Author: Delna Domini

For Intercompany Purchase Orders/Sales Orders containing Assembly items: On the Global search, key in the Intercompany Sales Order you wish to delete. On the view mode, right-click on the Purchase Order # shown on the Paired Intercompany Transaction and Open in a New Tab. Return to the tab of the Intercompany Sales Order and click Edit.… Continue reading Delete Paired Intercompany Transactions

Saved Search Dates for Financial reporting Year To Date CASE WHEN {trandate} BETWEEN to_date(TRUNC({today}, ‘YEAR’), ‘MM/DD/YYYY’) AND to_date({today}) THEN {amount} ELSE 0 END Last Year To Date CASE WHEN {trandate} BETWEEN to_date(TRUNC(TRUNC({today}, ‘YEAR’)-1,’YEAR’), ‘MM/DD/YYYY’) AND to_date(ADD_MONTHS({today},-12)) THEN {amount} ELSE 0 END Current Year CASE WHEN {trandate} BETWEEN to_date(TRUNC({today}, ‘YEAR’), ‘MM/DD/YYYY’) AND to_date(last_day(add_months(trunc(sysdate,’YYYY’), 11))) THEN {amount}… Continue reading NetSuite Saved Search Date Formulas

Just have separate columns for Shipping vs Billing. Then under the addresses section in the mapper, click the + twice to create 2 address records (will show 2 rows as address1 & address2). Map the Shipping columns to the first record. Map the Billing columns to the second record. Make sure that in the CSV… Continue reading How we can import records with different billing and shipping addresses in one import process?

The reason why we should NOT change the different English settings for different subsidiaries (“English international” on all of them) is;If you have any scripts in your account this type of change could cause significant issues. A couple of years ago they changed the spelling of the word fulfillment and broke scripts touching that word… Continue reading In netsuite we have English international, English us, English UK. Why do we have different selections of English?

Create Saved Search for Revenue Recognition Journals. Navigate to Lists > Search > Saved Searches > New Select Transaction Title: Enter Search Title Click Criteria Click Standard Fields:Note: For every required field use the drop-down menu to select it and once adjusted click Add if needed. Type: Select Journal Memo: Select Contains       Rev Rec Destination Click Save Create Saved Search for Amortization Journals Navigate to Lists > Search > Saved Searches > New Select Transaction Title: Enter Search Title Click Criteria… Continue reading Saved Search for Journal Entries created from Revenue Recognition and Amortization Schedules

The Next Approver field is not available on CSV import as it is a standard behavior in NetSuite. Though we can still alter its value upon CSV import. The idea is to run a workflow that would set its value, this would run along with the CSV import. Here’s how we can achieve it: A. Create a… Continue reading The “Next Approver” field in the Journal Entry page is not available when they import a Journal Entry via CSV import

1. Navigate to Reports > Saved Searches > All Saved Searches > New.2. Click the Transaction link.3. Under the Criteria tab > Filters > add the following:  – Type = Return Authorization  – Applying Transaction Fields… : Type = Credit Memo  – Main Line = No/False  – Tax Line = No/False  – Shipping Line = No/False4. Under the Results tab > Fields > add the following:  – Date | Summary Type =… Continue reading Saved Search for Refunded Return Authorization

Applied To Transaction fields…. – for example, on a Sales Order and an Estimate, the Applied To Transaction is an Opportunity. Because Sales Orders and Estimates are created from an Opportunity. Therefore, the Applied To Transaction fields…. of a Sales Order or an Estimate is fields found on an Opportunity record. Applying Transaction Fields… – for example,… Continue reading Transaction Saved Search Join Fields

When a user creates a transaction, the Tax Period is based on the transaction date thereby when GST Reports are run; GST Amount will be based on the transaction date. The Balance Sheet report, however, is based on the Accounting Period. If the transaction date is outside of the Posting Period, there will be discrepancies in the GST amount between the two reports. Sample: A… Continue reading VAT amount in GST on Purchases Report does not match that of the Balance Sheet

To  create a Report that will show all Sales generated from Customers within a specific Category, customize a built-in report: 1. Navigate to Reports>Sales>Sales by Customer2. Click Customize on the bottom left3. Specify a Name for the report4. Click Edit Columns5. On the Add Fields section:    a. Click the Customer/Project folder    b. Click Customer Category and click Name6. Click Filters7. On the Add Fields section, click the Customer/Project folder then click Customer Category8. On the Choose Filters section, under… Continue reading NetSuite – How to create a Report for Sales by Customers from a Certain Category