Author: Anila George

Skill Set Import

For the Skillset import, follow the below steps  Step 1: Create the Skill category  Import Type – Custom records.  Record type – Skill Category   Field mapping  Step 2: Create Skill  Skills are created for each Skill Category  Import Type – Custom records.  Record type – Skill   Field Mapping   Map Line Number to order the Skill… Continue reading Skill Set Import

Apply Billing Schedule at Transaction Line Level

Users can apply Billing Schedules at the transaction line level. To do this, you must first customize the following transaction forms to show line item billing schedules: Sales orders Online order forms Go to Customization > Forms > Transaction Forms (Administrator). On the Custom Transaction Forms page, click Customize next to the transaction form you want to change.… Continue reading Apply Billing Schedule at Transaction Line Level

Create a custom field in the Custom Segment Record

When we create a custom segment, a custom record will be created by default in the account with the same name as the segment. To create a custom field in the custom segment, open the custom record with the same name as the custom segment.Navigation: Customization-> List, Records & Fields -> Record Types. In the… Continue reading Create a custom field in the Custom Segment Record

How to display custom Address fields to the standard Address field

We can create custom fields in the Address sub Record by creating them as other record fields. But these custom fields will not show in the Standard Address field. To display the custom field in the standard Address field, we need to customize the corresponding address form. Navigate to Customization -> Forms ->Address FormsUnder the… Continue reading How to display custom Address fields to the standard Address field

Import Contacts to Vendor Records

Prepare import file with the following fields – External ID, Contact Name, Vendor(Name or Internal ID can be used), any other contact fields like phone, email, subsidiary, etc. 2. In the import assistant, Import Type = Relationships Record Type = Contacts Only 3. select Data handling – ADD 4. Map the fields to the corresponding… Continue reading Import Contacts to Vendor Records

Assembly Item Feature not available in Enable Features

When navigating to Setup -> Company -> Enable Features, there will not be showing the “Assembly Items” Checkbox under the “Items & Inventory” Tab. The assembly Item feature is part of a NetSuite Add On module “Light Manufacturing” (also known as Work orders and Assemblies). NetSuite Add-on Modules are offered in bundles specific to the… Continue reading Assembly Item Feature not available in Enable Features

Landed Cost Template Import

The Landed Costs feature is used to track the expenses you incur when purchasing your inventory. The landed cost may include Shipping Charges, freight fees, duty fees, etc.  Estimated Landed Cost automates the calculation of landed cost estimates for each transaction line item. It extends the Landed Cost feature with the use of landed cost… Continue reading Landed Cost Template Import

Rectify Error: The Record can only be edited/created through User Interface

When Importing the Landed Cost template, may encounter the error “the record can only be edited/created through User Interface” This can be avoided by unchecking the “Run Server Suitescript & trigger workflows” box in the import assistant “Advanced Options”. This is also applicable for landed cost template Detail and Landed cost Template mapping imports.

Filter a Custom field Based on another Field Value

We can only show the values in a custom field based on the value selected in another field. It is possible in a custom field setup. For example, need a custom transaction line field that has the values of a custom record. This custom record is the child record of the item record. So whenever… Continue reading Filter a Custom field Based on another Field Value