Author: Rose Wadakken

The user would like to add a Role to Employee records via CSV Import. Adding Role to Employee who already has an Access 1. Create a CSV file with the following columns: Employee Internal ID Role 2. Navigate to Setup > Import/Export > Import CSV Records3. Import Type: Select Employees4.Record Type: Select Employees5. CSV File(s): Select One File to Upload6. CSV File(s): Click Select…Note: Select the CSV file created in… Continue reading Add a Role to Employee Record via CSV Import

Need to close sales order/s via CSV import. A. Create a CSV Import file with the following headers: Navigate to Lists > Search > Saved Searches > New Click Transactions Search Title: Enter TitleExample: Open Sales Order with Line ID Filters: Select Type Type: Select Sales Order Click Set Select Main False Type: Select Yes Click Set Select Tax Line Type: Select No Click Set Select Shipping Line Type: Select No Click Set Select COGS Line Type: Select No Click Set Click Results Click Columns  Field:Note: For every required… Continue reading Close Sales Order Line Items via CSV Import

User update Prospects and Contacts together through CSV Import, and receive CSV Response: “That Record Does not Exist” (E.g. Phone Number of Prospects and Contacts). Expose Internal ID: Navigate to Home > Set Preferences Click General tab Defaults section:  Check Show Internal IDs checkbox Click Save Create Prospect Saved Search: Navigate to Lists > Search > Saved Searches > New Select Customer Search Title: Enter a Title Click Criteria tab Click Standard subtab  Filter:Always click Add once… Continue reading CSV Response: “That Record Does Not Exist” When Updating Prospects and Contacts Together Through CSV Import

When changes are performed to the Advanced Approval Workflow, transaction Status may remain in Pending Approval although it has been approved by all approvers listed in Approver List. To avoid this, add the Lock Record action to the Workflow. Navigate to Customization > Workflow > Workflows NSTS | GAW – Approval: Click Edit Click State 2: Approver  Bottom right corner: Click New Action Click Lock Record  … Continue reading Pending Approval Status After Approved by All Approvers in Advanced Approval Workflow

need to display the next approver field in the Vendor Bill. Checked the form customization and the corresponding field show type is checked. but it is not displayed in the vendor bill. Solution To solve this solution 1. Go to Setup > Accounting > Accounting Preferences 2. On Approval Routing Subtab 3. Check the vendor… Continue reading Next Approver Field missing in the Vendor Bill record

The following tables provide details about the fields supported in a CSV file used for an inventory worksheet import. Header Field Notes Adjustment Account Usually, an expense account for inventory adjustments. This field is required and should match the name of an existing account at Setup > Accounting > Manage G/L > Chart of Accounts. If… Continue reading Requirements for Inventory Worksheet CSV File Data

The Single Inventory Worksheet Import Assistant is available at Transactions > Inventory > Adjust Inventory Worksheet > Import, to users who have the required permission. This Import Assistant includes the following steps: Upload the CSV file that contains your inventory worksheet data. The first page of the Assistant provides a link to a CSV template file.… Continue reading Using the Inventory Worksheet Import Assistant

In the NetSuite user interface, you can use the Inventory Worksheet form to make adjustments to the levels of inventory items in stock. On this form, you need to manually enter general information as well as changes to the quantity and/or value of each inventory item to be adjusted. The Single Inventory Worksheet Import provides… Continue reading Single Inventory Worksheet Import

To get the standard template for any data migration record in the Netsuite To access the Template: Navigate to Documents > Files > File Cabinet Click Templates Click Data Migration 2.0 Download the file for which record that you want to import. For example Customer Template.xlsx

perform a CSV Import of Chart of Accounts but is receiving an error message: Invalid account reference key xxxx for subsidiary xxxx The reason why the CSV Import is failing is because the Account doesn’t have an External ID. User may verify this by creating a Saved Search using the following steps: Navigate to Lists > Accounting > Accounts > Search Clicked Create Saved Search Change Search Name to “Account External ID Saved… Continue reading CSV import > Chart of Accounts > Invalid account reference key xxxx for subsidiary xxxx