Scenario Items have an available quantity, but the Invoice is showing back ordered items. The item in the invoice is showing as back ordered because the item has not yet been fulfilled. Once the item has been fulfilled, the item will show 0 backorder. Solution Consider the following: Check if the Invoice in Advance of Fulfillment preference is enabled… Continue reading Explain Why Invoice is Showing Back Ordered Items
Author: Parvathi K J
Inventory Detail Icon Not Showing
Scenario On an Item Fulfillment and Item Receipt page, the user is unable to see the Inventory Detail icon. Solution If the Item uses Bins and is subsequently disabled (Use Bins check box = F), the Inventory Detail icon on the Item Fulfillment and Item Receipt records will be gone. To solve: Edit the Item involved Use Bins: Enter checkmark Click Save
Saved Searches for Custom Sublists
To be used for a custom sublist, a saved search must have at least one list/record type field defined as an available filter. Custom sublist results are joined to the form record based on this field’s values. That is, the first item listed on the Available Filters subtab of the saved search must be a… Continue reading Saved Searches for Custom Sublists
The Workflow Action With After Field Edit Trigger is Not Working On Records Created Via CSV Import
Scenario The After Field Edit Trigger on Workflow Actions will not be executed when doing CSV Imports. Since this is the case, the trigger must be changed to After Record Submit. The best practice is to create a new action that will execute specifically for CSV Imports/Updates only. Solution Navigate to Customization > Workflow > Workflows Preferred Workflow: Click Edit Preferred State: Click Edit… Continue reading The Workflow Action With After Field Edit Trigger is Not Working On Records Created Via CSV Import
Email Transaction PDF > Incorrect Currency Symbol
Scenario The PDF attachments of an email created from the transaction record under Create New > Email do not show the correct transaction currency. Solution Navigate to Lists > Accounting > Currencies Select the transaction currency If the Override Currency Format checkbox is unmarked, mark then unmark the checkbox to bring back the correct currency symbol Hit Save
Mass Update of Customer Records to Set the Email Preference to PDF
Scenario The user wants to update the email preferences of several customers to PDF in bulk. Solution Navigate to Lists > Mass Update > Mass Updates Drill down General Updates Click Customer Title of Action: Enter title Click CriteriaNote: Add criteria to your preferencesIf we want to update only the Customer and need not consider the Leads or Prospects then use the criteria “Stage”… Continue reading Mass Update of Customer Records to Set the Email Preference to PDF
Fully Applied Vendor Bill/ Bill Credit is showing in A/P Aging Detail report
The As Of date in the A/P Aging Detail is before the Applied To Transaction (Bill, Journal, or Bill Credit) Date. The balance of the Vendor Payment / Bill Credit is considered as Unapplied until the As Of date covers the applied to the transaction date Example: Vendor Payment / Bill Credit is dated 8/21/2023… Continue reading Fully Applied Vendor Bill/ Bill Credit is showing in A/P Aging Detail report
SFTP Connector SuiteApp
The SFTP (Secure File Transfer Protocol) Connector SuiteApp enables you to directly transfer your payment files from NetSuite to your bank servers. You can also download files from your bank server to NetSuite. The SuiteApp establishes an SFTP connection between your NetSuite account and a remote SFTP server. The SFTP Connector SuiteApp works together with… Continue reading SFTP Connector SuiteApp
Create Workflow to Set Email Format to PDF on Customer Record
Scenario On Customer Record, the default Email Format value is Default. Create Workflow to Set Email Format Set to PDF. Solution Navigate to Customization > Workflow > Workflows > New Basic Information: Name: Enter Customer Email Format Record Type: Select Customer SubTypes: Select Customer Execute As Admin: Enter Checkmark Release Status: Select Released Initiation: Select Event Based Event Definition: On Create: Enter Checkmark On View or Update: Enter Checkmark Trigger Type: Select -All- Click Save Click State 1 Bottom right corner: Click New Action… Continue reading Create Workflow to Set Email Format to PDF on Customer Record
Item Receipt From Purchase Order Displays No Records to Show
Scenario The user wants to receive line items from Purchase Orders using the Receive button but the Items and Expenses Tab on Item Receipt displays No Records To Show. Solution Receive the items in Inbound Shipment Open Purchase Order Record Customize the Form On the Sublist Fields tab, Quantity on Shipments: Enter Checkmark Click Save Once the customized form is already saved, the Quantity on Shipments… Continue reading Item Receipt From Purchase Order Displays No Records to Show