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:
Author: Diniya A J
PROPOSAL FOR INVOICE UNCOLLECTED
Proposal summary JCurve Solutions would like to create a new report to retrieve data for data from Invoices, Credit Note documents, Debit Note documents. The report can recall backdate and need to show the amount based on as at date selected. And print reports in Excel format. Requirement New report ‘Invoice Uncollected’ to retrieve data… Continue reading PROPOSAL FOR INVOICE UNCOLLECTED
Results without Summary type Column in Search
Use the below formula to show the summary value without grouping the search results. count /*comment*/ ({memberitem.internalid}) over (partition by {internalid}) For Example:::Search Type: ItemItem Type: Kit/ PackageResults: Show the count of member items and member item quantity without using the summary type column under the Results subtab Output: Script Code: var kititemSearchObj = search.create({type:… Continue reading Results without Summary type Column in Search
A financial statement using the correct subsidiary layout
NetSuite provides specialized country-specific layouts for each subsidiary’s financial statements.When you customize a financial statement, the most recently used subsidiary context for that report is selected for your custom report. The selected subsidiary context and its associated layout displayed on the Edit Layout page in the Financial Report Builder. To customize a OneWorld financial statement… Continue reading A financial statement using the correct subsidiary layout
Bank Reconciliation Report Using Saved Search
Construct the Reconciliation report using the saved search. Create a new transaction saved search based on the criteria below: Account Type is Bank Posting is true Date is on or before today Cleared is True for Reconciled Transaction And the Result fields are as follows: FIELD SUMMARY TYPE FUNCTION FORMULA CUSTOM LABEL SUMMARY… Continue reading Bank Reconciliation Report Using Saved Search
Enable Category field on Vendor Records
In NetSuite, we can set up tax agencies as vendors to start, record, and track tax payments and we could choose vendors who are all tax agencies at the time of tax code creation. To set up the tax agencies, we can make the vendor category a tax agency-related category by checking the tax agency… Continue reading Enable Category field on Vendor Records
CASE SAVED SEARCH
REQUIREMENT: New Saved Search and custom fields to support the report. Eagle Point Solutions are desiring a new saved search to report on the status of cases. This saved search will pull from related records and require some new fields as well. A visual of what the report would look like is on the following… Continue reading CASE SAVED SEARCH
Forms and Templates for Sales Order, Invoice, Purchase Order, Credit Memo
Requirement:Set up the forms and PDF templates for the L2i subsidiary.Transaction Forms are Invoice, Sales Order, Purchase Order, Credit Memo.Subsidiary: L2iAttached is what the address, Logo should look like. The logos are in the File Cabinet inNetsuite under L2i Marketing. Solution: This requirement can be achieved by creating new transaction forms for Invoices, Sales Orders,… Continue reading Forms and Templates for Sales Order, Invoice, Purchase Order, Credit Memo
Subsidiary Names on Financial Reports
Print the subsidiary names on the financial report based on the subsidiary context by enabling the option to show the report title on the set preferences page. To enable the option, follow the steps below: 1. Go to the Set preferences page 2. Under the Analytics tab, check the field DISPLAY REPORT TITLE ON SCREEN. Result:
Remove all rates and amounts from the SO/ PO form for the warehouse & store roles.
Requirement: Remove all rates and amounts from the SO form for the warehouse & store roles. Assumption: Possible to hide all financial-related fields from the sales order record. But when creating a saved search in the warehouse role, it is possible to see all rates and amount fields. As a result, we must limit the… Continue reading Remove all rates and amounts from the SO/ PO form for the warehouse & store roles.