A customer deposit can be applied against an invoice when the order is complete. Deposits are applied by creating a Deposit Application transaction. It can be applied against an invoice either from a customer deposit record or on a customer payment form. Apply a deposit from a customer deposit record: Go to Transactions > Customers… Continue reading Applying a Customer Deposit
Tag: Transactions
Report on the behavior of discount items in sales transactions
Non-Posting/ Account Line Discount Item/ Body Discount Item Discount amount reduces from field… in saved search Non-Posting Line Discount Item – In Record: The discount amount will be reduced from the subtotal of an item.– In saved search: Will show the discount item in a separate line. Also, the disc amount will be reduced from… Continue reading Report on the behavior of discount items in sales transactions
Transaction and Line Item Discounts
Transaction Discounts A discount item can also be used to reduce the total amount of a transaction. To apply a discount item to a transaction’s total, select the discount item you want to apply in the Discount field. NetSuite autofills the item’s rate and the transaction’s discounted total. Body-level discount items are items that are… Continue reading Transaction and Line Item Discounts
Types of Discount Items in Sales Orders and Saved Search
In NetSuite, there are two types of discount items: posting and non-posting. For Transactions:: Posting Discount Item: A posting discount item is a type of discount item that affects the posting of the transaction. When a posting discount item is applied to a transaction, the discount amount is recorded in the general ledger and affects… Continue reading Types of Discount Items in Sales Orders and Saved Search
PART 2.5 – GL Impact Account Setup of each transaction
Transactions Debited Account & Setup Credited Account & Setup Opportunities No GL Impact No GL Impact Estimates/ Quote Estimates – Non PostingDefault Account IncomeItem Record or Accounting Preferences Sales Order Sales Orders -Non PostingDefault Account IncomeItem Record or Accounting Preferences Item Fulfillment Cost of Goods SoldItem Record or Accounting Preferences AssetItem Record or Accounting Preferences… Continue reading PART 2.5 – GL Impact Account Setup of each transaction
PART 3 – General Ledger Impact and Transactions
This section will explain the fields displayed on the GL Impact page and the types of transactions that generate GL Impact. GL Impact Page Fields Accounting Book: This field will show up only if the Multi-Book accounting feature is enabled and provides the ability to maintain multiple sets of accounting records. For example, a company that… Continue reading PART 3 – General Ledger Impact and Transactions
Add Custom field in Case record
PROPOSAL SUMMARY This proposal covers the scope of implementing a new field in the case record to specify from which website the case is registered. REQUIREMENT We want to know from which domain the support case is registered. So, we have to create a new field in the case record. So that we can specify… Continue reading Add Custom field in Case record
How to add Memo Field in the Sublist Under Related Records Tab of Sales Order Record
1. Create Saved Search Navigate to Lists > Search > Saved Searches > New Click Transaction Search Title: Enter Title Click Criteria Filter:Note: For every required field use the drop-down menu to select it and once adjusted click Add if needed. Select Main Line Main Line: Select Yes Click Set Click Results Click Columns Field: Select Memo Click Available Filters Filter:Note: For every required field use the drop-down menu to select it and once adjusted click Add if needed.… Continue reading How to add Memo Field in the Sublist Under Related Records Tab of Sales Order Record
Create a Saved Search for Changes in Memo Field of Item Fulfillment
We can show changes in the memo field for IF records by creating a Saved Search. Navigate to Lists > Search > Saved Searches > New Click Transaction Search Title: Enter Title Click Criteria Click Standard Note: Always click ‘Add’ once Filter is selected and adjusted, as needed. Select Type any of: Select Item Fulfillment (or any type, depending on your use) Click Set Select Main Line Main… Continue reading Create a Saved Search for Changes in Memo Field of Item Fulfillment
Saved Search to Show Inventory-Affecting Transactions in the Item Record
Follow the steps below to create Saved search to show inventory-affecting transaction in the item record: 1. Navigate to Lists > Search > Saved Searches > New > Transaction.2. Under the Criteria tab > Standard sub tab > Filter column, add the following: Account > select the Asset account Posting > is true Main Line > is False 3. Under the Results tab > Columns sub tab > Field column, add the following: Date Number Type Quantity Under the Available… Continue reading Saved Search to Show Inventory-Affecting Transactions in the Item Record