SCENARIO: The Client is not able to find the new file button to attach documents to a transaction. REASON: The issue is due to the user’s role don’t have enough permission to attach new files. SOLUTION Go to Employee record Under Access, Select the role. Edit the role provide permission to Documents and files Full(under… Continue reading Button for Adding New File not available
Author: Antony Roy
Report to know transactions with Standard Approval not submitted for Approval
SCENARIO: Client wants to know the transactions that are not submitted for approval so that they can reach to employees to submit for approval SOLUTION: Create a Saved Transaction Serach: Once the transaction search page opens: In Criteria provide following details In Results provide following details: Provide a name for the report and click on… Continue reading Report to know transactions with Standard Approval not submitted for Approval
Report to get the last login date of employee
SCENARIO: Then client requires to know the employes that has used NetSuite and when was their last log in to NetSuite. SOLUTION: Create a Saved Employee Serach: Navigation: Report>Saved Search>New Select type of search: Employee. Once the transaction search page opens: In Criteria provide following details: Inactive: False Login Access: true In Results provide following… Continue reading Report to get the last login date of employee
Report for Pending Requisitions for Approvals
SCENARIO: The Client requires to a report when any employee opens the report they can see a Requisition which there for their approval. SOLUTION: Create a Saved Transaction Serach: Navigation: Report>Saved Search>New Select type of search: Transaction. Once the transaction search page opens: In Criteria provide following details Approval Status: pending approval Type: Requisition Main… Continue reading Report for Pending Requisitions for Approvals
Report for Pending PO approvals
SCENARIO: The Client requires to a report when any employee opens the report they can see a Purchase order which there for their approval. SOLUTION: Create a Saved Transaction Serach: Navigation: Report>Saved Search>New Select type of search: Transaction. Once the transaction search page opens: In Criteria provide following details Approval Status: pending approval Type: purchase… Continue reading Report for Pending PO approvals
Report to get Number of times an items was used in transaction for particular period of time
SCENARIO: The Client requires to know the items that were used in transactions for last 4 years and how many times it was used. SOLUTION: Create a Saved Transaction Serach: Navigation: Report>Saved Search>New Select type of search: Transaction. Once the transaction search page opens: In Criteria provide following details Posting is true Date created: on… Continue reading Report to get Number of times an items was used in transaction for particular period of time
Report to get details of attachment and folders related to bill.
SCENARIO: The Client requires to a report where they can see a bill and its related attachment and folder in which attachment are kept. SOLUTION: Create a Saved Transaction Serach: Navigation: Report>Saved Search>New Select type of search: Transaction. Once the transaction search page opens: In Criteria provide following details Type: Bill Date: This year Mainline:… Continue reading Report to get details of attachment and folders related to bill.
Unable Download Attachemnt from Transaction.
SCENARIO The client is not able to download the excel sheet attached to Purchase order. The purchase order is created from Subsidiary X and the employee is from Subsidiary Z. REASON There will be subsidiary restriction for the folder. SOLUTION Go to File cabinet. Type the name on the search bar. Click on the edit… Continue reading Unable Download Attachemnt from Transaction.
Create a bill from fully billed Purchase order
Scenario A user who has no permission to void or delete Bills has a way to remove the Bills from Bills Payment page and make the related Purchase Order available again on the Bill Purchase Order page. The need to redo the Bill (originating from a Purchase Order) arises on certain occasions such as when… Continue reading Create a bill from fully billed Purchase order
FAM Permission to custom Role
SCENARIO The Client wants to provide the accountant of his company for the fixed asset mnagenent page. SOLUTION We have to provide the permission for FAM. In this case we have to make a role permsission comparison with Fixed Asset management role from bundle and the role of the employee. After comparing the role with… Continue reading FAM Permission to custom Role