79677: Units of measure>Allow unit type on items, and units and base unit within a unit type, to be edited 211252: Ability to generate a barcode for each conversation within an item’s Units of Measure. 196718: Ability to set up Units of Measure without the Advance Inventory Module 482690: Adding support on Bin Transfer and Inventory Status change… Continue reading NetSuite Enhancements : UOM
Author: Reshma Joy
UOM Best Practices
NetSuite UOM This Feature is a part of advanced inventory module The Multiple Units of Measure feature enables you to define various units used to stock, purchase, and sell inventory items, and track non-monetary accounts. On item records, designate a unit to default as a purchase unit, stock unit, or sales unit. This need to be… Continue reading UOM Best Practices
Replicate Income statement in Saved Search
Scenario Replicate Income statement in Saved search Solution Go to Lists > Search > Saved Searches > New Select Transaction Click Criteria tab Filter: Add the following: Posting Mark Yes Click Set Account Type Select Cost of Goods Sold, Income, Expense, Other Expense, Other Income Click Set Filter: Add Accounting Periods Fields… Select Start Date Start Date: Select Within From: Set the Start Date of the Accounting Period To: Set the Last Date of the Accounting Period… Continue reading Replicate Income statement in Saved Search
Committing Partial Quantities on a Sales Order : Customization Feasibility Check
Scenario We would like you to look at the possibility of creating and new field at the sales order line level that would populate the quantity ordered as a default, but if we wanted to change the quantity we could. This would also change the committed quantity to what is in the new unique field.… Continue reading Committing Partial Quantities on a Sales Order : Customization Feasibility Check
Effected Reports when use “All Reports and Financial Only” in the Analytics Preference.
Scenario Can you please help us understand what is the difference between the “All reports” and “Financial only”. Will choosing “All reports”impact/change any other reports? Solution You can define which reports use periods by setting the Report by Period at Home > Set Preferences, on the Analytics subtab. Possible settings are All Reports, Financials Only,… Continue reading Effected Reports when use “All Reports and Financial Only” in the Analytics Preference.
A/P Aging Report by Posting Period – Alternative Solution
Scenario Customer Request a A/P aging report by posting period. Solution Navigate to Home > Set Preferences > Analytics tab Report by Period > All Reports Hit Save Navigate back to Reports > customer/Receivables > A/P Aging Set the Period under the As of field. Please Notes: 1. The set preference is only applicable to the user login.2. Here we will get the result of the unpaid receivables by periods… Continue reading A/P Aging Report by Posting Period – Alternative Solution
AR Aging Report BY Posting Period and the Invoice
Scenario Customer needs to get the AR aging Report by Posting period and the invoice Solution : The A/R aging report can’t be created in the custom reports based on the “posting period and the invoice “ date is an enhancement by NetSuite. Alternative Solution Navigate to Home > Set Preferences > Analytics tab Report by Period > All Reports Hit Save Navigate back… Continue reading AR Aging Report BY Posting Period and the Invoice
Updating Item Purchase Prices
NetSuite enables you to update the purchase price on selected items to the price on the most recent purchase of that item. This price reflects the most recent transaction for the item added to inventory. For example, a purchase receipt, inventory transfer, or inventory adjustment. This does not include item returns or assembly unbuilds. You… Continue reading Updating Item Purchase Prices
Assigning a Foreign Currency Price to a Sales Item
When you enter transactions for a customer that uses a foreign currency, the customer’s price is the price you entered for the customer’s currency. For items without a defined price in a foreign currency, note the following. NetSuite converts the base currency price into the default foreign currency used by that customer. If you select… Continue reading Assigning a Foreign Currency Price to a Sales Item
Prerequisites for Dunning
Before installing the Dunning Letters SuiteApp, make sure the following features are also enabled in your NetSuite account:To enable features, go to Setup > Company > Enable Features. Feature Enable Features Subtab Custom Records SuiteCloud Advanced PDF/HTML (Beta) Templates SuiteCloud Client SuiteScript SuiteCloud Server SuiteScript SuiteCloud SuiteFlow SuiteCloud Multiple Currencies Company Multi-Language Company