Author: Silja K C

Statistical Accounts The Statistical Accounts feature, part of the Advanced Financial module, enables our financial team to track non-monetary data and then use that information on reports and income statements. Financial users can then examine its relationship with the financial activity of our organization. Users who would find this feature valuable include those responsible for… Continue reading Statistical Accounts

First, we have to create the saved search that we want to add to the sublist. Create a new subtab for the saved search in the required record. Select the record type which we have to add to the saved search and give the title for that subtab. Create a new sublist Select the record… Continue reading Add saved search in the sublist

If we use the new release version of Netsuite we can link two different datasets in the Workbook. To create a link we must define at least one set of common keys between two datasets. The above two screenshot shows the different dataset and we can link these two datasets using a common key. Common… Continue reading Link two Datasets in the Workbook

Based on the preference setting or based on the predetermined schedules NetSuite can perform supply allocation calculations automatically. The following are different supply allocation calculations, Automated Real-Time – NetSuite calculates allocation automatically in real-time if we set the Perform Supply Allocation After Transaction Entry, Update or Delete preference. Calculates allocation each time a demand order is created, edited,… Continue reading Supply Allocation Calculation and Inbound Shipment

Supply allocation is one of the important features of advanced inventory management. When we enable the supply allocation feature we can meet the demand requirement with the right product, amount, and location by the required time period. Supply Allocation matches inventory supply sources to demand sources. Inventory Supply Sources are Purchase Order, Transfer Orders, and… Continue reading Supply Allocation

The adjustment sales rep used for giving the contribution percentages above 100% for the sales rep. Enable the adjustment sales rep feature go to Setup>Sales>Sales Preference Tick the allow over the assignment in the sales teams check box. At the bottom of the page add the name for the Adjustment rep. In the sales role… Continue reading Adjustment Sales Rep

The following way we can be adding more than one sales rep for an exciting client. First, we need to know how to prepare a CVS template generally it should have a heading, description, and sample date. For preparing the CVS template heading section we need to analyze the existing customer /client record. Customer Name,… Continue reading Adding sales rep using CSV Import

If we want to set up our customer has more than one sales rep for that we need to enable the Team Selling feature. Go to Setup>Company>Enable features under the CRM subtab tick the team selling feature. After enabling the team selling feature in our Netsuite account following changes occurs, On sales transaction and customer… Continue reading Team Selling Feature

We can add a portlet to a dashboard at any time unless our administrator has published that dashboard in Locked mode. If a dashboard is locked, we cannot personalize it by adding or removing portlets. Some portlet types allow us to add multiple portlets to our home dashboard. For example, we can add up to… Continue reading Adding a portlet to a Dasboard