Author: Praiselyn Fiana D

Bank Feeds SuiteApp The SuiteApp retrieves bank data daily to ensure that everything in your bank account is reflected in NetSuite. And then, it imports the data into your account to aid with the bank reconciliation process. This process eliminates the manual effort of importing and matching your banking data in NetSuite. It’s a free… Continue reading Bank Feed Connectivity

Scenario When a User logs in on a Custom Role, they are unable to search for an Inactive Record in Global Search.  Solution Navigate to Home > Set Preferences > Analytics Tab > Search Note: Log in using the affected Custom Role. Include Inactives in Global & Quick Search: Enter Checkmark Click Save button

Requirement: The user wants to source the billing address under billing subtab of Sales Order to be generated in Item fulfillment record under shipping subtab. Create a custom transaction body field for Billing Address in Item Fulfillment Record Navigate to Customization > Lists, Records, & Fields > Transaction Body Fields > New Label: Enter LabelExample: Billing Address Type: Select Long Text Global Search:Enter Checkmark Show in List: Enter Checkmark Click Applies… Continue reading Source Billing Address from Sales Order to Item Fulfillment Record using Workflow

The Intercompany Reconciliation report is used to identify unmatched or incorrectly matched intercompany transactions. This includes intercompany transactions that have not been paired with a corresponding transaction in another subsidiary, and paired transactions that have different amounts or currencies. The Intercompany Reconciliation report has five sections and lists the mismatched intercompany transactions for: Unlinked Orders… Continue reading Intercompany Reconciliation Report

With Cross-Subsidiary Fulfillment, users can order an item from a subsidiary website regardless of inventory level at that subsidiary as long as there is sufficient inventory to fulfill the order at a related subsidiary. The inventory available to the customer equals the inventory level at the subsidiary with the highest quantity of an item. It… Continue reading Cross-Subsidiary Fulfillment

Cash 360 lets you effectively manage cash flow by providing a real-time view of your company’s cash position and the ability to generate fast and accurate near-term forecasts. The SuiteApp has a cash management dashboard where you can do the following: Inspect real-time cash projections using charts and graphs. View the current total bank balance,… Continue reading Cash 360 Dashboard SuiteApp

Requirement: User wants to fetch the COGS account of all the item records in the item search. Solution: Formula (Text) > Summary Type = Maximum > Formula = case when {‌transaction.accounttype} = ‘Cost of Goods Sold’ then {‌transaction.account} else null end Custom Label = COGS Summary Type = COGS This will however only works with… Continue reading Showing COGS Account of an item record in item search.

We can use markup items to apply an additional charge to an order. Using markup items lets us to track markup amounts without affecting inventory valuation. For example, we can charge a rush fee for completing a service or delivering an item quicker than is usually guaranteed. We can choose to markup the amount for… Continue reading Markup Items

In Software Vertical Contract Renewal Suiteapp, Uplifts are used to show Consumer Price Index for contract items by customer. The Consumer Price Index or CPI assesses the changes in the price of a common basket of goods and services by comparing with the prices that are prevalent during the same period in a previous year.… Continue reading Uplift Types

In the Software Vertical Contract Renewals SuiteApp, removal of contract items is processed through return authorizations (RMAs). You can issue returns for items at any time during a contract’s term. Return or Removal of an item from contract is known as Downsell. Method:1: From Sales Order Record We can process contract item returns from the… Continue reading Downsell Creation