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Articles tagged #A
Articles tagged
#A
Setup & Customisation

Add a Custom Column (Checkbox) in the Inventory Location Sublist on Item Records

On the item record, a user wants to flag an item by having a custom checkbox, but only specific to certain locations and not all locations.

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CRM

Use one Email Address to Display in the From Field of the Emails Sent from OneWorld NetSuite Account

User needs to set their emails to show only one email address on the FROM email address sent from the system

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eCommerce

Things to Check if Item is not Showing on the Web Store

Items are not showing on the web store.

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Order to Cash

Set Document Status on Estimates

User wants to set the Document Status of Estimates based on their Probability.

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Order to Cash

Resolve Error: Enter Values For Serial/Lot Number when Billing a Sales Order

The user gets the error saying:Please enter value(s):for Serial/Lot Numberwhen billing theSales Order.

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Setup & Customisation

Enable/Disable Oracle Guided Learning Preference

The user wants to remove the newly added button at the middle-right part of the dashboard.

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Sales & Marketing

Remove an Employee from the Sales Rep Field > Unable to Locate the Employee Record

The user wants to remove one of the employees listed on the standard Sales Rep field in entity/transaction records. However, when the user navigates to the Lists > Employees > Employees, the employee is not listed. The employee may have a generic name such as "Pre-Sales, Sales - Professional Services, Accounts, Marketing Team", etc.

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Payroll

Salary Sacrificing Super

The Superannuation is deducted against the Base Salary amount of the employee after the Salary Sacrifice is deducted. The customer wants the Superannuation to be deducted against the Base Salary amount before the Salary Sacrifice.

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Basic Accounting

Asset Split

Asset split enables a specified quantity to be separated from the original asset and creates new asset records. The Quantity field on the Maintenance subtab of the asset record tracks the number of individual elements that form the asset.

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Basic Accounting

How to Handle Fixed Assets that were Generated Erroneously

An elimination Journal includes an Asset account and erroneously generates an asset through an Asset Proposal.

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Basic Accounting

Deleting Assets

This feature lets you remove invalid assets (including its related records) from the system. You can use this feature to delete assets without associated journal entries and proposal records. If the asset has a journal entry, you must manually remove the journal entry before deleting the asset.

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eCommerce

Align the Webstore Pages to Center

By default, the page width is set to percentage and the page alignment field is disabled.

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Supply Chain Management

Mass Delete Item Records through Inline Editing

To be able to mass delete Item Records using the Inline Editing function.

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Order to Cash

Quantity Committed is Greater than Quantity On Hand in Reallocate Inventory Page

Why is the Quantity Committed appears higher than Quantity On Hand in Reallocate Items page?
The Quantity Committed appears higher than Quantity On Hand is because it already includes the Quantity Picked. This also happens when there are frequent changes made on the Accounting Preference: Fulfill Based on Commitment per Audit Trail of Preferences via Setup > Accounting > Accounting Preferences > More (located at upper right side of the page) > Audit Trail. When the Accounting Preference: Fulfill Based on Commitment is set to Allow Uncommitted, and a Sales Order, from which the quantity is on back order, is fulfilled to Picked Status, the Quantity Committed increases while the Quantity on Hand remains.

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Order to Cash

Resolve Users Who are Allowed to Fulfill More than the Quantity on hand When Fulfill based on Commitment setting is set to Limit to Committed

System allows fulfilling of Sales Orders more than current Quantity On Hand even if Fulfill based on Commitment setting is set to "Limit to Committed" and the user is fulfilling items using the Standard Sales Order Form.

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Business Intelligence

Add AR Aging Summary Report to Home Dashboard

The only way to add the AR aging summary report to Home Dashboard portlet is by way of creating a standard KPI - Receivables. The KPI provides a link to the report. When you click on Today in the KPI, the AR aging summary report opens. The report is not available as a snapshot.

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Business Intelligence

Create Search for all Customers with no Transactions

Scenario

Create a saved search that will show all customers with no related transactions.

Solution

1. Navigate toLists>Search>Saved Searches>New
2. ClickCustomer
3.Search Title:EnterTitle
Example:Customers With No Related Transactions
4. ClickCriteria
5. ClickStandard
6.Filter:
Note:For every required field use the drop-down menu to select it and once adjusted click Add if
needed.
  • SelectStage
  1. Stage:SelectCustomer
  2. ClickSet
7. ClickSummary
  • Summary Type:SelectSum
  • Field:SelectFormula (Numeric)
    1. Formula (Numeric):Select isequal
    2. ClickSet
  • Formula:EnterDecode ({transaction.number},NULL, 0,1
8. ClickResults
9.Field:
Note:For every required field use the drop-down menu to select it and once adjusted click Add if
needed.
  • SelectName
    • Summary Type:SelectGroup
  • SelectFormula (Numeric)
    • Summary Type:SelectSum
    • Formula:EnterDecode ({transaction.number},NULL, 0,1)
10. ClickSave & Run

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Business Intelligence

Saved Search on Inventory Count of Lot Numbered Items to Show the Inventory Numbers and Quantities on Snapshot Detail and Count Detail

Scenario

Users want to show in a single saved search theInventory Numbersand their quantities on theSnapshot DetailandCount Detail.

Solution

  1. Navigate toLists>Search>Saved Searches>New
  2. SelectTransaction
  3. Search Title:EnterTitle
  4. ClickResults
  5. ClickStandard
  6. Filter:
    • SelectType
      • SelectInventory Count
    • SelectItem
      • Selectnot none
    • SelectStatus
      • SelectInventory Count:Approved,Inventory Count:Completed/Pending Approval
    • SelectItem fields...
      • SelectIs Lot Number
        • SelectYes
    • SelectFormula(Numeric)
      • Formula:EnterCASE WHEN {transactionlinetype} = 'Snapshot Quantity' or {transactionlinetype} = 'Count Quantity' THEN 1 ELSE 0 END
        • Formula (Numeric):Selectequal to
        • Value:Enter1
  7. ClickResults
  8. ClickColumns
  9. Field:
    • SelectDate
    • SelectDocument Number
    • SelectItem
    • SelectFormula(Text)
      • Formula:EnterCASE WHEN {transactionlinetype} = 'Snapshot Quantity' THEN {inventorydetail.inventorynumber} ELSE null END
      • Custom Label:EnterSnapshot Lot Number
    • SelectFormula(Text)
      • Formula:EnterCASE WHEN{transactionlinetype} = 'Snapshot Quantity' THEN {inventorydetail.quantity} ELSE null END
      • Custom Label:EnterSnapshot Quantity
    • SelectFormula(Text)
      • Formula:EnterCASE WHEN {transactionlinetype}='Count Quantity' THEN {inventorydetail.inventorynumber} ELSE null END
      • Custom Label:EnterCount Lot Number
    • SelectFormula(Text)
      • Formula:EnterCASE WHEN {transactionlinetype}='Count Quantity' THEN {inventorydetail.quantity} ELSE null END
      • Custom Label:EnterCount Quantity
  10. ClickAdd
  11. ClickSave & Run

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Supply Chain Management

No Items Showed on Create Inventory Count Page

Scenario

A user found no items shown on the Create Inventory Count page. This is due to the last inventory count date can no longer be used or set even when the inventory count created on that day has already been deleted. For example, when an item has the last inventory count date set to 12/31/2020, the next inventory count date is 1/30/2021, and the inventory count interval is 30. On the inventory count page, the count start date should be 1/30/2021 but not 12/31/2020.

This holds true even if the previous inventory count made on 12/31/2020 has already been deleted. This last inventory count date is not editable because this is based on the inventory count generated from the create inventory count page. Itis also not advisable to delete an inventory count as there may be inventory adjustments related to it.

Solution

Recreate deleted Inventory Count record.
  1. Navigate toTransactions>Inventory> EnterInventory Count
  2. Populate required fields with preferred values
  3. Itemstab
  4. SelectItemfrom the drop-down list
  5. ClickSave
Note:Inventory Adjustments might be created by the deleted Inventory Count due to differences between Count Quantity and Snapshot Quantity.Moving forward, the Create Inventory Count page may be used on succeeding Inventory Counts.

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Supply Chain Management

Inventory Count Has No GL Impact

Inventory Count has no GL Impact

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