Articles tagged #OR
Articles tagged
#OR

Custom Role > Create KPI Scorecard > Unexpected Error

Scenario
When a custom role tries to add a Custom KPI Scorecard in the dashboard, it shows "Unexpected error has occurred" notice
Solution
  1. Log in as an Administrator
  2. Navigate toCustomization>Centers and Tabs>KPI Scorecard
  3. Affected Scorecard: ClickEdit
  4. ClickContent
  5. ClickCustom
    Note: Make sure that there are no skipped fields for Custom KPI # 1-9. For instance, if you add three Custom KPIs, it should be under Custom KPI #1, Custom KPI #2, and Custom KPI #3.
  6. ClickSave

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How to Export All User Notes

Scenario
A user wants to export all of the User Notes in their account.
Solution
  1. Navigate toLists>Search>Saved Searches>New
  2. SelectUser Note
  3. ClickPreview
  4. Click theExport (Excel)Icon

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Post Time Entries > Error Message: "Invalid Account Reference Key on Currency XX"

An error is being generated when posting time: "Invalid Account Reference Key on Currency XXX"

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Unable to Link Quote to Opportunity

Scenario
A user wants to link their existing quote record to the opportunity record.

It is standard behavior that users cannot link opportunities to existing quotes. To link opportunities to quotes, users need to use the Create New menu from opportunities.
Solution
  1. Navigate toTransactions>Sales>Create Opportunities>List
  2. OpenOpportunityrecord
  3. ClickSalestab
  4. ClickQuotessubtab
  5. ClickNew Quote
Note:You will see under the quote form that the "Created From" field is inline.

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Customizing Login and Logout Behavior

Customizing the user experience during login and logout in NetSuite is possible with various options.

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Print Picking Ticket Status on Sales Order Changed from True to False

User wants to change thePrint Picking Ticket Statusunder theSystem InformationofSales Orderfrom T to F

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Creating Custom Report Snapshots

If standard report snapshots are not providing the information that you need, you can create custom report snapshots to be displayed in dashboard portlets. To create a custom snapshot, customize a standard report that currently generates snapshots, and create a snapshot of the customized report when you run the report.

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Report Snapshot Portlets

Report Snapshot portlets can show summaries of some reports that are available to you. You can choose among standard report snapshots or create custom report snapshots.

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Submit a Case to NetSuite Support

OVERVIEWCustomers may submit a case directly to NetSuite Support for the following reasons below.

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Procedures to Set Up DKIM in Your Production Account

As of NetSuite 2024.1 release, the DKIM setup has changed, and the new method of configuring it in NetSuite is simpler than the previous procedures. NetSuite generates all necessary information, including the selector naming, for customers to add two DNS CNAME records to their domain provider's website. These two CNAME records enable Oracle NetSuite to manage the rotation of DKIM keys, which is a crucial security feature.

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Set Up CNAME Records in DNS

As NetSuite 2024.1 release

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Saved Search to Fixed Assets Future Depreciation

User would like to create a report or saved search that projects the remaining depreciation for each asset into the future

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Importing Fixed Asset Records

Go to Setup > Import/Export > Import CSV Records.

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Saved Search to Compare the Base Price and Purchase Price of Items

User would like to compare the Base Price of an Item against the Cost of the Preferred Vendor set in the Item record.

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Item Saved Search for Purchase Price History

User wants to create a saved search for Purchase Price History of items

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Project Profitability Report > Employee Column

User would like to show an Employee Column consisting of First and Last Name on the Project Profitability Report.

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Last Two Item Labels Get Truncated When Printing More Than 14 Item Labels Using Basic PDF Template

The user needs to print more than 14 item labels on their A4 paper. However, when attempting to print the labels, the last two on the first page get truncated.

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Bulk Approving Vendor Bills With Standard Vendor Bill Approval

After you enter vendor bills, any bill with a status of Pending Approval or Rejected must be set to Canceled or Approved. To save time, you can run a bulk process to approve many vendor bills at one time.

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Pending Approval Vendor Bills Missing in the Approve Bills Page

User cannot find the Pending Approval Vendor Bill at the Approve Bills page.

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Remove Purchase Price on Items in Bulk via CSV Import

A user wants to blank out the Purchase Price field for multiple items simultaneously due to thousands of records with existing purchase prices.

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