When you enter purchase orders, receipts, and vendor bills for items, each transaction can show a quantity, price, and exchange rate for the items. If there are any discrepancies between the quantity, price, or exchange rate, a remaining value may post to the Accrued Purchases account. If you use the Advanced Receiving feature, you can… Continue reading Vendor Bill Variances
Author: Athira Joy
Importing Vendor Records with Special Characters
To import Vendor or Customer Name with special characters, do the following; Prepare the CSV file. Save the file as CSV UTF-8(Comma Delimited) Import the file Navigate to Setup > Import/Export > Click Import CSV Records On Scan & Upload CSV File subpage, populate the following; Import Type: Relationship Record Type: Vendors Character Encoding: Unicode (UTF-8) CSV Column Delimiter: Comma Click Select button to select the file, then Click Next… Continue reading Importing Vendor Records with Special Characters
Core Administration Permissions
Core Administration Permissions is a feature that can be enabled for a role and gives the role access to a functionality that is currently only accessible to the standard Administrator role. You can use Core Administration Permissions to customize a role so that it behaves almost like the Administrator role, while also restricting access to… Continue reading Core Administration Permissions
Employee Center Role
When you add the Employee Center role to an employee’s record, you grant the employee access to the Employee Center. From the Employee Center, employees can do the following: View their paycheck history, employee profile, and W-4 Enter and view time entries. Supervisors can review and approve time entries for direct reports. Enter and view… Continue reading Employee Center Role
Bundle Availability
You can access the Bundle Availability page from the Saved Bundles page, by clicking Set Availability in the Action list. On the Saved Bundles page, you can do the following: Set a bundle’s availability level by indicating where it can be installed and whether it is visible in all users’ basic search results. Indicate whether the bundle… Continue reading Bundle Availability
Creating Sales Orders from Projects
You can create a sales order from an existing project. NetSuite creates line items on the sales order for the service items associated with the project tasks. The new sales order defaults the customer, project, and items from the project tasks and schedule. You can add additional items to the sales order that are not… Continue reading Creating Sales Orders from Projects
Expose the Number of Transactions Created per Hour in Saved Search
On a Transaction Saved Search, the user wants to expose the number of Transactions Created per Hour. Solution Navigate to Lists > Searches > Saved Searches Find the Saved Search in concern Click Results Click Columns Fields: Select Formula (Numeric) Summary Type: Select Maximum Function: Select Round Formula: Enter sum(case when {systemnotes.type} = ‘Create’ and {systemnotes.field} = ‘Record’ and to_char({systemnotes.date},’hh24′) = ’16’ then 1 else 0 end)/NULLIF(count(distinct case when {systemnotes.type}… Continue reading Expose the Number of Transactions Created per Hour in Saved Search
Format and Specify Rounding of Formula on Saved Searches
Round Function available on Saved Searches is limited to Round, Round to Tenths, and Round to Hundredths. However, there can be a specific rounding off and format for formula values on Saved Searches (i.e. ”999,999.9999”). Example: Create a sales search and divide the sales amount by 3. The result should have the format 999,999.9999 Solution… Continue reading Format and Specify Rounding of Formula on Saved Searches
Roles with Publish Dashboards Permission
By default, the Publish Dashboards permission is available to users assigned the following roles: Administrator – can publish dashboards to users assigned roles in the Classic Center. Intranet Manager – can publish dashboards to users assigned roles in the Ecommerce Management Center. Issue Administrator – can publish dashboards to users assigned roles in the Engineering Center Marketing Administrator –… Continue reading Roles with Publish Dashboards Permission
FROM Headers in Email Can Be Rewritten
If you do not complete the Procedures to Set Up DKIM in Your Production Account, by default, the FROM header on the email you send from NetSuite will be rewritten. When the FROM header is rewritten, the original email address is moved to the display string, and the SMTP-related email address refers to netsuite.com. For example,… Continue reading FROM Headers in Email Can Be Rewritten