Author: Delna Domini

To allow non-administrator users to setup or edit tax codes and tax groups, the Administrator must add the Tax Items permission by following the steps below. 1. Navigate to Setup > Users/Roles > Manage Roles.2. Edit the role.3. Permissions > Lists > add Tax Items with at least Edit access level.4. Click on Save.

The preference under Setup > Accounting > Accounting Preferences > Order Management tab > Work Orders: Allow Purchase of Assembly Items should be enabled so that the Drop Ship Item and the Special OrderItem fields would appear on Assembly Item records.

The Sent Email List provides a view into all outgoing email sent from an account. You can view email that was delivered successfully as well as email that was not delivered to the recipient. By default, the Sent Email List and search capabilities are only accessible to users with the Administrator role. Administrators can assign… Continue reading Sent Email List

Finding multiple records by a field: DECODE( {internalid}, 1001, 1, 1002, 1, 1003, 1, 0) Have this in a Formula(Numeric) field with the result set to “Equal to 1”This will find records with those internal ids ( 1001, 1002, 1003 ) This can be very useful when you just want to see dozens of records… Continue reading Useful Formulas

There is at least one saved search function that you won’t see in the dropdown list, NS_CONCAT. If you ever need to concatenate line items into one row for example this function may be helpful. Using a formula of “NS_CONCAT({item})” set to a Summary of Maximum like shown above will reveal all of the items… Continue reading Hidden Saved Search Function

Requirement: To get all Sales Orders created by all the sub-customers on parent customer as a sublist. As per Netsuite’s standard functionality, the customer record shows all the transactions created by that customer only. Solutions: Step 1: Create a Saved Search on Customer record A) Set Criteria: 1. Type: is Sales Order 2. Main Line:… Continue reading Show sub customer’s Transactions on Parent Customer’s record as a sublist

Requirement: Create a workflow for JE approval process. The approver for JE will be in different roles depending upon the JE amount range. Challenge: As NetSuite doesn’t provide amount fields in a workflow for JE record, we need to have a custom field to populate amount field in JE record. Solution Approach: Step 1: Saved Search Go… Continue reading NetSuite JE approval process using Workflow

Transactions between two subsidiaries should always begin with the purchase order. To create an intercompany open bill, we need to create Intercompany Purchase Order Intercompany Sales order Item fulfillment of that sale order Item receipt of the purchase order Then Intercompany bill / Invoice

Prerequisites Make sure you verify the following prerequisites before you install and use Electronic BankPayments SuiteApp: You must have an active Advanced Electronic Bank Payments License. Install the NetSuite SuiteApps License Client SuiteApp (Bundle ID 116144).The NetSuite SuiteApps License Client SuiteApp controls an account’s access to the advancedElectronic Bank Payments features. Upon installation, the NetSuite… Continue reading Setting Up Electronic Bank Payments

Navigate to Setup > Sales > CRM Lists > New, and add the new entry. If you have enabled Marketing Automation, you would not be able to see that in the list.You would have to disable that temporarily prior to doing this. Temporarily disable the MarketingAutomation feature: Navigate to Setup > Company >Enable Features >… Continue reading How to create a Lead Source?