Each email address that triggers a hard bounce response is automatically excluded from any email traffic for a defined period of time and added under BOUNCED EMAIL ADDRESS. You can view a list of bounced email addresses at Lists > Relationships > Bounced Email Addresses. The message will not be sent to any Email addresses in… Continue reading Bounced Email Address List
Month: March 2022
PCIC:743 – Update Classifications on IF and IR transactions – Test case documentation
How to create a report that shows sales per customer with a year-on-year comparison
1. Navigate to Reports > Financial > Comparative Income Statement > Customize2. Edit Columns > Add Budget and Financial: Customer/Job: Name3. Set Comparative Amount: Alternate Date Range = last fiscal year (e.g., 2020)4. Set Filters > Budget and Financial: Account (Line): Name equal to Revenue or Sales (or whatever account is used in recording sales). Add.5. Set Budget and Financial: Date: Enter From and To Dates. Click Done6. Click Preview
Limitations on Exports to PDF
Exported PDFs have some output limitations. If your export includes more than 10,000 rows, exporting them to PDF may cause an error. Also, if your export includes a large number of columns or extremely long field values, you may encounter formatting issues. To avoid performance problems, exports with more than 30 columns are not supported.… Continue reading Limitations on Exports to PDF
Cost Allocation Method drop down
Scenario: One the Landed Costs tab of Item Receipts, the field value of Cost Allocation Method drop down option to be set as Quantity, the second option, rather than weight. Solution: Normally this can be achieved by using workflow. In this condition we are not able to fetch the field “Cost Allocation Method” in workflow.… Continue reading Cost Allocation Method drop down
Update the Auto-Generated Numbers for Entities and Effect on Manually Numbered Records
For Example 1. The last customer number in the system is 5001 2. A new customer record is created and the user overrides the next number and instead assigns id = 5007 manually 3. Goes to Setup > Company > Auto-Generated Numbers, and applies the following changes; Sets Prefix = X , Suffix = Y 4. Marks the Update box and clicks Save All the existing… Continue reading Update the Auto-Generated Numbers for Entities and Effect on Manually Numbered Records
Proposal for AUS Promotion Update.
Proposal Summary This proposal includes the possibilities of updating AUS Promotion for the AU subsidiary in the website shop.oxtools.com. Requirement AUS Promotion Update for OX Tools Global NSW. Hide the existing field “AUS Promotion” (custitem_on_promotion) which puts item on special. Use the field “AU Promotion” (custitem_au_promotions) instead of “AUS Promotion” (custitem_on_promotion). Link the field to… Continue reading Proposal for AUS Promotion Update.
Inventory Level Warning
In-order to give alerts when inventory levels reach or decrease below a reorder point and preferred stock levels, we can enable Inventory level warnings under Transactions sub-tab of Set preferences.
Inventory Detail
The inventory detail sub-record is available when the Advanced Bin / Numbered Inventory Management feature is enabled. This record stores values related to bin numbers or serial/lot numbers for items, including line items on transactions. Arrow : The arrow icon indicates that the inventory detail is available for the item and needs to be configured. It appears only… Continue reading Inventory Detail
Vendor Prepayments
The Vendor Prepayments feature records and tracks deposit amounts paid to vendors prior to the acceptance of a purchase order by the vendor.We can apply these prepayment amounts against open bills for the vendor. We can apply the prepayment manually or we can configure NetSuite to apply the prepayment automatically. Vendor Prepayment feature can be enabled by; Go… Continue reading Vendor Prepayments