Suppose you have a list of products, and you want to make changes to that list. If some of those products have a special way of calculating their cost, like “FIFO” or “LIFO,” and you use NetSuite to make those changes, it might not work as expected. Instead of following the special rules for those… Continue reading Inventory Adjustment Worksheet – LIFO/FIFO Costing
Category: NS Customization
All articles / code related to Netsuite customization
Entering a Field Manually to an Advanced Template
Certain fields can be included in advanced templates even though they are not listed in the Fields selector. For instance, ${record.entity.email} uses the entity field to link to the Customer record, allowing access to all of the record’s body data. The steps below explain how to manually add fields to the template. Obtain the field… Continue reading Entering a Field Manually to an Advanced Template
Dynamic default value sourcing in custom segment
In some cases, you can apply a custom segment to two record types that have a relationship with each other. In these situations, you may want the segment value on one record to populate with the value selected on the other. To create dynamic default logic for a custom segment: Edit the custom segment. Click… Continue reading Dynamic default value sourcing in custom segment
Item Management – Inventory Adjustments
Inventory adjustments are necessary for various reasons, including: Stock Discrepancies: Discrepancies can occur due to theft, damage, or errors in the receiving process. Regular inventory adjustments help identify and correct these issues. Seasonal Changes: Some businesses experience fluctuations in demand based on seasons or trends. Inventory adjustments help you optimize stock levels accordingly. Product Expiration:… Continue reading Item Management – Inventory Adjustments
Commission Schedule & Commission Plan Overview
The most effective incentive for motivating sales team is commission. With NetSuite, you can design complex, multi-tiered commission plans that complement your company’s sales strategy. Employee Commissions feature, have an administrator enable the feature at Setup > Company > Setup Tasks > Enable Features. The feature is on the Employees subtab. To begin using the… Continue reading Commission Schedule & Commission Plan Overview
Verticals vs. Audience in NetSuite: Maximizing Your Marketing Strategies
Both campaign verticals and audiences play vital roles in your marketing strategies. To decide which approach to use, consider the following factors: Campaign Structure: Use verticals to categorize and manage your marketing campaigns. This helps with organization, budgeting, and reporting. Audience Segmentation: Use audiences for personalization and targeting within your campaigns. They are especially useful… Continue reading Verticals vs. Audience in NetSuite: Maximizing Your Marketing Strategies
DomainKeys Identified Mail
To protect customers from unsolicited email, many ISPs check the domain key used in an email message to determine whether it is spam or not. DomainKeys Identified Mail (DKIM) is a method of digitally signing your email messages to allow authentication. When sending email from your NetSuite production account, using your own domain key increases… Continue reading DomainKeys Identified Mail
Create a saved search to list items that are not billed to bill the rest.
Scenario: Create a saved search to list items that are not billed(fully or partially) to bill the rest. Solution: List> Search> Saved Searches Select TransactionsEnter Search Title Criteria: Vendor Return AuthorizationType: Sales OrderMain line: FalseFilter: Formula (Numeric) Description: is greater than 0 Formula: ABS({quantity}) – {quantitybilled}Filter: Status Description: is none of Vendor Return Authorization:Cancelled, Vendor… Continue reading Create a saved search to list items that are not billed to bill the rest.
A step by step guide to cross-location Inventory Transfer in NetSuite
The “cross-location inventory transfer” refers to the process of moving inventory items from one location to another within the NetSuite system. It allows you to manage and track the movement of inventory between different physical or virtual locations within your organization. Here’s a step-by-step guide to performing a cross-location inventory transfer in NetSuite: 1.Start by… Continue reading A step by step guide to cross-location Inventory Transfer in NetSuite
Client needs to create search to show the locations for which the checkbox are checked.
Scenario: Client needs to create search to show the locations for which the checkbox are checked within a single column. Solution: List> Search> Saved Searches Select: ItemEnter Search TitleCriteria:Type: Inventory Item Select TransactionsEnter Search TitleCriteria:Type: Sales OrderMain line: FalseTax line: FalseCOGS: FalseShipping: FalseResults:Field: NameField: Formula(Text), CASE WHEN {custitem_jj_strloc_flrmtx_sanjos_1903} = ‘T’ THEN ‘SAN JOSE’ ELSE NULL… Continue reading Client needs to create search to show the locations for which the checkbox are checked.