The auto-populated Unit Price (default rate) for an item in the purchase transactions (e.g. Purchase Order, Vendor Bill, Vendor Credit) is derived based on this hierarchy: 1. Purchase Price of the Vendor as set in the Item record (If Multiple Vendors feature is enabled in the account) 2. Purchase Price as set in the Purchasing/Inventory tab of the Item record 3. Last Purchase Price used in any purchase transaction type a. Based on Transaction Date, not Date… Continue reading How the rates are populating in item Purchase transactions
Author: Anila George
Show Only the Tax Codes
In the Sales Order, the Tax code line level dropdown list may show both Tax Code and Tax Group. To show only the tax code in the list, goto Setup > Accounting >Setup Taxes. The page will show the configuration for each Nexus. On any Nexus tab, in the ‘Tax Code List Include’ dropdown, select… Continue reading Show Only the Tax Codes
Date Format Issue in Import
In bank statement imports, the date format should be MM/DD/YYYY. But even if the date format is correct, the error message will show. The error message is “The file could not be imported, because the date is not in the correct format”. To solve this problem, Insert an apostrophe (‘) before the date/s (e.g. ’01/31/2021)… Continue reading Date Format Issue in Import
Location Mandatory In Bills
The location field is mandatory in bill form even if settings are set to not make the field mandatory. Once Multi-Location Inventory Feature is enabled in a NetSuite account under Setup > Company > Enable Features > Items & Inventory then the Location field is set to mandatory by default in transaction forms like standalone… Continue reading Location Mandatory In Bills
Pull All the Currencies Associated with a Customer/Vendor
The user wants to get the currencies associated with a customer or Vendor if more than one currency is entered in their customer record. To get all the currencies, in the Results section of the saved search select Vendor Currency Balance Fields and select Currency from the drop-down. This is applicable for both Customer and… Continue reading Pull All the Currencies Associated with a Customer/Vendor
CSV Import error ‘Unexpected Error’
When Importing the Bank Statements, the ‘Unexpected Error’ may receive. The possible reason for this one may be special characters in the Memo value. Remove the special characters from the statement file and reimport. To clean the memo field you can use the trim function. Ex: TRIM(CLEAN(F2))
‘Unexpected Error’ on Bank Statement CSV import
When importing the bank statements, user may encounter this error. One of the reasons for this one may be the line breaks on any of the CSV file columns. That is the header may be in two lines. For example, for the column Invoice Number(s), the header may be like InvoiceNumber(s). Change the format and… Continue reading ‘Unexpected Error’ on Bank Statement CSV import
Permission for a Custom Record
To set permission for a custom record, the option is available in the custom record itself. Use the Access Type list in the custom record setup to set the permission. The Access Type list includes the following options: Require Custom Record Entries Permission This option is the default. This option indicates that only users logging in with… Continue reading Permission for a Custom Record
Update Advanced Intercompany Journal Entry line fields
Requirement – The line-level data of the Advanced Intercompany Journals should be updated through CSV import Solution – The lines of the Advanced Intercompany Journal Entry Line sublist are not keyed, therefore you cannot directly update specific lines. That is, there is no key field to map in the import assistant. To update journal entry… Continue reading Update Advanced Intercompany Journal Entry line fields
Track Loans in NetSuite
There is no separate transaction type to enter and pay Loans in NetSuite. This is currently a system limitation and has been logged in Enhancement #80559. But as an alternate solution, create a Deposit transaction to enter the loan amount and a Check transaction to record the payment. Entering Deposit record Navigate to Transactions > Bank >… Continue reading Track Loans in NetSuite