Articles tagged #OR
Articles tagged
#OR
Quantity-based Price Levels and Other Related Pricing Schedule fields are Not Available in Service Items for Sale and Resale
Quantity-based Price Levels and Other Related Pricing Schedule fields are not available in Service Items for Sale and Resale items.
Quantity-Based Price Levels Do Not Appear on Service for Sale or Resale Item Records
Quantity-based Price Levels, found under the Sales/Pricing tab of an item record, allow users to set different prices per quantity sold. Sometimes, these quantity brackets do not appear on Service for Sale or Resale item records.
Transaction Saved Search > Type: Payment > Total Amount is using the Base Currency of the Parent Subsidiary > To be able to see the Amount in Foreign Currency
Payment Saved Search > Total Amount using the Base Currency of the Parent Subsidiary > To be able to see the Amount in Foreign Currency
Why is the amount of Balance and Balance (Foreign Currency) column on Vendor Saved Search different from the amount in the Balance fields on the Vendor Record
If theSubsidiaryselected under theHome>Set Preferences>Restrict View tab>Subsidiaryfieldis the same as thePrimary Subsidiaryselected on theVendor record, the amount showing up in theBalance (Base)field on theVendor Recordis the same as theBalancecolumnon theVendor Saved Search,the amount showing up in theBalancefieldon theVendor Recordis the same as theBalance(Foreign Currency)columnon theVendor Saved Search.
Create a Transaction Search with Foreign Currency Balance and Base Currency Balance
Users can create a transaction search that shows the Base Currency of and Foreign Currency amounts.
Amount showing under Amount (Foreign Currency) column is not equal with multiplying Amount with Exchange Rate
When doing bank reconciliation of bank accounts, accounts with Amountshowing 0.00 have values showing on the Amount (Foreign Currency) column greater than 0.00.
Assigning a Supervisor to an Employee
In NetSuite, supervisors can approve the following for their supervised employees:
Adding an Employee
Employee records enable you to maintain information about your employees including contact details, payroll, human resources data, and access permissions.
Change the Default Font Format of Outgoing Case Message
The Message field in the Case record is a Rich Text Format field type. Users can change the appearance of the message in terms of Font and Font Size.
Display Items with Negative Stock (Quantity On Hand) and Send Monthly Email Alert
The user needs to set up a report/search that gets emailed once per month which displays all of the stock negatives at that time.
For Invoice Grouping Checkbox Is Greyed out on Sales Order
When a user is viewing a Sales Order, theFor Invoice Groupingcheckbox is greyed out and cannot be unchecked. TheInvoice Groupfeature is enabled in the account.
Next Bill/Bill Remaining Button Not Showing on Sales Order
Scenario
Solution
2. ClickEdit
3. Click onRefresh Items from Project
4. ClickSave
After the record loads, the Next Bill button should now appear on the Sales Order
Update Item Information on Sales Order Using Workflow
Scenario
Solution
- Navigate toCustomization>Workflow>Workflows>New
- Basic Information:
- Name:EnterName
Example: Auto Update Items - Record Type:SelectTransactions
- Sub Types:SelectSales Order
- Execute as Admin:EnterCheckmark
- Release Status:SelectReleased
- Name:EnterName
- Initiation:SelectEvent Based
- Event Definition:
- On Create:EnterCheckmark
- On View or Update:EnterCheckmark
- Trigger Type:Select-All-
- ClickSave
- ClickNew State
- ClickState 1
- Lower Right Corner:ClickNew Action
- ClickAdd Button
- Parameters:
- Label:EnterLabel
Example: Update Item - Save Record First:EnterCheckmark
- Label:EnterLabel
- ClickSave
- Double-clickState 1
- ClickTransitions
- ClickNew Transition
- Basic Information:
- To:SelectState 2
- Condition:
- Execute on Button:SelectUpdate Item
- ClickSave
- Double-clickState 2
- ClickNew Sublist Action
- Parameters:
- Sublist:SelectItems
- ClickSave
- ClickSublist Action Group
- ClickNew Action
- ClickSet Field Value
- Parameters:
- Field:SelectItem (Line)
- Value:SelectFrom Field
- Record (Join):SelectCurrent Record
- Field: SelectItem (Line)
- ClickSave
Create Open Sales Order Saved Search to Display Sales Order Internal ID
Although standard Open Sales Orders report can be customized, the option to add column specifically with Sales Order Internal ID is not available at the moment. As a workaround or alternate solution might serve a Saved Search which results would be identical to Open Sales Order Report with additional column with internal ID of the transaction.
Re-Bill Items from Purchase Order that were Previously Cancelled
Scenario
Solution
2. ClickItemstab
3. Remove the lines that have a cancelled Bill record
4.Re-input the items and other details
5. ClickRelated Recordstab
6.Item Receipt: ClickEditon the related Item Receipt
7. ClickAction
8. ClickDelete
Note:Retain the Item Receipt record for the correctly Billed item
9.Go back to the Purchase Order record and clickSave
10. ClickBill
Restrict Custom Role to Specific Custom Record Page Only
Userwants to restrict aRolefrom accessing other pages apart from a specificCustom Recordpage.
Remove or Delete Bank Details on Electronic Bank Payments
There are two ways to disassociate a bank detail from the vendor record. You can either remove their link, or delete the bank detail record itself.
Saved Search and Report for Number of Resources Set for a Project
1. Create the Report: