Author: Parvathi M R

We can share your personalized dashboard with other users in your center by publishing it. A published dashboard can consist of one tabbed page or of multiple pages. When we publish a dashboard, we define the roles for users who will see the published dashboard, and what changes users will be able to make to… Continue reading Publishing a Dashboard

If the Currency Exchange Rate Integration feature is enabled, you can indicate on a currency record that its exchange rate with each base currency should be automatically updated each day.  To automatically update exchange rates for a base currency: Go to Lists > Accounting > Currencies. Click the name of a currency. On the Currency page,… Continue reading Automatically update exchange rates for a base currency:

The GL Matching Dashboard enables you to search for matchable transaction lines using various search filters. The transaction lines in the Search Results list can then be viewed, edited, matched, or unmatched. When you complete a match, the SuiteApp assigns a matching code and matching status depending on the total balance of the group: Matched… Continue reading GL Matching Dashboard Management

The Quick Close preference enables you to close one or more accounting periods with a single click. This time-saving preference is useful when you have reopened one or more closed accounting periods to make a change. With Quick Close, NetSuite marks complete all tasks in all reopened accounting periods, eliminating the requirement to close them… Continue reading Quick Close to Close Periods

Changes to the tax rates do get announced by the tax authorities, and rules vary too. Administrators of accounts that have installed the NetSuite International Tax Reports are usually informed of rate changes coming up but it is your responsibility to ensure that the latest rates are being used. To update tax rates: Rename the… Continue reading Managing Tax rate Changes

To remove the Lot number by batch, we need to delete the Inventory Warehouse from the line through importing. Setup> Import /Export >Import CSV Records 2. Select the Import Type as Transaction and Record type as Sales order and Upload the CSV file> Click Next 3. Select the Data Handling as Update Click Next 4.… Continue reading Deletion of lot numbers by batch in the SO

DIFOTIS Delivery In Full On Time. It is a important measure in business, When a customer orders something from a client, it is the percentage rate in getting what they ordered to them and for when they are expecting it. It is a key determinant in whether the customer come backs and buy items again.… Continue reading DIFOTIS

The Budget vs. Actual report combines an income statement with a budget income statement for the same set of criteria including both dollar and percentage comparisons between the two. We can use this report to compare budgeted and final amounts associated with your statistical accounts. For example, you can enter a budget for the headcount… Continue reading Budget vs. Actual Report

Revenue arrangements and revenue elements can be updated automatically or manually depending on the setting of the accounting preference Revenue Arrangement Update Frequency. When you select the automatic option, the system updates revenue arrangements every 3 hours. The update incorporates changes to sources that affect revenue management. If the accounting preference Create and Maintain Revenue Element… Continue reading Updating Revenue Arrangements

When a customer reports an issue, question, or suggestion to business, and create a case in account. That is added to the cases list and is the beginning of the case workflow. Next, the case is routed to the appropriate support rep from the cases list. The support rep can then reply by email to… Continue reading Working With Cases