When trying to add filters or columns on the Print transactions page, NetSuite throws an error. To add those, we need to add the permission of Find Transaction in the Transactions subtab of the custom role.
Tag: Transactions
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
Transaction Email Capture Now Available
Transaction Email Capture SuiteApp version 1.0.1 is now available for installation from the Search & Install Bundles page as a paid and managed SuiteApp. The SuiteApp enables employees and vendors to send vendor bills in PNG, PDF, or JPG file format through email. The SuiteApp works with the Bill Capture feature which lets you review details of file attachments before creating a… Continue reading Transaction Email Capture Now Available
Email Enhancements for Transaction Email Capture
The Transaction Email Capture SuiteApp, which enables the email capability for Bill Capture feature, includes the following enhancements: Increase in File Size Limit – Previously, the vendor bill file attachment limit is 5 megabytes (MB). In the latest version, email senders can now attach files up to 8 MB in size.For more information, see Sending Vendor Bills… Continue reading Email Enhancements for Transaction Email Capture
Creating a Memorized Transaction for a Specific Date
A memorized transaction in NetSuite enables the user to set up a transaction to recur automatically in the system. Memorized transactions eliminate data entry and can serve as reminders. Here, The user must have the Override Period Restrictions permission enabled. To create a memorized transaction using a specified date you will edit the transaction you… Continue reading Creating a Memorized Transaction for a Specific Date
How to know if a Cash Refund originally posted to Un-deposited Funds has already been Deposited.
1. Navigate to Transactions> Customers> Refund Cash Sale> List> View a specific Cash Refund that hasn’t been deposited. Notice a field “Create Check= No” 2. Open Deposit transactions and view all the transactions included to check if the Cash Refund was included or 3. Once a Cash Refund has been deposited, notice the ‘Create Check’ field, it will now read as “No Deposit#”, which is… Continue reading How to know if a Cash Refund originally posted to Un-deposited Funds has already been Deposited.
Preventing Accidental Closure of Transactions (Native Solution)
A transaction often needs to be reopened after a user accidentally clicked the “Close” button. Take the sales order, for example. The close button is right next to commonly used buttons as illustrated below. So, a misclick is easy. Moreover, there is no confirmation popup, thus, once clicked, the action cannot be aborted. Solution Prevention… Continue reading Preventing Accidental Closure of Transactions (Native Solution)
How to Get the Percentage of Fulfilled Quantity Out of Ordered Quantity
Navigate to Lists > Search > Saved Searches > New >Transaction. Under Criteria tab, set the following:Type- Sales OrderDate- (specify a specific period)Main Line-falseTax Line-falseCOGS Line-falseShipping Line-false Under Results tab NumberNameQuantityQuantity Fulfilled/ReceivedFormula (Percent) > Formula = nvl({quantityshiprecv},0)/nullif(nvl({quantity},0),0) Enter a Search Title. 5.Save & Run.
Common Instructions for Generating a Transaction Saved Search for Open Item Lines
This article will guide you through the common instructions to consider when generating a Transaction saved search specifically for open item lines in NetSuite. Transaction Type: To focus the search on open item lines, it’s crucial to filter by transaction type. Include only the relevant transaction types such as sales orders, purchase orders, or invoices.… Continue reading Common Instructions for Generating a Transaction Saved Search for Open Item Lines
How to add phone number in the address template
Scenario Client cannot see the phone number under the billing and shipping address of the transactions even though it is added in the address page. Solution Navigate to Customization > Forms > Address Forms Standard Address Form: Click Customize Locate Phone Show: Enter Checkmark Template ID Field: Copy ADDRPHONE Address Template:Paste <ADDRPHONE> Under the country subtab add the country Click Save