Requirement: Need a custom body field in the inbound shipment record to display the total amount of all the item line amounts. Solution: Create a saved search that results the item line total and source it to a custom field.Create a transaction saved search of type Inbound Shipment. Add a formula(Numeric) field with formula –… Continue reading Custom field in Inbound shipment to display item line total
Author: Anila George
Add subsidiaries to Customer/Vendor record in bulk
To add subsidiaries to customer/vendor records in bulk through CSV import. The subsidiary sublist is not available in the customer record option in import assistant. For that, we can select “Relationships” from Import Type drop-down and select “Customer-Subsidiary Relationship” from the Record Type drop-down. Map Customer name, subsidiary, and an optional External ID(for the customer-subsidiary… Continue reading Add subsidiaries to Customer/Vendor record in bulk
Compare two Excel sheets for differences in values
To compare two sheets for different data, we can make use of the excel formula and identify cells with different values. To compare two Excel worksheets for differences, just open a new empty sheet, enter the following formula in cell A1, and then copy it down and to the right by dragging the fill handle.… Continue reading Compare two Excel sheets for differences in values
Multiple Queues in CSV import
We can make use of the ‘Queue Number’ advance option to increase performance for the CSV import.By default, all CSV import jobs use a single queue. This queue is defined as queue 1. It is possible to allocate import processes to other queues to improve the performance and save time. There are 1 to 5… Continue reading Multiple Queues in CSV import
R&A – Add incoterm as the item line field in Purchase Orders
Requirement: The incoterm value should be maintained as the item line field in a purchase order. And the value should source from the item record as per the preferred vendor setup. The following scenario will describe the requirement in detail. Incoterm values – A, B, C Items – Item 1, Item 2, item 3 Vendor – Vendor1.… Continue reading R&A – Add incoterm as the item line field in Purchase Orders
Sourcing to a custom field
We can source a field value from a record to a custom field in another record. For that, we can use the ‘Sourcing and filtering’ option in the custom field setup.Example :Need a custom item line field in the Purchase order that sources value from the corresponding item record.Create a custom transaction line field. Apply… Continue reading Sourcing to a custom field
Project Management Implementation Guide
3 Project Management Setup features and preferences Enable features for project management. Navigate to Setup> Company> Enable features. On the company tab Project subtab, enable the following… Continue reading Project Management Implementation Guide
Tax Agency Vendor Category
In NetSuite, you can set up sales tax items and sales tax vendors to simplify the sales tax collection and payment process. To create a Tax Agency vendor record select the vendor category as ‘Tax agency. It is not possible to add multiple subsidiaries for tax agency vendors. Because tax agency vendors cannot be shared… Continue reading Tax Agency Vendor Category
Fixed Asset Import Guidelines
You can migrate the fixed asset data from your previous system to NetSuite using the CSV import feature. Mid-life assets (assets that have already started depreciating) are created in NetSuite by importing data using the CSV Import Assistant. For each asset record, a depreciation history record must be created to record the cumulative depreciation to… Continue reading Fixed Asset Import Guidelines
Using Text Join function to combine values in different rows to a single cell
The TEXTJOIN Function joins text from two or more strings together with a delimiter separating each value.The TEXTJOIN function takes three required arguments: delimiter, ignore_empty, and text1. The delimiter is the text to use between values that are concatenated together and should be enclosed in double-quotes (“”), for example, a space (” “) or a comma with a space (“, “). To use… Continue reading Using Text Join function to combine values in different rows to a single cell