Articles tagged #NS
Articles tagged
#NS

Best Practices for Designing HTML Templates for Use with Marketing Campaigns and Email Templates

Best Practices for Designing HTML templates for use with Marketing Campaigns and Email Templates.

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Unselect or Deselect All Values to Make the Field Blank in Multi Select Field

Multi Select Field does not have a blank option. Users are unable to unselect/deselect all values to make the field blank.

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Journal Entry Transaction Nexus

The user wants to determine how the system identifies the Nexus of a Journal Entry Transaction.

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Nexus Based Default Transaction Forms

Default transaction forms based on Nexus.

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Class per line item is not populating in a sales order transaction

Classper line item is not populating in aSales Ordertransaction.

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Balance Sheet > Amounts Incorrectly Translated from Foreign Currency to Base Currency, especially after a Currency Revaluation

Users customizes Balance Sheet to include the Amount (Foreign Currency) column and the system shows below behavior: Amount in Foreign Currency x Month-end Ending Rate* Amount in Base Currency

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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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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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Update Security Questions Link

The first time you log in to NetSuite, you are prompted to set up three security questions that are used to verify your identity. You have the option of changing these questions and answers.

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If You Forget the Answers to Your Security Questions

Since you are not often prompted to respond to the security questions you set up, you may occasionally forget your questions, or the answers you provided. The easiest way to handle this is when you are logged in to NetSuite. Click theUpdate Security Questionslink in theSettingsportlet. Select new questions, or provide answers to your existing questions.

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Transfer Balance Sheet Account to different Subsidiary

The user wants to transfer funds from a bank account to a different subsidiary.

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Saved Search > Transaction > Sales Orders > Actual Ship Date or Fulfillment Date per Line Item

To create a transaction saved search that shows the actual ship date on the item fulfillment.

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Create a Saved Transfer Order Search > Duplicate Transfer Order Lines

Transfer Order Saved Search has duplicate Transfer Order Lines

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Show Results of Saved Search for Custom Roles When Using The Filter Amount Is Less Than 0

When user creates a Transaction Saved Search with Amount is less than 0 in Criteria tab, it might not be visible for custom roles, even if permissions were set up correctly by Administrator.

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Return all Invoices of Sub-Customers based on its Parent Customer in Print Checks and Forms > Invoices

User needs to pull all invoices for a customer and its sub customer, however theCustomerfilter is not available in aOne World Account.

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Unable to See the Fulfill Button on Transfer Orders Using a Custom Role

User with custom role is unable to see the Fulfill button when opening an existing Transfer Order with Pending Fulfillment status.

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Display Customer Status on Opportunity Saved Search

A user wants to display Customer Stages and Opportunity Status using an Opportunity Saved Search.

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Setting up an SFTP Transfer

Follow these steps to successfully connect to your SFTP server with SuiteScript:

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Create a Saved Search to Find Transactions Created by Administrator Roles

Create a Saved Search to find transactions created by an Administrator role.

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Permission to Access Review Negative Inventory Page

Scenario :

User needs to identify which permission is needed to access Review Negative Inventory.

Solution :

  1. Navigate toSetup>Users/Roles>Manage Roles
  2. Custom Role: ClickEdit
  3. ClickPermissions
  4. ClickLists
  5. Permission:SelectItems
    • Level:Select at leastViewlevel
    • ClickAdd
  6. ClickSave

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