Author: Rose Wadakken

User needs to be redirected to the originating Sales Order record in Edit mode after saving a Purchase Order. Solution Navigate to Customization> Workflow> Workflows> New Basic Information: Name: Enter Redirect PO to SO Record Type: Select Transaction Sub Types: Select Purchase Order Execute as Admin: Enter Checkmark Release Status: Select Released Keep Instance and History: Select Always Enable Logging: Enter Checkmark Event Definition: On Create: Enter Checkmark On View or… Continue reading Redirect to Transaction Record in Edit Mode Using Workflow

User has a Custom Journal Entry Approval Workflow. User wants Approvers to have a page where they can enter the reason for rejecting the transaction. Solution Create Custom Record Navigate to Customization > List, Records, & Fields > Record Types > New Name:Enter Workflow Reject Reason Click Save Click Workflow Reject Reason Click Fields Click New Field Label: Enter Reject Reason Type: Select Text Area Click Save  Click Fields Click New Field Label: Enter Journal Entry Type: Select List/Record List/Record: Select Transaction Record is… Continue reading Create Reject Reason Page in Workflow

Sometimes it is needed to print current date on the Item Label (for example when food is sold). This solution is applicable to Basic PDF Layout.  Solution Create Item Field Navigate to Customization > Lists, records, & Fields > Item Fields > New Label: Enter LabelExample: Current Date ID:Enter IDExample: _current_date Field Type:Select Free-Form Text Store Value:Remove Checkmark Show in List:Enter Checkmark Click Applies To Relevant Item Types:Enter Checkmark Click Display Subtab: Select Main Display Type:Select Normal… Continue reading Printing Actual Date on Item Label

There are scenarios where users want to print Item labels using Advanced Printing.In order to achieve this, a specific preference must be enabled. Solution      1.  Navigate to Setup > Company > Printing & Fax      2.  Click Printing              •  Advanced PDF/HTML Printing:                    •  Use for Item Labels: Enter Checkmark      3.  Click Save      Note: When printing item labels, NetSuite will use the Preferred… Continue reading Print Item Labels Using Advanced PDF/HTML Templates

There are cases when users would like to show the Terms and Conditions section in the next separate page after the transaction details. Solution Navigate to Customization > Forms > Advanced PDF/HTML Templates Preferred PDF/HTML Template: Click Edit Top Right Corner: Toggle Source Code Add the code below after the transaction details (including Items table and Summary Total) and before the </body> tag:<div style=”page-break-after:always”></div>… Continue reading Add a Page Break Before the Terms and Conditions Section When Printing Using Advanced PDF Templates

There are plenty of Excel formulas and functions depending on what kind of operation you want to perform on the dataset. We will look into the formulas and functions on mathematical operations, character-text functions, data and time, sumif-countif, and few lookup functions.  Let’s now look at the top 25 Excel formulas you must know. In… Continue reading Basic Excel Formulas and Functions

Newer versions You can use an angled border to create a dual-label corner cell such as the one shown here. To put text in the upper-right part of the cell, select the cell that you want to format, and then type 10 space characters. You can adjust this later, as needed. Type the first label,… Continue reading Split a column to create a dual-label corner cell

Sometimes the label at the top of a column is wider than the data that is stored in the column. You can expand a column to match the size of the heading. However, that frequently means that you won’t see as many columns on a page. When wrapping or vertically formatting text doesn’t resolve this… Continue reading Rotate text and borders in column headings in Exel

User receives a notice when trying to create a Landed Cost Category even though there are no other cost categories, active and inactive, with the same name. Solution The behavior can be caused by either of the following: 1. Standard Costing feature is disabled for the account 2. The Cost Type, Landed, is selected before typing… Continue reading Resolve Notice: “A Cost Category already exists with that name. Go back, change the name and resubmit.”

Users may experience that Landed Costs are not automatically calculated on item receipts. Solution One possible reason why landed costs are not automatically populating on item receipts is due to the Expense Account set on the Cost Category.Ensure that the Expense Account set on the Cost Category related to the Landed Cost Template is Active and correct. To check: Navigate to Setup > Accounting > Accounting Lists Select Type = Cost Category View or Edit Cost Category, ensure that Cost… Continue reading Landed Cost Not Auto-Calculating on Item Receipt