Articles tagged #NS
Articles tagged
#NS
Link Custom Transaction field to Custom Fixed Asset Management field
The customer would like to know how to link a custom transaction field to a custom Fixed Asset Management field.
Display Missing Transactions on Payment Subtab of a Deposit Record
There are missing transactions on the Payments subtab of the Make Deposits page.
Netsuite Electronic Payments: EFT Email Payment Notification Stuck in Processing Notifications Status
Bill payments were already processed and user needs to send the Email Payment Notifications to Vendors. However, these Email Payment Notifications are stuck inProcessing Notificationsstatus.
Electronic Bank Payments > Reversing Payments
You can reverse payments if the bank has not yet processed the associated payment file. When you reverse a payment, a new payment file is created and the payments are reprocessed. However, any credit transactions are still applied to the bill or invoice. Full payment reversal voids all payments and the payment file is deleted. On the other hand, partial reversal voids only selected payments and a new payment file is created with the remaining payments.
Source Transaction Line Fields from Line on Sales Order onto Body Fields for Linked Work Order using SuiteScript
The User would like to source values of custom Transaction Line Fields from respective lines on a Sales Order onto Body Fields for the Linked Work Order possibly created in the following manner:
Manual Credit Hold Not Working
Navigate to Setup > Accounting > Accounting Preferences > General tab > Accounts Receivable portlet
Saved Search to Filter Transactions Created by Specific Role/s
User wants to create a Saved Search to filter transactions using specific role/s.
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.
Common Errors When Importing Expense Reports
The Results file for a failed expense report import might include any of the following messages.
Expense Report Body Fields
Key expense report body fields include the following.
Import Expense Report > Sublist Fields
You use the Expenses sublist to add or update individual expenses on an expense report record. This sublist can be selectively updated by either the Line ID or Ref No. field.
Import Expense Reports as Reimbursable
The user needs to import Expense Reports to be recognized as Reimbursable, and won't be deducted on the Advances to Apply.
Custom Accountant Role With Expense Report Permission Full Cannot Approve Expense Report via Approve Expense Report Page
The user has a Custom Accountant role with permission for theExpense Reportset toFull.Using the role, the user navigates to theApprove Expense Report page to view lists of expense reports for approval. Aftera checkmark is placed on theExpense Reportto approve and clickSubmit,the page reloads but theExpense Reportchecked is stillUnapproved.
Return User Error on Transaction Deletion not Working
A user wants to return a user error via workflow whenever a user tries to delete purchase orders that are not created by them.
Unable to set Account for Corporate Card Expenses When Editing Expense Reports
A user is trying to select an account in the Account for Corporate Card Expenses dropdown field in an Expense Report, but when saving the record, the value under this field is missing.
Specific Roles to Access Only Specific Custom Form
A user would like to know how they can assign a specific custom form to a specific role
Create Search for all Customers with no Transactions
Scenario
Solution
2. ClickCustomer
3.Search Title:EnterTitle
Example:Customers With No Related Transactions
4. ClickCriteria
5. ClickStandard
6.Filter:
- SelectStage
- Stage:SelectCustomer
- ClickSet
- Summary Type:SelectSum
- Field:SelectFormula (Numeric)
- Formula (Numeric):Select isequal
- ClickSet
- Formula:EnterDecode ({transaction.number},NULL, 0,1
9.Field:
- SelectName
- Summary Type:SelectGroup
- SelectFormula (Numeric)
- Summary Type:SelectSum
- Formula:EnterDecode ({transaction.number},NULL, 0,1)
Saved Search on Inventory Count of Lot Numbered Items to Show the Inventory Numbers and Quantities on Snapshot Detail and Count Detail
Scenario
Solution
- Navigate toLists>Search>Saved Searches>New
- SelectTransaction
- Search Title:EnterTitle
- ClickResults
- ClickStandard
- Filter:
- SelectType
- SelectInventory Count
- SelectItem
- Selectnot none
- SelectStatus
- SelectInventory Count:Approved,Inventory Count:Completed/Pending Approval
- SelectItem fields...
- SelectIs Lot Number
- SelectYes
- SelectIs Lot Number
- SelectFormula(Numeric)
- Formula:EnterCASE WHEN {transactionlinetype} = 'Snapshot Quantity' or {transactionlinetype} = 'Count Quantity' THEN 1 ELSE 0 END
- Formula (Numeric):Selectequal to
- Value:Enter1
- Formula:EnterCASE WHEN {transactionlinetype} = 'Snapshot Quantity' or {transactionlinetype} = 'Count Quantity' THEN 1 ELSE 0 END
- SelectType
- ClickResults
- ClickColumns
- Field:
- SelectDate
- SelectDocument Number
- SelectItem
- SelectFormula(Text)
- Formula:EnterCASE WHEN {transactionlinetype} = 'Snapshot Quantity' THEN {inventorydetail.inventorynumber} ELSE null END
- Custom Label:EnterSnapshot Lot Number
- SelectFormula(Text)
- Formula:EnterCASE WHEN{transactionlinetype} = 'Snapshot Quantity' THEN {inventorydetail.quantity} ELSE null END
- Custom Label:EnterSnapshot Quantity
- SelectFormula(Text)
- Formula:EnterCASE WHEN {transactionlinetype}='Count Quantity' THEN {inventorydetail.inventorynumber} ELSE null END
- Custom Label:EnterCount Lot Number
- SelectFormula(Text)
- Formula:EnterCASE WHEN {transactionlinetype}='Count Quantity' THEN {inventorydetail.quantity} ELSE null END
- Custom Label:EnterCount Quantity
- ClickAdd
- ClickSave & Run