: Copy ADDRPHONE Address Template:Paste <ADDRPHONE> Under the country subtab add the country Click Save
Applying a Customer Deposit
A customer deposit can be applied against an invoice when the order is complete. Deposits are applied by creating a Deposit Application transaction. It can be applied against an invoice either from a customer deposit record or on a customer payment form. Apply a deposit from a customer deposit record: Go to Transactions > Customers… Continue reading Applying a Customer Deposit
Report on the behavior of discount items in sales transactions
Non-Posting/ Account Line Discount Item/ Body Discount Item Discount amount reduces from field… in saved search Non-Posting Line Discount Item – In Record: The discount amount will be reduced from the subtotal of an item.– In saved search: Will show the discount item in a separate line. Also, the disc amount will be reduced from… Continue reading Report on the behavior of discount items in sales transactions
Transaction and Line Item Discounts
Transaction Discounts A discount item can also be used to reduce the total amount of a transaction. To apply a discount item to a transaction’s total, select the discount item you want to apply in the Discount field. NetSuite autofills the item’s rate and the transaction’s discounted total. Body-level discount items are items that are… Continue reading Transaction and Line Item Discounts