When working with Vendor Records may be necessary to ensure that the users working on the record have entered at least one Address before saving and warn them at the same time.
Tag: vendor
How to Update the Existing Entity Bank Details of Employee or Vendor Records via CSV Import
The Entity Bank Details is another Custom Record from the Electronic Bank Payments bundle, but the difficulty in performing a CSV Import for this Custom Record is identifying a unique identifier. This article shows how to display the Internal ID for the Entity Bank Details record and use it for the CSV Import file Step by… Continue reading How to Update the Existing Entity Bank Details of Employee or Vendor Records via CSV Import
Why the entity name is not available under Name Column When Entering a Journal Entry Line
Scenario When creating a Journal Entry, user can specify on the Name field the supplier or Customer at the line level. In some instance, a particular entity may not be listed or found from the Name drop-down menu. Example: 1. Navigate to Transactions > Financial > Make Journal Entries 2. Subsidiary: Select Company A 3. Notice that Currency field is automatically set to USD (the primary currency) 4. Under Lines tab, add a row with these… Continue reading Why the entity name is not available under Name Column When Entering a Journal Entry Line
Make a copy of vendor or customer records using user event script.
To make a copy of vendor or customer records, the create context type can be used instead of copy context type in the user event script. In the user event script, beforeSubmit(scriptContext) entry point is selected. It is because in the view mode of the record, “Make a copy” option is not available in the… Continue reading Make a copy of vendor or customer records using user event script.
How to Create a List of Item Receipts from a Specific Vendor for a Specific Month
Need a list of Item Receipts from a Specific Vendor for a specific month. 1. Navigate to Reports > Saved Searches > All Saved Searches > New.2. Select Transaction from the list.3. In Criteria > Standard > Filter: a. Select Type = Item Receipt b. Select Created From Fields… from the dropdown and in the popup select Type. In the new popup box, choose Purchase Order c. Main Line=False d. Select Quantity from the dropdown and in the popup, select greater than and… Continue reading How to Create a List of Item Receipts from a Specific Vendor for a Specific Month
Create saved search for Multi-Subsidiary Vendors
When we create vendor searches and vendor saved searches, we can obtain results for all of the secondary subsidiaries assigned to the multi-subsidiary vendor. On the Available Filters subtab, select Subsidiary Fields, and then choose the fields to include as filters. On the Results > Columns subtab, select Subsidiary Fields, and then choose the fields… Continue reading Create saved search for Multi-Subsidiary Vendors
CSV Import to add Bank Details for VENDORS
Before users can import Entity Bank Details, Vendor records which will be updated need to have the EFT Bill Payment checkbox enabled under Bank Payment Details subtab. This can be done via CSV Import or Mass Update. After updating this field, users can now do a CSV Import for the Custom Record called Entity Bank… Continue reading CSV Import to add Bank Details for VENDORS
To show transactions in Vendor record.
Set up for transaction records in Vendor records.
Creating a group
Creating a group in NetSuite and various types of groups.
Customer as Vendor
Make customer record as vendor.