Summary: This article provides guidance on managing case origins in NetSuite to track the reporting method of support cases. It highlights the importance of knowing how a case was reported in order to facilitate effective communication tracking with customers. The article explains the presence of the Case Origin Type field on case records and online… Continue reading Managing Case Origins in NetSuite for Effective Support Tracking
Author: Diniya A J
Categorizing Support Cases in NetSuite
Summary: This article provides instructions on how to categorize support cases in NetSuite. Categorizing cases allows support employees to quickly identify the type of issue being reported, enabling efficient resolution. The article explains how to create case types in NetSuite using the provided default options. Request: How to categorize support cases in NetSuite Solution: In… Continue reading Categorizing Support Cases in NetSuite
Entering Cases in NetSuite instead of Other Software
Summary: This article provides guidance on how to enter cases in NetSuite instead of using alternative software solutions. It explains the process of recording case records in NetSuite and highlights the requirement of having the Customer Service and Support feature to save cases. Request: The user would like to enter a case through NetSuite instead… Continue reading Entering Cases in NetSuite instead of Other Software
Landed Costs Setup & Management – PART 1
The true cost of an item is not only the price you pay to the vendor that makes or sells the item. Rather, it is that cost plus any additional costs incurred to physically acquire the item at your warehouse or storage location. NetSuite software Landed costs allows you to track these costs to ensure your inventory… Continue reading Landed Costs Setup & Management – PART 1
Landed Costs Setup & Management – PART 2
Process Walkthrough Start by creating a Purchase Order. Select your items, quantities and save the Purchase Order. If there is any approval process associated to your Purchase Orders, ensure that the transaction is approved. From the Purchase Order, receive the order to create an Item Receipt transaction. On the Item Receipt, you can account for… Continue reading Landed Costs Setup & Management – PART 2
Track and Apply Landed Costs(Summary)
Charges that are required to transport and make a stock item ready for sale are referred to as landed costs. These charges can come from multiple vendors representing a diverse set of expenses such as import fees, inbound freight charges, and stocking of materials. NetSuite provides functionality for defining these charges, capturing them, and applying them to… Continue reading Track and Apply Landed Costs(Summary)
Common Instructions for Generating a Transaction Saved Search for Open Item Lines
This article will guide you through the common instructions to consider when generating a Transaction saved search specifically for open item lines in NetSuite. Transaction Type: To focus the search on open item lines, it’s crucial to filter by transaction type. Include only the relevant transaction types such as sales orders, purchase orders, or invoices.… Continue reading Common Instructions for Generating a Transaction Saved Search for Open Item Lines
Workflows best practices
Don’t start from scratch – NetSuite offers several out of the box workflows that can be used as a starting point. Consider installing one of the available SuiteApprovals SuiteApps that executes on the record you are working with. These can be installed just like any other NetSuite bundle. For example, if you want to install the out of… Continue reading Workflows best practices
Checklist – 9 things to think about before submitting NetSuite sandbox refresh
Backups – Have I confirmed that any customization/development work performed in this sandbox environment has been backed up or already migrated to production? It would be advisable to give all NetSuite sandbox users at least one week’s notice of the proposed refresh date. Timing is everything – NetSuite production snapshot timing varies, but usually taken the night prior to the… Continue reading Checklist – 9 things to think about before submitting NetSuite sandbox refresh
Guide to refreshing your sandbox
Suite Note – You must have an active NetSuite sandbox license and be assigned the “Administrator” role in your NetSuite production account to be eligible to refresh your NetSuite sandbox. #1. Navigate: Setup – Company – Sandbox Accounts. This page will provide some useful information about each NetSuite sandbox you have available in your account, such… Continue reading Guide to refreshing your sandbox