Author: Mridula P U

HOW WILL BE MOVE ELEMENTS BETWEEN SUBTABS IN FORMS

Criteria – Want to move ” select message ” field under the communication subtab to Main tab in the Cash sale form Navigate to Customization > Forms > Transaction Forms.Select a particular Cash sale form. Click the Communication subtab and select ” Main” in the select and set subtab option. Check the box of field(… Continue reading HOW WILL BE MOVE ELEMENTS BETWEEN SUBTABS IN FORMS

HOW WILL BE MOVE ELEMENTS BETWEEN SUBTABS IN FORMS

Criteria – Want to move ” select message ” field under the communication subtab to Main tab in the Cash sale form Navigate to Customization > Forms > Transaction Forms.Select a particular Cash sale form.1. Click the Communication subtab and select ” Main” in the select and set subtab option.2. Check the box of field(… Continue reading HOW WILL BE MOVE ELEMENTS BETWEEN SUBTABS IN FORMS

Data Under System Information is not available in SB account

Tried to extract the list of inactive items that changes made by the user through csv at the date of 6/26/2021. Created saved search for that. But not got the result. Because in the SB account, under the system information subtab of the inventory item the details of changes are not available. The reason for… Continue reading Data Under System Information is not available in SB account

Accounting Period Close

Quick Period Close If the user role has the period closing management and the allow quick close of Accounting preference is enabled, you can close one or more accounting periods with a sing click.With quick close, NetSuite marks complete all reopened accounting periods, eliminating the requirement to close them one by one.Example:- If I want… Continue reading Accounting Period Close

Sales Forecasting

Sales forecasting is the process of estimating future revenue by predicting the amount of product or services a sales unit (which can be an individual salesperson, a sales team, or a company) will sell in the next week, month, quarter, or year. NavigationSetup > Sales > Sales Preference >“ Forecast” subtab • Projected Total It is the estimate /opportunity of a lead . NetSuite uses that probability to calculate a projected total. • Forecast Type Worst Case : if an estimate is in worst category , it appears in each forecast. Most Likely :if an estimate is in worst category, it appears in Most Likely and Upside forecasts Upside : if an estimate is in worst category ,it appears only in Upside Forecasts • Weighted Total It is the defined as the amount of each opportunity / estimate multiplied by probability How will this affect Sales Forecasting? NetSuite includes an opportunity in the sales forecast and pipeline if it meets the following requirements: ▶ a) If opportunity has not been converted to a sales order, cash sale, or invoice. ▶… Continue reading Sales Forecasting

ACCOUNTS RECEIVABLE PROCESS – In Accountant Role ( Master Records Creation)

NetSuite Basics User Access: Role: Swyft Accountant (All Sub)   In order to grant users access,  Go to Payroll and HR -> Lists -> Employees OR use the ‘emp:‘ keyword to perform a global search for employee names.  For Example, emp: Monica Edit the employee record and then click the Access subtab. Fill in the email… Continue reading ACCOUNTS RECEIVABLE PROCESS – In Accountant Role ( Master Records Creation)