Author: Delna Domini

1. Navigate to Reports > Purchases > Purchase by Vendor > Customize Summary. 2. On the Filters link, edit the Value for Transaction Type Field and remove Credit Card, Check, Bill Credit and leave only Bill. 3. Rename the report and hit Save. 4. On the footer of the report, change Column from Total to Month and hit Refresh

Use Case: Ability to show Count of Cases and whom they are Escalated To and to be able to drill down on the Escalated To field to see detailed results Create a Saved Search by following these steps: 1. Navigate to Lists > Search > Saved Searches > New. 2. Select Case. 3. Provide a Search Title. 4. On the Criteria tab > Standard subtab, set the following:—System Notes : Field is Escalatee 5. On… Continue reading Case Saved Search that allows you to drill down on grouped Escalated To field

Notice: “Your access to [companyname] has been deactivated. Please contact the company’s administrator to re-activate your access” is received on login from IDP platform to NetSuite. What to Check: Verify if user has an active employee record (List > Employees > Employees) by checking the status on the employee record. Status should be “Active”. Verify if… Continue reading User is getting a SAML error: “Your access has been deactivated on SAML SSO login even when user is active and has access”

A. Create a custom transaction body field.1. Navigate to Customization > Lists, Records, & Fields > Transaction Body Fields > New.2. Enter a Name for the custom field. (Ex. Custom Shipping Tax Code)3. Check the Sale check box on the Applies To tab.4. Save. B. Create a workflow that will set the value of the custom field.1. Navigate to Customization > Scripting > Workflows > New.2. Enter a Name for the workflow.3. Set Record Type field to Transaction.4. Set Sub Types fields to <Transaction Type>… Continue reading Custom Field That Will Make Shipping Tax Code or Shipping Tax Rate Value Available on Custom Saved Search

The name of the Print on Check As field is shown differently on the Vendor Saved Search. To add this field on the search results, users should select Print As field instead.

Symptoms: User is unable find the Hold field under the Financial tab of the customer record even if the Standard Customer Form is selected. Other users using the same role can see the Hold field. Solution/Workaround/Gotcha/Recommendation: The Hold field is dependent on the Customer Credit Limit Handling preference of the user. Navigate to Home > Set Preferences > Transactions tab > Customer… Continue reading Hold field is missing on customer’s Financial tab.

The (On Hold) text is triggered to show on the Sales Order when: 1) User use custom Sales Order form that shows the Balance field.2) The customer is on credit hold. Note: The (On Hold) text warns User of the current credit standing of their customer. This text is displayed on the Sales Order where the Balance field is set to show.

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

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

1. View the Credit Memo for the customer. 2. Instead of issuing a Refund, create a new Invoice. o  Item = Gift Certificate o  Customer = same customer you issued the Credit Memo for. o  Enter the email address on the Gift Certificate column of the Invoice where the new code will be sent. o  Enter all pertinent information, memo may… Continue reading Issue Customer Refund through Gift Certificate