Requirement: The User has successfully completed the Historical Transaction Process (HTP). However, the User cannot generate Revenue Recognition Journal Entries for the Secondary book even if Create Revenue Recognition and Amortization Journal Entries are set to True. Solution To check if Revenue Arrangements are also copied to Secondary book: 1. Navigate to Transactions > Financial >Revenue Arrangements 2. Click Customize View 3. On… Continue reading Setting Revenue Recognition Journal Entries for Secondary Book from HTP
Month: November 2023
Adjustment-Only Books
This is a feature in Multi-Book Accounting. Adjustment-only books allow you to post book-specific adjustments to a secondary, adjustment-only book at closing. They serve as a light version of multi-book accounting, but you do not need the Full Multi-Book Accounting feature to use them. Adjustment-only books differ from standard secondary books in that they do… Continue reading Adjustment-Only Books
Test scenarios for the functionality of moving items from the cart to a “Save for Later” or wish list on a website
Verify that clicking the “Move to Save for Later” or similar button successfully moves the selected item to the “Save for Later” or wish list section. Check if the moved item is no longer displayed in the cart after using the “Move to Save for Later” option. Confirm that the quantity of the moved item… Continue reading Test scenarios for the functionality of moving items from the cart to a “Save for Later” or wish list on a website
Test scenarios for the Quick Add option on a website’s cart page
Verify that clicking the “Quick Add” button adds the selected item to the cart. Confirm that the correct quantity is added when using the “Quick Add” option. Ensure the total price in the cart is updated correctly after using the “Quick Add” option. Test if the inventory of the added item decreases appropriately after using… Continue reading Test scenarios for the Quick Add option on a website’s cart page
Unexpected Error in saving Bank Reconciliation Page
Requirement: The user would like to use the old Bank Reconciliation function which is the Reconcile Bank Statement page. While editing the Account record and unchecking the Match Bank Data and Reconciliation Pages, it throws an error: “An Unexpected Error has occurred. Please click here to notify Support.” Solution Navigate to Lists > Accounting > Accounts Click Edit on a Bank Account… Continue reading Unexpected Error in saving Bank Reconciliation Page
Populate Terms Field on a Sales Order
Requirement: The Sales Order created does not auto-populate the Terms field on the transaction. This should auto-populate with the Terms assigned to the Customer’s record. Solution Create a Workflow for the Sales Order that would set the field’s value depending on the Term that is set on the Customer’s record. Navigate to Customization > Workflow > Workflows > New Basic Information: Name: Enter NameExample: Sales… Continue reading Populate Terms Field on a Sales Order
Impact to the related record when the journal line is updated.
Scenario: Client needs to know the impact of the related records of the Journal when the lines (customer name) is updated for the transaction in the closed period after it is reopened. Solution: We could make the bill payment through which we could apply the transaction for the customer through invoices, credits and deposits subtabs.Go… Continue reading Impact to the related record when the journal line is updated.
Client needs to make the Zip code as Mandatory in Transaction record.
Scenario: Client needs to make zip code as mandatory in the sales order so that the customer without the zip code will not be able to save the transaction. Solution: As the address maintains a separate record, by standard we could only make the zip code mandatory in the address record. This would be applicable… Continue reading Client needs to make the Zip code as Mandatory in Transaction record.
Customer Portal
A customer portal in NetSuite typically refers to a web-based interface or platform that allowscustomers to interact with the company NetSuite and access specific information or servicesrelated to their accounts, transactions, and interactions with the business. Please find the attached document to create customer portal in NetSuite
ROUND UP QUANTITY AS COMPONENT
If you use the component yield preference, depending on your settings, the component yield calculation may result in a fractional quantity. You can use this setting so that the quantity for a component on a work order automatically rounds up to a whole number in base units. For example, you have an assembly that requires… Continue reading ROUND UP QUANTITY AS COMPONENT