The Multi Subsidiary Customer feature enables you to view a multi-subsidiary customer’s hierarchy (primary subsidiary, any assigned secondary subsidiary, and any sub-customer). The customer hierarchy is located on the Customers list page at Lists > Relationships > Customers. Enabling Multi Subsidiary Customer feature: Go to Setup > Company > Enable Features (Administrator). On the Company subtab, in the… Continue reading Multi Subsidiary Customer
Author: Vishnu Mohan
Shipping cost calculation FedEx
Go to item fulfillment page by Go to Transactions > Sales > Fulfill orders or Sales order > Fulfill Click the Shipping subtab to verify the following: ■ Shipping and address information is correct ■ The Integrated Shipping Label box is checked In the Carrier Subtab select the appropriate data and verify the details: In… Continue reading Shipping cost calculation FedEx
FedEx Account Registration in NetSuite
FedEx real-time rates can be pulled or can be retrieved in NetSuite only after registering the FedEx account in NetSuite. . You must have an active FedEx account to use FedEx real-time rates and integration. We can print bar codes and receive tracking numbers by enabling the shipping label integration feature in NetSuite. To add… Continue reading FedEx Account Registration in NetSuite
Approval process flow: Revenue Arrangement
If we enable the approval routing revenue recognition & reclassification journal entries cannot be generated until the revenue arrangement is approved. Go to Setup> Accounting> Accounting Preferences > Approval routings Accounting Preferences. On the Approval Routing subtab, check the Revenue Arrangements box Approval Status – The default is Pending Approval. The other options are Approved… Continue reading Approval process flow: Revenue Arrangement
Dunning manager receives error: You do not have privileges to view this page
When an error like this occurs to any custom created dunning roles (manager / director) note down the script id from the error screen Open any script and change the internal id and click enter by going to customization> script> scripts Now the Dunning Queue SU (SS2) script will open go to deployment subtab open… Continue reading Dunning manager receives error: You do not have privileges to view this page
Defining Dunning selection criteria
The clients, invoices, and invoice groupings to which the dunning procedure can be applied can be filtered using dunning selection criteria. Automatic assignment to new invoices – Dunning procedures are assigned according to thesubsidiary, department, location, class, saved search, and dunning procedure priority. Automatic assignment to new customers – Dunning procedures are automatically assigned accordingto… Continue reading Defining Dunning selection criteria
How to Resend a Dunning letter to a customer again
The Dunning Letters SuiteApp is currently unable to recognise bounced email messages.Emails sent from NetSuite records are preserved both on the record you sent the email from and on the Messages subtab for each contact receiving it. You may view the dunning letter and send it on a customer’s request by going to the Communication… Continue reading How to Resend a Dunning letter to a customer again
How to attach Statements and Invoices in Dunning Letters
You can opt to include customer statements and invoices with dunning letters when building dunning template records. Dunning letters are sent as one email message with attachments. The system stores the attachments with the dunning letter when you print it in the same file cabinet folder.The following choices are available on the Dunning Template page:… Continue reading How to attach Statements and Invoices in Dunning Letters
Dunning delivery methods specifying
The Dunning subtab of the customer or invoice record defines the Dunning delivery methods. Additionally, the invoice group record’s summary part. Allow Letters to be Printed – If you want the system to create PDF letters for customer-level or invoice-level dunning that you can print and mail to the customer, check this box. Allow Dunning… Continue reading Dunning delivery methods specifying
Dunning procedure Bulk Assigning
Using the Dunning Bulk assignment page we can assign the dunning procedure for customers. To bulk assign dunning procedures to customers: Go to Dunning > Setup > Dunning Bulk Assignment. In the Applies To field, select Customer. In the Dunning Procedure field, select the dunning procedure you want to assign to multiplecustomers. Select customers by… Continue reading Dunning procedure Bulk Assigning