Category: NS Administration

All articles / code related to Netsuite administration

Change Tax Applied on Shipping Method

To change the tax applied on the shipping method used: Go to Lists > Accounting > Shipping Items > Select the Shipping Method used > Click Edit > Shipping Rules tab > Charge Tax On This Shipping Portion Of Item Field > Select tax code to be used Moving forward, when this shipping method is selected, the Shipping Charges will follow the tax code on the Charge Tax On This Shipping… Continue reading Change Tax Applied on Shipping Method

Restock Drop Ship Sales Returns using RMA

Scenario User would like to know how an Item marked as Drop Ship can become part of Inventory once a customer returns that Item Solution On the Sales Order page, click the Authorize Return button. In the Return Authorization page, users have the option to set it to either Pending Receipt or Pending Approval. The Drop Shipment Column will automatically be checked when users click the Authorize Return on the Sales Order page. If… Continue reading Restock Drop Ship Sales Returns using RMA

Send Transactions Email to Customers Only With Invoices

1. Update Customer Record – Navigate to Lists > Relationships > Customers – Edit any customer– In the Preferences tab, uncheck Email next to Send Transactions Via– Click Save 2. Update Custom Form– Navigate to Customization > Forms > Transaction Forms– Edit your preferred Invoice Form– Go to Screen Fields tab> Communication:Messages tab– In the To be E-mailed, mark the Default checkbox– Click Save

Saved Search To Retrieve The Last Three Purchase Orders

Record Type: Transaction (as Purchase Orders are transaction records). Criteria: Type is Purchase Order: This filters the search to only include Purchase Orders. Main Line is True: Ensures that only the main line of transactions is considered. Date Created or Date of Purchase Order: Choose one of these date fields to sort the purchase orders.… Continue reading Saved Search To Retrieve The Last Three Purchase Orders

Report to get Number of times an items was used in transaction for particular period of time

SCENARIO: The Client requires to know the items that were used in transactions for last 4 years and how many times it was used. SOLUTION: Create a Saved Transaction Serach: Navigation: Report>Saved Search>New Select type of search: Transaction. Once the transaction search page opens: In Criteria provide following details Posting is true Date created: on… Continue reading Report to get Number of times an items was used in transaction for particular period of time

Report to get details of attachment and folders related to bill.

SCENARIO: The Client requires to a report where they can see a bill and its related attachment and folder in which attachment are kept. SOLUTION: Create a Saved Transaction Serach: Navigation: Report>Saved Search>New Select type of search: Transaction. Once the transaction search page opens: In Criteria provide following details Type: Bill Date: This year Mainline:… Continue reading Report to get details of attachment and folders related to bill.