The client wants to create invoices for inventory items without affecting the inventory. By standard, the system will automatically deduct the inventory based on the invoice. So we have to create a dummy service item with the same name. (Not the exact name Just add a few characters before/After. Otherwise, it will be duplicated.) After… Continue reading Creation of standalone invoice without affecting the inventory
Month: August 2022
Netsuite support for Making Tax Digital of HMRC-UK
Making Tax Digital (MTD), the HMRC initiative that requires UK businesses to submit their tax returns and payments online while also keeping digital records of their taxes, becomes mandatory from 1st April 2019 with businesses required to submit from a list of HMRC compliant software (of which NetSuite is one) or an API-enabled spreadsheet. The… Continue reading Netsuite support for Making Tax Digital of HMRC-UK
How to create a Lead Source?
Navigate to Setup > Sales > CRM Lists > New, and add the new entry. If you have enabled Marketing Automation, you would not be able to see that in the list.You would have to disable that temporarily prior to doing this. Temporarily disable the MarketingAutomation feature: Navigate to Setup > Company >Enable Features >… Continue reading How to create a Lead Source?
Delete Unwanted Fields In Celigo Using Transformation
The following example demonstrates how to remove unwanted fields from an object. Here, the age and address fields have been removed for the record. Pre-Transform Transform Mappings Post-Transform { “name”: “Estrella”, “age”: 50, “Address”: “123 Anywhere St.” } { “name”: “Estrella” }
Kit items to show quantity available for each member/component items
Scenario: Users may want to know the quantity available for each component items of a Kit/Package. Solution: To track the quantity available of the members of Kit/Package, Assembly/Bill of Materials or Item Group, a Saved Search needs to be created and set it as a Sublist. Step 1: Create a Saved Search Navigate to Transactions… Continue reading Kit items to show quantity available for each member/component items
Saved Search That Displays Sales Orders and Its Related Invoices/Cash Sales
To create a Transaction Saved Search that displays a list of Sales Orders with their corresponding billing transactions, i.e. Cash Sales or Invoices. Navigate to Lists > Search > Saved Searches > New Search Type: Click Transaction Search Title: Enter Title Click Criteria tab > Standard subtab Filters:Select Type Type: Select any of Select Sales OrderSelect Main Line Main Line: Select NoNote: Always click Set once the Filter is selected and adjusted as needed. Click Results tab > Columns subtab Fields:Select Billing TransactionNote: Add… Continue reading Saved Search That Displays Sales Orders and Its Related Invoices/Cash Sales
Transaction Saved Search Join Fields
This article will tackle the types of Transaction Saved Search Join fields available. Applied To Transaction fields…. – for example, on a Sales Order and an Estimate, the Applied To Transaction is an Opportunity. Because Sales Orders and Estimates are created from an Opportunity. Therefore, the Applied To Transaction fields…. of a Sales Order or an Estimate… Continue reading Transaction Saved Search Join Fields
CSV Import Error: “Invalid Subsidiary Reference key” for Journals.
Scenario During the CSV import of Journal Entry an above error is received. Solution Use the correct format for CSV file by exporting list of Subsidiaries: Check the subsidiaries mentioned in the file is correct with the NetSuite record.Navigate to Setup > Company > Subsidiaries.Subsidiary is spelled the way it is spelled in the record.… Continue reading CSV Import Error: “Invalid Subsidiary Reference key” for Journals.
ETL Testing
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