Articles tagged #RELATED
Articles tagged
#RELATED
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.
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.
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.
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.
Transaction Saved Search to Show Related Sales Order Status of Item Fulfillment
Create aTransaction Saved Searchthat would show the status ofItem Fulfillment's related order.
Journal Entries > Related Records tab > Payments subtab > view applied to and applying transaction to this transaction
Scenario
- Journal Entry#1 (JE1) has Accounts Receivable debited while Journal Entry#2 (JE2) has the same Accounts Receivable account credited for the same amount
- These journals were applied to each other via Customer Payment
- Related Records tab > Paymentssub tab of:
- JE1showsJE2as the payment applied to it
- JE2shows no value
- User needs to viewJE1in theJE2transaction form >Related Records tab > Paymentssub tab
Solution
- Navigate toLists > Search > Saved Searches > New > Transaction
- Set the following values:
- Public =True
- Available as Sublist =True
- In theCriteriatab:
- SetUse Expressions =True
- Add the following filters in theStandardsub tab:
- Type =Journal
- (Applied To Transactions : Internal ID (Number) =is not empty or
- Applying Transactions : Internal ID (Number)=is not empty)
- In theResults tab > Columnssub tab
- SetSummary Type =Groupfor the following fields:
- Date
- Number
- Applied To Transaction
- Applying Transaction
- On theAvailableFilterssubtab, add at least one available filter to the search, and ensure that the first filter listed is aList/Record type. Otherwise, the saved search is not available to assign as a sublist.
- Renamethe search
- Example: Journals Applied
- ClickSave
- Set the following values:
- Navigate toCustomization > Forms > Sublists > Transactiontab
- Set:
- Search =Journals Applied
- Label =Journals Applied
- Tab =Related Records
- Journal =True
- ClickSave
- Set: