Articles tagged #NS
Articles tagged
#NS
Update Memorized Transactions
User needs to update the details on a transaction that has been memorized.
Resolve Error: "Field is Restricted" in the Month and Year Column of a Transaction Saved Search
Navigate toSetup>Users/Roles>Manage RolesNote:Login as Administrator
Custom Field on the PDF Layout Does Not Print the Field Value on the Invoice Form
A Custom Transaction Body Field was added as a custom element on a Basic PDF Template for Invoice. However, when user tried to print the Invoice, the field's value shows blank. To resolve this, the Sale checkbox must be checked in the Applies To tab of the said field.
Consolidated Reporting in OneWorld
With NetSuite OneWorld, you can view data consolidated from multiple subsidiaries on many reports.
Consolidated Exchange Rate Types for Transaction Searches
You can select the type of consolidated exchange rate to apply to results for each transaction search. The consolidated exchange rate type you select applies to amount fields in base currency, such as Amount, Amount (Credit), and Amount (Debit).
Consolidated Exchange Rate Automatic Calculation Example
The following is an example of the calculation that NetSuite uses to determine the consolidated exchange rates for subsidiaries with the following hierarchy:
Consolidated Exchange Rate Types
The Consolidated Exchange Rates table includes three consolidated exchange rate types. Current, Average, and Historical. Each accounting period, accounting book (when Multi-Book Accounting is enabled) and subsidiary pair has its own set of three consolidated exchange rate types. The value of a subsidiary account multiplied by its consolidated exchange rate provides the account value in consolidated financial statements.
Compute for the Average Consolidated Exchange Rate
How tocomputefor theAverageConsolidatedExchange Rate
Understand Item Commitment Transaction Ordering Preference
User needs to know how the Item Commitment Transaction Ordering works.
Set Up Preferred Packing Slip for Specific Role
Set Up Preferred Packing Slip for Specific Role.
Inline Editing for Save Search with Multiple Transaction Type
User wants to enableInline Editon theSaved Searcheswithmore than one transaction type
Display Record Type and Transaction Number on Email Subject by Send Email Action on Workflow
Utilize a workflow with Send Email action to inform employees about new transactions. It is requested to include Record Type and Transaction Number on Email Subject without filling it manually.
Process Expense Report for Employees Assigned in a Different Subsidiary with Different Currency
There are employees who need to process Expense Reports for a subsidiary to be paid in a different currency but they are currently assigned to a subsidiary which is in USD.The ability to assign employees to multiple subsidiaries is still a system limitation and is filed under enhancement: 150756.
Role Permissions to Receive Transfer Orders
User wants to add Permissions to a Role in order to Receive Transfer Orders.
Allow Users to Add Other Relationships to Entities
User is unable to add Other Relationship, such as Vendor, Partner and Other Name, from a Customer Record.
Use Inline Edit on Custom Fields in a Transaction Saved Search
User would like to use Inline Edit Custom Body Fields in a Transaction Saved Search.
Journal Entries > Related Records tab > Payments subtab > view applied to and applying transaction to this transaction
Scenario
- Journal Entry#1 (JE1) has Accounts Receivable debited while Journal Entry#2 (JE2) has the same Accounts Receivable account credited for the same amount
- These journals were applied to each other via Customer Payment
- Related Records tab > Paymentssub tab of:
- JE1showsJE2as the payment applied to it
- JE2shows no value
- User needs to viewJE1in theJE2transaction form >Related Records tab > Paymentssub tab
Solution
- Navigate toLists > Search > Saved Searches > New > Transaction
- Set the following values:
- Public =True
- Available as Sublist =True
- In theCriteriatab:
- SetUse Expressions =True
- Add the following filters in theStandardsub tab:
- Type =Journal
- (Applied To Transactions : Internal ID (Number) =is not empty or
- Applying Transactions : Internal ID (Number)=is not empty)
- In theResults tab > Columnssub tab
- SetSummary Type =Groupfor the following fields:
- Date
- Number
- Applied To Transaction
- Applying Transaction
- On theAvailableFilterssubtab, add at least one available filter to the search, and ensure that the first filter listed is aList/Record type. Otherwise, the saved search is not available to assign as a sublist.
- Renamethe search
- Example: Journals Applied
- ClickSave
- Set the following values:
- Navigate toCustomization > Forms > Sublists > Transactiontab
- Set:
- Search =Journals Applied
- Label =Journals Applied
- Tab =Related Records
- Journal =True
- ClickSave
- Set:
Resolve Error: "Invalid Reference Key XXX Accounts Payable for Subsidiary X" on Purchase Order CSV Import
When uploading a Purchase Order via CSV Import and the errorInvalid Reference Key XXX Accounts Payable for Subsidiary Xis encountered, this is because the Accounts Payable used is not available on the User Interface. This is usually populated by an Asset or an Expense account. Field mapping as follows:
Canceling a Vendor Bill
You can review a vendor bill and decide it should not be approved for payment. In such cases, you can cancel the bill. The Cancel button only appears on the form in View mode when the status of the bill is Pending Approval.