Scenario Customers are eligible for a 100% discount on an additional item when they buy at least four of that items. Solution By utilizing Item Promotion we can create a promotion for buy 4 get 1 free. For that Navigate to List> Marketing> Promotions> New (Item Promotion) Add basic information like “Name” & “Description” Select the… Continue reading NetSuite Promotion: Buy 4 Get 1 Free
Author: Parvathi K J
Promotion Record
Each promotion type has its own unique promotion form. However, all promotions consist of the same basic elements. Basic properties – identify the promotion. To identify a promotion, give each promotion a useful name. We can also provide a description for each promotion if needed. In the Custom Form field select the promotion type. We… Continue reading Promotion Record
Editing Causes Used Custom Form to Revert to Preferred Custom Form
Scenario A user created a Purchase Requisition by using a custom form and saved it. However, when editing the same Purchase Requisition the used custom form is automatically changed to the Preferred Custom Form. The Purchase Requisition record is a Custom record Solution Navigate to Customization> Forms> Entry Forms Select the custom form and edit… Continue reading Editing Causes Used Custom Form to Revert to Preferred Custom Form
Inventory Adjustment Import
The inventory adjustment record serves the purpose of modifying the quantity and value of an inventory item without the need to input a purchase order. These adjustments are essential for rectifying clerical errors, accounting for changes in cost, addressing incidents of theft or miscounts, and maintaining accurate inventory records. The process of creating and maintaining… Continue reading Inventory Adjustment Import
Dashboard Customization for Custom Search
Scenario The client wants to present the inventory items in a clear and organized manner, with a primary focus on their available quantity based on the location. The items will be displayed, allowing users to easily identify the items with the highest available quantities. In addition to the default sorting functionality, the client wants two… Continue reading Dashboard Customization for Custom Search
NetSuite Account Center is showing an error: “You do not have enough permissions to use this portlet”
Scenario Even when the user is using the Administrator role, the NetSuite Account Center still shows the error: “You do not have enough permissions to use this portlet.” Solution Log in to Administrator Role Go to List> Employees> Employee Go to the Access tab and add the role “NetSuite Support Center“ By following these steps,… Continue reading NetSuite Account Center is showing an error: “You do not have enough permissions to use this portlet”
Custom A/P Register Report not showing the Opening Balance Amount
ScenarioCustom A/P Register Report > Opening/beginning balance is not showing in the Balance column Solution Please see the steps below: Ensure that the Balance column represents the Running Balance of Vendor Register Transactions for the Amount (Gross) and not a different column like Amount (Foreign Currency).For the Amount Foreign Currency the opening Balance Amount is not available. Click on the Customize… Continue reading Custom A/P Register Report not showing the Opening Balance Amount
Sorting Data on Reports
In NetSuite, all reports are automatically sorted by default, either based on a single column or multiple columns. However, users have the flexibility to modify or remove these default sorting settings and introduce new sorting options to customize their reports according to specific requirements. Important Note Regarding Financial Statements: For financial statements, it is recommended… Continue reading Sorting Data on Reports
Exclude Non-Posting Transactions in Custom Detail Report
Scenario The client wants to create a custom report that only includes posting transactions. Currently, the custom transaction report consists of both posting and non-posting reports. Solution Navigate to Home> Set Preferences> Analytics Tab In the Reporting section> Report by Period field> Set value to All Reports Then click SaveAfter these steps, the custom transaction… Continue reading Exclude Non-Posting Transactions in Custom Detail Report
NetSuite Support Case through Suite Answer
We can file NetSuite Support Case through Suite Answer for that go to Suite AnswerNavigationHome> Help> Suite AnswerOn the Suite Answer page click on the button Contact Support Once we click on the Contact Support button we are directed to Create a Support Case PageIn the Create Support Case page, we can see different Steps… Continue reading NetSuite Support Case through Suite Answer