Issue: When a date is chosen in the transaction date field, the associated posting period is automatically set in the Posting period field. However, an anomaly occurred on 31st December 2023. In Editable mode, the posting period is initially set as Adj Dec 2022, but upon saving the transaction, it mysteriously changes to the current… Continue reading Change in Posting Period While Saving Journal Entries
Author: Swathymol O U
Sending Purchase Order to Vendor via Email
A solution is provided by NetSuite to fulfill the specific requirement of dispatching purchase orders to vendors via email during the creation process. This functionality is readily available through a standard feature, ensuring seamless communication with vendors as part of the standard NetSuite capabilities. To enable this capability, follow these simple steps: Navigate to the… Continue reading Sending Purchase Order to Vendor via Email
CSV Template For Importing Projects
CSV, or Comma-Separated Values, is a simple and widely supported file format for data storage. In the context of NetSuite, a CSV template serves as a structured document that helps to import data from various records into the account. To further simplify the process, we can create pre-defined CSV templates for importing projects. These templates… Continue reading CSV Template For Importing Projects
Converting Lead to Customer Without Creating a Transaction in NetSuite
Converting leads to customers is a pivotal aspect of any business’s growth strategy. While NetSuite is a powerful tool for managing customer data and transactions, there are ways to convert leads without immediately creating transactions. The Lead Status field in the lead record allows for the modification of the lead status. Altering the status to… Continue reading Converting Lead to Customer Without Creating a Transaction in NetSuite
Single Adjustment Period to Cover Multiple Quarters within Different Accounting Period
In accounting, an adjustment period refers to a specific time frame during which various accounting adjustments and corrections are made to ensure the accuracy of financial statements. By designating a single adjustment period to cover multiple quarters within different accounting periods, businesses can simplify their accounting processes and improve overall efficiency. For that, we will… Continue reading Single Adjustment Period to Cover Multiple Quarters within Different Accounting Period
Setting Adjustment Period for an Existing Account Period in NetSuite
Setting up an adjustment period for an accounting cycle is a crucial step in ensuring accurate financial reporting and adherence to accounting standards. This feature allows businesses to make necessary adjustments to their financial records even after the standard accounting period has closed. By utilizing the adjustment period functionality, companies can maintain the integrity of… Continue reading Setting Adjustment Period for an Existing Account Period in NetSuite
Knowledge Base Topics in NetSuite
Knowledge Base solutions can be organized by a hierarchy of topics and subtopics. When a topic is published, its subtopics and the solutions linked to these subtopics will also be published. To create a topic: Navigate to Lists > Support > Topics > New. Within the Title field, input a name for this topic, which… Continue reading Knowledge Base Topics in NetSuite
Performance Metrics in Support Cases
NetSuite offers a set of metrics that provides insights into each support case, empowering support managers with greater visibility into case handling effectiveness. These valuable metrics are conveniently accessible through the Metrics subtab within each case record, making it easy to track and monitor progress. The Metrics subtab on the case record allows support managers… Continue reading Performance Metrics in Support Cases
Knowledge Bases in NetSuite
Knowledge bases are powerful tools for businesses seeking to organize and disseminate information relevant to their operations. By centralizing knowledge and information, these systems offer several key advantages. Firstly, they enhance the efficiency of support representatives by providing quick access to a repository of solutions, FAQs, and best practices. This helps support teams respond promptly… Continue reading Knowledge Bases in NetSuite
Standard reports in NetSuite related to the Order to Cash Process
Within the NetSuite platform, users are granted access to a diverse range of standard reports tailored to the Order to Cash Process. These reports empower users to closely monitor and analyze crucial aspects of their sales operations, including order processing, invoicing, payment receipts, and customer accounts. By leveraging these standard reports, businesses can enhance their… Continue reading Standard reports in NetSuite related to the Order to Cash Process