Author: Rose Wadakken

In creating of item receipt from inbound shipment with added landed cost, the landed cost is not carried forward to the item receipt. Related purchase order in the inbound shipment has multiple line items for Inventory Items that is using Track Landed Cost and separate ownership transfer and item receipts are created per line items. This… Continue reading Landed Cost from Inbound Shipment Is Not Carried Forward to Item Receipt

Adding Negative Amount/Value for Landed Cost is not yet available on NetSuite. It is currently logged under Enhancement 312480: Transactions > Purchases/Vendors > Receive Purchase Order > Landed Cost Tab: Ability to Enter Negative Value on Landed Cost. Negative value for Landed Cost can serve as a discount for the item cost. The discount item on the vendor… Continue reading Add Negative Value for Landed Cost on Item Receipt

User is unable to see Landed Cost tab on the Item Receipt. If Landed Cost tab is not available on Item Receipt page, a user may have missed creating Landed Cost Categories. To create Landed Cost Categories, perform the following: Navigate to Setup > Accounting > Accounting Lists > New  Click Cost Category Enter a Name for the Cost Category Set Cost Type to Landed  Select an Expense Account Click Save

Users may experience that Landed Costs are not automatically calculated on item receipts. 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 Category is… Continue reading Landed Cost Not Auto-Calculating on Item Receipt

Close Sales Orders in Bulk This can be accomplished through CSV Import. First part is to create a Saved Search. Note: Enable Show Internal IDs in Home > Set Preferences > General tab > Defaults section.      1. Navigate to Lists > Search > Saved Searches > New          2. Select Transaction          3. In the Criteria tab > Standard subtab, set the following: * Type is Sales Order * Shipping Line is false * Tax Line is false… Continue reading Close Sales Orders in Bulk

The user would like to add a Saved Search link to the Home Portlet of Customer Center. A. Modify the Audience of a Saved Search and copy the URL Navigate to Lists > Search > Saved Searches Custom Saved Search: Click Edit Public: Enter Checkmark Click Audience Roles: Select Customer Center Click Save & Run Copy the URL of the results page B. Create a… Continue reading Add Saved Search Link to Home Portlet in Customer Center

You can create custom centers that you apply to custom roles. You can then edit the center, for example, to create tabs and links for the custom center, define the order of tabs, and translate labels. You can customize centers only if the Custom Records feature is enabled. Creating a Custom Center To create a… Continue reading Creating and Editing Custom Centers

User imported their Trial Balance through a Journal Entry and received an error “The amounts in a journal entry must balance.” To import Trial Balance via Journal Entry import: Create a CSV import file that contains at least: Account, Currency, Date, and Amount (Debit Amount & Credit Amount)  Navigate to Setup > Import/Export > Import CSV Records On the Import Assistant page: Step 1:… Continue reading Error: “The amounts in a journal entry must balance.” when Importing Trial Balance via CSV

To create a Transaction Saved Search that displays a list of Sales Orders with their corresponding billing transactions, i.e. Cash Sales or Invoices. Navigate to Lists > Search > Saved Searches > New Search Type: Click Transaction Search Title: Enter Title Click Criteria tab > Standard subtab Filters:Select Type Type: Select any of Select Sales OrderSelect Main Line Main Line: Select NoNote: Always click Set once the Filter is selected and adjusted as needed. Click Results tab > Columns subtab Fields:Select Billing TransactionNote: Add… Continue reading Saved Search That Displays Sales Orders and Its Related Invoices/Cash Sales

This article will tackle the types of Transaction Saved Search Join fields available. Applied To Transaction fields…. – for example, on a Sales Order and an Estimate, the Applied To Transaction is an Opportunity. Because Sales Orders and Estimates are created from an Opportunity. Therefore, the Applied To Transaction fields…. of a Sales Order or an Estimate… Continue reading Transaction Saved Search Join Fields