Articles tagged #AN
Articles tagged
#AN

Create Save Search to Send Email Alerts to Sales Rep When New Sales Order Are Entered

Sales reps regularly monitors newly created orders that are entered under their name. You can create a saved search to sends email alert to sales reps automatically when there are new sales orders generated. This allows them to respond to their customer's order on a timely basis and also be updated on their sales standing.

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Basic Inventory Transfers

An inventory transfer decreases items in the source location and increases them in the receiving location, all in one step. Use the Transfer Inventory form to post information regarding changes in inventory levels for each item in each location.

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Mass Updating Partners

When you enable the Multi-Partner Management feature, NetSuite makes the mass updates functionality available for partner information.

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Managing Partners

A partner is a company with whom you have a business agreement, but who is not a customer or a vendor. Partner records can be created for companies and individuals that bring business to your company.

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Role Saved Search Not Visible to Custom Role

A user wants to let a custom role view and use an existing Role Saved Search.

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Asset Transfer Accounts

The Fixed Assets Management SuiteApp supports multiple subsidiaries and lets you transfer assets between subsidiaries.

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Finalise Tax Year > Car allowance is missing from MyGov Portal

After finalizing the tax year, user noticed that the car allowance is not shown on the Income Statement in MyGov portal.

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Mass Updates > Transactions > Bulk Email > Send Email With a PDF Attachment

User running a Transaction Bulk Email using Mass Update is only sending attachments with an HTML file, even if theEmail Preference in the Customer record is set to PDF.

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Handling Inventory Items with Alias SKU

You should create separate inventory records for every item rather than creating alias stock keeping unit (SKU).

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CSV Import > Add New Leads with Multiple Contacts

User would like to import Leads with multiple Contacts via CSV.

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Create or modify custom transaction body fields

Go toCustomization > Lists, Records, & Fields > Transaction Body Fields.

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Send Transactions Email to Customers Only with Sales Orders

The user wants to send Transactions Email to Customers only with Sales Order.

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Saved Search > Show Changes to Roles and Permissions

A user wants to create a saved search that displays any changes made to Roles or Permissions.

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Role Permissions > Period Close Checklist

Here are the names of the permissions required for each task in the Period Close Checklist. Please note that some tasks may not appear here depending on the availability of certain features in the customer account.

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Role Permission > Access Demand History by Item Report

A user wants their custom role to access the Demand History by Item Report.

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Applying Vendor Prepayments Manually

In addition to applying vendor prepayments to your bills automatically using Auto-Apply, you can apply the prepayments manually. Applying vendor prepayments manually is required when the Auto-Apply option is not enabled or when the conditions for Auto-Apply are not met.

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Apply Deposits to Remaining Balance on Vendor Prepayment

In this article you can find alternate solution forEnhancement576715.Currently, NetSuite system only allows Vendor Prepayment records to be applied on Open Bills.

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CSV Import Inventory Transfer Error: Invalid Item Reference key XXX for Subsidiary XXX

User is trying to import Inventory Transfer records for Inventory Items via CSV Import and getting an error: "Invalid Item Reference key XXX for Subsidiary XXX".

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Importing Work Instructions in Work Instructions and Traveler SuiteApp

You can import the work instructions by mapping the fields in the manufacturing routing record of the Work Instructions & Traveler SuiteApp with the mappings in the CSV file.

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Exporting Work Instructions from Advanced Manufacturing SuiteApp

Follow the below procedure to export the work instructions from the Advanced Manufacturing SuiteApp.

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