Articles tagged #AN
Articles tagged
#AN

Use External Font on Advanced PDF/HTML Template

User wants use a different Font for their Invoices since the PDF Editor cannot edit PDF files with NotoSans font. User needs to download TTF files for the font they need add to the template. For example is the Arial font. User needs Arial, Arial Bold, Arial Italic, and Arial Italic Bold TTF files.

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Re-Bill Items from Purchase Order that were Previously Cancelled

Scenario

Purchase Orders are previously cancelled but user wants to generate all remaining items that is up for billing.

Solution

1.Purchase Order: ClickEditon the affected record
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

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Restrict Custom Role to Specific Custom Record Page Only

Userwants to restrict aRolefrom accessing other pages apart from a specificCustom Recordpage.

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Business Activity Statement: Transaction Date

Customer wants to know if the Business Activity Statement is picking up Invoice Date or Invoice Posting Period.

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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.

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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.

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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.

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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.

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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.

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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:

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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.

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Intercompany Elimination > Cumulative Translation Adjustment - Elimination is Debited instead of Intercompany Revenue

Intercompany Elimination > Cumulative Translation Adjustment - Elimination is Debited instead of Intercompany Revenue

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Extract Parent Name : Child Name of Customer Record in Transaction Saved Search

Auto-generated numbers is enabled in the Account. Customer Name appears as Name + ID + Parent Customer Name: Name (e.g. Doe, John 12345 Apple, Inc : Doe, John) in transaction search. User wants to display the Customer name in format the Parent : Child excluding the Number.

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Add Amount Due (Foreign Currency) into Open Bills Report

In this article you can find alternate solution forEnhancement 121606. Currently, the Amount Due (Foreign Currency) for A/P Reports including the Open Bills Report is not available.

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Show Net Amount on Advanced PDF Template if Mark Up is Applied

Show the Net Amount in the Advanced PDF/HTML Template if Mark Up is applied.

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Display Total Discount Field Using Advanced PDF if Amount Is Greater Than Zero

On the Advanced PDF/HTML templates of transaction records, the total discount amount is displayed using the variablerecord.discounttotal, but there are instances where the transactions do not have any discounts.

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Transactions and Amounts shown in the Income Statement Report Under No Class Column

When the Income Statement report is generated and the Column Footer Filter is Set to Class, Amounts show up in the -No Class- Column.

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Creating an Expense Category

Expenses can be grouped into expense categories that are associated with specific expense accounts.

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Advanced PDF/HTML Template > Print Out Displaying Previous Customer Name

The user has updated the name of a customer who has invoices in the account. This change automatically updated the name from the NetSuite Invoice Record but when they try to print the PDF, both Bill To and Ship To are still showing the old customer's name.

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Display Files Attached to Records on a Transaction Saved Search

Users need to create a Saved Search todisplaythe attached Files on transaction records on a column with a live hyperlink that allows the download of the file.

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