Category: NS Administration

All articles / code related to Netsuite administration

Lead and prospect records are converted to customer record when status is changed.

LEAD TO CUSTOMER Steps: Create a lead. Lists -> Relationships -> Lead -> New Enter the required details. Save the record. Edit the record and change the status to “CUSTOMER- Closed Won” or “CUSTOMER- Lost Customer” or “CUSTOMER- Renewal“. Save the record. Now the Lead is converted to Customer. PROSPECT TO CUSTOMER Steps: Create a… Continue reading Lead and prospect records are converted to customer record when status is changed.

Concurrency in NetSuite

Concurrency in NetSuite refers to the ability of multiple users to access and manipulate data in the system simultaneously without conflicts or data inconsistency issues. NetSuite employs several mechanisms to ensure concurrency, including locking mechanisms and record-level security. Locking mechanisms in NetSuite control access to records and prevent multiple users from making conflicting changes. When… Continue reading Concurrency in NetSuite

Unlock Bank Statement-Fast Four Reconciliation

SCENARIO: The Client Requires to unlock the Processing Bank statement done through fast four reconcilaition. SOLUTION Defaultly the unlock bank statement permission is only provided for the user with Administrator Role. To provide it for a custom role kinldy do as the following steps: Unlock statements permission With the unlock statement option users can unlock… Continue reading Unlock Bank Statement-Fast Four Reconciliation

Employee name not populating in Sales Rep field

SCENARIO While Client is trying to enter opportunity they are not able to get name of certain employees in the Sales Rep field. SOLUTION Identify the Names of employees Open the employee record Click on edit button Under Human Resource subtab Click on Issalresrep Save the record