In order to send the Netsuite record through email, there is a Netsuite standard option for this. Check the checkbox “include view record link” under the content subtab in the “send email” of the workflow action.
Month: May 2022
Import Contacts to Vendor Records
Prepare import file with the following fields – External ID, Contact Name, Vendor(Name or Internal ID can be used), any other contact fields like phone, email, subsidiary, etc. 2. In the import assistant, Import Type = Relationships Record Type = Contacts Only 3. select Data handling – ADD 4. Map the fields to the corresponding… Continue reading Import Contacts to Vendor Records
VAT amount in GST on Purchases Report does not match that of the Balance Sheet
When a user creates a transaction, the Tax Period is based on the transaction date thereby when GST Reports are run; GST Amount will be based on the transaction date. The Balance Sheet report, however, is based on the Accounting Period. If the transaction date is outside of the Posting Period, there will be discrepancies in the GST amount between the two reports. Sample: A… Continue reading VAT amount in GST on Purchases Report does not match that of the Balance Sheet
Assembly Item Feature not available in Enable Features
When navigating to Setup -> Company -> Enable Features, there will not be showing the “Assembly Items” Checkbox under the “Items & Inventory” Tab. The assembly Item feature is part of a NetSuite Add On module “Light Manufacturing” (also known as Work orders and Assemblies). NetSuite Add-on Modules are offered in bundles specific to the… Continue reading Assembly Item Feature not available in Enable Features
Configure Configuration record after Sandbox refresh in SCA.
Refreshing the Sandbox account is required to get the latest values of the Production account. As the domain is not carried over in the Sandbox account after the refresh, all the SC configuration that is dependent on the domain will not be carried over. These are the recommendations to avoid additional work in copying the… Continue reading Configure Configuration record after Sandbox refresh in SCA.
Display The Component Items In a Single Cell For a Group Items
JIRA: CDU-796 Create an item search with the formula shown in below. Formula(Text) | Maximum | Replace(ns_concat({memberitem}), ‘,’ , ‘<br>’) | SKU/Member Items The result will be shown like below
Apply Deposit to Multiple Customer’s Invoices
Scenario: we have to apply a customer deposit to multiple customers invoices. Solution : Create a Journal Entry and then individually apply it to individual Invoices. Suite Answer Id:34686 Create a journal entry. In first line add the customer deposit account name, customer name and the amount needed to be debited from the account. Add… Continue reading Apply Deposit to Multiple Customer’s Invoices
New data field with Bullets or hyphens
Requirement: Need a new custom Field in Netsuite to upload our marketing overview copy per item record. Text field: Possible to include bullets or hyphens. Solution: Create a new item field: Go to Customization ->Item Fields -> New Select the field type as Rich Text Result:
How to connect to SFTP with FileZilla – Flywheel
Sometimes we may need to collaborate with Client server for accessing files. If it’s a Flywheel, you can acquire access by following the steps mentioned below: Accept or collaborate link received from the client-side. After receiving we will get a mail which includes our Username. To get the password –> reset the password in Flywheel… Continue reading How to connect to SFTP with FileZilla – Flywheel
How to set up Tax Engine for TDS calculation
How to set up Tax Engine for TDS calculation As part of the TDS functionality you will be able to Capture TAN,PAN maintenance on the subsidiary and vendor records Support TDS and tax on tax calculation and adjustment on the bill generation support vendor exemption for TDS support tax return reports and tax details saved… Continue reading How to set up Tax Engine for TDS calculation