NS Administration – Page 8 – knowledgebase JJ

Purchased Goods Refund Without Return

What to do in a situation wherein you’ve received goods that are already paid for and are defective, and you want to refund the money without returning the goods? The standard process is to create Vendor Return Authorization, but this will reduce the Inventory, which might not apply to some users as they will proceed with the disposal of… Continue reading Purchased Goods Refund Without Return

Unable to Edit the Name field in the Journal

even if the accounting period is open, the Name filed at the line level is unable to be edited. The status of the journal is “Approved for Posting Payments Applied”. The reason why the user is not able to edit the Customer on the transaction line of the Journal is because it is applied to… Continue reading Unable to Edit the Name field in the Journal

Best practice to inactivate a resigned employee

Deactivate an Administrator’s Access to NetSuite

Custom Fields: Workflow Dependencies

Base Currency Adjustment – Currency Revaluation

This article summarizes the base currency adjustment type currency revaluation record in NetSuite.

Change date format in NetSuite

You can change the company, subsidiary, and user settings to use a different date format than the default setting. You can select the formats to use when displaying abbreviated and full dates. The abbreviated date format appears on reports, forms, and data-entry pages. The long date format is used when forms or templates require a… Continue reading Change date format in NetSuite

Grabbing and Assigning Cases

When a case record is entered, it needs to be assigned to either a person or a group. To grab a case: Grabbing is a quick way to assign a case to yourself. When you assign a case to yourself, you can respond to the customer. You have to be a support representative in order… Continue reading Grabbing and Assigning Cases

Knowledge Base Topics in NetSuite

Knowledge Base solutions can be organized by a hierarchy of topics and subtopics. When a topic is published, its subtopics and the solutions linked to these subtopics will also be published. To create a topic: Navigate to Lists > Support > Topics > New. Within the Title field, input a name for this topic, which… Continue reading Knowledge Base Topics in NetSuite

Create a bill from fully billed Purchase order

Scenario A user who has no permission to void or delete Bills has a way to remove the Bills from Bills Payment page and make the related Purchase Order available again on the Bill Purchase Order page. The need to redo the Bill (originating from a Purchase Order) arises on certain occasions such as when… Continue reading Create a bill from fully billed Purchase order