Jcurve Support Articles

Search This Hub

Articles tagged #NEW

Articles tagged

#NEW

CRM

Unable to Set the Reminder Type and Reminder Time on New Event When All Day Checkbox Is Checked

User needs to set the reminder type and reminder time on New Event when All Day checkbox is marked.

Basic Accounting

Creating an Expense Category

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

CRM

Basic Projects: Customer > Create New > Job/Project > Address Not Auto-Populated

When creating a new Job/Project, the Address tab may or may not be automatically populated, depending on the configuration set.

Advanced Accounting

Nexuses and Taxes in OneWorld

A nexus is a tax jurisdiction. Nexuses are part of the NetSuite Advanced Taxes feature, required for NetSuite OneWorld. Each subsidiary must be associated with at least one nexus. The first nexus is automatically assigned to a subsidiary based on the country entered for the subsidiary's address. A subsidiary can have more than one nexus. A nexus and its related tax items can be shared by multiple subsidiaries.

Business Intelligence

Add a Saved Search Filter for Item Fulfillments Created Within the Last Hour

A user needs to see a list of Item Fulfillment records created within the last hour.

CRM

Use one Email Address to Display in the From Field of the Emails Sent from OneWorld NetSuite Account

User needs to set their emails to show only one email address on the FROM email address sent from the system

Supply Chain Management

Estimated Unit Cost in Inventory Adjustment for New Location (Multi-Location Inventory)

Scenario

When adding New Quantities viaInventory Adjustmenton a New Location, note that theEst. Unit Costwill default toZero. As there are no historical transaction yet for the Item on that Location, it is expected behavior that the Average Cost on that Location is Zero. Est. Unit Cost defaults to the Average Cost of the Item per Location and not the Average Cost on the Item Level. This means that the Item's Average Cost on the Item Level will not carry over to the New Location. The Average cost on the Item Level is the Average Cost of the Item across all locations. This is documented under the field help for the Average Cost on the Item. "This field displays the current average cost of the item across all locations. Using the weighted-average method, the average cost is calculated as the total units available during a period divided by the beginning inventory cost plus the cost of additions to inventory."

Solution

To be able to addCoston theItemon theNew Location, change theEst. Unit Coston theInventory Adjustmentfrom zero to a positive amount.

Order to Cash

Tabs are Missing on the New Shipping Item Page

When trying to create a new Shipping Item in Lists > Accounting > Shipping Items > New, there are no tabs for Shipping and Handling Rate Rules. The only available fields for setup are the following:

Business Intelligence

Consolidated Reporting in OneWorld

With NetSuite OneWorld, you can view data consolidated from multiple subsidiaries on many reports.

Quicta - Setup & Configuration

How To Create Labels

Labels can be created and tagged to a Service Professional as well as a Service Items. This enables skill-based allocation of services.

Quicta - Users & Roles

How To Create a New Service Professional Profile

To create a new Service Professional profile, please follow the steps below: