When the function Week of Year is added to a saved search, it shows the year and week number based on the first day of the year as the start of the week regardless of the day. The Week of Year function shows the week number based on the first day of the year. Date: 01/21/2019 First Day of Week:… Continue reading Adding ‘Week of Year’ Formula in Saved Search
Author: Athira Joy
Outsourced Manufacturing for Sales Order
Proposal Summary This proposal outlines the automation process of the Outsourced Purchase Order when the Sales Order is created from their website. This will be applicable only for the furniture orders that have the items whose Product Classification (as its Value or Parent) is ‘Furniture’ and the Item type is ‘Assembly Item’. Requirement Blue Leaf would like… Continue reading Outsourced Manufacturing for Sales Order
Default Rate Populated for an item in a Purchase transaction
The auto-populated ‘Unit Price’ (default rate) for an item in the purchase transactions (e.g., Purchase Order, Vendor Bill, Vendor Credit) is derived based on this hierarchy: 1. ‘Purchase Price’ of the Vendor as set in the Item record (If Multiple Vendors feature is enabled in the account) 2. ‘Purchase Price’ as set in the Purchasing/Inventory tab of the Item record 3. Last Purchase Price used in any purchase transaction type a. Based on ‘Transaction Date’ not ‘Date… Continue reading Default Rate Populated for an item in a Purchase transaction
Item Substitution on Sales Orders
With Item Substitution on Sales Orders, you can create substitute items for supported Item types. During the sales order entry process, you can then review available substitute items on the sales order record. This capability allows you to address situations of inventory shortage of items during the sales process. Item substitution is supported for the… Continue reading Item Substitution on Sales Orders
Exporting a Saved Report as an Excel Web Query
We can export a saved report as an Excel Web Query. When the report is exported, data can be refreshed from within Microsoft® Excel with the latest information from your NetSuite account. To create an Excel Web Query: Start the Report Builder by clicking Customize on any report or by clicking Edit next to a report name… Continue reading Exporting a Saved Report as an Excel Web Query
Update Auto-Generated Numbers
A user wants to update the auto-generated numbers for case records for the first time Solution Go to Setup > Company > Auto-Generated Numbers Enter desired prefix, suffix minimum digits and initial number. Tick on the box for ENABLE and UPDATE Click Save Reference for Updating Existing Records UPDATE FUNCTION – being used to only update records that were never auto-numbered before, i.e. records created while… Continue reading Update Auto-Generated Numbers
Clear Browser Cache and Cookies in NetSuite
Some common NetSuite scenarios are: When users customized a Form (created, moved or deleted new fields) and the changes are not being reflected When users switched from one role to another and the tabs in Menu are not changing. Let’s say you have Sales Center on one role and Support Center on another role and… Continue reading Clear Browser Cache and Cookies in NetSuite
Missing Related Record Tab on Transactions/Records Using Custom Role
The Related Records tab is not a default permission to some roles/customer roles, this privilege needs to be added on the role so that all transaction records/history of a record being viewed using several roles will show the ‘Related Records’ tab, like the one that an administrator can access. To set that, using administrator role, go to : 1) Setup>User/Roles>Manage… Continue reading Missing Related Record Tab on Transactions/Records Using Custom Role
Limitations: Multi Subsidiary Customer Feature
In NetSuite OneWorld, we can assign one primary subsidiary and multiple secondary subsidiaries to a customer or sub customer record. When you select a multi-subsidiary customer on a transaction, you can associate the transaction with any subsidiary assigned to the customer. Following are limitations in the Multi Subsidiary Customer feature: Incompatible Features: Consolidated Payments Consolidated… Continue reading Limitations: Multi Subsidiary Customer Feature
Consolidated Payment feature for a Sub customer in Different Subsidiary
To Accept Payment for a Sub customer in Different Subsidiary : Currently, it is not possible to use the Consolidated Payment feature if there are Parent and Child customers in different Subsidiaries. Enhancement 208348 has been filed to make the Consolidated Payment feature available for parent and child customers in different subsidiaries. As an alternate solution, create separate Journal Entries… Continue reading Consolidated Payment feature for a Sub customer in Different Subsidiary