Report for daily shipments and daily Purchase order for the year 2022 and 2023 Created a saved search of type – transaction. Criteria ( Type is Purchase Order OrType is Item Fulfillment ) AndMain Line is true Result Type – Group For 2022 – Formula (Numeric) – Count- CASE WHEN TO_CHAR({trandate}, ‘YYYY’) = ‘2022’ THEN… Continue reading Report that shows of average daily transactions year over year
Author: Geethu Krishna
Saved search to fetch the invoice amount, payments, deposit and cash collected per trimester each year.
Trimester 1 – February 1 to May 31 Trimester 2 – June 1 to September 30 Trimester 3 – October 1 to January 31 Create a saved search of type transaction Criteria- Type is InvoiceCreated From : Type is Sales OrderPaying Transaction : Type is any of Deposit Application, PaymentCreated From : Date is within… Continue reading Saved search to fetch the invoice amount, payments, deposit and cash collected per trimester each year.
Mark Drop ship Item checkbox of all inventory items
To mark all inventory items as drop ship items, 1.First create a saved search of the list of inventory items which are not marked drop shipped but have a preferred vendor and purchase price. Criteria – type – inventory drop ship item – no preferred vendor – yes purchase price – not empty 2.Export the… Continue reading Mark Drop ship Item checkbox of all inventory items
Functional Specification Document for Service Pack
OVERVIEW This document provides an overview of the functional specifications for automating the service pack business model at Jobin and Jismi using NetSuite. Currently, the company’s operational setup lacks the capability to precisely monitor monthly working hours, with no provisions for accurately tracking the actual hours utilized. Consequently, the company requires a system integrated into… Continue reading Functional Specification Document for Service Pack
Account set up and basic configuration document- East USA
SUMMARY The document discusses the standard functionalities that can be are enabled and not enabled within the NetSuite account of Myntahl East Electronics. It is structured into 3 sections: the first section focuses on features related to business processes, the second section addresses features associated with requirements, and the third section pertains to features requiring… Continue reading Account set up and basic configuration document- East USA
Saved search for GL codes
To create a Save search for the chart of accounts to show the accounts created/ modified on or after april 2023 The navigation used is list>search>saved searches>new Choose the search type as account Under the criteria subtab – choose – System notes: Date- is on or after april 2023 Under the result subtab – choose… Continue reading Saved search for GL codes
Ship a dropship item from the stock.
If a product is designated as a drop ship item, NetSuite will automatically generate a purchase order when a sales order is created for that item. To ship a drop ship item from existing inventory without generating an automatic purchase order, follow these steps when creating a sales order: Select the item on the item… Continue reading Ship a dropship item from the stock.
Drop shipping in NetSuite – User guide.
SUMMARY The document encompasses the utilization of the drop ship feature within NetSuite, accompanied by relevant screenshots illustrating the associated functionalities and transactions. Furthermore, it provides an in-depth analysis of the impact on inventory within the drop ship process. DROP SHIPPING A dropship item is a product that is sent directly from the vendor to… Continue reading Drop shipping in NetSuite – User guide.
Set up Knowledge Base in NetSuite
Organizing and delivering business-specific information through knowledge bases can boost support representative efficiency and foster improved internal communication.To establish a knowledge base in NetSuite, you should initially activate the knowledge base feature by navigating to “Setup > Company > Setup Tasks > Enable Features” on the CRM subtab, then check the “Knowledge Base” box under… Continue reading Set up Knowledge Base in NetSuite
Extract and match the internal id of customer records with the customer data provided to update fields by CSV import
The given data has the fields – ID, Company name, Taxable, Tax item, Billing state. The fields to be updated are Taxable and tax item.STEP 1- Create a saved search and extract the customer records with the fields provided in the given data along with the internal ID of the records. Click on export as… Continue reading Extract and match the internal id of customer records with the customer data provided to update fields by CSV import