We have put together some guidelines for your future sandbox refreshes to maximize the benefits of leveraging this functionality and to reduce some of the administrative burden needed to initiate a successful sandbox refresh. Leverage these guidelines to build your own NetSuite sandbox refresh checklist. Avoid customization overload – In other words, do not attempt… Continue reading Best practices of SandBox Refresh
Author: Diniya A J
Best Practices While Creating Saved Search
Define the Purpose of the Search Before creating a saved search, it is essential to define the purpose of the search. What is the information you are looking for? What are the fields and filters you need to include in the search? Defining the purpose of the search will help you create a more accurate… Continue reading Best Practices While Creating Saved Search
Display Orders Due within the Next 4 Weeks
Requirement: Create a report in NetSuite that displays orders that are due within the next 4 weeks. This feature will help users easily identify and track orders that have upcoming due dates. Solution: Go to Lists -> Saved Searches -> Saved Searches -> New. On the New Saved Search page, select “Transaction” as the search… Continue reading Display Orders Due within the Next 4 Weeks
Using the FIRST_VALUE Function in NetSuite Saved Search
Overview: The FIRST_VALUE function in NetSuite’s Saved Search feature allows you to retrieve the first non-NULL value from a specified set of values. This article explains how to use the FIRST_VALUE function in a Saved Search. FIRST_VALUE: This is an analytical function in NetSuite that returns the first value in a specified set of values.… Continue reading Using the FIRST_VALUE Function in NetSuite Saved Search
Common NetSuite CSV import errors and how to solve them
Invalid Field Mapping: Error: This error occurs when the CSV file contains column headers that do not match the field names in NetSuite. Solution: Ensure that the column headers in your CSV file match the field names exactly as they appear in NetSuite. Check for any typos or extra spaces. You can use the NetSuite… Continue reading Common NetSuite CSV import errors and how to solve them
Is NetSuite running slow? Find out why
High-Level Investigation For a quick, high-level investigation, you can double click on the “Oracle NetSuite” text (top left of screen) after a page loads, is edited, or saves to get additional insight into the time taken to execute the page load or save. After page loads, you will receive some limited information. Here is an… Continue reading Is NetSuite running slow? Find out why
Calculating Cumulative Sum with Partitioning
This article explains how to calculate a cumulative sum with partitioning in Saved Search Formula. The provided formula demonstrates how to achieve this using the SUM function along with the OVER clause. By partitioning the data based on specific columns, such as the month of a date and a sales representative, the cumulative sum can… Continue reading Calculating Cumulative Sum with Partitioning
How to Calculate General Unit Landed Cost in Inbound Shipment for Weight
To calculate unit landed cost for each item in an inbound shipment, follow the steps below: Step 1: Determine the Total Weight of Each Item To calculate the total weight of each item, multiply the weight of each item as defined in the item record by the quantity of that item in the inbound shipment.… Continue reading How to Calculate General Unit Landed Cost in Inbound Shipment for Weight
Approval Process using workflow
Add a Submit for Approval button to submit the record for approval after the user completes the review and they can select the approver in the approver field to approve the record. This button will be available only for the Creator Roles. When the makers click the Submit for Approval button, An email with the… Continue reading Approval Process using workflow
ADD 30 days to trandate in workflow
Requirement: Add 30 days to trandate in workflow in a custom field. Solution: Generate a workflow to set the custom date field in the transaction records. Add Set Field Value action to set the value in custom field. Trigger ON: Before User Edit Event Type: All Context: All Select the custom field in Parameters field.… Continue reading ADD 30 days to trandate in workflow