Articles written by Milkie Fernandez
Articles written by
Milkie Fernandez
Print Inventory Detail Using Source Code View in Print Packing Slip
Print the Inventory Detail column on the Packing Slip using the Source Code View.
Remove Parent Name and Display SubCustomer Name Only in Sales Order
When creatingSales Transactions such as Sales Orders for a Child Customer, the name displayed in the Customer field of the Sales Order is usually in this format:
Use Display Name/Code to Add or Search For Items in Sales Order
Users are unable to Use Display Name/Code to Add or Search For Items.
Sample Functions of TO_CHAR
Please see table below for sampleFormula, andResultsof using differentParametersofTO_CHAR. These are just samples and the use is not limited to the list below.
Display Child Item Name and Exclude Parent Item Name in Results of Saved Search
User wants to display only the child item name in search results. Since there is no field or setting that excludes the hierarchical information, users will have to use a formula to achieve this. This Formula (Text) works when used in 'search results'.
Generating an Intercompany Sales Order
Before you can generate an intercompany sales order, you must create an intercompany purchase order.
Providing E-document Subsidiary Preferences Record Access
The administrator can provide access to custom roles for e-document subsidiary preferences record.
Setting Up Electronic Invoicing Preferences
You are given access to the e-document subsidiary preferences record to view or edit the account level and subsidiary level preferences in the Electronic Invoicing Preferences page.
Importing Work Instructions in Work Instructions and Traveler SuiteApp
You can import the work instructions by mapping the fields in the manufacturing routing record of the Work Instructions & Traveler SuiteApp with the mappings in the CSV file.
Exporting Work Instructions from Advanced Manufacturing SuiteApp
Follow the below procedure to export the work instructions from the Advanced Manufacturing SuiteApp.
Show Void Button On Inventory-affecting Transactions
Void button is only available on the following inventory-affecting transactions (inEDITmode) when the "Void Transactions Using Reversing Journals" preference is disabled:
Creating Calculated Inventory Counts
After the count date and interval are recorded for an item, NetSuite uses them to calculate when a count is required. When a new count is due to be recorded, it shows in the list on the Create Inventory Count page.
Edit Statement Date of a previous Reconciled Account Statement
The user inadvertently reconciled their account statement without changing the Statement End Date.
Update Memorized Transactions
User needs to update the details on a transaction that has been memorized.
Cost Estimate Types in NetSuite OneWorld
In NetSuite OneWorld accounts, cost estimate types are calculated according to the following:
Special Order GL Impact > Cost of Item Fulfillment does not Match the Cost of the Item Receipt
Cost of Item Fulfillment in the GL Impact of a special order does not Match the Cost of the related Item Receipt
Use Inline Edit on Custom Fields in a Transaction Saved Search
User would like to use Inline Edit Custom Body Fields in a Transaction Saved Search.
Drop Shipments: Purchase Order Copies its Rate from the Sales Order
When an Item's Purchase Price (Item Record > Inventory tab) is null/blank, Drop Ship Purchase Orders copy the rate from the originating Sales Order.
Print Shipping Label with Advanced Standard Template Gives Unexpected Error
Print Shipping Label from Item Fulfillment using Standard Shipping Label PDF/HTML Template gives an error:"An unexpected error has occurred. Please click here to notify support and provide your contact information.".
Journal Entries > Related Records tab > Payments subtab > view applied to and applying transaction to this transaction
Scenario
- Journal Entry#1 (JE1) has Accounts Receivable debited while Journal Entry#2 (JE2) has the same Accounts Receivable account credited for the same amount
- These journals were applied to each other via Customer Payment
- Related Records tab > Paymentssub tab of:
- JE1showsJE2as the payment applied to it
- JE2shows no value
- User needs to viewJE1in theJE2transaction form >Related Records tab > Paymentssub tab
Solution
- Navigate toLists > Search > Saved Searches > New > Transaction
- Set the following values:
- Public =True
- Available as Sublist =True
- In theCriteriatab:
- SetUse Expressions =True
- Add the following filters in theStandardsub tab:
- Type =Journal
- (Applied To Transactions : Internal ID (Number) =is not empty or
- Applying Transactions : Internal ID (Number)=is not empty)
- In theResults tab > Columnssub tab
- SetSummary Type =Groupfor the following fields:
- Date
- Number
- Applied To Transaction
- Applying Transaction
- On theAvailableFilterssubtab, add at least one available filter to the search, and ensure that the first filter listed is aList/Record type. Otherwise, the saved search is not available to assign as a sublist.
- Renamethe search
- Example: Journals Applied
- ClickSave
- Set the following values:
- Navigate toCustomization > Forms > Sublists > Transactiontab
- Set:
- Search =Journals Applied
- Label =Journals Applied
- Tab =Related Records
- Journal =True
- ClickSave
- Set: