Use of Is Available? field in item saved search

The use of the Is Available? field in an item saved search is to locate items available in a primary website. Locate and select Is Available? field under the Criteria tab > Standard  subtab > Filter column  in an item saved search and set it to true.

The following are displayed if Is Available? field is set to true:

1.    Items with website set under the Web Store tab > Web Site Categories on the item record.

2.    Items created after the Web Site and Web Store features are enabled regardless if a website is set on the item record. These features are found under Setup > Company > Enable Features > Web Presence

Note: Regardless if Display in Web Store box is checked or not, the conditions above prevail.

System Calculation for Average Cost Assembly in WIP Accounting

In the case of average cost assembly that uses WIP accounting, the system will perform the following:

 

1.  During completions, the system will grab an estimate of the assembly cost for costing purposes because there is no direct connection between the component and the assembly.  Thus, we provide the estimate during the completion "receipt" transaction.

2.  During work order close, the system will review all of the component cost and the assembly cost and generate a variance based on the difference.  This difference is generated because of multiple completions and issues that are occurring in the system.

 

3.  If the user wants to update the average cost by applying the variance back into the asset amount, we recommend the usage of the inventory adjustment worksheet.   The reason why we do not provide a direct update on the asset amount is because there might be instances where some quantitities are being shipped between the time of close and completion.  The full variance asset amount may not apply directly to the asset.

 

To illustrate,

 

1.  A work order is entered  for assembly A which requires component B.  The quantity per assembly is 1 for component B.

2.  We record completion of 3 quantities of assembly A with a cost of $5 each for a total of $15.00.   The cost of A is an estimate.  It is the last purchase price ($5).  The reason why we use the estimate is because there is a timing issue where the completion may be inputted into the system before the component issue.

3.  We record an issue of 4 quantities of B at the unit cost of $3 for a total cost of  $12.00.  The component cost is calculated because it is an inventory decrease.

4. Then, 2 quantities of Assembly A is shipped.  

5.  Upon close time(WO Close) , we have a variance of $3 ($15.00-.$12.00). 

 

If the user wants to allocate the variance amount into the asset, they can use the inventory adjustment worksheet.  We do not directly apply it because only a portion of this variance amount can be applied to the asset since portions of it is already shipped.

Be able to export items' vendor prices without rounding off the figures to 2 decimal places.

A vendor price that has more than 2 decimal places in the item record shows up on item search results and exported CSV/Excel file rounded off in 2 decimal places.  Formatting cells to more than 2 decimal places does not work for this price on the exported file.

Alternate Solution for Vendor Price : Use a formula column to export the Vendor Price.

1. Create an item search via Lists > Search > Saved Searches > New > Item.

2. On the Saved Item Search page, navigate to Results tab > Columns sub tab.

3. Remove columns as necessary.

4. Add the following column:

a. Formula(Numeric)

Field: Vendor Price

Formula : ROUND({vendorcost}, x)

where x=the number of decimal places.

5. Give the column a custom label such as Vendor Price.

6. Give the search a unique title.

7. Save & Run.

8. Export the list via CSV. 

This is related to Enhancement#87550 : Lists > Accounting > Items > Export - Would like to be able to export 4 decimal places in item price.

Adding New Value column values for items included in CSV file for Adjust Inventory Worksheet Import.

The user may create a saved item search for the items that will be adjusted with Average Cost column included. On the exported CSV file, add a New Quantity column and enter values as per physical count and formulate another column to multiply the new quantity with the average cost for each item to come up with the new value.

1. Navigate to Lists > Search > Saved Searches > New.
2. Select Item from the new saved search list.
3. On the Saved Item Search page, go to Criteria tab and set the following filters or modify it as necessary to get all the items that will be adjusted :
Type is Inventory Item
Costing Method is Average
4. Under Results tab and include the following column :
Average Cost
*If MLI = True, then add Location Average Cost column instead.
5. Enter desired saved search name.
6. Click Save & Run
7. When the results are generated, cilck Export to CSV.
8. On the exported CSV file, add another column for the New Quantity and enter values per item.
9. On the same file, add another column to multiply New Quantity by the Average Cost.
10. Save the file and add more fields as necessary to use in importing Adjust Inventory  Worksheet.

This is related to Enhancement#213699 : Transactions > Inventory > Adjust inventory Worksheet > Import : Ability for the system to auto-calculate New Value once data is imported instead of requiring it in the import.

 

Income Statement Account Value Manually entered in Adaptive Insights Copies the Value on Imported General Ledger Account when Importing Actuals from NetSuite to Adaptive Insights

This article is intended for accounts integrated with Adaptive Insights, NetSuite's partner in delivering financial management solutions.


Once user has confirmed that the actuals imported from NetSuite to Adaptive Insights are mapped correctly on Planning > Import > NetSuite Import Category Mappings page, check the following::

1. The Account in question could have been a subaccount of a Parent Account that has the same name of another subaccount. Example:

   Subaccount 1 (Parent Account)
   Subaccount 1 (A subaccount wherein the value is imported as actuals from NetSuite.)
   Subaccount 2 (A subaccount wherein the value is manually entered in Adaptive Planning but copies the value of Subaccount 1 when importing actuals.)

2. Navigate to Admin > Manage Your  General Ledger Accounts. In Manage Your Accounts page, click on the Account in question and unmark Enable actuals checkbox and click Save.

Generate a report that will display all transactions of a specific account or multiple accounts for a specific period

Option 1: Create a Transaction Search

1. Navigate to Reports > New Search
2. Click on the Transaction link
3. Click on Create Saved Search button
4. In the Saved Transaction Search screen, Click on Criteria tab > Standard subtab
5. Add the following filter fields:
---Account = is (Choose desired account)
---Date = is (select desired period)
---Main Line = is true

6. Navigate to Results tab > Column subtab
7. Add the following column fields

---Account
---Date
---Type
---Number
---Amount

8. Rename the Search Title
9. Click Save & Run

Option 2: Customize the Standard Transaction Detail Report filtered by account and transaction date range.

1. Navigate to Reports > Financial > Transaction Detail > Customize
2. In the Filters link, set Date Range
3. Expand the Transaction folder to select Account and set it equal to a specific account
4. Rename the Report
5. Click Save
6. Report will display at Reports > Saved Reports > All Saved Report

For Reconciliation > Apply Vendor Credit to Company Credit Card

Steps to close Vendor Credits:

1. The Accounts Payable on the vendor credit needs to be closed against credit card account since in reality refunds on credit card has been received. It can be recorded through Make Deposit page.

- Navigate to Transactions>Bank>Make Deposit
- On Deposits tab > Click on Other Deposits tab
- Select Accounts Payable (Accounts Payable that was used in the Vendor Credit)
- Enter the amount of the Vendor Credit
- Enter Vendor's name
- Click on Cash Back tab
- Select the Credit Card Account
- Enter the amount of Vendor Credit
 
This will close Accounts Payable and debit Credit Card balance due to refunds
 
2. To close the Vendor Credit, Edit it and on the Apply tab the Deposit will appear. Offset it from there by marking the Apply checkbox next to the Deposit and Click on Save button.
 
Note: User has an option to create a Journal (Transactions > Financial > Make Journal Entries) as the first step. Debit the Credit Card Account and Credit the Account Payable used in Vendor Credit. Make sure to select the Vendor's name in the Name field next to the Accounts Payable. Then, follow step #2.

If user don't have a Credit Card Account Type yet, user may create at Lists > Accounting > Accounts > New

Enter an Inventory Adjustment to Reduce Quantity on Hand of a Lot Numbered Item Generates error "The following lot numbers are not available"

Duration: 5 minutes

1. Serial/Lot numbered items will always be committed before unnumbered items (items in Sales Orders are still unnumbered). In this case, item records will show Location On Hand greater than 0 but there could be Sales Order(s) that are not yet fulfilled or Item Fulfillment(s) in Picked or Packed status.

2. Quantity On Hand = Quantity Committed + Quantity Available. There could be Quantities On Hand but the lot number used in the Inventory Adjustment may have already been committed. 

To verify:

1. Create a Transaction Search to look for Sales Orders in Pending Fulfillment status. To do this, navigate to Reports > New Search > Transaction and enter the following:

Criteria :

Type is Sales Orders
Status is Pending Fulfillment
Item is {enter name of item in question}

 

2. Create a Transaction Search to look for Item Fulfillments in Picked or Packed status. To do this, navigate to Reports > New Search > Transaction and enter the following:

Criteria :

Type is Item Fulfillment
Status = Picked or Packed
Item is {enter name of item in question}

In addition, if the Lot Number did not show up in the results in either of the Saved Searches, it is possible that the error is due to the rounding off limitation in the system (i.e. Inventory Adjustment > Lot Number has Quantity Available that is higher than the Quantity Available as indicated in the Item record). Hence, to write the Lot Numbered Inventory Item off, use the Quantity Available as indicated in the Inventory Detail tab of the Lot Numbered Inventory Item record.

Locate Customers that are near each other

1. Create a customer search
   1.1. Navigate Lists > Search > Saved Searches > New > Customer
   1.2. Public = T
   1.3. Criteria > Standard:
        i. Formula (Text) > Field = select Billing Zip (this will put {billzipcode} in the Formula box) > Formula (Text) = starts with = 902 (or any 3- digit alpha numeric code)
        ii. Enter any other desired criteria below the formula
   1.4. Results > Sort By = Billing Zip
        i. Add Billing Zip
        ii. Add any other field that you would want in the results
   1.5. Available Filters
        i. Formula (Text) > Show in Footer = Yes > Custom Label = label it
        ii. Add any other filter, like Sales Rep for example > Show in Footer = Yes
   1.6. Please give search a Title
   1.7. Click Save & Run
   1.8. Enter any 3 alpha-numeric code in the Formula (Text) footer filter
   1.9. When you get the results, copy the entire URL of the page and paste it in a notepad

2. Create a customer entity field
   2.1. Customization > Lists, Records, & Fields > Entity Fields > New
   2.2. Label = label the custom field
   2.3. Type = Hyperlink
   2.4. Store Value = F
   2.5. Applies To > Customer = T
   2.6. Display > Subtab = Main > Display Type = Inline Text > Link Text = Lookup  (name as desired)
   2.7. Validation & Defaulting > Default Value:
        i. In the notepad where you stored URL from Step 1.9, copy the part of the URL before the 3 digits you entered for the zip code.
        ii. Enter a single quote in the Default Value box, paste the partial URL and close it off with another single quote
        iii. Immediately after the last single quote, enter || SUBSTR({billzip}, 0, 3) ||
        iv. Enter a single quote and paste the remaining part of the URL then close it off with another single quote
   2.8. Formula = T
   2.9. Save
  
3. View a customer record and run the saved search
   3.1. You should now see a "Within the Vicinity" field with a "Lookup" link
   3.2. You will see the list of customers close to or within that customer's "zip vicinity"
   3.3. Click the Export - CSV button at the bottom
   3.4. Open the file
   3.5. Remove the Internal ID column if you have this
   3.6. Copy the records you like to have mapped - For Step 4 option

4. Create a map for the customers
   4.1. Go to www.batchgeo.com
   4.2. In the "Copy and then paste your location data below" box, paste the records you want to map
   4.3. Click Validate & Set Options button
   4.4. Region = make sure to select the region location of the customers (For example Canada or United States)
   4.5. Click Map Now

The map locator will be useful for "on the field" sales persons.

Note:  www.batchgeo.com is not related to NetSuite.

Asset Transfer > error: NCFAR_TRANSFERSETUP > Unable to locate valid transfer accounts from sub:xx to sub:xx

Steps to Reproduce:

1.    Edit an asset record.

2.    On the General tab > change the Subsidiary of the asset.

3.    Save.

Actual Result: NCFAR_TRANSFERSETUP > Unable to locate valid transfer accounts from sub:xx to sub:xx  

This error occurs if:

1.    There is no asset transfer account set up on Fixed Assets > Setup > Asset Transfer Accounts for the origin and destination subsidiary to transfer the asset.

2.    There is more than 1 asset transfer accounts set up on Fixed Assets > Setup > Asset Transfer Accounts with the same origin and destination subsidiary even if they have different Origin Transfer Account and Destination Transfer Account.

***Asset transfer accounts with the same origin and destination subsidiary will have to be deleted since inactivating them will still throw the same error.

Note: An enhancement request is already filed for this to be able to have an option to set an Asset Transfer Account per Asset Type per subsidiary. The enhancement request is 215675 : Fixed Assets > Transactions > Add an option for Asset Transfers.

Address Lines not complete when printing checks

This can be resolved by customizing the check layout to increase the height of the Address field.

1. Navigate to Customization > Forms > Transaction form PDF Layouts
2. Customize/Edit the preferred Check Layout.
3. On the Custom PDF Layout page, click on the Address box then resize the box by clicking and dragging the handle in the lower right corner so that the whole address will fit in or manually change the Height under the Element Size.
4. Mark the Layout is Preferred box.
5. Click Save.

Another option is to Override the Address in the Customer record then edit the Address to display in one line.
1. Navigate to Lists > Relationships > Customers.
2. Edit a Customer record.
3. In the Address tab, enter a new Address or edit an existing Address.
4. Mark Override.
5. Edit the Address to be displayed in only one line.
6. Click Save.  

Weekly Time Tracking > Error: There were some time entries that were not saved and must be re-entered. The failed time entries with their respective reason for failure are: xx - Invalid department reference key xx.

Scenario: Employee tries to enter time through the WeeklyTime Sheet using the Employee Center Role yet encounters above error messagedue to the inactive department assigned to the employee.

 

Recommendation:

1. Navigate to Home > SetPreferences > General tab > Defaults section > Check the Show Internal IDs box > Hit Save (Administrator).

2. Navigate to Setup > Company> Departments.

-Check the Show Inactives box found on the lower left partof the page.

-Under Internal ID column > Look for the InternalID being referenced on the error message.

-Verify if it was setto Inactive.

-If so, uncheck the Inactive box > Click Submit.

3. Re-enter time.

Weekly Time Tracking > Error: There were some time entries that were not saved and must be re-entered. The failed time entries with their respective reason for failure are: xx - Invalid class reference key xx.

Scenario: Employee tries to enter time through the WeeklyTime Sheet using the Employee Center Role yet encounters above error messagedue to the inactive class assigned to the employee.

 

Recommendation:

1. Navigate to Home > SetPreferences > General tab > Defaults section > Check the Show Internal IDs box > Click Save (Administrator).

2. Navigate to Setup > Company> Classes.

-Check the Show Inactives box found on the lower left partof the page.

-Under Internal ID column > Look for the InternalID being referenced on the error message.

-Verify if it was setto Inactive.

-If so, uncheck the Inactive box > Click Submit.

3. Re-enter time.

Weekly Time Tracking > Error: There were some time entries that were not saved and must be re-entered. The failed time entries with their respective reason for failure are: xx - Invalid location reference key xx.

Scenario: Employee tries to enter time through the WeeklyTime Sheet using the Employee Center Role yet encounters above error messagedue to the inactive location assigned to the employee.

Recommendation:

1.Navigate to Home > Set Preferences > General tab > Defaultssection > Check the Show Internal IDsbox > Click Save (Administrator).

2.Navigate to Setup > Company > Locations.

-Check theShow Inactives box found on the left partof the page.

-Under Internal ID column > Look for the InternalID being referenced on the error message.

-Verify ifit was set to Inactive.

-If so,uncheck the Inactive box > Click Submit.

3.Re-enter time.

Add Shipping Method in Order Fulfillment Email Notification

Setup: 

Setup > Accounting > Accounting Preferences > Order Management tab:

            - Send Order Fulfilled Confirmation Emails = Yes

            - Use Web Site Template for Fulfillment Emails = No           

User wants to include the Shipping Method set in the Sales Order in the Order Fulfillment Email Notification sent to their Customer.

 

To do this, perform the following: 

1. Navigate to Setup > Accounting > Customize Fulfillment Email. 

2. Copy the Default Text and paste it in the Customization box. 

3. Add the line below to add the Shipping Method: 

                <%=getCurrentAttribute('salesorder','shipmethod')%> 

4. Click Save. 

To test, create a Sales Order, set Shipping Method then Fulfill the Order.

Include Payment # on Customer Payment Printout

User would like to include Payment # when printing Customer Payment. When customizing the Customer Payment form, the Payment # (Document Number) field is checked to Print/Email under the Printing Fields tab > Header subtab. However, when printing the Customer Payment, Payment # does not show in the printed Customer Payment form.

As an Alternate Solution, create a custom field that would capture the Payment # and add this field in the Printing Fields tab of the Customer Payment form. Perform a Mass Update to update the value of the custom field on existing Customer Payment. Create a Workflow to store value of the Payment # to the custom field when creating new customer payment.

I. Create a Transaction Body Field.

 1. Navigate to Customization > Lists, Records & Fields > Transaction Body Fields > New.
 
 2. Set the following:
 
  Label: Payment #
  Type: Free-Form Text
  Store Value: Yes
  Applies To: Customer Payment
  
 3. Click Save & Apply to Forms.
 
 4. Check Print for the Customer Payment form.
 
 5. Click Save.
 
II. Perform a Mass Update to update the value of the Custom Field on existing Customer Payments.

 1. Navigate to Lists > Mass Update > Mass Updates.
 
 2. Expand General Updates.
 
 3. Under Transactions, select Payment.
 
 4. *Optional: In the Criteria tab, set a Filter to narrow down records that you want to update.
 
 5. In the Mass Update Fields tab, check Apply for Payment # (custom field).
 
 6. In the Formula column, use {number}.
 
 7. Click Preview.
 
 8. If okay with the Result, click Perform Update.
 
 9. Once the Mass Update is complete, view a Customer Payment record and Print to confirm if the Payment # will show in the printed form.
 
III. Create a Workflow to store value of Payment # in the custom field when creating new Customer Payment.

 1. Navigate to Customization > Scripting > Workflows > New.
 
 2. Set the following:
 
  Name: Set Payment #
  Record Type: Transaction
  Sub Type: Customer Payment
  Release Status: Released
  Initiation > Event Based: On Create
  
 3. Click Save.
 
 4. Under Diagram (left side), click New State.
 
 5. Click Save.
 
 6. Click the State that was created (State 1).
 
 7. Under Actions tab, click New Action.
 
 8. For Workflow State Type, select Set Field Value.
 
 9. Set the following:
 
  Trigger On: After Record Submit
  Event Type: Create
  Parameters > Field: Payment # (custom field)
  Value > From Field:
       Record: Current Record
       Field: Ref. No.
   
 10. Click Save.
 
To test, create a new Customer Payment then print the Customer Payment record to confirm if Payment # would appear.

Convert an nlobjRecord or any Object Record into a JSON String

Question: How to convert an nlobjRecord or any object record into a JSON String?

Answer:

Refer to the sample code below showing how to convert an nlobjRecord to a JSON String, have the below code execute on NetSuite Debugger:

var custrRec = nlapiLoadRecord('customer', 1);
var jsonstr =  JSON.stringify(custrRec);
nlapiLogExecution('DEBUG', jsonstr);

Avoid nlobjSearchResult has no public instance field or method named getAllColumns Error?

The error is usually encountered when the below code is being done:

var results = nlapiSearchRecord('issue', [savedsearchid]);
var sCols = results.getAllColumns();

To avoid the error, do this instead:

var results = nlapiSearchRecord('issue', [savedsearchid]);
var resultIdx = results[0];
var sCols = resultIdx.getAllColumns();

Print Past Due Invoices in Bulk

1. Navigate to Transactions > Management > Print Checks and Forms.
2. Click the link for Invoices.
3. In the Print Invoices page, put a check mark in the Allow Reprinting box.
4. Click the Customize button.
5. Under the Additional Columns tab and Additional Filters tab, make sure that the following fields are part of the selected fields:
*Status
*Due Date/Receive By
6. Click the Save button.
7. Back in the Print Invoices page set the Status filter to Open.
8. Set the filter Due Date/Receive By to "custom" and set the date range (e.g. if you want to print all overdue invoices, set the "From" date from the beginning of time that you used NetSuite and the "To" date to yesterday).
9. Set also the Date filter to custom and set the date range (e.g. set the From date from the beginning of time that you used NetSuite and the "To" date to today)
10. Select the invoices to be printed.
11. Click the Print button.

Search for all Opportunities without any Quote Attached

1. Navigate to Lists > Search > Saved Searches > New.
2. Select Type = Opportunity.
3. Under Criteria tab > Standard subtab, set the following:
    a. Document Status = is not Issued Quote/Estimate
    b. Quote : Internal ID (Number) = is Empty

4. Under Results tab, add fields as required.
5. Click Save or Preview.

Case Submitted from Sandbox or Release Preview is Assigned to the Wrong Contact

When a user navigates to SuiteAnswers, NetSuite cross-references the Entity ID and Account Number. When the user submits a Case for the first time, a new Contact record is created for him which automatically gets assigned to the Case. For succeeding Cases from the same user, SuiteAnswers finds the matching Contact record and assigns it to the Cases automatically.

SuiteAnswers is accessible from any NetSuite environment; however, it cannot distinguish the specific environment (Sandbox, Release Preview) where the user is currently logged in. It only looks at the customer's Production environment when performing cross-references. Most of the time, the data in Sandbox environment do not mirror that in Production and users may have different Entity IDs in every NetSuite environment.

This explains why some cases submitted from Sandbox or Release Preview end up being assigned to the incorrect Contact within the Company. Proper Case assignment is only guaranteed for Cases submitted from the Production account.

To illustrate:

• User X has entity ID 12345 in Production
• User Y has this entity ID in Sandbox
• User Y submits a case through SuiteAnswers accessed from the Sandbox environment
• A case is created; however, it is assigned to User X instead of User Y

To prevent this behavior, users are encouraged to always use their Production environment when submitting NetSuite Support Cases.

Support Preferences > Notification tab > Update section > Notify Assignees = T > Case Assignee = Support Group without Email address > Case Update Notifications from all Cases are sent to the Main Support Email Address

Below is the normal behavior of the system :
" If there is no email address for the group, the email is sent to all the team members AND NOT to the Support email address "

However, it was not tested on that issue what the behavior would be if a member of the support group has no email address.

Solution: Put an email address to the Support group and set it to auto-forward messages to the members.
Even if a member does not have an email address, it will no longer send an email to the Main support email address

Tests to prove workaround:

Scenario A: Support group does not have email address
1. Create a Support group in Lists > Relationships > Groups > New
Support Group members (name: XXX Support Group > Email address = blank/ null)
Member #1: aaa@email.com
Member #2: bbb@email.com
Member #3: no email address

2. Create a Case in Lists > Support Cases > New
- Assigned to = XXX Support Group

3. Enter text in the Message box.

4. Check the Send to Customer box.

5. Click Save.

Actual Result # 1 : Members #1 and 2 received the notification. Main support email address received the Support notification

Scenario B: Support group has email address and auto-forwards messages to the members.
1. Support group email address: support_group@gmail.com
- Go to Gmail > Settings> Forwarding and POP/IMAP
- Forwarding:
Forward a Copy of incoming email to: aaa@email.com and bbb@email.com> Save changes

2. In NetSuite, Create a Support group in Lists > Relationships > Groups > New
Support Group members (name: XXX Support Group)
Member #1: aaa@email.com
Member #2: bbb@email.com
Member #3: no email address

3. Create a Case in Lists > Support Cases > New
- Assigned to = XXX Support Group

4. Enter text in the Message box.
5. Check the Send to Customer box.
6. Click Save.

Actual Result # 2: Members #1 and 2 received the notification. Main support email address did not receive the Support notification.

Generate Multiple Assets from a Single Asset Proposal

 

 

I. Navigate to the FAM - Asset Proposal Page

1. Navigate to Setup > Customization > Record Types.

2. Click the List link for FAM – Asset Proposal.

 

or

 

1. Go to Reports > Saved Searches > All Saved Searches > New.

2. Click the FAM – Asset Proposal Link.

3. Click Preview.

 

II.

 

1. For Rejected and Existing Asset Proposals:

 

a. Click the Edit link for the Asset Proposal that you wish to propose again.

b. On the Proposal Status field, set it from Rejected or Created to New.

c. Click Save.

d. Go back to Fixed Assets > Transactions > Asset Proposal. The transaction (i.e. Bill, Journal) should now appear. If not, you may need to click the Refresh button.

If you want another asset to be created from the same transaction, you just have to repeat the steps above.

 

2. For New Asset Proposals:

 

Go to Fixed Assets > Searches > Proposal History.

On the list of Asset Proposals, do the following steps:

1. Click the View or Edit link for the Asset Proposal that you would like to make a copy of.
2. Hover your mouse to More Actions and click Make Copy.
3. Go back to Fixed Assets > Transactions > Asset Proposal and just click the Refresh button.

 

CSV Required/Basic Fields for a Cash Sale Import

When importing Cash Sale in NetSuite, the fields on your CSV file depend on the fields that you have on your Cash Sale form.

For a Standard Cash Sale form, the required fields are the following:

Customer
Date
Posting Period
Item
Amount

These fields come with an asterisk symbol in the Cash Sale form which indicates they are required.

Users can add/remove required fields on the Cash Sale form by customizing it.

There are two ways to customize your Transaction forms:

1. Navigate to Customization > Forms > Transaction Forms > Select the form and then click on Customize
2. Open the transaction > mouse-over Customize in the upper-right section of the record > click Customize Form.

Once inside the Edit Custom Transaction Form page:

1. Navigate to the Screen Fields tab.
2. Under each subtab, users will see a Mandatory column with check boxes for each field. Select which field to set as mandatory.
3. Save the changes once done.

CSV Required/Basic fields for an Invoice Import

When importing Invoices in NetSuite, the fields on your CSV file depend on the fields that you have on your Invoice form. For a Standard Product Invoice form, the required fields are the following: Customer Date Posting Period Item Amount These fields come with the asterisk symbol on your Invoice form that denotes that they are required. You can add/remove required fields on your Invoice form by customizing it. There are two ways to customize your Transaction forms: 1. Navigate to Customization>Forms> Transaction Forms>Select the form and then click on Customize 2. Open the transaction itself and then click on the Customize link on top. Once inside the Edit Custom Transaction Form page, navigate to the Screen Fields tab. Under each subtabs, you will see a Mandatory column that contain check boxes for each field. Select which field you want to set as mandatory. Save the changes once done. The fields selected should now show up as mandatory on your Custom Transaction form.

CSV Required/Basic Fields for a Sales Order Import

When importing Sales Orders in NetSuite, the fields on your CSV file depend on the fields that you have on your Sales Order form.

For a Standard Sales Order form, the required fields are the following:

Customer
Date
Posting Period
Status
Item
Amount

These fields come with an asterisk symbol in the Sales Order form which indicates they are required.

Users can add/remove required fields on the Cash Sale form by customizing it.

There are two ways to customize Transaction forms:

1. Navigate to Customization > Forms > Transaction Forms > Select the form and then click on Customize
2. Open the transaction > mouse-over Customize in the upper-right section of the record > click Customize Form.

Once inside the Edit Custom Transaction Form page:

1. Navigate to the Screen Fields tab.
2. Under each subtab, users will see a Mandatory column with check boxes for each field. Select which field to set as mandatory.
3. Save the changes once done.

CSV Required/Basic fields for a Bin Import

When importing/adding Bins in NetSuite, the following fields are required on the csv file:

External Id
Bin Number
Location
Memo (Optional)

CSV Required/Basic Fields for a Department Import

Here are the basic fields you need to enter on the csv file when importing Departments in NetSuite:

• Name
• Subdepartment of (Optional)

CSV Required/Basic fields for a Class Import

Here are the basic fields you need to enter on the csv file when importing Classes in NetSuite:

Name
Subclass of (Optional)

Maximum Number of Characters Allowed on the Name Field of a New Department

The maximum number of characters allowed on the Name field of a new Department, including spaces is 31.

Report to Display Opening Balance, Transactions and Running Balance for all Customers

1. Navigate to Reports > Financial > Balance Sheet > Customize Detail.
2. On the Edit Layout page > Layout pane, click on the Accounts Receivable section.
3. On the Account Section pane, set the Group By field to Customer.
4. Click on the Filters link.
5. Add a filter for Account Type (Financial folder > Account (Line) sub-folder > Account Type field) and set it to equal to AcctRec.
6. Save or Preview the report.
7. Customize the report again to add/remove sections.

Display Amount Net of Tax (Foreign Currency) on Transaction Searches

There is currently no standard field to show Amount Net of Tax (Foreign Currency) on Transaction Searches. Enhancement 207815 is filed for this feature.

 

As an alternate solution, add a Formula (Currency) field on the Search Results with the following formula:

{netamountnotax}/{exchangerate}

 

User Event Before Load does not support sourcing of fields/items

When fields or item sublist fields are being set on BeforeLoad User Event script, the sourcing is not set.

As an example, the item fields will not load the selections for the following (to name a few):
- Units of Measurement
- Tax Codes
- Locations

SOLUTION:

1. Set the fields/items instead on a Client Script.
2. Or copy the item on ReCalc function should they want to retain the Before Load script.

Sample Code snippet:

--------------------------------

 function reCalcItem()
 {
  if (nlapiGetRecordType()=='purchaseorder')
  {
   var cFlag = nlapiGetLineItemValue('item', 'custcol_item_flag', currentLine);

   if (cFlag=='F')
   {
    var currentLine = nlapiGetCurrentLineItemIndex('item');

    var currentItem = nlapiGetLineItemValue('item', 'item', currentLine);
    var currentRate = nlapiGetLineItemValue('item', 'rate', currentLine);

    nlapiSetCurrentLineItemValue('item','item',currentItem,false,true);
    nlapiSetCurrentLineItemValue('item','rate',currentRate,false,true);
    nlapiSetCurrentLineItemValue('item','custcol_item_flag','T',false,true);

    nlapiCommitLineItem('item');
   }
    }
 }

--------------------------------
- 'custcol_item_flag' is an added custom Transaction column field deployed on Purchase Order

NOTE: Sourcing in Before Load scripts is currently filed as Enhancement #197591.

Time of Day Scheduled Mass Updates are Executed

By default Scheduled Mass Updates are designed to start at around 2am PST on the day they are scheduled for.

Currently there is no way to set the actual time that a Scheduled Mass Updates will start.

The following enhancement is open asking for the ability to set a time: Enhancement 193996: Mass Update > Add ability to set time when a scheduled mass update is run 

 

CSV Import of Assets > The system allows negative value even if Allow Negative Asset Cost = F under Fixed Assets > Setup > System Setup > Settings tab

The System allowed assets to be imported even if Allow Negative Asset Cost = F under Fixed Assets > Setup > System Setup > Settings tab.

If asset is created manually via Fixed Assets > Lists > Assets > New, the system does not allow to create an asset given the Allow Negative Asset Cost = F. The system is throwing a message "Asset Orginal Cost cannot be negative value".

The asset is still imported because the Run Server SuiteScript and Trigger Workflows under Setup > Import/Export > CSV Import Preferences is set to False.

No validations in the UE script are performed under the said setting. After enabling the said preference the csv import results now throws the same error message "Asset Orginal Cost cannot be negative value".

Modify the links in the Settings portlet in the My Account page

Modifying the Settings portlet links still not available.

We are trying to address this in Enhancement# 165613 - Customize Webstore Settings Portlet.

An alternate solution would be to remove the Settings portlet in the My Account page and recreate the links.

Below is the suggested setup:

1. Setup > Site Builder > Themes > edit the theme being used
2. In the "Addition to <head>" input the following within the STYLE tags:
   2.1. #handle_portlet_-517 {display:none;}
   2.2. ID handle_portlet_-517 is specific to the Settings portlet so no other fields will be affected
3. Click Save

The Settings portlet should now be hidden. User can then create hyperlinks:

1. Setup > Site Builder > Themes > edit the theme being used
2. Under the Body tab > Left Side Navigation Template, include the following:
   2.1. <a href="https://checkout.netsuite.com/app/center/changepwd.nl">Change Email/Password</a>
   2.2. <a href="https://checkout.netsuite.com/app/center/pwdreset.nl">Update Security Questions</a>
3. Click Save

The following links will then display in the other web store tabs. The customer can then opt to recreate the Left Side Navigation template or remove it completely by using Tag substitutions on the said tabs (Lists > Web Site > Tabs > Edit tab > Tag Substitution tab)

CSV Import: Vendor Bill > Error: Multiple rows in your primary CSV file have the same value for the key column. Please edit this file to eliminate rows with duplicate key column values. for field "ExternalId"

Scenario: Customer imports vendor bill with expense line items using multiple files and External ID as the reference key, yet encounters an error: Multiple rows in your primary CSV file have the same value for the key column. Please edit this file to eliminate rows with duplicate key column values. for field "ExternalId" after field mapping and hitting the Next button.

 

Recommendation: Make sure that the Primary File - Vendor Bill does not contain more than one row with the same External ID.

 

 

Update External ID on Customer Records via CSV Import Update

Customer External ID can be exposed on the customer list when you edit / customize the customer list view. As of the moment, there is no way to expose this field on the customer record itself. This is covered by Enhancement 112229 - Add a "Show External ID" preference to the UI. The External ID field cannot be manually edited. This is not also available for Inline Editing. The only way to update or change customer external id is via CSV import update.

Here is how you update the external id on customer records via CSV Import Update

1. Navigate to Setup> Import/Export> Import CSV Records

2. Set Import Type to Relationships

3. Set Record Type to Customers Only

4. Set Character Encoding to Western (Windows 1252). Note: Choose another character encoding format if you use an international or Macintosh version of Microsoft Excel, or if you typically use special characters.

5. Set CSV Files to One File to upload

6. Hit Select… button then browse and select the saved CSV file to be uploaded.

7. Hit Next.

8. Set Data Handling to Update

9. Hit Next.

10. On the Field Mapping page, make sure to match External ID and Internal ID of your CSV file to the appropriate NetSuite fields. Note: ID is mapped by default to Internal ID. Make sure that ID is not Customer ID but the system generated internal id.

11. Hit Next.

12. Type in the Import Map Name

13. Hit Save & Run

Note: The confirmation message contains a link to view the import job status. Here you will see if the records were imported/updated successfully and if not, you will see here the cause of the failed import/update.

CSV Import: Customers Only > To remove all the Pricing Groups

Scenario: Customer wants to remove all the Pricing Groups found on Customer record > Financial tab > Group Pricing subtab.

 

Solution:

1. Create a CSV Import file with the following headers:

-Internal ID --> *Refers to the Internal IDs of the customers to be updated
-Pricing Group --> *Leave the column blank
-Pricing Level --> *Leave the column blank

 

2. Navigate to Setup > Import/Export > Import CSV Records.
-Import Type = Relationships
-Record Type = Customers Only

-Character Encoding = Western (Windows 1252)

-Select One file to upload
-Next
-Data Handling = Update
-Advanced Options: Overwrite Sublists = True

-Next
-Map the following fields:
--Internal ID = Internal ID --> *Found under Customer folder
--Pricing Group = Group Pricing 1 : Pricing Group --> *Found under Customer Group Pricing folder
--Price Level = Group Pricing 1 : Price Level --> *Found under Customer Group Pricing folder
-Next
-Save & Run

Fixed Assets: Delete the Asset Proposal records in bulk

Currently, the ability to perform Mass Delete to Custom records associated with Fixed Asset records such as Asset Proposal records is not yet available. This is being tracked under Enhancement # 215320. Instead of deleting the Asset Proposal records one by one, below steps may be considered.

 

1.    Navigate to Lists > Search > Saved Searches > New.

 

2.    Click on FAM - Asset Proposal link.

 

3.    Click on Criteria tab > Standard subtab > Add the following filters:

-Asset = is xx

-Asset Type = is xx

-Proposal Status = is xx

-Date = is within xx and xx

*These filters may be used depending on the goal (If Asset Proposal records for specific Asset(s), Asset Type(s), Proposal Status or certain period needs to be deleted).

 

4.    Edit the Search Title as desired.

 

5.    Click Save & Run.

 

6.    On the Asset Proposal Search: Results Preview page, turn on the Inline Editing function.

 

7.    Click on the first field row below any column header which shows the small pencil icon (Example: Proposal Status) > Press Shift key > Click on the last field row that needs to be deleted > Press Delete key.

 

*There will be a prompt: All selected records will be deleted. Are you sure you want to continue.

 

     8.   Click OK.

 

 

 

 

 

 

 

FedEx Commercial Invoice prints amounts in CAD instead of USD when Ship To is a Canada address

This is working by design per confirmation from FedEx.

When shipping to Canada, the amounts are converted to Canadian currency.  This is as per FedEx certification requirements, and we cannot make code changes to send US-based values for customs documentation for Canadian shipments.

Un-apply a credit memo posted in a closed period without reopening the period

1. Navigate to Setup> Accounting> Manage Accounting Period.

2. On the Period Name column, click the period where the credit memo date was recorded.

3. On the Edit Base Period page, check Allow Non-G/L Changes box.

4. Click Save.

* Unapplying or applying a credit memo does not have general ledger impact (GL Impact). The GL Impact happens at the time it is recorded and not at the time it is unapplied from or applied to the invoice.

 

 

 

Display the Bill Date as one of the columns on a Sales Order Search

To display when the sales order was billed on a sales order search, follow the steps below:

1.      Edit your saved search

2.      Navigate to the Results tab

3.      Add 'Date Closed'

4.      Save the search

Fixed Assets: Delete the Write-down History records (from revaluation) in bulk

Currently, theability to perform Mass Delete to Custom records associated with Fixed Assetrecords such as Write-down History (from revaluation) is not yet available.This is being tracked under Enhancement # 215320. Instead of deleting theWrite-down History records (from revaluation) one by one, below steps may beconsidered.

 

1.    Navigate to Lists > Search > Saved Searches > New.

 

2.    Click on FAM – DepreciationHistory link.

 

3.    Click on Criteria tab > Standard subtab > Add the followingfilters:

-TransactionType = is Write-down

-Asset= is xx

-AssetType = is xx

-Date= is within xx and xx

*Thesefilters may be used depending on the goal (If Write-down History records forspecific Asset(s), Asset Type(s) or certain period needs to be deleted).

 

      4.  Click on Results tab > Columns subtab > Add the following fieldsfor reference purposes:

-Asset

-AssetType

 

5.    Edit the Search Title as desired.

 

6.    Click Save & Run.

 

7.    On the Depreciation History Search:Results Preview page, turn on the Inline Editing function.

 

8.    Click on the first field row belowany column header which shows the small pencil icon (Example: Date) > Press Shift key > Click on the last fieldrow that needs to be deleted > Press Delete key.

 

*Therewill be a prompt: All selected records will be deleted. Are you sure you wantto continue.

 

9.   Click OK.