Summary: This article provides instructions on configuring the case reopening behavior for messages in NetSuite. You can choose whether to allow closed cases to change their status to “re-opened” when a new message is added to the case. The article explains the purpose of the “Messages Reopen Closed Cases” checkbox and its impact on case… Continue reading Re-opened when a new message is added to the closed case
Category: NS Administration
All articles / code related to Netsuite administration
Why the entity name is not available under Name Column When Entering a Journal Entry Line
Scenario When creating a Journal Entry, user can specify on the Name field the supplier or Customer at the line level. In some instance, a particular entity may not be listed or found from the Name drop-down menu. Example: 1. Navigate to Transactions > Financial > Make Journal Entries 2. Subsidiary: Select Company A 3. Notice that Currency field is automatically set to USD (the primary currency) 4. Under Lines tab, add a row with these… Continue reading Why the entity name is not available under Name Column When Entering a Journal Entry Line
How to view open balance transactions in journal entries
User will be able to pull up the transactions thatwere created via Setup > Accounting> Enter Opening Balances by performing the following steps: 1. Navigate to Lists > Search > SavedSearches > New > Transaction 2. Enter the following filters under the Criteriatab > Standard sub tab: Type = Journal Memorized = is False Document Number = is not empty Memo = is Opening… Continue reading How to view open balance transactions in journal entries
Not able to link the same Item Receipt in multiple Bills.
When creating the purchase order, there is a checkbox ‘Match Bill To Receipt’ at the PO item line level. When this checkbox is checked, if the user is creating the bill after creating the Item Receipt, the item receipt number will be automatically populated in the Bill’s ‘Item Receipts’ line-level field. But if the Bill… Continue reading Not able to link the same Item Receipt in multiple Bills.
Customer Project in NetSuite
A project serves as a subrecord within a customer record, providing a dedicated space to monitor the financial aspects of a particular endeavor. By associating projects with customers, businesses can track costs, revenues, and other relevant data specific to each project, ultimately improving financial management and decision-making processes. To create a project within a customer… Continue reading Customer Project in NetSuite
Last Run By Filter in Execution Log Search
When working with Saved searches, it’s often essential to filter and narrow down the results based on specific criteria. For searches on execution of saved search, “last run by” filter allows us to view entries based on the individuals who performed the execution. However, by default, the filter options are limited to “mine,” “my team,”… Continue reading Last Run By Filter in Execution Log Search
How to get list of saved searches in your account that currently contain HTML code in Formula(Text) fields.
For getting the HTML code with Formula text field, go to Lists > Search > Saved Searches with HTML in Formula (Text). Note: If you have customized your NetSuite center to remove or rename the Lists tab from the navigation menu, you may not see the Saved Searches with HTML in Formula (Text) list. To access… Continue reading How to get list of saved searches in your account that currently contain HTML code in Formula(Text) fields.
Vendor Quantity Pricing Schedule missing in the Item Record
The pricing schedule does not appear it is most likely that there is no assigned Units Type and Units. Go to the Vendor Record > Financial > Pricing Schedules Click on the Pricing Schedule Click Edit Select a value in the Units Type and UnitsNote: Make sure that these match with that of the item record Click Save
Managing Multiple Source of Customer Data – NetSuite CRM
Many businesses fail to provide consistent and relevant experiences because they are unable to bring together all the different sources of customer data throughout their company. If you break it down, customers typically interact with your business in 4 areas: Sales, Marketing, Commerce and Service. The sales team has the most direct contact with business… Continue reading Managing Multiple Source of Customer Data – NetSuite CRM
Support Groups in NetSuite for Efficient Collaboration and Case Assignment
Summary: This article provides insights into using support groups in NetSuite to streamline collaboration, manage group events, and assign cases effectively. It emphasizes the benefits of assigning cases and case territories to support groups for efficient case filtering and quicker customer response. Additionally, the article highlights the automatic creation of group calendars when setting up… Continue reading Support Groups in NetSuite for Efficient Collaboration and Case Assignment