Author: Shanet Shaji

Scenario: We imported Sales Order Via CSV import, Tax column shows that transaction was Not Taxable even through there were no issues in during the import. In the Global Search, type the customer’s name or number of the customer record. Click Edit Button. Go to the Address Tab. Make sure that the Customer record has… Continue reading Tax code displays “Not Taxable” import in Sales Order Csv

The Forecast by Status Summary report shows the calculated forecast for each customer status. If we use Advanced Forecasting, the calculated forecast amounts for each forecast category are shown for each status. To view the Forecast by Status Summary report: Go to Reports > Forecast > Forecast by Status Summary. A message appears indicating that our… Continue reading Forecast by Status Summary Report

The following standard Suite Analytics Workbooks are available: Purchases (Billed) Workbook Purchases (Ordered) Workbook Purchases (Billed) Workbook The Purchases (Billed) Workbook includes predefined criteria and pivot tables to show we the status of bills received during the last month. These transactions are grouped and pivoted by item and vendor in the corresponding Pivot by Item… Continue reading Purchases Workbook Templates (Suite Analytics Workbooks )

NetSuite provides a Manufacturing Transaction data source, which introduces the analytics transactions concept for manufacturing-specific transactions. The following transaction record types are available in the Manufacturing Transaction data source: Transaction/Manufacturing Transaction – Transaction Header information Transaction Line/Manufacturing Component – Standalone lines related to transaction

A workbook is where we analyse the results of a query against one or more datasets. We can build workbook visualizations such as tables, pivot tables, and charts to help with we analysis. Overview Steps These brief steps are an overview of setting up a workbook for Suite Commerce Analytics Data. Create a New Dataset using the Session or Customer record… Continue reading Creating a Workbook for Suite Commerce Analytics Data

In Suite Analytics workbook we using two distinct objects for analyzing our company data.1. A Dataset 2. A Workbook In a dataset, we combine record type fields and criteria filters to create a query. The results of this query act as the source data for our workbook visualizations. Additionally, changes that we make to a… Continue reading Suite Analytics Workbook and Datasets

We can create a unique dashboard setup to ensure maximum efficiency and ease when we use NetSuite. For each user, NetSuite displays a variable set of tabbed pages, called a center. The center is based on the user’s assigned role. Each NetSuite center provides the pages and links that users with the same role need… Continue reading Suite Analytics Dashboard