Articles written by Denise Cuarto
Articles written by
Denise Cuarto
Missing Price Field in Generic Resource Page
Scenario
Solution
- Enable the Per-Employee Billing Rates Feature by navigating toSetup>Company>Enable Features
- ClickEmployeestab
- Time & Expenses:
- check the Per-Employee Billing Rates box
- ClickSave
Custom Role > Create KPI Scorecard > Unexpected Error
Solution
- Log in as an Administrator
- Navigate toCustomization>Centers and Tabs>KPI Scorecard
- Affected Scorecard: ClickEdit
- ClickContent
- ClickCustom
Note: Make sure that there are no skipped fields for Custom KPI # 1-9. For instance, if you add three Custom KPIs, it should be under Custom KPI #1, Custom KPI #2, and Custom KPI #3. - ClickSave
How to Export All User Notes
Scenario
Solution
- Navigate toLists>Search>Saved Searches>New
- SelectUser Note
- ClickPreview
- Click theExport (Excel)Icon
Post Time Entries > Error Message: "Invalid Account Reference Key on Currency XX"
An error is being generated when posting time: "Invalid Account Reference Key on Currency XXX"
Unable to Link Quote to Opportunity
Scenario
It is standard behavior that users cannot link opportunities to existing quotes. To link opportunities to quotes, users need to use the Create New menu from opportunities.
Solution
- Navigate toTransactions>Sales>Create Opportunities>List
- OpenOpportunityrecord
- ClickSalestab
- ClickQuotessubtab
- ClickNew Quote
Customizing Login and Logout Behavior
Customizing the user experience during login and logout in NetSuite is possible with various options.
Types of Login Pages for Your NetSuite Account
There are two different types of login pages for access to the NetSuite UI.
Setting a Service Item to Create 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.
Creating Custom Report Snapshots
If standard report snapshots are not providing the information that you need, you can create custom report snapshots to be displayed in dashboard portlets. To create a custom snapshot, customize a standard report that currently generates snapshots, and create a snapshot of the customized report when you run the report.
Report Snapshot Portlets
Report Snapshot portlets can show summaries of some reports that are available to you. You can choose among standard report snapshots or create custom report snapshots.
Remove Adobe Hyperlink on Invoice Email Template Footer
When utilizing a Default Email Template within an Invoice Transaction Form, an Adobe Hyperlink in the footer of the email body is intentionally included. However, some mail filters may block emails containing hyperlinks, leading to potential deliverability issues. This guide outlines steps to remove the hyperlink and enhance email deliverability.
Submit a Case to NetSuite Support
OVERVIEWCustomers may submit a case directly to NetSuite Support for the following reasons below.
Procedures to Set Up DKIM in Your Production Account
As of NetSuite 2024.1 release, the DKIM setup has changed, and the new method of configuring it in NetSuite is simpler than the previous procedures. NetSuite generates all necessary information, including the selector naming, for customers to add two DNS CNAME records to their domain provider's website. These two CNAME records enable Oracle NetSuite to manage the rotation of DKIM keys, which is a crucial security feature.