Articles tagged #RECORD
Articles tagged
#RECORD
Unable to Link Quote to Opportunity
Scenario
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
- Navigate toTransactions>Sales>Create Opportunities>List
- OpenOpportunityrecord
- ClickSalestab
- ClickQuotessubtab
- ClickNew Quote
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.
Importing Fixed Asset Records
Go to Setup > Import/Export > Import CSV Records.
Remove Parent-Child Relationship on Customer
When viewing the parent customer, she can see the child (subcustomer) customers under the Relationships > Subcustomers tab. The user would like to remove the relationship between the subcustomer and the parent customer record.
Custom Roles Added to the Employee Record Are Not Showing up on the View All Roles Link
Users cannot see custom roles that were given to them in the View My Roles page. There are multiple ways to troubleshoot the behavior such as:
Transaction Saved Search to List Files Attached to Invoice Records
Create a transaction saved search to list files attached to Invoice records.
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.
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.
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.
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.
Delete Bill Payment Batch With No Associated Transactions - No Records to Show
There is an existingBill Payment Batchfound inPayments > Payment Processing > Payment Batch List>Opensubtab. Upon viewing theBill Payment Batch, there are no transactions associated. TheBill Payment Batchcannot be submitted since there are no line items.
Save Vendor Bill with Error: Invalid Account reference key xxx for entity xxx
There are two scenarios that could trigger the error:
Effects of Removing Access to the Owner of Report, Saved Search and Custom Record
A user wants to know the effects when the owner's access to the Saved Searches, Reports or Custom Records has been removed.
Item Settings and Stock Levels for Multi-Locations
After you distribute existing unallocated inventory or when you enter new item records, you can configure item settings per location. On item records, you can set a preferred location, reorder point, and preferred stock level. You can also view quantities or inventory levels.