Tag: Bill

How to get the last year Purchase Bill and payed in next year

For auditing purposes, the client has requested a tracking of purchase bills that were initially booked during December 2022 and subsequently settled in the following year, 2023. This entails identifying bills that were open in the 2022 calendar year and paid in 2023. Solution Go to List > search> saved search > Transaction Enter name… Continue reading How to get the last year Purchase Bill and payed in next year

Vendor Bill Variances

When you enter purchase orders, receipts, and vendor bills for items, each transaction can show a quantity, price, and exchange rate for the items. If there are any discrepancies between the quantity, price, or exchange rate, a remaining value may post to the Accrued Purchases account. If you use the Advanced Receiving feature, you can… Continue reading Vendor Bill Variances

Bill generated via bulk Purchase Orders

To create bill against bulk Purchase Orders, you can follow these steps. Navigate to Transactions > Payables > Bill Purchase Orders You can choose the Purchase Orders that you need to bill. Please note that the vendor, subsidiary, and currency are all the same. Submit it. The resulting bill will show all item details in… Continue reading Bill generated via bulk Purchase Orders

Proposal For Bulk Approval Of Bill And Bill Payment

Proposal summary  The proposal for bulk approval of bills and bill payments in NetSuite involves streamlining the approval process by allowing users to approve multiple records simultaneously.  Requirement  The client would like to complete the following requirements:  The current approval process for bills and bill payments in NetSuite requires users to individually verify each record,… Continue reading Proposal For Bulk Approval Of Bill And Bill Payment

Reverse Shipped Sales Order and Received Purchase Order

Requirement: Reversing sales orders that have been shipped but not invoiced, as well as those that have been shipped and invoiced. We will also explore the scenario of reversing a purchase order that has related transactions. Solution: In NetSuite, there is no standard functionality for reversing sales orders that have already been shipped. As an… Continue reading Reverse Shipped Sales Order and Received Purchase Order

Disallow the creation of bill if reference already exists for a vendor through csv imports.

if (scriptContext.type == scriptContext.UserEventType.CREATE), then check whether it is a vendor bill. Get the values of vendor and reference number from the current record. Create search to get the count of reference number which is entered in the vendor bill. Return the count. var searchBillResultCount = vendorbillSearchObj.runPaged().count; return searchBillResultCount; If count is greater than zero,… Continue reading Disallow the creation of bill if reference already exists for a vendor through csv imports.

Rounding off JE’s at the time of knocking off

Requirement: If the amount difference between the Bill and Bill Payment is between 0 and 5, automatically generate the journal entry to pay the bill transaction. Solution: If the difference between the Bill and Bill payment amount is between 0 and 1, a new Bill Credit(Memo: Rounding Off) will be created automatically for the remaining… Continue reading Rounding off JE’s at the time of knocking off

Proposal for Creating a field on Bills with link to any of the attached Documents

Deliverables  Client needs a field on Bill that holds link for each attached documents of that bill Solution As a solution, we could create a new Field Attachment Links which is a Rich Text field. We could use a Saved search for setting Dynamic default value for that field. The saved search will list all… Continue reading Proposal for Creating a field on Bills with link to any of the attached Documents