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Best Practices for Designing HTML Templates for Use with Marketing Campaigns and Email Templates

Best Practices for Designing HTML templates for use with Marketing Campaigns and Email Templates.

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Searching for a Private Bundle created in Sandbox

Using the Basic Search option does not work in the Production Account if the Bundle created is from the Sandbox Account. As mentioned in the Field Help, Private/Restricted Bundles should be accessible to the accounts where users have an Administrator Role. Using the Advanced Search option can show the Bundle.

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Disallow Users From Accessing the SuiteBundler Page

User wants to restrict their employees from accessing the SuiteBundler page.

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Filter Values From a Multi-Select Item Field to a Transaction Line Field

In some business use case, it is needed to source values from a Multi-Select Field that would be displayed to a Custom Line Field. This can be done by creating a Custom List, Custom Multi-Select Field and then applying the result on a Custom Line Field.

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Unselect or Deselect All Values to Make the Field Blank in Multi Select Field

Multi Select Field does not have a blank option. Users are unable to unselect/deselect all values to make the field blank.

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Compare Values of Multi-Select Field and List/Record Field

User have an Employee saved search and wants to compare the values of a multi-select field to a list/record field and use it as a criteria to filter the saved search results.

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Tax Rate in Purchase or Sales Transaction (Non-US Nexus) Is Undefined

When creating a Sales or Purchase Transaction, Tax Code is undefined. Provided the following set up on the tax code:- Tax Code is Active

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Audit trail for Tax Nexus

NetSuite does not have an audit trail for Nexuses added.

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Journal Entry Transaction Nexus

The user wants to determine how the system identifies the Nexus of a Journal Entry Transaction.

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Nexus Based Default Transaction Forms

Default transaction forms based on Nexus.

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Class per line item is not populating in a sales order transaction

Classper line item is not populating in aSales Ordertransaction.

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Custom Role Unable to Access Custom Record Type

Custom Role is unable to access a specific list of Custom Record Type even when the Permission has Access Level of Edit under Role Record > Permissions tab > Custom Record subtab.

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Journal Shows the Same Figures in Columns Net Amount and Tax Amount in the Business Activity Statement Total Sales Box G1 in a VAT/GST Report

Reports>VAT/GST>Business Activity Statement> Drilldown Total Sales Box G1 > Journals show the same Figures in Columns Net Amount and Tax AmountHere are few illustrations of the standard behavior when applying GST in Journal Entries.

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GST Sales Tax Code is Appearing on Purchase by Tax Code Report

The user has a Tax Code which is specifically made for Sales Transactions. However, whenthe user runs the Purchase by Tax Code report, the said Tax Code is appearing on the report.

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Journal Import of Sales with GST Not Showing Up in the Business Activity Statement Report

The user has imported a sales transaction through CSV import of general journals and the CSV template has no mapping for Tax Account column in the Journal which in result made the sales transaction not reflect in the Business Activity Statement Report.

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Shipping Tax Code Blanks After Changing Shipping Address

Shipping Tax Code becomes blank after user changes Shipping Address in new Sales Order.

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Effect of Adding/Updating Case Status on Case Searches

User needs to change or add a Case Status and they would like to know what will happen to their existing saved searches where the status is added as a filter.

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Alternate way to edit a locked custom list/record field from a bundle

User needs to update a field however it is locked and can't be edited.

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Create a Custom Administrator Role That Does Not Have Any Access to Financial Data

User wants to utilize anAdministratorrole thatdoes not have any access to their financial data.

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Balance Sheet > Amounts Incorrectly Translated from Foreign Currency to Base Currency, especially after a Currency Revaluation

Users customizes Balance Sheet to include the Amount (Foreign Currency) column and the system shows below behavior: Amount in Foreign Currency x Month-end Ending Rate* Amount in Base Currency

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