Author: Silja K C

Setting Up Bank Records of Vendors in the United Kingdom

Set up the bank account records of each vendor to whom you will send electronic bank payments. You can set up multiple bank accounts for each vendor. Setting up vendor bank details in the United Kingdom:Go to Lists > Relationships > Vendors. For information about adding a vendor, see Creating a Vendor Record. Click the… Continue reading Setting Up Bank Records of Vendors in the United Kingdom

Automated Bank Data Import for Bank Feeds

The Bank Feeds SuiteApp uses the Financial Institution Connectivity Plug-in to perform an automated process that retrieves bank data and imports them into your NetSuite account. The first time a format profile is saved: NetSuite requests to download the last 60 calendar days of available bank data from your financial institution into NetSuite. A schedule… Continue reading Automated Bank Data Import for Bank Feeds

Updating Imported Bank Feeds Data

Aside from the automated daily import, we can also update our bank data in NetSuite by manually initiating the system to retrieve the latest bank transactions from your financial institution. Perform any of the following actions to initiate the import process: Update the Bank Feeds Format Profile Records – Update the provisioned format profile records… Continue reading Updating Imported Bank Feeds Data

Cost Estimate Type

A cost estimate type is a definition of how costs should be estimated for an item; these estimated costs are used to calculate the estimated gross profit for the item. A default cost estimate type is defined on the Inventory subtab of item records, users with permission can change the cost estimate type per line… Continue reading Cost Estimate Type

Project Classification Suite app

Project Classification  The Project Classification Suite App enables organizations to associate their projects with financial segments such as Project Classification Department, Project Classification Class, and Project Classification Location. These segments can be used as default values in transactions. We can also show the correct cost or profit center and ensure accurate financial reporting.  Project Classification… Continue reading Project Classification Suite app

Employee Center to able to access the NetSuite account via Mobile Device

The administrator needs to allow users with Employee Center to able to access the account via Mobile Device, but the Setup tab is not available. Solution Login as Administrator Navigate to Setup > Company > Enable Features > SuiteCloud > SuiteTalk (Web Services) SOAP Web Services: Enter Checkmark Click Save

PARTNERS – ROLE, ACCESS, AND PARTNER CENTER

A partner is a company with whom you have a business agreement, but who is not a customer or a vendor.   Features to be enabled:  > Partner Relationship management feature  Navigate to Setup > Company > Setup Tasks > Enable Features (Administrator)   Click the CRM subtab. In the Partners section, check the Partner Relationship Management… Continue reading PARTNERS – ROLE, ACCESS, AND PARTNER CENTER

Lot Serial and Bin Numbering

If we use the Advanced Bin / Numbered Inventory Management feature, lot-numbered assembly items include data from the Inventory Detail sub-record. This sub-record includes quantity on hand and quantity available values per lot number, and if applicable, per bin number. On Hand, Quantities are the number of items in your warehouse currently. Available Quantities are… Continue reading Lot Serial and Bin Numbering