Jcurve Support Articles

An error is being generated when posting time: "Invalid Account Reference Key on Currency XXX"

User may need to approve the transaction (e.g. Purchase Order) instead of the Next Approver in case that he/she is not available for approving. Even Administrator cannot approve the transaction manually.

Scenario

The Release Preview account enables you to become familiar with the new features in an upcoming release. You can verify that your existing business workflows function as expected before your production account is upgraded to the new NetSuite release. You can also use the Release Preview account to test and ensure your NetSuite account and any associated applications are not dependent on a specific data center to store data. The goal is to provide a smooth and seamless transition to a new release. By making this information available, and providing other needed guidance, you will avoid any major problems or surprises when you go live with the new version.

As part of NetSuite’s commitment to continual product improvement, two software updates are scheduled for each year. This article contains important information regarding the Release Preview environment and how to prepare your account for the new release.

Prior to software releases, a New Release portlet will appear automatically on your dashboard.

The JCurve ERP Edition of NetSuite is an exclusive small business edition available to JCurve Solutions customers. As such, not all NetSuite enhancements and features will be released to the JCurve ERP edition.

Customizing the user experience during login and logout in NetSuite is possible with various options.

There are two different types of login pages for access to the NetSuite UI.

CRM tasks represent "to do" activities that require completion. Each CRM task is an independent record tracking the task details and assigning responsibility. These tasks can be allocated to an employee, partner, or vendor for execution.

Structure project tasks in a hierarchical format, dividing them into parent tasks and subordinate tasks to effectively organize the various elements of a project.

Utilizing Project Management, you can establish a service item that generates a project each time the item is sold. This functionality applies exclusively to Service For Sale and Service for Resale items. You can specify a service item to initiate project creation and outline the associated tasks. Subsequently, after the sale of these items, you can efficiently generate projects in bulk from sales transactions.

In some cases, you may not have permission to edit segments, but you do have permission to edit values for a segment. In these cases, to make a value inactive, you must open a page designed specifically for managing the value. You get to this page by viewing the segment definition and clicking the button labeled Manage Values.

In some cases, you may have a set of permissions that includes the ability to edit the segment definition. In these cases, you can make a value inactive by directly editing the segments Values sublist. One advantage of this approach is that you can view all values as you modify the list.

• Search to view Customers with no Sales Activity in the past 18 months
• Administrative Notifications
• Best practice to record vendor overpayments:
• Can't see Transaction subtab under Customer > Sale > Transactions
• Customer Status List
• Cyber Security - How Your NetSuite Software is Protected
• Email Signatures
• Employee Self Service (ESS)
• Finding your NetSuite Account Number
• How Much Storage Does My JCurve Account Have?
• How to View All Saved Searches
• Keyboard Shortcuts in JCurve
• List of Transaction Types With Their Corresponding URL Values
• NetSuite for Mobile Overview
• Reopen Closed Purchase Orders
• Search to pull list of items with a specific price level with zero or null values
• Setting up Token Based Authentication (TBA)
• System Notes
• Transaction line Items recommended Limits