Articles tagged #AN
Articles tagged
#AN
Remove items in the Financial tab of the Vendor Record
Remove items added in Vendor record under Items subtab of Item records' Financial tab.
Display Record Type and Transaction Number on Email Subject by Send Email Action on Workflow
Utilize a workflow with Send Email action to inform employees about new transactions. It is requested to include Record Type and Transaction Number on Email Subject without filling it manually.
Allow Custom Role to Access to Demand Planning
Custom role is unable to see all the items from Transactions > Demand Planning.
Role Permissions to Receive Transfer Orders
User wants to add Permissions to a Role in order to Receive Transfer Orders.
Use Inline Edit on Custom Fields in a Transaction Saved Search
User would like to use Inline Edit Custom Body Fields in a Transaction Saved Search.
Print Shipping Label with Advanced Standard Template Gives Unexpected Error
Print Shipping Label from Item Fulfillment using Standard Shipping Label PDF/HTML Template gives an error:"An unexpected error has occurred. Please click here to notify support and provide your contact information.".
Journal Entries > Related Records tab > Payments subtab > view applied to and applying transaction to this transaction
Scenario
- Journal Entry#1 (JE1) has Accounts Receivable debited while Journal Entry#2 (JE2) has the same Accounts Receivable account credited for the same amount
- These journals were applied to each other via Customer Payment
- Related Records tab > Paymentssub tab of:
- JE1showsJE2as the payment applied to it
- JE2shows no value
- User needs to viewJE1in theJE2transaction form >Related Records tab > Paymentssub tab
Solution
- Navigate toLists > Search > Saved Searches > New > Transaction
- Set the following values:
- Public =True
- Available as Sublist =True
- In theCriteriatab:
- SetUse Expressions =True
- Add the following filters in theStandardsub tab:
- Type =Journal
- (Applied To Transactions : Internal ID (Number) =is not empty or
- Applying Transactions : Internal ID (Number)=is not empty)
- In theResults tab > Columnssub tab
- SetSummary Type =Groupfor the following fields:
- Date
- Number
- Applied To Transaction
- Applying Transaction
- On theAvailableFilterssubtab, add at least one available filter to the search, and ensure that the first filter listed is aList/Record type. Otherwise, the saved search is not available to assign as a sublist.
- Renamethe search
- Example: Journals Applied
- ClickSave
- Set the following values:
- Navigate toCustomization > Forms > Sublists > Transactiontab
- Set:
- Search =Journals Applied
- Label =Journals Applied
- Tab =Related Records
- Journal =True
- ClickSave
- Set:
Canceling a Vendor Bill
You can review a vendor bill and decide it should not be approved for payment. In such cases, you can cancel the bill. The Cancel button only appears on the form in View mode when the status of the bill is Pending Approval.
Project Management > Charge-Based Billing > Charges Not Available on Invoice Billable Customers pagenagement > Charge-Based Billing > Charges Not Available on Invoice Billable Customers page
When the user is trying to invoice customers for Charged-Based Billing Projects, some of the Charges are not available when navigating to Transactions > Customers > Invoice Billable Customers.
Resolve Error: "You Have Entered an Invalid Field Value XX for the Following Field: custrecord_8858_process_user" upon Generating Bill Payment File with Custom Role
User with custom role is trying to generate a Bill Payment file in Electronic Payments and receives the following error. This is reproducible when the custom role does not allow access to the Employee's Subsidiary.
Cost of Goods Sold GL Impact on Standalone Invoices
A user notices that there is noGL ImpactofCost of Goods Sold (COGS)in a stand-aloneInvoice.
Drop Zone Is Missing in Records with File Drag and Drop
The missing dropzone can be caused by several factors:
Mandatory Name Field on Entity Bank Details Record
Since versionElectronic Bank Payments 2018.2 there were implemented several changes, one of which is the added mandatoryNamefield on theEntity Bank Detailsform and the ability to process payments usingSecondaryBank Accounts.
Special Characters Are Not Displayed Correctly in the CSV Error File for Failed Bank Data Import
You are using a non-English language as your preferred language in the NetSuite user interface, or your bank statement file contains special characters. Example, .
Bank Statement CSV File Upload Failure Reason: Unexpected Error
A Microsoft Excel CLEAN function can help to efficiently check and remove all the nonprintable characters from string in the Memo column.
Linking Transaction Forms
On the Linked Forms subtab, you can specify which transaction form is used when you transform one transaction into another. You can create a chain of transaction forms that mirror your business workflow.
Customize and then Print the G/L Impact page
Customizing the GL Impact page is currently filed as Enhancement #88496
Mass Update Custom Form on Existing Transactions via Mass Update Script
A user prefers to use a single form for all transactions (new and existing) as other custom forms need to be inactivated.