Articles tagged #NS
Articles tagged
#NS
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.
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.
Payment Processing
The Payment Instruments feature makes using various payments methods more straightforward and, in the case of payment cards, more secure. Payment Instrument is a set of fields that can be used to charge a shopper without any action on the shopper's side.
Consolidated Payments
If you sell to customers who have subcustomers, the Consolidated Payments feature gives you the flexibility to accept payment for subcustomer invoices from either the top-level customer or from the individual subcustomer.
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.
Determine NetSuite ERP Version
How to determine which version of NetSuite ERP a user is utilizing.
Asset Transfer Accounts
The Fixed Assets Management SuiteApp supports multiple subsidiaries and lets you transfer assets between subsidiaries.
Restrict Custom Role From Accessing Purchase Order Register Report
The custom role can access the Purchase Order Register Report even when no permission for Vendors is granted to the role.
Create or modify custom transaction body fields
Go toCustomization > Lists, Records, & Fields > Transaction Body Fields.
Send Transactions Email to Customers Only with Sales Orders
The user wants to send Transactions Email to Customers only with Sales Order.
Role Permissions > Access to Delete Open Deposits
A user creates a custom role with the ability to delete bank deposits and customer deposits.
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.
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.
Display Employees Permissions
Create a Saved Search that will display all the permissions assigned to an Employee.
Import Expense Reports with Multiple Files > CSV Response Error: This record already exists
Customer added a Custom field in their Expense Report form named 'Reference Number' with function that is the same as Document Number but is assigned by the User and not by the System. This Reference Number field is located at the main line of the form.
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".
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.
Exporting Work Instructions from Advanced Manufacturing SuiteApp
Follow the below procedure to export the work instructions from the Advanced Manufacturing SuiteApp.