Author: Rose Wadakken

Apply a Credit Memo on a Customer Payment and Open Invoice

Go to Transactions > Customers > Accept Customer Payments > List (Administrator). Click Edit next to the payment where you want to apply the credit.To create a new payment click New Transaction. Fill in the necessary information for this payment. On the Apply subtab, click the Credits subtab. Check the box in the Apply column next to each credit memo you want… Continue reading Apply a Credit Memo on a Customer Payment and Open Invoice

Apply a Credit Memo on the Credit Transaction

Go to Transactions > Customers > Issue Credit Memos > List (Administrator). Click Edit next to the memo you want to apply. On the Items subtab, check the Auto Apply box next to the Unapplied field if you want NetSuite to apply the credit amount to the oldest invoices or cash sales due. Click the Apply subtab to apply the credit toward a specific… Continue reading Apply a Credit Memo on the Credit Transaction

Restrict Custom Role From Using Custom as Price Level on Sales Order

A custom role should be restricted from using Custom as a Price Level on Items sublist when editing a Sales Order record. Solution Customize Sales Order form to hide the Price Level column Navigate to Customization > Forms > Transaction Forms Preferred Form: Click Customize/Edit Click Sublist Fields tab Price Level: Show: Remove Checkmark Click Save Restrict Custom Role to use the Custom Form Navigate to Setup > Users/Roles > Manage Roles Preferred Custom Role: Click Edit Click Forms tab Click Transaction subtab… Continue reading Restrict Custom Role From Using Custom as Price Level on Sales Order

Edit Department generates the message: “The subsidiary restrictions on this record are incompatible with those defined for account: xxx (acctname). Subsidiary access on this record must be a superset of those permitted by the account.”

Editing Department generates the message: “The subsidiary restrictions on this record are incompatible with those defined for account: xxx (acctname). Subsidiary access on this record must be a superset of those permitted by the account.“ Solution The message indicates that there is an Account associated to the Department which is not in sync to the assigned Subsidiary to the Account. I. Restrict the… Continue reading Edit Department generates the message: “The subsidiary restrictions on this record are incompatible with those defined for account: xxx (acctname). Subsidiary access on this record must be a superset of those permitted by the account.”

Resolve Error : “The subsidiary restrictions on this record are incompatible with those defined for account: XXX. Subsidiary access on this record must be a subset of those permitted by the account.”

User receives error that says “The subsidiary restrictions on this record are incompatible with those defined for account: XXX. Subsidiary access on this record must be a subset of those permitted by the account.” after changing Accounts of an Item. This usually happens when the subsidiaries supported by the item is not supported by the… Continue reading Resolve Error : “The subsidiary restrictions on this record are incompatible with those defined for account: XXX. Subsidiary access on this record must be a subset of those permitted by the account.”

Cannot print a Cash Refund Check as Bank Account is not showing up on the Account drop down list when printing checks from Transactions>Management>Print Checks and Forms> Checks

Cannot print a Cash Refund Check as  Bank Account is not showing up on the Account drop down list when printing checks from Transactions > Management > Print Checks and Forms > Checks. USER 1: using Custom Accountant Role with Customer Refund Permission or any role with Customer Refund Permission 1. Navigate to Transactions > Sales > Create… Continue reading Cannot print a Cash Refund Check as Bank Account is not showing up on the Account drop down list when printing checks from Transactions>Management>Print Checks and Forms> Checks

Send Customer Statement Email with Attachment upon Clicking Workflow Button

User requires to send Customer Statement Email upon clicking on Workflow Button on Customer record. This is possible by creation of Workflow, applied on Customer. 1. Create Customer Workflow  Navigate to Customization > Workflow > Workflows > New  Basic Information: Name: Enter WF Button > Send Customer Statement Email Record Type: Select Customer Sub Types: Select Customer Execute as Admin: Enter Checkmark Release Status: Select Released Keep Instance and History: Select Always  Enable Logging: Enter Checkmark Initiation:… Continue reading Send Customer Statement Email with Attachment upon Clicking Workflow Button

Send Customer Statement Email with Attachment via Scheduled Workflow

User requires to automate process of sending Customer Statement emails automatically via Scheduled Workflow. This is possible by creation of custom entity field, saved search and scheduled workflow. 1. Create Custom Entity Field to act as a flag in Saved Customer Search Results Navigate to Customization > Lists, Records, & Fields > Entity Fields > New Label: Enter LabelExample: Customer Statement Email Type: Select Check Box Store Value: Enter Checkmark Navigate to Applies To… Continue reading Send Customer Statement Email with Attachment via Scheduled Workflow

To include landed costs in the cost of an inbound shipment:

Go to Transactions > Purchases > Create Inbound Shipment > List. Besides the inbound shipment, if you want to add a landed cost, click Edit. Click the Landed Cost subtab. Select a Cost Category. For example, Duty or Shipping. Enter the landed cost Amount. Select the landed cost Currency. For example, British Pound or Euro. The currency Exchange Rate is automatically displayed. You… Continue reading To include landed costs in the cost of an inbound shipment: