NS Implementation – Page 10

Give Email Marketing Campaign Permission to Custom Role

To fix this problem, using an Administrator role: Navigate to Setup > Users/Roles > Manage Roles Custom Role: click Edit Under Permissions tab, click Lists subtab Add Permissions: Select Marketing Campaigns Level: Select CreateNote: Set the Access Level according to your preference Click Add Select Marketing Template Level: Select CreateNote: Set the Access Level according to your preference Click Add Under Permissions tab, click Report subtab Select Marketing campaign Reports Level: Select view Click Add Under Permissions tab, click Set Up subtab Select… Continue reading Give Email Marketing Campaign Permission to Custom Role

Solving Import Error

Error:- “Invalid item reference key 504 for subsidiary 10.” Solution:- check the item record. In the subsidiary field, add the subsidiary that you want to add for the item. Add the subsidiary under the item. Then import the file again.

Import Error

When importing the files there is an error is showing. “DATE. Value : 01-01-2022. Error : Date field not in your preferred date format for field “Date”” But in the file the date format is correct. Solution:- Delete the date and reenter the same date again and save the file. The client’s account has a… Continue reading Import Error

Invalid Rectype Reference Key xxx : while inactivating Custom Segment.

Invalid Rectype Reference Key xxx while inactivating Custom Segment.

While trying to import journals, the user gets an error “This record has been locked by a user defined workflow.”

Close a Credit Memo Without Voiding or Deleting It

Saved search to show all the Journals which have the transaction currencies and base currencies are different but the exchange rate wrongly added as one.

Scenario Client created JEs and they made wrong exchange rate in the transaction. i.e., if the base currencies and transaction currencies are different, the exchange rate will not be 1 But they wrongly added one as the exchange rate. So, they want to know which all are the wrongly posted JEs. Eg. USD to USD… Continue reading Saved search to show all the Journals which have the transaction currencies and base currencies are different but the exchange rate wrongly added as one.

Update GL Matching error – “Transaction cannot be saved because the reference number already exists for this vendor”

This article describes the CSV error while updating the GL Matching reference for previous transactions when we enabled the duplicate detection preference.

CSV Import Error: “Invalid Subsidiary Reference key” for Journals.

Scenario During the CSV import of Journal Entry an above error is received. Solution Use the correct format for CSV file by exporting list of Subsidiaries: Check the subsidiaries mentioned in the file is correct with the NetSuite record.Navigate to Setup > Company > Subsidiaries.Subsidiary is spelled the way it is spelled in the record.… Continue reading CSV Import Error: “Invalid Subsidiary Reference key” for Journals.

Restrict Employees from seeing other user’s Expense Reports for Approval

Restrict the employees from seeing other employees expense report for Approval and they need to view only their subordinates Expense reports or the same department’s Expense Report.