Category: NS Administration

All articles / code related to Netsuite administration

Fast Four Bank reconciliation access.

SCENARIO The Client wants to provide the accountant of his compny to do the Bank reconciliation through fast four bank reconciliation. SOLUTION We have to provide the permission for Fast four Bank reconciliation. In this case we have to make a role permsission comparison with “Bank reconciliation-Fast Four” role that is coming from the bundle… Continue reading Fast Four Bank reconciliation access.

Set a default account for a particular payment method.

To establish a default account for a particular payment method, such as Check, and streamline the process of recording cash sales with that payment method, followed by automatic deposit into a chosen default account, follow these steps: Start by navigating to the ‘Setup’ menu and select ‘Accounting’ within it. Then, proceed to ‘Accounting Lists.’ At… Continue reading Set a default account for a particular payment method.

Resolving Permission Violation When Attaching Non-File Cabinet Files to Emails

A permission Violation error message occurs when trying to attach a file, which isn’t located in your File Cabinet, to an email. There is a solution to this issue, and it involves adjusting the access restrictions of the Attachments Sent folder. Here’s a step-by-step guide on how administrators can resolve this problem: 1. Go to… Continue reading Resolving Permission Violation When Attaching Non-File Cabinet Files to Emails

Apply Credit memo to Cash sale

Create an Item with a Payment type Navigate to Lists > Accounting > Items > New Select Payment Item Name: Enter Item Name Click Accounting Select Account Account: Select Accounts ReceivableNote: This must be the same A/R account used by the Credit Memo created. Populate other mandatory fields.  Click Save Create a Credit Memo In the Cash… Continue reading Apply Credit memo to Cash sale

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

Standard reports in the area of Purchasing and Accounts Payable

In NetSuite, users have access to a comprehensive set of standard reports specifically designed for Purchasing and Accounts Payable functions. These reports provide valuable insights into procurement processes, vendor transactions, and accounts payable activities, helping users track expenses, analyze vendor performance, and make informed financial decisions. The availability of these standard reports enhances transparency and… Continue reading Standard reports in the area of Purchasing and Accounts Payable

Saved search formula to exclude not only the lines but the entire record.

Requirement – In the saved search, the purchase order records need to be excluded if any of its line items satisfies a condition. When adding the condition, only the item line is excluded from the search, not the record. Solution – The condition should be applied as the summary condition. CASE WHEN item.class =’labor’ THEN… Continue reading Saved search formula to exclude not only the lines but the entire record.