Articles tagged #AN
Articles tagged
#AN
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.
Resolve: "An Unexpected Error Occurred" When Viewing Project
SCENARIO
SOLUTION
- Re-toggle theAdvanced Project Profitabilityfeature to retrieve the standard configuration:
- Navigate toSetup > Company > Enable Features
- ClickCompany
- Advanced Project Profitability: EnterCheckmark
- ClickSave
Note:This will automatically retrieve the standard configuration in the Project Profitability setup page
- Create a new configuration:
- Navigate toSetup > Accounting > Project Profitability
- ClickConfigurations
- ClickNew
- Define all settings as needed
- ClickFinish
Note:After saving, user will be redirected to Project Profitability Setup page - P&L Default:select the created configuration
- ClickSubmit
Resolve Error: "Field is Restricted" in the Month and Year Column of a Transaction Saved Search
Navigate toSetup>Users/Roles>Manage RolesNote:Login as Administrator
SuiteAnalytics Workbook > Error: "The dataset of this workbook contains fields with data that you do not have access to"
SCENARIO
Steps to Reproduce:
- Navigate toAnalytics
- Workbooks:
- ClickWorkbook
SOLUTION
- Navigate toSetup>Users/Roles>Manage Roles
- Role:ClickEdit
- Add the permission for all the type of records fields included
Custom Field on the PDF Layout Does Not Print the Field Value on the Invoice Form
A Custom Transaction Body Field was added as a custom element on a Basic PDF Template for Invoice. However, when user tried to print the Invoice, the field's value shows blank. To resolve this, the Sale checkbox must be checked in the Applies To tab of the said field.
Highlight Text in Advanced PDF/HTML Template
User needs to highlight a text on their printout.
Consolidated Exchange Rate Types for Transaction Searches
You can select the type of consolidated exchange rate to apply to results for each transaction search. The consolidated exchange rate type you select applies to amount fields in base currency, such as Amount, Amount (Credit), and Amount (Debit).
Consolidated Exchange Rate Automatic Calculation Example
The following is an example of the calculation that NetSuite uses to determine the consolidated exchange rates for subsidiaries with the following hierarchy:
Consolidated Exchange Rate Types
The Consolidated Exchange Rates table includes three consolidated exchange rate types. Current, Average, and Historical. Each accounting period, accounting book (when Multi-Book Accounting is enabled) and subsidiary pair has its own set of three consolidated exchange rate types. The value of a subsidiary account multiplied by its consolidated exchange rate provides the account value in consolidated financial statements.
Compute for the Average Consolidated Exchange Rate
How tocomputefor theAverageConsolidatedExchange Rate
Understand Item Commitment Transaction Ordering Preference
User needs to know how the Item Commitment Transaction Ordering works.
Set Up Preferred Packing Slip for Specific Role
Set Up Preferred Packing Slip for Specific Role.
Electronic Payments > Add Permission to a Custom Role to View Entity Bank Details
Electronic Payments > Add Permission to a Custom Role to View Entity Bank Details
Inline Editing for Save Search with Multiple Transaction Type
User wants to enableInline Editon theSaved Searcheswithmore than one transaction type
Sales by Item report and Sales by Customer Summary Reports with Same Date Filter and Report Preference Display Variance
User wants to know what causes the difference between astandard Sales by Item report and Sales by Customer Summary reports if the same Date Filters and Report by Period preferences is applied.
Pay Component - Annual Leave Cash Out In Service
The Annual Leave Cash Out in Service pay component is used when paying out Annual Leaves to employees. When using this component, it is expected that the leave balances should be reduced by the hours taken. However, this is not being deducted in the leave balances on the JCurve Payroll.
Using Quantity Pricing
Quantity based pricing lets you automatically apply different sales prices to items that depend on the quantity being sold. This enables you to offer discounts to customers who buy in bulk.