Author: Delna Domini

Recommendations: 1. The CSV Import file should contain the same Item Name format as shown in Transactions > Sales > Enter Sales Orders > Items tab > Items subtab> Item drop down field.  2. Internal ID can also be used instead of Item Name. Just make sure that on the field mapping page, click on the pencil icon beside the Item field and ChooseReference Type = Internal ID. 3. Verify if the item is Inactive.… Continue reading CSV Import: Sales Order > Error: Invalid item reference key xx.

1. Lists > Mass Update > Update Price 2. Fill in the necessary fields > Click Preview/Save 3. You will be routed to Mass Update Preview Results page and review the changes carefully before submitting. Note: – The current Price Level will show up using the item’s Sales Unit. However, the system always shows the New Price Level in Base Unit. After generating the update, view the item record,… Continue reading Update Price for Items using Multiple Units of Measure

Users can set Status to Pending Approval if under Setup > Accounting > Accounting Preferences > General tab > General Ledger section > Require Approvals on Journal Entries is enabled. If not, the Approved field will not be visible on the field-mapping page. 1.    Create the CSV Import File with the necessary column headers/values: -Account -Debit -Credit -Memo -Name -Department -Class -Location -Date -Posting Period -Approved = Should be set to ‘No’… Continue reading CSV Import: Journal Entry > To set the Status to Pending Approval instead of Approved for Posting

1. Navigate to Lists > Search > Saved Searches > New. 2. Select Transaction as Search Type. Assign a Search Title.3. In the Criteria Tab, select the following filters:    Type – is Journal     Main Line – is true    Reversal Date – is not empty4. In the Results Tab, select the following fields: Date Amount Number Period Reversal Date Note: Add filters that you want to show as Columns… Continue reading Journal Search with Reversal and their Reversal date

If UPS Shipping Items appear in the Shipping Method dropdown after FedEx/More is selected as the Shipping Carrier check to see if the Shipping Item is integrated with UPS. 1. Any Shipping Items not integrated with UPS/FedEx will appear in the More section. These shipping items will all appear in the FedEx/More Carrier dropdown. 2.… Continue reading Reason Why UPS Shipping Items Appearing in FedEx/More List

To be able to void Journal Entries, the user must have at least Create level of access for Make Journal Entry permission. Here are the steps to resolve this : Navigate to Setup > Users/Roles > Manage Roles. Edit the role of the User. Under the Permissions tab > Transactions subtab > Make Journal Entry = Create. Click Save.

The Resource Allocation feature helps resource managers allocate the right resources to projects based on availability, skill sets, and other criteria. The Project task manager will allow you to manage and edit project task assignments using a graphic interface that displays project resources and assigned tasks. In summary, the Resource Allocation feature helps you to… Continue reading Difference between Resource Allocation Feature and Project Task Manager Bundle

Once an Avatax tax code is used in a transaction, it can no longer be changed in the transaction because it is locked to the tax code since there is a document on the admin console reflecting the transaction. To further explain: 1. When a transaction is first created using Avatax Tax Item, Avatax computes… Continue reading Override Avatax in NetSuite

Users cannot edit an existing Bill Payment to apply a Bill Credit. This is because the bank account has already been deducted with the bill payment amount. When users edit a bill payment to apply a vendor credit, such bill credit will not be shown from the list. Users can only apply a bill credit to a new… Continue reading Apply a vendor credit to an existing bill payment

When LotTracking Feature is not enabled, InventoryNumber Search will not show the OnHand Field in the Saved Search Filters thus, users are not able to filter those Serial Numbers that went underwater. The LotTracking feature must first be enabled in order to create the search.