Author: Akshay Suresh

Set Date and Time value of a custom field based on User’s preferred Time Zone

To set the date and time value of a custom field based on User’s preferred Time Zone, we can use the sample script below.Script below captures the current date and time when the Sales Order record is created based on the User’s preferred Time Zone. For the sample, the User’s preferred Time Zone is ‘Asia/Manila’… Continue reading Set Date and Time value of a custom field based on User’s preferred Time Zone

The user is unable to view one of the accounts they have access to on the “View All Roles” page.

Customer has access to Account “124567 Company A” using the email address abc@noemail.com. The same customer was given access to another NetSuite account. For instance, Account 012456 Company B, using the same email address (abc@noemail.com). When the customer log in to his account, he cannot see the role/s assigned to him for Account 012456 Company… Continue reading The user is unable to view one of the accounts they have access to on the “View All Roles” page.

Utilize two distinct expense report templates within the Employee Center role.

Setting:A.Create the custom field checkbox1. Navigate toCustomization > Lists, Records, & Fields > Transaction Body Fields > New.2. Provide the Label (e.g.) Expense Checkbox.3. Set Type to Checkbox and Store Value is True.4. Select Expense Report under Applies To tab.5. Set Subtab to Main under Display.6. Click Save. B. Create custom employee center role.1. Navigate to Setup > Users/Roles > Manage Roles.2. Customize Employee Center role.3. Provide the Name (e.g.) Employee TEST> then Save.B.Create two expense report forms:1. Navigate to Customization > Lists,… Continue reading Utilize two distinct expense report templates within the Employee Center role.

Default Value on Sales Order Ship Date

The Ship Date field on the Sales Order is pre-populated even if the user does not select any value. This is important to note as the System Notes will show that a user “set” the value on this field when in fact this was never populated. The default value of the Sales Order Ship Date is controlled by Setup>Accounting>Shipping>Preferences tab. By design Ship Date = transaction date… Continue reading Default Value on Sales Order Ship Date

Custom Field Sourced from List/Record Field and Filter by Custom Record Type Display no Selection

 Log in as Administrator.2. Create a custom record named as Record.3. In the Fields tab you may add multiple fields. (Ex. Department)4. Create a custom column field via Customization > Lists, Records, & Fields > Transaction Line Fields > New.5. In the Applies To tab, select the record you want to apply the field. (Ex: Time).6. Enter Label (e.g. Field Sample) 7. Set the Type to List/Record8. In List/Record, select the Record (Custom… Continue reading Custom Field Sourced from List/Record Field and Filter by Custom Record Type Display no Selection

Term is not Populating in a Standard Sales Order Form even if the Term is specified on the customer record.

1.       View the Customer record. 2.       Navigate to the Financial tab. 3.       On the Credit Cards sub tab, check if credit card information is provided and if Default Credit Card is checked. 4.       If you want the terms to populate on the Sales order, you could either: •          Uncheck Default Credit Card in Financial tab > Credit Cards sub tab of the customer record or; •          Use a Standard Sales Order – Invoice form instead. Note: If Default… Continue reading Term is not Populating in a Standard Sales Order Form even if the Term is specified on the customer record.