Articles tagged #RECORDS
Articles tagged
#RECORDS
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.
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.
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:
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.
Sales Order Saved Search That Do Not Have Item Fulfillment Records Generated Yet
Sales Order Saved Search that does not contain Item Fulfillment related records.
Estimates are set to a Processed Status when No Transactions are Associated
There are two instances why an Estimate shows as processed without any related transactions.
Managing Partners
A partner is a company with whom you have a business agreement, but who is not a customer or a vendor. Partner records can be created for companies and individuals that bring business to your company.
Create a Show Message Action on Edit Event with a Workflow
There is a requirement to add a pop up message on a record on edit mode. A Workflow can captures multiple events such as create, edit, and etc.Note:The Show Message action runs on create and edit by default. It does not have a field to specify if it should run on only create or edit.A solution would be to create a new Workflow that only contains the Show Message action.
Handling Inventory Items with Alias SKU
You should create separate inventory records for every item rather than creating alias stock keeping unit (SKU).