Issue – The user is doing a CSV import for intercompany journal entries but encounters this error: “Transaction was not complete. An intercompany journal entry must have at least four lines: one debit line and one credit line for each subsidiary. Debits and credits must balance within each subsidiary.” Solution – Remove zeros from the Debit and Credit columns of… Continue reading Error in Advanced Intercompany Journal Import
Author: Anila George
Date difference in months in Saved search
To get the difference between two date fields in months, use the below formula Formula(Numeric) – Round(({enddate}-{startdate})/365*12)
Upselling Preference in NetSuite
Requirement – While writing an order, when a salesman enters a product, is there an option to give salesman option to add accessories for those products? Solution – The upsell wizard in the sales order can be used for this purpose. The upsell items are displayed in the upsell wizard in the following ways The… Continue reading Upselling Preference in NetSuite
Proposal For Dashboard and Record Customization
Proposal Summary This proposal covers the scope of creating a custom dashboard based on the CRM activities. The KPI indicators include the Sales, Inventory, Customers, and Employee measures. Requirement 6 Main menus: Home / Leads / Opportunities / Companies / Contacts / Reports • Menus to be discussed Shortcuts Setup SuitApps Support • Each menu: •… Continue reading Proposal For Dashboard and Record Customization
Not able to View or Edit the Ownership Transfers in Sandbox
In the sandbox, the user is not able to view/edit the ownership transfer records. This is because, the ownership transfer records are not part of sandbox migration and users are not able to view, edit or delete Ownership Transfer records migrated from the Production account. This is a known system limitation which is tracked in Enhancement… Continue reading Not able to View or Edit the Ownership Transfers in Sandbox
Not able to edit the Apply To Tabs in a published dashboard
Scenario – In already published dashboards, the ‘Apply To Tabs’ section is not editable. Solution – Edit the already existing dashboard record Click on the ‘Save and Update content’ buttonA message box will appear – Since you are recreating this published dashboard, you have the option of changing tab settings. Click OK if you are… Continue reading Not able to edit the Apply To Tabs in a published dashboard
COGS Breakdown with Landed Cost
Scenario 1 The Landed cost amounts associated with an item is added to the actual asset value of an inventory item, allowing you to calculate profitability accurately. For example, a purchase order has created for an inventory item with amount 5. The Landed cost is specified in the Item Receipt The corresponding IR GL… Continue reading COGS Breakdown with Landed Cost
The Accounting Book field is blank in the Transaction search
In the transaction search, the accounting book field does not show any values. To get the accounting books associated with a transaction, need to select the ‘Multi-Book Accounting Transaction’ join field. Select the Accounting book, exchange rates, and other fields from this join field.
Average Cost is Zero in Inventory Valuation Report
When Multi-Location Inventory (MLI) feature is enabled, the Average Cost is displayed only for the item’s preferred location. If there is no preferred location defined for an item, the average cost and last purchase price displayed on the report is blank or zero. It is currently the enhancement (Enhancement 156866) As an alternate solution, you may set a Preferred Location on the… Continue reading Average Cost is Zero in Inventory Valuation Report
Canada Tax Codes
GST/HST tax code was manually created and assigned in the Tax Item field on the customer record. However, when creating or editing a sales order, the tax code is not automatically populated and is not available on the list of selections in the Tax Code field of the line item. Also, the ‘Tax Code List Include’ field is not… Continue reading Canada Tax Codes