Jcurve Support Articles

Asset Transfer Accounts

The Fixed Assets Management SuiteApp supports multiple subsidiaries and lets you transfer assets between subsidiaries.

General Ledger Accounts for Fixed Assets Management

The Fixed Assets Management SuiteApp provides predefined general ledger accounts for fixed assets, but you can set up your existing general ledger accounts to be used with the SuiteApp.

Billing Operation Schedule did not Run

TheBilling Operation Schedule stopped running without any intervention from the business users

Resolve Identical Shipping Items in Website but not in NetSuite UI

There are instances that on Website, duplicate Shipping Items are seen on the Checkout while on the NetSuite UI, no identical Shipping Items found.

Payroll

Finalise Tax Year > Send Update Pay Event: Assigning this role would exceed your Full Access licenses

User encountered the below error after submitting the Pay Event related to Fiscal Year.

Mass Updates > Transactions > Bulk Email > Send Email With a PDF Attachment

User running a Transaction Bulk Email using Mass Update is only sending attachments with an HTML file, even if theEmail Preference in the Customer record is set to PDF.

Setup & Customisation

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.

Show Sales Order Number Pop-up Message on Item Receipt via Workflow

User wants a pop-up message that shows the transaction number of the relatedSales Orderof theItem Receipt during creation, before setting any field value.

Show a Pop-up User Message/Note When a Customer Is Selected in Sales Order

There are scenarios when a user should be notified by a pop-up message after selecting a Customer in a Sales Order transaction.

Procure to Pay

Enter Vendor Credits > Selected Items Only

You want to create a supplier credit that has an associated invoice in the system. However, you were unable to find the vendor record list under the Company field.

Business Intelligence

Saved Search > Show Changes to Roles and Permissions

A user wants to create a saved search that displays any changes made to Roles or Permissions.

Edit Statement Date of a previous Reconciled Account Statement

The user inadvertently reconciled their account statement without changing the Statement End Date.

Update Memorized Transactions

User needs to update the details on a transaction that has been memorized.

Resolve Error: INVALID_KEY_OR_REF: Invalid custrecord_propcaretaker reference key XXX in Asset Creation

Customer is creating assets from asset proposal and encountered an Error: "INVALID_KEY_OR_REF: Invalid custrecord_propcaretaker reference key XXX."

Adding and Removing Members of Groups

Dynamic group membership is updated automatically as the results of the saved search change. You must add and remove members of static groups manually.

Payroll

Marking Employees as Support Reps

To include employees in Assigned To fields on case records, you must check the Support Rep box on the employee record for each rep.

Update Hold Field on Customer Record in Bulk Via CSV Import

Scenario

Use CSV Import to update Hold field on the Customer record.

Solution

Create a CSV File with the Internal ID of the Customers to be updated
Navigate toSetup>Import/Export>Import CSV Records
Scan & Upload CSV File:

Import Type:SelectRelationships
Record Type:SelectCustomers Only
Select the CSV File
ClickNext

Import Options:

Data Handling:SelectUpdate
ClickNext

Field Mapping:

NetSuite Fields: SelectInternal ID
Your Fields: SelectInternal ID
NetSuite Fields: SelectHold
Click thePencil Icon

Default Value:SelectProvide Default Value
SelectOn
ClickDone

ClickNext

Save Mapping & Start Import:

Import Map Name:EnterName
ClickSave & Run