Web queries allow admins to share many reports with colleagues that don’t have a NetSuite license. Navigate to the Report, click Customize and under the More Options tab, click the box for Allow Web Query. You can export the report to Excel and, once saved, the report will refresh with the latest data every time… Continue reading Tips and Tricks on Reports and Searches
Author: Athira Joy
Tips and Tricks on General and User Preferences
Adjust the number of rows in a list or entries in a search bar dropdown by going to Home > Set Preferences and under Optimizing NetSuite selecting the preferred number of results. Admins can standardize date formats on that same Set Preferences General tab under Formatting. Seeing internal IDs for all fields, records, lists, workflows… Continue reading Tips and Tricks on General and User Preferences
Changing Your Costing Method
If you have inventory and you want change your costing method, you cannot automatically apply LIFO or FIFO costing to your current inventory. To change your costing method: Manually close each existing inventory item by adjusting its inventory to zero. Inactivate the item record. Recreate the item record with the appropriate opening balance. All new… Continue reading Changing Your Costing Method
Free SuiteApp: Application Performance Management (APM)
Performance Management (APM) How to Install Application Performance Management (APM) To install APM, go to Customization > SuiteBundler > Search & Install Bundles. Use the following information to search for the SuiteApp: Bundle Name: Application Performance Management Bundle ID: 67350 The APM tools are available at Customization > Performance. Review of Application Performance Management (APM) APM was… Continue reading Free SuiteApp: Application Performance Management (APM)
Free SuiteApp: File Drag and Drop
How to Install NetSuite File Drag and Drop To install File Drag and Drop, go to Customization > SuiteBundler > Search & Install Bundles. Use the following information to search for the SuiteApp: Bundle Name: File Drag and Drop Bundle ID: 41309 Location: Production (Account ID 3751218) File Drag and Drop is a managed SuiteApp and… Continue reading Free SuiteApp: File Drag and Drop
Supply Allocation Pop-up Window
The Allocated Demand and Allocated Supply pop-up windows are available with recent release on the Supply ChainSnapshot: On supply order lines, such as purchase orders, transfer orders, or work orders, the allocated demand figure links to a pop-up window. This pop-up window displays the details of each allocated demand order. On inventory lines, the allocated… Continue reading Supply Allocation Pop-up Window
Quick Fix to find out missing permissions
To figure out the permissions required to access a certain screen perform the following: First, navigate to that screen as a user who can access it (like an Administrator), then save that URL. Next, try to access the same URL with a user you’re trying to give the permissions to. NetSuite will provide an insufficient… Continue reading Quick Fix to find out missing permissions
How to Fetch FIFO Cost in NetSuite Based on a Date
Currently, NetSuite does not have an option to directly show the FIFO cost for an item (and also bin if required). The saved search below also helps to find out the stock of an item as of a date along with FIFO costing. Here’s how to create a transaction-based saved search and set following criteria… Continue reading How to Fetch FIFO Cost in NetSuite Based on a Date
Saved Search to identify Locations without any Stock
Background: User needs a saved search to get the locations which have NO Quantity On Hand and NO Quantity On Order so that they can Inactive this location. Solution: Create an Item Search Criteria: Standard Inventory Location: Inactive Criteria: Summary Summary Type: Maximum Field: Formula (Numeric) Description: is 0 Formula: CASE WHEN {locationquantityonhand}=0 OR {locationquantityonhand}… Continue reading Saved Search to identify Locations without any Stock
To prepare historical monthly financials
There are two approaches a user can take when preparing monthly journal entries for historical financial statements: Approach 1 – Load Opening balances and net change entries after that (Net change approach) Under this approach, the client would load the opening balance sheet as of 12/31/2020 as a journal entry dated 1/1/2021. Then, the following… Continue reading To prepare historical monthly financials