Before installing the Dunning Letters SuiteApp, make sure the following features are also enabled in your NetSuite account:To enable features, go to Setup > Company > Enable Features. Feature Enable Features Subtab Custom Records SuiteCloud Advanced PDF/HTML (Beta) Templates SuiteCloud Client SuiteScript SuiteCloud Server SuiteScript SuiteCloud SuiteFlow SuiteCloud Multiple Currencies Company Multi-Language Company
Category: NS Implementation
All articles / code related to Netsuite implementation
Dunning Permissions and Roles
Record or Functionality Dunning Director/Accountant/ Administrator Dunning Manager or A/R Clerk Allow Individual Invoice Level Dunning Full View Dunning Configuration Edit View Dunning Level Rule Full View Dunning Pause Reason Full Full Dunning Procedure Full View Dunning Procedure Priority Edit View Dunning Template Full Edit Dunning Procedure Bulk Assignment Allowed Not allowed Dunning Bulk Update… Continue reading Dunning Permissions and Roles
Fixed Asset Management Module
If the customer has purchased the “NetSuite SuiteSuccess FinancialsFirst Premium Cloud Service”, and in the description, it contains the NetSuite Fixed Asset Management Cloud Service, the customer may have the fixed asset module with the package. If the customer has purchased the Standard one, and needed the fixed asset management within the netsuite, the modules… Continue reading Fixed Asset Management Module
Project management Method : RACI
A RACI chart, also called a RACI matrix, is a type of responsibility assignment matrix (RAM) in project management. In practice, it’s a simple spreadsheet or table that lists all stakeholders on a project and their level involvement in each task, denoted with the letters R, A, C or I. Once these roles are defined,… Continue reading Project management Method : RACI
Shipping cost calculation FedEx
Go to item fulfillment page by Go to Transactions > Sales > Fulfill orders or Sales order > Fulfill Click the Shipping subtab to verify the following: ■ Shipping and address information is correct ■ The Integrated Shipping Label box is checked In the Carrier Subtab select the appropriate data and verify the details: In… Continue reading Shipping cost calculation FedEx
Proposal For JE Approval Matrix
Proposal summary: The approval routing is required for the Journal Entry records based on the level of users. Requirement: The JE approver levels are user-specific. The level of each user is represented in the screenshot below: User Name User ID Levels Amrit Dash amritdash@bdo.in Level 4 Jasmeet Singh Bhandari jasmeet.bhandari@zupee.in Level 4 Mohit Arora mohit.arora@zupee.in … Continue reading Proposal For JE Approval Matrix
UAT test case Template for Dunning Module ( Reference )
UAT Category Feature Scenario Cedar Tester CL Support Testing Status/ Issue log UAT COMPLETED DATE UAT 1 Dunning Module : Dunning Levels Level 1 -5) Days > $0 USD and (-5) Days UAT 2 Dunning Module : Dunning Levels Level 2 1- 6 Days, > $0 USD and date due 1-5 Days UAT 3 Dunning… Continue reading UAT test case Template for Dunning Module ( Reference )
Procure to Pay : Process Details as per Exact Module( Suite success Edition)
1. Procure to Pay Procurement & Replenishment covers all aspects of item procurement, item movements between locations, and accounts payable processing. User Stories ID Title User Story 1.0 Procurement Strategy The Procurement Manager and accounting staff will define the procurement strategy.Ensure there is a defined a procurement reporting strategy which supports the procurement strategy through accurate… Continue reading Procure to Pay : Process Details as per Exact Module( Suite success Edition)
Dunning manager receives error: You do not have privileges to view this page
When an error like this occurs to any custom created dunning roles (manager / director) note down the script id from the error screen Open any script and change the internal id and click enter by going to customization> script> scripts Now the Dunning Queue SU (SS2) script will open go to deployment subtab open… Continue reading Dunning manager receives error: You do not have privileges to view this page
Defining Dunning selection criteria
The clients, invoices, and invoice groupings to which the dunning procedure can be applied can be filtered using dunning selection criteria. Automatic assignment to new invoices – Dunning procedures are assigned according to thesubsidiary, department, location, class, saved search, and dunning procedure priority. Automatic assignment to new customers – Dunning procedures are automatically assigned accordingto… Continue reading Defining Dunning selection criteria