Articles tagged #OR
Articles tagged
#OR
Balance Sheet > Amounts Incorrectly Translated from Foreign Currency to Base Currency, especially after a Currency Revaluation
Users customizes Balance Sheet to include the Amount (Foreign Currency) column and the system shows below behavior: Amount in Foreign Currency x Month-end Ending Rate* Amount in Base Currency
Show Purchase Orders and Vendor Bills Under Related Records of Project/Job Record When Projects on Sales Transactions Are Not Consolidated
Purchase transactions (Purchase Orders and Vendor Bills) are not directly associated with Project entities because they are part of the Accounts Payable module and not the Advanced Project Management module of NetSuite. This is reproducible when the Accounting Preference "Consolidate Projects on Sales Transactions" is disabled.
Saved Search to Show Fulfillment /Invoice Dates of Sales Orders in a Date Range
Create Saved Search to display the Fulfillment and Invoice applied to a Sales Order within a specific Date Range
Sales Order Saved Search to Display Related Invoice, Item Fulfillments, Purchase Orders, and Bills
User requires a Sales Order Saved Search to show related Invoices, Item Fulfillments, Purchase Orders and Bills on each column.
Discount Item With Negative Rate Displays Positive When Used as Promotion in Transaction Records
Discount Itemrecordsthat indicatesNegative Rate(E.g.-20.0%) in Promotion records will indeed displayPositive(E.g.20.0%)in transaction records (E.g. Sales Order) by design.
Update Security Questions Link
The first time you log in to NetSuite, you are prompted to set up three security questions that are used to verify your identity. You have the option of changing these questions and answers.
If You Forget the Answers to Your Security Questions
Since you are not often prompted to respond to the security questions you set up, you may occasionally forget your questions, or the answers you provided. The easiest way to handle this is when you are logged in to NetSuite. Click theUpdate Security Questionslink in theSettingsportlet. Select new questions, or provide answers to your existing questions.
Sales by Items Summary Report > Last Purchase Price on Specific Items are blank
User is running a custom Sales by Item Summary Report and noticed that some items display a blank Last Purchase Price but others are displaying the Last Purchase Price correctly.
View Company URLs for Services in This NetSuite Account
You can view the URLs for all NetSuite services for this account on the Company URLs subtab. The information shown on this subtab is not editable, it is provided for your convenience. Developers and other users in your account may need to know the account-specific URLs for a particular service. The URLs are unique to each account, so the URLs for your sandbox accounts and your Release Preview account are different from the URLs for your production account. Log in to a specific account to view the unique URLs for that account.
Enter Company Address Information
You can define separate shipping and return addresses, in addition to the main address defined for your company. If you do not define a separate shipping or return address, it defaults to be the same as the main address. You do not need to define a billing address at the company level. Billing addresses can be defined on transactions as needed.
Enter Basic Company Information
Enter the information about your company to be used for this NetSuite account.
Configuring Company Information
The Company Information page is where users with the Administrator role, or with the Set Up Company permission, can enter basic identifying information for an account. See the following topics for more information:
Make Accounts Available to All Subsidiaries using Saved Search and CSV Import
The user wants to mass-update all Accounts in the Chart of Accounts to apply to multiple Subsidiaries.
Saved Search > Transaction > Sales Orders > Actual Ship Date or Fulfillment Date per Line Item
To create a transaction saved search that shows the actual ship date on the item fulfillment.
Create a Saved Transfer Order Search > Duplicate Transfer Order Lines
Transfer Order Saved Search has duplicate Transfer Order Lines
Resolve Error "Failure: Please Enter Value for Location" Threw During Bulk Bill
When a user is processing Bulk Billing an error occurs.
Return all Invoices of Sub-Customers based on its Parent Customer in Print Checks and Forms > Invoices
User needs to pull all invoices for a customer and its sub customer, however theCustomerfilter is not available in aOne World Account.
Unable to See the Fulfill Button on Transfer Orders Using a Custom Role
User with custom role is unable to see the Fulfill button when opening an existing Transfer Order with Pending Fulfillment status.
Ad Hoc Reports
You can use the ad hoc reporting feature to create your own reports to fit the specific needs of your business. For an ad hoc report, you can select the type of data you want to report on, the format of the report, and how you want to subtotal and group the information shown on the report.