Author: Delna Domini

Generate Sales Report that Shows Total Amount Related to Sales, Tax, Discount and Shipping

1. Go to Reports > New Report > Transactions.2. Set the following: Metric = AmountFormat = DetailComponent = Customer/JobField = Name 3. Click on More Customization Button.4. In Edit Columns add the following fields: Transactions: DateTransactions: Transaction NumberTransactions: Transaction Type: Long NameTransactions: Item: Name Note: Name and Amount are the default fields that were automatically added. 5. Add the following filters in… Continue reading Generate Sales Report that Shows Total Amount Related to Sales, Tax, Discount and Shipping

Create a Company Search Without Originating Leads

1. Navigate to List> Search> Saved Searches> New> Company2. Criteria tab> Standard subtab> Formula (Text): {status} is not empty3. Click on Preview button> Notice there no more entries on the Results that shows ‘(Originating Lead)’4. Click on Return to Criteria button> Enter title into the Search Title field> Set Public=T> Click on Save&Run5. Double check by creating a Customer Search (List> Search> Saved Searches>… Continue reading Create a Company Search Without Originating Leads

Partially pay an Invoice by Credit Card and Cash

1. On the Invoice (with amount=1,000.00 for example), click on Accept Payment button (Another way is to navigate to Transactions > Customers > Accept Customer Payment)2. On the Payment screen > Apply tab > Invoices subtab > Mark the Invoice > Enter the partial amount on the Payment Amount field (For example, a credit card payment is only 500.00; then, enter 500.00 on the Amount field.)5. Navigate to the Payment Method tab > Enter all credit card information,… Continue reading Partially pay an Invoice by Credit Card and Cash

Charge one customer (Company A) for another customer’s invoice (Company B)

 Create Invoice for Company A, this will result toGL impact: Dr. Accounts Receivable – CompanyA Cr. Sales Accepts customer deposit from Company B, this will result to GL impact: Dr. Cash Cr. Customer Deposit – Company B Create a journal entry that will offset the two and thus allow application of payment and deposit on… Continue reading Charge one customer (Company A) for another customer’s invoice (Company B)

Item fulfillment via CSV import > tracking numbers with more than 12 digits (Numeric) are truncated when imported into NetSuite

Here are some ways to edit the csv file to show the correct format of the tracking numbers when imported into NetSuite. Option 1 On the Menu tab of the csv file > click Data > Import External Data > Import Data Locate the csv file that needs to be imported. Double click on the file.… Continue reading Item fulfillment via CSV import > tracking numbers with more than 12 digits (Numeric) are truncated when imported into NetSuite

Create a link to view Transaction search results that uses Group Summary

Create the Transaction Saved Search. 1. Navigate to Reports > New Search > Transactions > Create Saved Search2. On the Criteria tab***Type=Sales Order***Main line = F2. On the Results tab add the formula below.***Insert a new line on top of the list of fields on the Results tab.***Select the field “Formula (Text)”***Set Summary type to “Group”***On the Formula field, copy… Continue reading Create a link to view Transaction search results that uses Group Summary

Pop up user note when customer selected in sales order via Workflow

One option with no coding would be to have a non-stored custom field on the sales order that has source list=entity and source from=customer info. The alert can be done with a workflow. Below are the steps on how to create the workflow that will produce an alert when the client field is edited.1. Navigate to Customization… Continue reading Pop up user note when customer selected in sales order via Workflow

Standard Lead Source field is missing when creating a new Opportunity

Scenario:  Standard Lead Source field is missing when user create a new Opportunity even when this displays checked under the Custom Form > Screen Fields > Main > Lead Source > Show = True. Still in the actual Opportunity page Lead Source is not displayed. Recommendation: 1. Use Administrator role2. Navigate to Setup > Company > EnabledFeatures > CRM tab > BasicFeatures– Place a check mark at “MarketingAutomation” checkbox 3. Read “TERMS OF SERVICE FOR NetSuite MASS E-MAIL MESSAGING SERVICES“4. Click… Continue reading Standard Lead Source field is missing when creating a new Opportunity

Send Automatic Emails for Drop Shipment causes Error: Please specify an email address to send to

By design, the “Automatically Email Drop Ship P.O.s” option found under Setup > Accounting > Accounting Preferences will take effect on all vendors as long as the vendor has an e-mail address specified in their vendor record. This means that, if this option is enabled, e-mail will still be sent to the vendor even if “Send Transaction via Email” option in… Continue reading Send Automatic Emails for Drop Shipment causes Error: Please specify an email address to send to