Articles tagged #A
Articles tagged
#A
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
Approve Transaction When the Next Approver Is Unavailable for SuiteApprovals
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.
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.
Custom Segment > Making a Value Inactive by Clicking Manage Values
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.
Custom Segment > Making a Value Inactive by Editing the Segment Definition
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.
Print Picking Ticket Status on Sales Order Changed from True to False
User wants to change thePrint Picking Ticket Statusunder theSystem InformationofSales Orderfrom T to F
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.