To give an employee access to your NetSuite account, you must ensure the employee record includes an email address. The email address serves as the user ID. Then, complete the necessary information on the Access subtab of the employee record. This setup includes the following: Enabling the Give Access option Assigning roles and/or permissions Note: … Continue reading Giving an Employee Access to NetSuite
Author: Bhagyalekshmi S
Creating Custom Record Types
To create a custom record type, perform the following steps: Creating a New Custom Record Type. Entering Name and Display Settings. Specifying Permission and UI Settings. Configuring File and Child Record Settings. Defining Search and Edit Settings. To create a custom record type, click Save. Note: To enable Quick Views for your custom record, use form… Continue reading Creating Custom Record Types
Creating an Item Receipt from a Return Authorization
When an RMA has been approved or if it does not require approval, the record is set to Pending Receipt status. The option to create an item receipt is displayed only in view mode. Note: For replacement claims, if your account has the Ship Replacement in Advance preference enabled, you have the option to create a sales… Continue reading Creating an Item Receipt from a Return Authorization
Move the Credit Hold field on the Customer Record to a New Subtab
The Credit Hold field is a standard NetSuite field on the customer record which is located under the Financial Tab. When users try to move this field in a new tab, it is not showing on the available fields that can be moved. Steps to Reproduce:1. Navigate to Customization > Forms > Entry Forms.2. Click Customize on Standard Customer Form.3. Under Fields tab> Financial subtab> Note that Credit… Continue reading Move the Credit Hold field on the Customer Record to a New Subtab
Custom Field That Will Make Shipping Tax Code or Shipping Tax Rate Value Available on Custom Saved Search
A. Create a custom transaction body field.1. Navigate to Customization > Lists, Records, & Fields > Transaction Body Fields > New.2. Enter a Name for the custom field. (Ex. Custom Shipping Tax Code)3. Check the Sale check box on the Applies To tab.4. Save. B. Create a workflow that will set the value of the custom field.1. Navigate to Customization > Scripting > Workflows > New.2. Enter a Name for the workflow.3. Set Record Type field to Transaction.4. Set Sub Types fields to <Transaction Type>… Continue reading Custom Field That Will Make Shipping Tax Code or Shipping Tax Rate Value Available on Custom Saved Search
Workflow >Set a specific Custom Form for New Transaction Triggered via Make Copy
Below is a sample workflow to set a specific custom form for a new transaction triggered via make copy of an Estimate. Steps:1. Create a new workflow with the following summary settings (Customization > Workflows > New) a. Name = Default Custom Form – Make a Copy b. Record Type = Transaction c. Sub Types = Estimate d. Event… Continue reading Workflow >Set a specific Custom Form for New Transaction Triggered via Make Copy
Setting Default Forms for Roles
You can set default forms for your users by customizing roles and assigning them to your users. This lets you tailor the level of access you want to give to users. A role is a set of permissions that lets customers, vendors, and employees access specific areas of your data. You assign roles on customer,… Continue reading Setting Default Forms for Roles
Map source data fields to destination
There are three types of mapping: import, results, and response. Mapping data defines how your records are compared, merged, or transformed from one application to another. Import mapping defines how your source data relates to your import destination record data. You can also use Mapper 2.0 (beta) to configure import mappings. This article only describes Mapper 1.0 processes.… Continue reading Map source data fields to destination
Mapping Shopify Meta Fields in NetSuite Connector
Shopify meta fields (also known as Shopify custom fields) let you add additional information to your product listings. Like any other field that you map from NetSuite, you need the NetSuite field ID. From the Shopify site, you need to find the meta field name and the namespace values. When configuring your mapping, NetSuite Connector… Continue reading Mapping Shopify Meta Fields in NetSuite Connector
List of Sales Order where Invoices were Already Paid but no Item Fulfillment was made yet
Navigate to Transactions> Saved Searches>New Pull up Transaction search. On the Criteria tab, add the following: Billing Transaction Fields ….> Type= Invoice Type = is Sales Order Applying Transaction: Type = is any of Cash Sale, Invoice, Item Fulfillment Tax Line = is False Shipping Line = is False Status = is Sales Order: Pending… Continue reading List of Sales Order where Invoices were Already Paid but no Item Fulfillment was made yet