Articles tagged #A
Articles tagged
#A
Create Open Sales Order Saved Search to Display Sales Order Internal ID
Although standard Open Sales Orders report can be customized, the option to add column specifically with Sales Order Internal ID is not available at the moment. As a workaround or alternate solution might serve a Saved Search which results would be identical to Open Sales Order Report with additional column with internal ID of the transaction.
Re-Bill Items from Purchase Order that were Previously Cancelled
Scenario
Solution
2. ClickItemstab
3. Remove the lines that have a cancelled Bill record
4.Re-input the items and other details
5. ClickRelated Recordstab
6.Item Receipt: ClickEditon the related Item Receipt
7. ClickAction
8. ClickDelete
Note:Retain the Item Receipt record for the correctly Billed item
9.Go back to the Purchase Order record and clickSave
10. ClickBill
Restrict Custom Role to Specific Custom Record Page Only
Userwants to restrict aRolefrom accessing other pages apart from a specificCustom Recordpage.
Show User Who Logged in Using at Least 2 Different IP Addresses in a Day Via Login Audit Trail
Scenario
Solution
- Navigate toLists>Search>Saved Searches>New
- New Saved Search:SelectLogin Audit Trail
- Search Title:EnterTitle
- Criteria:ClickSummary
- Summary Type:SelectCount
- Field:SelectIP Address
- IP Address:SelectGreater Than
- Value:Enter1
- ClickSet
- ClickAdd
- ClickStandard
- Filter:SelectDate
- Date:Selectwithin Today
- ClickSet
- ClickResults
- Field:SelectFormula (Date)
- Formula:EnterTO_DATE({date})
- ClickAdd
- ClickSave & Run
Business Activity Statement: Transaction Date
Customer wants to know if the Business Activity Statement is picking up Invoice Date or Invoice Posting Period.
Remove or Delete Bank Details on Electronic Bank Payments
There are two ways to disassociate a bank detail from the vendor record. You can either remove their link, or delete the bank detail record itself.
Saved Search and Report for Number of Resources Set for a Project
1. Create the Report:
Entering Shipping Details
Use the following procedure to enter shipping details. These fields are available only if you use Multiple Shipping Routes.
Create a Saved Search to show Bill Payment with the corresponding Bill and PO
If a user wants to track all Bill Payments created with the corresponding column for the Bill and Amount where this was applied, and down to the corresponding Purchase Orders, then the user can create this Saved Search:
Create Saved Search Showing the Number of Transactions Created per Vendor
Create a Transaction Saved Search that shows the number of Bills, Bill Payments and Purchase Order per Vendor.
Store Value of Summary Search Result
Custom fields that has values Set by aSummary Saved Searchare not stored in the database. This is because theStore Valueoption of the custom field is set to uncheck to allow the field to update its displayed value based on a Saved Search dynamically.
Delete Bill Payment Batch With No Associated Transactions - No Records to Show
There is an existingBill Payment Batchfound inPayments > Payment Processing > Payment Batch List>Opensubtab. Upon viewing theBill Payment Batch, there are no transactions associated. TheBill Payment Batchcannot be submitted since there are no line items.
Set Up Budgets for Elimination Subsidiaries
By default, Elimination Subsidiaries are not included when setting up Budgets in NetSuite.
Intercompany Elimination Report
The Intercompany Elimination report provides an audit trail of intercompany eliminations for a period. Run this report after posting intercompany elimination for a period. This report provides the source transactions marked for elimination, and the generated elimination journal entries.
Viewing Intercompany Elimination Results
Run the Intercompany Elimination Report to view an audit trail of the source transactions and the elimination results for a period.
Multiple Elimination Subsidairies
The customer has multiple Subsidiaries for one Parent Subsidiary. The user would like to know which subsidiary will be used on the Elimination entry.
Cumulative Translation Adjustment-Elimination (CTA-E)
The Cumulative Translation Adjustment-Elimination (CTA-E) account is a general ledger equity account required for processing intercompany eliminations in organizations that operate in multiple currencies. NetSuite adds CTA-E to your chart of accounts when you enable the Automated Intercompany Management feature. CTA-E has two purposes:
Summarized Intercompany Elimination Journal Entries
If you use the Journal Entry Summarization on Intercompany Elimination accounting preference, NetSuite groups similar elimination journal entries into a single, summarized journal entry line. If you do not use the accounting preference, each elimination journal entry appears on a single journal entry line. You can change the state of the preference, as required.
Intercompany Elimination > Cumulative Translation Adjustment - Elimination is Debited instead of Intercompany Revenue
Intercompany Elimination > Cumulative Translation Adjustment - Elimination is Debited instead of Intercompany Revenue