SCENARIO: The Client is not able to find the new file button to attach documents to a transaction. REASON: The issue is due to the user’s role don’t have enough permission to attach new files. SOLUTION Go to Employee record Under Access, Select the role. Edit the role provide permission to Documents and files Full(under… Continue reading Button for Adding New File not available
Category: NS Administration
All articles / code related to Netsuite administration
Sales Report which shows the Revenue, Cost and Gross Profit
Requirement We will be able to create a Sales report in NetSuite to understand the revenue, cost, gross profit and gross profit percentage from a transaction. Solution Create a Transaction Saved search Add the following filters to the Criteria section Type = Sales Order, Invoice Main line = true Add the following columns in the… Continue reading Sales Report which shows the Revenue, Cost and Gross Profit
Change in Fidelity for U.S. Bank Feeds in NetSuite
Connections to Fidelity credential-based sites in NetSuite will no longer be supported beginning December 13, 2023. What is Changing? To improve security, Fidelity is transitioning to Open Banking technology. Connections to their credential-based sites in NetSuite will no longer be supported beginning December 13, 2023. This change affects existing Fidelity Investments connections created through the Connect to… Continue reading Change in Fidelity for U.S. Bank Feeds in NetSuite
Items are not listing in Sales order
While creating a Sales order, some of the items are not listed in the line-level item list. In most cases, this issue happens when the item is made inactive. If the item is active and still the item is not listed in the sales order, check for the accounts given under the accounting tab. If… Continue reading Items are not listing in Sales order
Inline Editing Option on Reports
Inline editing of reports offers all the standard capabilities of inline editing. When editing large numbers of reports it may be quicker to use the mass update feature. To change the owner of several reports: Go to: Reports > Saved Reports > All Saved Reports. Switch inline editing on. Arrange the list so that the reports… Continue reading Inline Editing Option on Reports
How to remove “-No Customer/Project-‘ on the A/R Aging Report
The items from journal entries for A/R accounts without entity description. As a default behavior, they show up as -No Customer/Project- on the Customer name column. 1. Navigate to Reports > Customers/Receivables > AR Aging > Customize Summary. 2. Under the Filters tab > expand the Customer/Job folder > select the ID or Internal ID field > set to not empty > hit Done. 3. Rename the Customer… Continue reading How to remove “-No Customer/Project-‘ on the A/R Aging Report
Country Names for CSV Import
It is best to specify countries by name instead of country codes in CSV files. Country codes are used as countries’ NetSuite internal IDs and using them in a CSV file can result to errors. Before an import, replace any country codes with names. Note On the Field Mapping page of the Import Assistant, you… Continue reading Country Names for CSV Import
Custom segment and brand customization
For the item record copy-making process for the custom role of Demand Planning Coordinator. Despite inactivating the workflow, the Brand value continues to be set as “General.” We have also created items by making copies from different roles, but the Brand is not being updated. When we tested with the Administrator role the brand was… Continue reading Custom segment and brand customization
Setting a Project Baseline
A baseline captures a snapshot of your original estimates for the project plan before any work begins. Once project details are finalized, you can establish a project baseline by clicking “Set Baseline” on the project record. Then, you can use the baseline data for comparison to actual work and revised schedules later in the execution… Continue reading Setting a Project Baseline
Tips on how to correctly import data into NetSuite.
import data into NetSuite.