Articles tagged #UPDATE
Articles tagged
#UPDATE

How to Set Up an Authenticator App for 2FA Settings

As ofMarch 1, 2023, users setting up or resetting their 2FA configurations are highly encouraged to install and use the Authenticator App option to generate verification codes.

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Update Item Record to Add Price Level via CSV Import

User tried to update theItem Price Levelin theItem Recordvia CSV Import. The result shows that the import was successful but the Item Record was not updated.

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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.

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Mass Update > Invoice Notification > Change the FROM Email Address

User needs to change the FROM Email Address of the Invoices they are sending via Mass Update.

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Remove Internal Messages from Customer Notification Update on Cases

The user wants to exclude internal messages from the email notification sent to customers when a case is updated.

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Update Pricing Based on Quantity Pricing Schedule

To update the pricing of Items using a Quantity Pricing Schedule, do the following:

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Checking Script Update Details in Script File

If we want to check when, what, and who changed a specific script, we may follow the steps below:

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Updating a Custom Checkbox Field of Items Through CSV Import When Item Location Configuration Feature is Enabled

A user wants to know how to mass update the custom checkbox field they created for their inventory items when the Item Location Configuration Feature is Enabled.

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Set Credit Limit on Customer Records via CSV Import

You can bulk update credit limits on multiple customer records through CSV import.

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Mass Updating Partners

When you enable the Multi-Partner Management feature, NetSuite makes the mass updates functionality available for partner information.

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Billing Operation Schedule did not Run

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

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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.

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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.

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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.

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Edit Statement Date of a previous Reconciled Account Statement

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

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Update Memorized Transactions

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

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Update Hold Field on Customer Record in Bulk Via CSV Import

Scenario

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

Solution

  1. Create a CSV File with the Internal ID of the Customers to be updated
  2. Navigate toSetup>Import/Export>Import CSV Records
  3. Scan & Upload CSV File:
    • Import Type:SelectRelationships
    • Record Type:SelectCustomers Only
    • Select the CSV File
    • ClickNext
  4. Import Options:
    • Data Handling:SelectUpdate
    • ClickNext
  5. Field Mapping:
    • NetSuite Fields: SelectInternal ID
    • Your Fields: SelectInternal ID
    • NetSuite Fields: SelectHold
    • Click thePencil Icon
      • Default Value:SelectProvide Default Value
      • SelectOn
      • ClickDone
    • ClickNext
  6. Save Mapping & Start Import:
    • Import Map Name:EnterName
    • ClickSave & Run

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Update Custom Item Entry Form using CSV Import

The user wants to change the Custom Form of an Item Record via CSV Import.

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Mass Update Custom Form on Existing Transactions via Mass Update Script

A user prefers to use a single form for all transactions (new and existing) as other custom forms need to be inactivated.

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