1. Navigate to Reports > Saved Searches > All Saved Searches > New.2. Select Customer on the list.3. Set the following under Criteria Tab > Standard Subtab: · Inactive = F· Sub Customer fields… > select Name/ID = is not empty 4. Set the following under Results Tab > Column Subtab: · ID || Custom Label: Parent ID· Name ||… Continue reading Saved Customer Search That Will List The Child Customers Under
Author: Akshay Suresh
Print Bill Payment > Address is not that of Bill Payment subsidiary’s
Scenario: Print Bill Payment >Address is not that of Bill Payment‘s subsidiary Findings: In a OneWorld account,the Bill Payment Company Address printed in PDF is that of theLocation’s address from the vendor billIf there is no Location Address (Setup> Company > Locations) then that is the only time that NetSuite willuse the Subsidiary’s Address as theCompany’s Address in the Bill Payment/ Payment Voucher Solution: Users have option of overriding the CompanyAddress by navigating to Setup > Customization >… Continue reading Print Bill Payment > Address is not that of Bill Payment subsidiary’s
Add Item on a Sales Transaction: Sales Description and Item Price Do Not Populate
Cannot add an item on a Sales Transaction like Sales Order, Cash Sale or Invoice. The item shows up on the list of items that can be added but when the user clicks on it, the sales description and price do not populate.When the user clicks the Add button, the item is not added on the… Continue reading Add Item on a Sales Transaction: Sales Description and Item Price Do Not Populate
Unable to Edit and Save Journal Entry > error: The account (xxx) is an inactive account. Please correct the import file and resubmit.
The number that is displayed on the error message refers to the Internal Id of the Inactive account which is included in the Journal Entry. 1. Navigate to Home > Set Preferences 2. Under the General tab, set the Show Internal Ids box to True 3. Click Save 4. Go to your Chart of Accounts by navigating to Setup > Accounting > Chart of Accounts or Lists > Accounting > Accounts or Reports > Financial > Chart of Accounts 5. Look… Continue reading Unable to Edit and Save Journal Entry > error: The account (xxx) is an inactive account. Please correct the import file and resubmit.
CSV Import: Vendor Bill > Error: Multiple rows in your primary CSV file have the same value for the key column. Please edit this file to eliminate rows with duplicate key column values. for field “ExternalId”
Scenario: Customer imports vendor bill with expense line items using multiple files and External ID as the reference key, yet encounters an error: Multiple rows in your primary CSV file have the same value for the key column. Please edit this file to eliminate rows with duplicate key column values. for field “ExternalId” after field mapping and… Continue reading CSV Import: Vendor Bill > Error: Multiple rows in your primary CSV file have the same value for the key column. Please edit this file to eliminate rows with duplicate key column values. for field “ExternalId”
Restore Cancelled Sales Order
Cancelled sales order is different from a closed sales order. While you can re-open a closed sales order, you cannot restore a cancelled sales order. The ability to restore a cancelled sales order is covered by Enhancement 28338 – Allow cancelled Sales Orders to be restored (un-cancelled). When a sales order has been cancelled, the only… Continue reading Restore Cancelled Sales Order
Supervisor Approval Box Does Not Display on the Purchase Order Form
The Supervisor Approval check box disappears when if user marks the Purchase Orders checkbox (Setup > Accounting > Accounting Preferences > Approval Routing). It will be replaced by the Approval Status selection field instead.
“This item cannot be deleted because it has child items” when Deleting an Item with no Transaction History
Solution: This warning message is usually encountered when a user is trying to delete a record in the system and it has child records as indicated under History> Transactions. User should investigate if this item has been a member of a kit or assembly item. Any transaction under the kit or assembly item to which… Continue reading “This item cannot be deleted because it has child items” when Deleting an Item with no Transaction History
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 > Scripting > Workflows > New) a. Name = Default Custom Form – Make a Copy b. Record Type = Transaction c. Sub Types =… Continue reading Workflow > Set a specific Custom Form for New Transaction Triggered via Make Copy
Quantity On Order Column on Item Records
There are three main sources for the Quantity On Order: 1. Open Purchase Orders > when Items are purchased such as normal Inventory Items and Assembly Items when Allow Purchase of Assembly Items preference is enabled under Setup > Accounting > Accounting Preferences > Items/Transactions > Inventory.2. Open Work Orders > for Assembly Items.3. Transfer Orders > when Multi Location Inventory is enabled. The quantity will be added as On order in the ‘To Location’ set on the… Continue reading Quantity On Order Column on Item Records