Author: Delna Domini

Note: Users must prepare a CSV file with the following details: Internal ID of the Contact records to be updated Internal ID of the Customer records associated to the Contacts intended Role for the contacts 1. Navigate to Lists > Import/Export > Import CSV Records.2. Import Type = Relationships.3. Record Type = Customers and Contacts Together.4. Select the CSV file.5. Click Next.6. Set Data Handling = Update.7. Click Next.8. In the field mapping page,… Continue reading Update Contact Role through CSV Import

The information being pulled into the remittance slip is coming from the Name in the Primary Information section of the Customer record as well as the Addressee field found in the Address tab. Normally, the entries made on the Name and Addressee fields are the same. To correct this, remove the entry on the Addressee field or at least, put in… Continue reading Company Name is printing twice in the Remittance slip

Users attempts to delete Group (List > Relationships > Groups > Edit Group > Actions > Delete) returns: This record cannot be deleted because it has dependent records. Any Group which has been used to Bulk Merge operation or Marketing Campaign cannot be removed anymore. Only one option is to inactivate the respective Group by marking Inactive checkbox on the Group record itself. Note: Bulk Merge history is stored in Documents > Mail Merge > Merge History. Appropriate Group is displayed in Group column. Marketing Campaigns are saved under Lists > Marketing > Marketing Campaigns.

This error means that thereis a location on the line item that does not have valid zip code. According to Avalara theshipping address and the location on the item level is necessary to calculatesales tax. The address on location isuse to identify where the item is coming from while the shipping address is towhere the… Continue reading Avalara: Error of This Document has used AvaTax Services. An Address is incomplete or invalid” is encountered when posting invoice

You need to reset your 2FA settings in NetSuite if you: Lose your phone. Change your phone number. Change your authenticator app. Change your verification code delivery method. When you click the Reset 2FA Settings link, you remove the existing 2FA setup information. To reset your 2FA settings: You can reset your 2FA settings from… Continue reading Reset Your 2FA Settings

Scenario Navigate to Setup > Company > View Billing Information > Billable Components tab, the Administrator can determine the number of Current Provisioned and Current Used licenses for their account. However, the report does not include specific users who are currently using each provisioned license for each license type. This has been submitted as Enhancement 266816. Solution As an alternate solution, a manual… Continue reading Determine Who Use the Full Licensed Users License of an Account

Employees with access to purchase requests can enter requests to purchase items, material or services from vendors. After requests are approved, they turn into purchase orders. To give an employee access to purchase requests, first, someone with permission to access the Enable Features page must enable the Purchase Requests feature. Next, the employee record must… Continue reading Giving an Employee Access to Purchase Requests

The table below outlines all possible types of transactions linked through Applied To and Applying Transaction join fields. This is useful when creating transaction saved searches, so users are guided what correct join field to use based on the transaction type they would like to pull up. The 2nd column (Type) is added in the Criteria tab, while the 1st (Applied to… Continue reading Quick Reference Guide for ‘Applied To’ and ‘Applying Transaction’ Types based on Transaction Type

To create a search that returns Web orders: Click Saved Searches > New to open a Saved Transaction Search page. Enter a descriptive Search Title. On the Criteria subtab in the Filter dropdown list: Select Type. In the popup, hold down the CTRL key to select the types of transactions you want to include in the report… Continue reading Creating a Web Orders Search

To create a search for customers with no recent activity: Go to Reports > Saved Searches > All Saved Searches > New and click Customer. Enter a title for the saved search. On the Criteria subtab, click Summary. In the Summary Type field, select Maximum. In the Field column, select Activity Fields…. In the popup, select Date. Select not after, and then (Relative). On the next line, enter 1 and select months ago.… Continue reading Creating a Search for Customers with No Recent Activity