Author: Praiselyn Fiana D

Uses of Macros and Recording a Macro

Macros are a powerful tool in Excel that can help automate repetitive tasks and save time. Some common uses of macros in Excel include: Automating data entry tasks: Macros can be used to automate tasks such as copying and pasting data, formatting cells, and inserting formulas. Updating charts and graphs: Macros can update charts and… Continue reading Uses of Macros and Recording a Macro

Macros in Excel

Macros in Excel are a series of commands and actions that are recorded and saved as a program or script that can be executed at a later time with a single click. Macros allow users to automate repetitive tasks and increase productivity. Macros can be created and edited using the Visual Basic editor within Excel.… Continue reading Macros in Excel

Preferences for Transfer Order

We can set preferences that determine handling for transfer orders that you enter, including the default order status and approval requirements. To set transfer order preferences: Go to Setup > Accounting > Accounting Preferences. Click the Order Management subtab. To set a default on manual orders, in the Transfer Orders section, select a Default Transfer Order Status: Pending Approval… Continue reading Preferences for Transfer Order

Reverse the wrong GL Impact of past Transfer Order transactions

Usually, the woroking of transfer Order is like when the preference to use for item cost as the transfer cost can be enabled by navigating to Set Up > Accounting > Accounting Preferences > Order Management tab.  Under Transfer Orders, the user will see the Use Item Cost as Transfer Cost checkbox. If this is enabled, the GL Impact of the Item Fulfillment and Item Receipt will be as follows:… Continue reading Reverse the wrong GL Impact of past Transfer Order transactions

Exclude closed sales orders from Sales Orders by Sales Rep Detail Report

The Sales Orders by Sales Rep Detail Report includes all of the Sales Orders and Return Authorizations made during the date range selected and excludes only those with either Cancelled or Pending Approval Status. This customization allows a user to also exclude those with Closed Status. Solution Navigate to Reports > Sales Orders > Sales Orders by Sales Rep > Detail Click Customize Button Click Filters tab Click Validated Status Filter: Select not equal… Continue reading Exclude closed sales orders from Sales Orders by Sales Rep Detail Report

Import Multiple Subsidiaries for Item Records

The user wants to update an Item Record by associating to Multiple Subsidiaries Solution A. Edit the CSV file On the CSV file, add a column for Subsidiaries Use the pipe character ( | ) as a field delimiterNote: Make sure that there are no extra spaces before and after the field delimiter (Example: ABC Company :… Continue reading Import Multiple Subsidiaries for Item Records

Changing Location in Intercompany Sales Order

Requirement: Change location in a paired intercompany sales order. Solution: Merely changing the locations in Intercompany Sales Order will not affect the stock. To set up the location correctly in NetSuite, we have to Delete Associates Item Receipts Edit the Item Receipts Under Actions dropdown click “Delete” Delete Associated Item Fulfilments Edit the Item Receipts… Continue reading Changing Location in Intercompany Sales Order

Creating a Basic Project Record

Create project records to track projects for your customers. Basic Project record can be created, even if Advanced Project Management Feature is not enabled. To create a basic project record: Go to Lists > Relationships > Customers and click View next to the customer this project pertains to. Click the Create New  icon, select Project. Under Primary Information: In the Custom Form field,… Continue reading Creating a Basic Project Record

Error: “You must enter at least one line item for this transaction” When Saving Sales Order with a Special Work Order Item

Scenario User encounters an error “You must enter at least one line item for this transaction” upon saving a Sales Order transaction with a Special Work Order Item when Create PO column is set to Yes. The Advanced Bill of Material feature is enabled in the account.  Solution This behavior may be caused by the setup of the linked Bill of Materials of the Special Work Order Item.… Continue reading Error: “You must enter at least one line item for this transaction” When Saving Sales Order with a Special Work Order Item