Author: Rose Wadakken

Rules on importing Item Fulfillments via CSV: 1. The list of sales orders that you are allowed to fulfill can be found when you navigate to Transactions > Sales > Fulfill Sales Orders. 2. Partial Fulfillments via CSV Import are not allowed since we can only import sales order numbers and not the line items. 3. Duplicate sales order numbers arenot allowed. — Sample Template… Continue reading Rules on Importing Item Fulfillments via CSV

You can bulk fulfill orders by importing a CSV file that contains a list of fulfilled order numbers. Similar to bulk fulfilling on the Fulfill Orders page, you choose the accounting posting period for the orders, the transaction date, and a shipment status (if the Pick, Pack, and Ship feature is enabled). You can also… Continue reading Bulk Fulfilling Orders Using a CSV Import

The Advanced Revenue Management feature is now split into the following features: ■ Advanced Revenue Management (Essentials) – This feature supports the use of revenuearrangements and plans to automate revenue deferral, recognition, forecasting, and auditing.■ Advanced Revenue Management (Revenue Allocation) – This feature is an add-on to AdvancedRevenue Management (Essentials). This feature supports the use… Continue reading Advanced Revenue Management Enablement Updates

You can upload scanned vendor bill files into the File Cabinet and create NetSuite vendorbills from the uploaded files. This process supports both items and expenses. Uploading vendor billseliminate the vendor bill data entry process and reduce manual errors and inconsistencies that occurwhen entering vendor bills.Uploaded files appear on the Scanned Vendor Bills page after… Continue reading Create NetSuite Vendor Bills From Uploaded Files

Create a CSV File for Inventory Worksheet Import with New Quantity and Value column. The user may create a saved item search for the items that will be adjusted with the Average Cost column included. On the exported CSV file, add a New Quantity column, enter values per physical count, and formulate another column to… Continue reading Adding New Value Column Values for Items included in CSV File for Adjust Inventory Worksheet Import

report to review existing Time-Off Plans and their associated Time-off Rules setup. Click Analytics Note: Use Administrator role.  Click Datasets Click New Dataset  Search record types: Enter Time-Off Plan Record Type: Click Time-Off Plan Data Grid: Click menu dots on the Name column Click Rename Custom: Enter Time-Off Plan Records list: Click the arrow before Time-off Rule to expand Click Time-Off Type Fields list: Click and drag Inactive to criteria builder  Click No Click Apply Records list: Click Time-Off… Continue reading Create a SuiteAnalytics Workbook to View Time-Off Plans and Associated Time-Off Rules

convert scientific numbers to show their full amount; this method also allows you to retain the appearance of text in case you have a mixed list of text and numbers in scientific notation format. There are a number of ways to do this and what you should use depends on your dataset. Convert Using a… Continue reading Convert Scientific Notation to Numbers in Excel

Create a Multi-Book Accounting Transaction Saved Search that shows records that have no Secondary Book G/L entries. Navigate to Lists > Search > Saved Searches > NewClick Multi-Book Accounting TransactionSearch Title : Enter Title Example : Transactions without Secondary Book G/L EntriesClick CriteriaUnder Standard subtab, add the following fields:  Select Accounting Book Accounting Book : Select any of Multi-Select Field : Click Secondary Book Select Account Account : Select any of Multi-Select Field : Click –… Continue reading Create MultiBook Accounting Transaction Saved Search With No Secondary Book GL Entries

PROPOSAL SUMMARY   This proposal is to apply a specific amount of vendor prepayment amounts on the purchase orders by creating a custom field in the item line level and this amount will be sourcing to the Bill record after being calculated as per the predefined percentage.  REQUIREMENT    Ten Acre Gift needs to apply a… Continue reading Proposal For Split Vendor Prepayment

PROPOSAL SUMMARY   This proposal is to create a report on ‘Capital Invested Vs Received’ using multiple saved searches to display the total payable amount and the total receivable amount.  REQUIREMENT   VC Paper Resources needs to create multiple saved searches to display the total payable amount in one column and the total receivable amount in… Continue reading Proposal – Payments received/paid