Author: Parvathi M R

Use the Transform Record action to transform the data on a transaction record into another transaction record type. You can create workflows that processes transaction by transforming them into the next record type in a transaction record life cycle. For example, you can create a workflow to process sales orders and create invoices based on the… Continue reading Transform Record Action

If you check the Summary box on an existing account, the account maintains its posted transactions, but you cannot post additional transactions to the account. The account also becomes inactive, but its children accounts maintain their current state. If you clear the Summary box on an inactive, parent summary account and then save the record, the account is not… Continue reading Inactivation the children accounts.

There will be no lock/unlock icon if the period is a future Accounting Period provided the Enable Accounting Period Window preference is not enabled. To show the Lock icon  Setup > Accounting > Accounting Preferences > General > General Ledger section> Enable Accounting Period Window preference.

To set the Field Display Type of the Approval Status field to In-line or Disabled via Workflow on the Journal Entry record. Navigate to Customization > Workflow > Workflows > New Basic Information: Name: Enter Name Record Type: Select Transaction Sub-Type: Select Journal Entry Execute as Admin: Enter Checkmark Release Status: Select Released Event Definition: On Create: Enter Checkmark On View or Update: Enter Checkmark Click Save Click State 1 Bottom right corner: Click New Action Click Set Field Display Type… Continue reading To Disable the approval status field via workflow.

User is unable to edit the assigned Accounts, amounts within the Debit and Credit columns and the Name within the Transaction Line Item of a Journal Entry. Because the Journal Entry might have a related Currency Revaluation and there are no transactions showing under the Related Records > Payments tab. But this can be verified by doing the following: Click on the More Actions > Delete Note: This transaction… Continue reading Unable to Edit the Transaction Line of a Journal Entry

Cumulative Translation Adjustment (CTA) is a special type of account that is required for consolidated balance sheets in NetSuite OneWorld accounts with multi-currency enabled. The CTA is used on the consolidated balance sheet to make it balance. This account is necessary because consolidated exchange rate types of the accounts on the balance sheet may differ.… Continue reading Cumulative Translation Adjustment (CTA)

Information about negative Internal IDs. The Employee record with negative Internal ID is the Administrator that was created by NetSuite, the first time the account is provisioned.  Email address of that employee record administrator with negative Internal ID could not be changed since that is already embedded in NetSuite.  The current design of the system is that the negative Internal ID could not be… Continue reading Negative Internal ID in Employee Record

When a Journal Entry is applied to an Invoice, it may be that this Journal Entry is applied to the wrong Invoice. In this case this Journal Entry would need to be un-applied from the Invoice. Navigate to Transaction > Financial > Make Journal Entries > List. Click Edit next to the Journal Entry in question. From each line, remove the Customer name. Click Save. Popup message: This journal is paying… Continue reading Unapply Journal Entry from Invoice

Many businesses use standard account numbers and the names of those accounts on their general ledger. We can set up account numbers that appear in chart of accounts, transactions, and on most financial reports. To enabling account numbers: Go to Setup > Accounting > Accounting Preferences. Click the General subtab, check the Use Account Numbers box. Click Save. When we enable… Continue reading Chart of Account Numbering

The following are general definitions of possible access levels for permissions. NONE – User doesn’t have access to existing files. The user cannot create new, view existing, edit existing, or delete existing files. This access level makes the Restrict column in the Custom Record subtab invalid. VIEW – User has access to view existing files only. The… Continue reading Access Levels for Permissions