In NetSuite, updating the records through CSV import may lead to duplicate data in the system. This document explains how to avoid such scenarios, especially when updating the entity address records. The entity (customer, vendor, lead, etc) address records are maintained as separate records in NetSuite. These are called the sub records. As it is… Continue reading Update records without duplicates
Author: Anila George
Saved search to find multiple address records
A summary saved search needs to be created to find the customers with multiple address records. Solution – Create a customer-saved search with the required criteria. Under the criteria tab, navigate to the ‘Summary’ subtab. Enter the following Summary type – CountField – Address Internal IDDescription – is greater than 1
Proposal For 3-Way Match Vendor Bill Approval Workflow
Proposal Summary This proposal covers the scope of creating a 3 Way Match Vendor Bill Approval Workflow to match the rate, amount and quantity of the Purchase Order, Item Receipt and Vendor Bill. Also, the approvals will be based on the tolerance limits set on the subsidiary record. Requirement Develop a 3-way match vendor bill… Continue reading Proposal For 3-Way Match Vendor Bill Approval Workflow
Not able to create a custom field in Discount Item
The user tries to create a custom field in the Discount Item form. But encounters the following scenarios. There is no Discount Item type available in the applies to options in the custom field setup There is no Discount Item custom form available in the applies to form options Even if the item is created… Continue reading Not able to create a custom field in Discount Item
Saved Search formula to add Period filter
A filter needs to be added in the transaction saved search for the posting period. The standard field (period) is available. But in this field, we can specify a particular posting period. So a formula field should be used to add the posting period filter. In the search criteria add the following formulaFormula(Text) – in… Continue reading Saved Search formula to add Period filter
The Item receipt and Vendor bill amount is not matching in the 3 way Match Vendor Bill Approval Workflow
There are Vendor Bill-IItem Receipt Amount Tolerance Fields available in the vendor, item, and subsidiary records. But there is no matching action in the 3-way Match Vendor Bill Approval Workflow that comes from the NetSuite Approvals Workflow bundle. Currently, the Amount Tolerance can be set only between Vendor Bill and Purchase Order. This has been… Continue reading The Item receipt and Vendor bill amount is not matching in the 3 way Match Vendor Bill Approval Workflow
Unexpected error when posting time journals
There are several reasons for this error One error example seen on the backend is an Invalid class reference key x for subsidiary xx. This error is received when the class selected on the time entry is not applicable for the currently selected subsidiary. To fix this, customers may either edit the time entry to… Continue reading Unexpected error when posting time journals
Approved Timesheets are not available in the Post Time page
In the post time page, approved/unposted time entries are not displayed for posting. This happens when Labor Cost is blank on the Employee record when Time Entry was created. If Labor Cost is set to null on the Employee record, then the cost of the Time Entry cannot be determined. If that is the case, it is not available for posting because the cost is null. Thus, the system… Continue reading Approved Timesheets are not available in the Post Time page
Excel Tips
Shift Between Different Excel FilesWhen you have different spreadsheets open, it’s really annoying shifting between different files because sometimes working on the wrong sheet can ruin the whole project. Using Ctrl + Tab you can shift between different files freely. 2. Create a New Shortcut MenuGenerally there are three shortcuts in the top menu, which… Continue reading Excel Tips
Display applying transaction as hyperlink in saved search
Create a transaction search Provide the required criteria On the results tab, along with other columns ad the following formula to display the hyperlink Formula (Text) |‘<a href=http://system.netsuite.com/app/accounting/transactions/purchord.nl?id=’||{applyingtransaction.internalid}||’>’||{applyingtransaction.number}||'</a>’ Make sure to copy the url from the netsuite itself and in the place of internal ID, you can enter it with the {applyingtransaction.internalid} between the pipeline… Continue reading Display applying transaction as hyperlink in saved search