Articles tagged #A
Articles tagged
#A
Bill Credit GL Impact on Cost of Sales Adjustment
When you create aBill Credit with Item/s (Standalone or from Bill/ Vendor Return Authorization), you will notice that the GL Impact are as follows:
Formula to Add a Link to Transaction Saved Search Which Opens Another Transaction Saved Search When Clicked
There are times when in a master saved search, a user would want to have a link which when clicked would redirect the user to another saved search (child).
Saved Search Results Drill Down Fields
When viewing the results to a saved search where Summary Type is used there are some fields that you can drill down to and others that cannot.
Display Customer Status on Opportunity Saved Search
A user wants to display Customer Stages and Opportunity Status using an Opportunity Saved Search.
Setting Up the SFTP Connector SuiteApp
Make sure the following features are enabled in your account prior to installing the SFTP Connector SuiteApp:
Setting up an SFTP Transfer
Follow these steps to successfully connect to your SFTP server with SuiteScript:
Create a Saved Search to Find Transactions Created by Administrator Roles
Create a Saved Search to find transactions created by an Administrator role.
Sorting Behavior for Saved Searches with Summary Types
Sort Byfields can always be selected on theResultstab of any Saved Search. This specifies how the results will be displayed when you run the search. Sometimes a user also definesSummary Typesfor the result fields, but he/she may forget to place the sort to use when viewing the search in summary form.
Associate Vendor Credit to a Refund in Foreign Currency
If the vendor in a foreign currencysent a refund by cash or check in a currency other than the vendor's currency, user needs to record the deposit in the vendor's currency via a journal entry.
How To Handle Returned Customer Check with related Deposit
Scenario
Solution
- Payment:ClickEdit
- Go to theApplytab >Applied Tosubtab
- Invoice: RemoveCheckmark
- ClickSave
- Open theInvoiceand note that theStatusof the Invoice should beOpen
2. Create aCustomer Refund
- Navigate toTransactions>Customers>Issue Customer Refund
- Customer Name: EnterName
- Go to theApplytab >Creditssubtab
- Apply: EnterCheckmarkfor thePaymentthat was unapplied on Step 2
- Go to theRefund Methodtab
- Refund Method: Select aPayment Method
- ClickSave
Note:Below are the transactions that and a sample of what the G/L Impact would look like:1.Invoice> Debit: A/R > Credit: Revenue2.Payment> Debit: Undeposited Fund > Credit: A/R3.Deposit> Debit: Cash > Credit: Undeposited Fund4.Customer Refund> Debit: A/R > Credit: Cash
Using Terms of Payment
After you have created a term record, you can select that term on invoices and customer records to set payment terms. When you select a term on a customer's record, that term defaults on bills to the customer. You can also set terms on each invoice individually.
Budgets in NetSuite
You can save estimates of income and expense as budgets for financial planning purposes. In NetSuite, each budget covers a year and permits the entry of an amount per account for each accounting period in the year. Budgets provide information for reports. They do not control actual income and expense.
Permission to Access Review Negative Inventory Page
Scenario :
Solution :
- Navigate toSetup>Users/Roles>Manage Roles
- Custom Role: ClickEdit
- ClickPermissions
- ClickLists
- Permission:SelectItems
- Level:Select at leastViewlevel
- ClickAdd
- ClickSave
Review Inventory Activity
If you use NetSuite OneWorld, this task opens a customizable version of the Inventory Activity Detail report. This report provides a view of specific inventory values. The report details are based on the item level total inventory value in a specific subsidiary context.
Review Inventory Cost Accounting
When closing a period, you must run the costing accounting process for the period close. To complete this task, ensure that there are no costing items to be corrected and that inventory costing calculations are not already currently running.
Reviewing Negative Inventory
You can identify any negative inventory values that can be corrected by adjusting them to be positive. This process does not create a physical count. A physical count should already be completed before you begin this task.
To add the My Login Audit portlet to your dashboard:
ClickPersonalizein the upper right corner of your dashboard or usePersonalize Dashboardin theSettingsportlet.
Add a Favicon to a Site Builder Webstore
A favicon (short for favorite icon), also known as a shortcut icon, website icon, tab icon, URL icon, or bookmark icon. Simply, favicons are the small, square icons that frequently are associated with websites. Favicons appear in many places, including browser toolbars, bookmarks, tabs, and address bars.
Keep Google Rankings After Webstore Domain Change
Google has a Change of Address Tool which can be used to inform Google about a new URL change. They will update their index in order to reflect the new domain. Changes will stay in effect for 180 days, by which time Google will have crawled and indexed the pages at the new URL.
Saved Search for Customers created from WebStore
Create Saved Search that will show Customer records created from the Web Store