Currently, we still don’t have the ability to add both Inbound Shipment transactions and associated Landed Cost in one CSV Import only. This is also true if we use the multiple file import separating the Inbound Shipment and Landed Cost. In order to import inbound shipment transactions and the landed cost associated with them, the… Continue reading Adding Inbound Shipment Transactions with Landed Cost via CSV Import
Author: Rose Wadakken
Create a Saved Search to Show Tax Transaction Line Details in a Journal Entry
User wants to create a Saved Search that shows the tax transaction line details in a Journal Entry. Go to Lists > Search > Saved Searches > New Select Transaction Click Criteria tab Click Standard subtab Filter: Select Type Type: Select Journal Click Set Select Tax Line Tax Line: Select Yes Click Set Note: Other filter may also be applied such as Subsidiary, Period, and Tax Item, to name a few, to narrow down the result. … Continue reading Create a Saved Search to Show Tax Transaction Line Details in a Journal Entry
CSV Import > “Please Specify a Discount Item for This Customer” on a Transaction Type Import
The user is importing a transaction type (e.g. Invoices or Sales Orders). User does not need discount item to be imported but based on the error it is requiring the user to add the discount item. The user received an error “Please specify a discount item for this customer”. Navigate to Setup > Import/Export > Import CSV Records Import Type: Select Transactions Record Type: Select… Continue reading CSV Import > “Please Specify a Discount Item for This Customer” on a Transaction Type Import
Failed Status When Updating Asset Record via Csv Import
User is updating specific fields in the asset records and encounters a Failed job status without any response log. 1. Edit the CSV file and include only columns for the fields that needs to be updated2. Reimport the file a. Navigate to Setup > Import/ Export > Import CSV Records b. Import Type select Custom Records Record Type selectFAM Asset Select the… Continue reading Failed Status When Updating Asset Record via Csv Import
Imported Depreciation History Records via CSV import for Secondary Book is Showing on Primary Book
Depreciation History Records for the Secondary Book was imported via CSV however they are showing on the Depreciation History page of the Primary Book instead. To import Depreciation History Record for Secondary Book or as applicable: Create CSV file and include the following fields: NameNote: Do not use “|” as a separator. Alternate DepreciationNote: This is the Internal ID for Local Accounting Standards Alternate Depreciation Method. Asset… Continue reading Imported Depreciation History Records via CSV import for Secondary Book is Showing on Primary Book
SCM Mobile Setup
The SCM Mobile SuiteApp provides the mobile app capabilities and user interface for the following NetSuite features and SuiteApps: NetSuite WMS – Enables inbound, inventory, and outbound processing for your warehouse. See NetSuite WMS Overview. Manufacturing Mobile – Enables data collection for work order assignments and reporting of consumption and production data. See Manufacturing Mobile Overview. Pack Station – Optimized… Continue reading SCM Mobile Setup
PROPOSAL FOR AUTOGENERATED DANGEROUSGOODS FORM IN NETSUITE
Proposal Summary This proposal is to automatically generate a ‘Dangerous Goods form’ from the item fulfilment record in order to reduce human error and avoid violating ADR Regulations/Laws. Requirement Blueleaf needs to create a print template ‘Dangerous Goods form’ in the item fulfilment that needs to be populated automatically. The form needs to be… Continue reading PROPOSAL FOR AUTOGENERATED DANGEROUSGOODS FORM IN NETSUITE
Attach Existing Contact Records to Existing Customer Records via CSV Import
Attach Existing Contact Records to Existing Customer Records via CSV Import 1. Create a CSV file with this pattern Company Name, CU Internal ID, Con First Name, Con Last Name, Con Internal ID Company1 , CU 1 , Con First Name1, Con Last Name1, Con 1 … Continue reading Attach Existing Contact Records to Existing Customer Records via CSV Import
Saved Search with Hyperlink
Below is a step-by-step guide to creating a Saved Search with hyperlinks in the results to direct you to a Customer Record: 1. Navigate to Lists > Search > Saved Searches > New2. Select Customer for Search Type3. Enter Search Title4. Under Criteria tab > Enter any Filters if required 5. Under Results tab > add: – Field: Formula (Text) – Formula: ‘<a href=https://<accountID>.app.netsuite.com/app/common/entity/custjob.nl?id=’||{internalid}||’&company=’||{internalid}||’ target=”_blank”>Customer Record</a>’*In the browser’s Address Bar,… Continue reading Saved Search with Hyperlink
Publish on the Dashboard a Saved Search of Sales Orders Fulfilled and Pending Billing
List of Sales Orders with Fulfilled and Pending Billing status and be published to Dashboard. Create Saved Search Navigate to Reports > Saved Search > All Saved Search > New Click Transaction Search Title: Enter TitleExample: Sales Order with Fulfilled and Pending Billing Status Click Criteria Click Standard Filter:Note: For every required field use the drop-down menu to select it and once adjusted click Add if needed. Select Type… Continue reading Publish on the Dashboard a Saved Search of Sales Orders Fulfilled and Pending Billing