Articles tagged #HOW
Articles tagged
#HOW

Custom Roles Added to the Employee Record Are Not Showing up on the View All Roles Link

Users cannot see custom roles that were given to them in the View My Roles page. There are multiple ways to troubleshoot the behavior such as:

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Quantity-based Price Levels and Other Related Pricing Schedule fields are Not Available in Service Items for Sale and Resale

Quantity-based Price Levels and Other Related Pricing Schedule fields are not available in Service Items for Sale and Resale items.

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Quantity-Based Price Levels Do Not Appear on Service for Sale or Resale Item Records

Quantity-based Price Levels, found under the Sales/Pricing tab of an item record, allow users to set different prices per quantity sold. Sometimes, these quantity brackets do not appear on Service for Sale or Resale item records.

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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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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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Active Project Does Not Show Up on the Journal Entry Line Project Field

Go to Transactions > Financial > Make Journal Entry

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Show Purchase Orders and Vendor Bills Under Related Records of Project/Job Record When Projects on Sales Transactions Are Not Consolidated

Purchase transactions (Purchase Orders and Vendor Bills) are not directly associated with Project entities because they are part of the Accounts Payable module and not the Advanced Project Management module of NetSuite. This is reproducible when the Accounting Preference "Consolidate Projects on Sales Transactions" is disabled.

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Purchase Order/Vendor Bill Is Not Showing Under Related Records Subtab of the Project Record

Purchase Orders/Vendor Bills are not displaying under the Related Records subtab of the Project record.

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Saved Search to Show Fulfillment /Invoice Dates of Sales Orders in a Date Range

Create Saved Search to display the Fulfillment and Invoice applied to a Sales Order within a specific Date Range

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Discount Item With Negative Rate Displays Positive When Used as Promotion in Transaction Records

Discount Itemrecordsthat indicatesNegative Rate(E.g.-20.0%) in Promotion records will indeed displayPositive(E.g.20.0%)in transaction records (E.g. Sales Order) by design.

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Show the Last Log in Details of All Active Employees in a Saved Search

User needs to identify what are the roles assigned to their employees which are active and non-actively used.

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Saved search to show Vendor Name only to Open Purchase Orders report

Scenario:

Create Saved Search to show Vendor Name only to Open Purchase Orders report.

Solution:

To do this:
  1. Navigate toLists>Search>Saved Searches>New
  2. SelectTransaction
  3. Enter aSearch Title
  4. Go toCriteriatab >Standardsubtab,
    Filters:
    • TypeisPurchase Order
    • MainLine isTrue
    • StatusisnoneofPurchase Order:Closed,Purchase Order:Fully Billed,Purchase Order:Rejected by Supervisor
  5. Go toResultstab >Columnssubtab
  6. ClickRemove Allthe
  7. Add the followingFields:
    • Date
    • Document Number
    • Vendor : Company Name
    • Vendor : Name
    • Status
    • Amount
  8. ClickSave&Run

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Report Customization to show Amount Net of Tax and Tax Amount

Users want to customize Accounts Receivable Aging Report to show Amount Net of Tax and Tax Amount. By default, Amount Net of Tax and Tax Amount fields cannot be selected as columns in any reports in NetSuite.

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Display Missing Transactions on Payment Subtab of a Deposit Record

There are missing transactions on the Payments subtab of the Make Deposits page.

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Open Sales Order Report > Show Amount Remaining to Be Billed

This is currently logged as anEnhancement 26537.As an alternate solution, a Transaction Saved Search can be created.

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Transaction Saved Search to Show Related Sales Order Status of Item Fulfillment

Create aTransaction Saved Searchthat would show the status ofItem Fulfillment's related order.

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Resolve Incorrect Prepayment Amount on Cancelled Prepayment Bill

Note:SuiteSolutions - Vendor Prepayment is a deprecated bundle and is no longer available. Below article is only applicable to accounts with this SuiteSolution bundle installed.

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