Author: Silja K C

The Automated Cash Application feature enables you to automatically generate a batch of customer payments in NetSuite and apply them to open invoices. The generated customer payments are then automatically matched and cleared in the system. The Automated Cash Application feature automatically generates customer payments in NetSuite from imported bank lines, and then applies those… Continue reading Automated Cash Application

NetSuite provides a New Weekly Timesheet interface for the user to enter the time entry. This interface aid in more efficient time entry, ensuring better control and understanding of how an employee’s time is being applied to the bottom line. Employees often treat time entry as an afterthought at the end of a busy week.… Continue reading New Weekly Timesheet UI

The default email preference to set the email transaction field in the customer record is set as true in the navigation Setup>Company> Email Preference> CUSTOMERS DEFAULT TO EMAIL TRANSACTIONS. So new customers created will have this check box automatically ticked. Using workflow we can untick the email transaction check box as per our requirements. For… Continue reading Workflow to set email preference

Scenario When we make a copy quote the document status of the new quotes is automatically set as processded . The following are some exceptional cases where in the quotes documents status automatically become processed. Below are the conditions that will result in an Estimate Document Status of Processed When a Sales Order is created… Continue reading Set Document status of Estimate( Quotes)

In NetSuite, we can delete mass records by using inline editing features. To enable the Inline Editing feature, Go to Setup > Company > Enable Features > Company tab > Data Management > Inline EditingSimilar to manual deletion, this process is irreversible. Take extra caution when deleting records.Note: Not all record types support Inline Editing.… Continue reading Mass Delete records through Inline Editing

NetSuite displays the start and end dates for a project in the time zone preference for the organization, selected in Company Information. For example, the company time zone is GMT -8:00 Pacific Time (US & Canada), and the project start date is 11/20/2022. Project staff in California and Japan will see the same start date,… Continue reading Working with Projects in Multiple Time Zones

We can use the Landed Costs feature to track the expenses we incur when purchasing our inventory. Landed costs provide the ability to increase the asset value of inventory by including additional expenses associated with procuring stock, such as freight and duty fees. Expenses that contribute to landed costs can include the following: shipping charges… Continue reading Landed Cost

Tax codes determine how much tax our company must bill and pay on each transaction line item.  However, we should review the codes to make sure that the properties on each are set correctly. We can edit the properties in the tax codes, rename the tax codes, or create new tax codes.  The following steps… Continue reading Creating a Tax Code

Regarding the add the project filter to the resources allocation grid, the following default filters are available: Project – Select this option to view the allocations of each resource that is assigned to a project. The chart or grid will display the project name, the resources for the project, and their corresponding allocation Customer —… Continue reading Adding filters in the Resources allocation Chart/Grid

In NetSuite, we can share the workbooks and datasets with individual users or groups of users on a role-by-role basis. We can share the dataset or workbook with other roles or employees, all users assigned to that role can access and save their own versions of the workbook or connected datasets, but they cannot edit the original… Continue reading Sharing Workbook and Datasets