REQUIREMENT Client would like to develop a script that should adjust the Tax Amount on the Invoice Item line if the Gross amount is within 0.01 of a whole integer. So, this adjustment will round the Gross Amount to the nearest whole integer such that 19.99 ≈> 20 <≈ 20.01 Need to implement a script on the save… Continue reading Adjusting the Tax Amount on the Invoice Item line
Category: NS Customization
All articles / code related to Netsuite customization
GL Plugin script to modify GL of payment based on the account selected.
REQUIREMENT Client needs to implement a functionality, where user will have a dropdown menu to select the type of discount account, where they want to direct the discount amount entered on each invoices applied in the payment record. Currently, their customers (retailers) give them all sort of discounts but it is always defaults to the… Continue reading GL Plugin script to modify GL of payment based on the account selected.
Credit Limit and Customer Deposit
In NetSuite, credit limits and customer deposits are two distinct aspects of managing customer accounts. Credit Limits: A credit limit is the maximum amount of credit that a customer is allowed to have outstanding at any given time. It’s a way to manage and control the risk of customers exceeding their authorized credit.Setting Credit Limits:… Continue reading Credit Limit and Customer Deposit
Find the sum of formulas for saved search.
To get the sum of all the fields which is created using formula,take the actual formula used to create the fields and adjust the criteria and add them. For eg: Two fields are created using the formula coalesce(max(case when {systemnotes.field} in (‘Pipeline stage’) and {systemnotes.oldvalue} in (‘Opportunity’) then {systemnotes.date} when {systemnotes.field} in (‘Deal Status’) and… Continue reading Find the sum of formulas for saved search.
SEO Trends – 2024 (Part1)
1. The Role of AI in The Current Search Algorithm It’s no secret that AI (Artificial Intelligence) has been rapidly gaining popularity in recent years, especially due to the surge of LLM (Large Language Model) tools like ChatGPT, Bing AI, and Google Bard. The rise of these LLMs has changed how users consume content and… Continue reading SEO Trends – 2024 (Part1)
Setting Revenue Recognition Journal Entries for Secondary Book from HTP
Requirement: The User has successfully completed the Historical Transaction Process (HTP). However, the User cannot generate Revenue Recognition Journal Entries for the Secondary book even if Create Revenue Recognition and Amortization Journal Entries are set to True. Solution To check if Revenue Arrangements are also copied to Secondary book: 1. Navigate to Transactions > Financial >Revenue Arrangements 2. Click Customize View 3. On… Continue reading Setting Revenue Recognition Journal Entries for Secondary Book from HTP
Adjustment-Only Books
This is a feature in Multi-Book Accounting. Adjustment-only books allow you to post book-specific adjustments to a secondary, adjustment-only book at closing. They serve as a light version of multi-book accounting, but you do not need the Full Multi-Book Accounting feature to use them. Adjustment-only books differ from standard secondary books in that they do… Continue reading Adjustment-Only Books
Unexpected Error in saving Bank Reconciliation Page
Requirement: The user would like to use the old Bank Reconciliation function which is the Reconcile Bank Statement page. While editing the Account record and unchecking the Match Bank Data and Reconciliation Pages, it throws an error: “An Unexpected Error has occurred. Please click here to notify Support.” Solution Navigate to Lists > Accounting > Accounts Click Edit on a Bank Account… Continue reading Unexpected Error in saving Bank Reconciliation Page
Populate Terms Field on a Sales Order
Requirement: The Sales Order created does not auto-populate the Terms field on the transaction. This should auto-populate with the Terms assigned to the Customer’s record. Solution Create a Workflow for the Sales Order that would set the field’s value depending on the Term that is set on the Customer’s record. Navigate to Customization > Workflow > Workflows > New Basic Information: Name: Enter NameExample: Sales… Continue reading Populate Terms Field on a Sales Order