Subscription Plan Import

We can import subscription plan using csv import Subscription Plan Body and Sublist Fields To prepare subscription plan CSV data for import, make sure that your CSV file includes the following fields. They are required for a successful CSV import. Subscription Plan Name – Name of the subscription plan. Initial Term – Initial term for the subscription… Continue reading Subscription Plan Import

Software Vertical Contract Renewals

Software Vertical Contract Renewals SuiteApp gives your software company unprecedented ease in managing contract renewals of your install base. This SuiteApp is designed for software companies who offer perpetually licensed and term-licensed products. Perpetual license is the term used to describe the traditional method of purchasing software – you pay for the license upfront, and… Continue reading Software Vertical Contract Renewals

Hide Close Button on the Purchase Order for Some Roles using a Workflow

Scenario User wants to Hide/Remove Close Button on the Purchase Order for Some Roles using a Workflow Solution 1. Navigate to Customization > Workflow > Workflows > New 2. Basic Information: Name: Provide a name for the workflow Record Type: Select Transaction Sub Types: Select Purchase Order Release Status: Select Released Execute as Admin: Enter Checkmark Enable Logging: Enter Checkmark 3. Event Definition: On View or Update: Enter Checkmark 4. Click Save… Continue reading Hide Close Button on the Purchase Order for Some Roles using a Workflow

Costed Bill of Materials Inquiry

Costed BOM Inquiry enables you to examine the standard cost breakdown of an assembly. The Costed BOM Inquiry report displays individual and aggregated assembly costs. This report shows how different cost components roll up to an assembly item based on the Bill of Materials (BOM). This includes material and conversion costs (labor and machine costs).… Continue reading Costed Bill of Materials Inquiry

Setting Up of SuiteTax feature and its Limitations

SuiteTax feature must be enabled in the account to use The India Localization SuiteTax Engine SuiteApp Pre-requisite to enable suite tax feature 1.A Sandbox account must be available. 2.When  SuiteTax feature is enabled migration of legacy tax record to suite tax records will happen 3. When the SuiteTax feature is enabled, the following preferences will be automatically… Continue reading Setting Up of SuiteTax feature and its Limitations

Commitment behavior of Special order items

NOTE: Kit items with member items as drop ship items are considered as Special Order items. Case #1 (Same Location on Sales Order and Purchase Order Item Receipt): Enter a sales order for Quantity X of the new item, and select Location A on the Sales Order Receive the Special Order Purchase Order (do not  change Location from Location A) Quantity X is committed on the Sales Order (as… Continue reading Commitment behavior of Special order items

Drop Shipping Kit Members

When we initially enter a sales order that includes a kit with a drop ship member item, NetSuite automatically generates a special order purchase order for the member item. Drop ship inventory items are treated as special order items when they are sold as part of a kit. If we change an existing order to… Continue reading Drop Shipping Kit Members

Reallocating Items

Depending on your order preference setting for item commitments, you can automatically allocate items from inventory to commit them to fill orders. Inventory can be automatically committed in the following cases: As you enter or approve a sales order, NetSuite can automatically commit inventory from the item’s available quantity. When you receive items from your… Continue reading Reallocating Items

Vendor Prepayment

Vendor Prepayment The Vendor Prepayment feature records and tracks deposit amount paid to vendors prior to the acceptance of a purchase order by the vendor. We can apply these prepayment amounts against open bills for the vendor. We can apply the prepayment manually or we can configure NetSuite to apply the prepayment automatically. 1. Enabling Vendor… Continue reading Vendor Prepayment