Financials – Page 12 – knowledgebase JJ

The impact on customer records when the fields names and dropdown values are changed

Impact: We can change the field name, then the new name will replace the old one in the records. We can add new dropdown values. But cannot delete a dropdown value, already used in records. The below given warning message will show. But we can rename the dropdown value

If the G/L Account has currency (other than Bank a/c)

If we provide a currency in a G/L account, then you cannot post transactions into this account in any other currencies. we can only post the transactions related to that particular currency which is specified in the G/L account (COA). For Example, when we select a currency in the journal, the system will list the… Continue reading If the G/L Account has currency (other than Bank a/c)

Report with all the primary info of invoices

Requirement: Client need the report which includes only the primary info in an invoice and have to be in csv format Solution: The list view is displayed when you go to the NetSuite tab that lists the record you want, and click the task link for that type of record. Here it is invoice list.… Continue reading Report with all the primary info of invoices

Error:field is resricted

Requirement: When the user run the saved search, it was unable to drill down to the saved search result. Solution: The search was related to sending emails to the sales rep.In the formulas,there was terms like {salesteammember} {salesrep.email}. But the user role doesn’t have the employee record permission. To resolve the error, do the following… Continue reading Error:field is resricted

How to arrange the column display of values in a report

When we customize the reports by adding filters,the values columns will display in the order of alphabetics. So In this scenario the customer wants to see the profit centers in their website order. As per the standard listing in NetSuite, it will list alphabetically. Solution:If we edit those profit centers name by adding number like… Continue reading How to arrange the column display of values in a report

Automate Indirect Tax Calculations – NetSuite SuiteTax

SuiteTax is an indirect tax solution used to determine and calculate taxes across multiple tax jurisdictions (US, VAT countries, Brazil and India). Natively built on the NetSuite platform, SuiteTax drives efficiency by integrating transaction tax calculations and reporting functionality within the same suite that companies use for sales, billing, revenue recognition, payment processing, and much… Continue reading Automate Indirect Tax Calculations – NetSuite SuiteTax

Report been prepared differently

The report that the client require could be prepared using workbooks, saved searches and report builder. Its doesn’t mean that the report should be prepared using the report builder either customizing the report that already exists in the list of reports or creating a new one. It is all about the requirement of the essential… Continue reading Report been prepared differently

Category: Financials