Best Of
Re: Remove/hide SUBSIDIARY CONTEXT field information from reports
Hello @CharleneJ
Currently, Users only have the capability to edit the name of the report. To modify the subsidiary context and edit the details in the title is still a system limitation. It is logged as Enhancement #133607.
Re: Changing Subsidiary Currency
Hi Patrick:
Just voted for the idea. There are only 86 votes on it, so it doesn't look like a priority issue.
As for changing the currency, I think it should be possible if literally nothing else is done in the system afterwards. I am saying this because I found an suite answer that says if there are no transactions, you should be able to change the currency.
The problem was that I created a few more entities. Though these are not transactions, of course, they may have interfered with the process, I believe.
But, luckily, deleting worked.
Thanks!
Vusi
New to NetSuite | How to Create a Classification For Reporting That Defaults From Department
The need for creating a classification (i.e. Region) for reporting, and automatically default it from another segment (i.e., Department) on all transaction lines, is a business requirement commonly found in companies where Department is actually a Cost Center that reports to a single Region or Business Unit. We can do this without having to develop a SuiteScript.
In this example, Region will be automatically defaulted from Department for transactions entered via UI, CSV Import, as well as Integration through Web Services. In addition, Region may be overridden, which is convenient for importing historical transactions where a Department or Cost Center was part of a different Region.
- Click Customizations > List, Records, & Fields > Custom Segments > New
- Label: Enter ABC Region
- ID: _abc_region
- Show in List: Remove checkmark
- GL Impact: Remove checkmark
- If Department is enabled to show on main line, click Transactions subtab:
- Source List: Select Department(main)(Department)
- Select all applicable transactions
- Click Transaction Columns subtab:
- Department(Line)(Line)(Department). Click Ok at the prompt indicating that a Region field will be created on the Department record.
- Under application select applicable sublists, for example:
- Sale Item
- Purchase Item
- Expense Item
- Under Record Type, select applicable transactions, for example:
- Expense Report
- Item Receipt
- Journal Entry
- Enter a transaction to see how Region is automatically defaulted from Department.
- Update Departments with Region
- Click Setup > Company > Departments
- There should now be a Region column
- Create Regions records
- Click Setup > Company > Regions
- Click Save
- Click Permissions
- Configure permissions for each Role.
- Click the rest of the subtabs to select applicable records, if needed.
- Now Region should show on all transactions and financial reports.
Re: Electronic Documents and Mexico Localization bundles are very slow
Hi @User_L22NI
May I ask how you're getting the error: "SSS_REQUEST_LIMIT_EXCEEDED"? Are you processing Invoices/Transactions through RESTlet or SOAP Web Services?
This error isn't necessarily related to the managed bundles. It's specific to concurrency for RESTlets and SOAP Web Services. Each NetSuite account has concurrency limits when it comes to integrations and when parallel requests are sent more than the account's limit, this error is encountered.
I hope this helps.
Best.
Re: Search for PO pending Receipt but paid fully
Here is one example of Criteria that will list PO lines that have been fully billed but the quantity received is less than the quantity that was ordered.
The first criteria formula selects lines that are fully billed. The second formula selects the unreceived lines
Re: INCOME STATEMENT DETAIL WITH CLASS
Thank you @Patrick Fresnosa-Oracle for your insight
Hello @User_2LQKP
Since you want to see the class column on each transaction in the Income statement. Do the customization on Income Statement detail level, not on the summary level.
1.) Navigate to Reports > Financial > Income Statement
2.) Click view detail
3.) Go to Edit Columns page
4.) Go to Financial folder > Class > click Name
Re: AE: Making department mandatory but only on expense account types
Hi @User_SP0KO
To overcome this issue, we have separate customize bundle to handle the classification mandatory based on the account type.
Auto trigger alert on transaction line level for classifications based on the COA types
a. Income
b. Expense
c. Other Income
d. Other Expenses
Easily can add conditions for mandatory classifications for ex:
Condition 1: If the account type is Expenses and Other expenses – "Department" & Location is mandatory
Condition 2: if the account type is Income and Other Income – (Class) "Revenue stream" is mandatory
Condition 3: If you use the item tab instead of the expenses tab, then also the same condition is applicable based on the Item master income and expense account mapping.
Let me know if you need this bundle
Re: Deposits That Were Voiced AFTER Bank Reconciliation - How to Remove Them from Bank Reconciliation
You have to edit the account record for it to show on the Match Bank Data page. Here's how:
Go to Lists > Accounting > Accounts > Click edit on the Bank Account
and then save it.
NetSuite Admin Tips: Electronic Bank Payments > TypeError: Cannot read property "0" from null
Most of the users that just recently set up their Electronic Bank Payments encounter this TypeError: Cannot read property "0" from null (2663_common_lib.js#707). This is due to no email templates selected on the Electronic Payment Preferences.
To resolve this, follow the instructions below:
1. Go to Payments > Setup > Electronic Payment Preferences
2. Click Edit
3. Under the General Preferences tab, select and populate Vendor and Customer Email Templates
4. Click Save
Hope you found this useful! Have you encountered a similar scenario like this one? Let us know by commenting below. 😊
Re: Identify Case issue trends
Hi @User_5OUXV,
I'm afraid the result you're looking for isn't available through a saved search. To get the report you want, I recommend creating a workbook with the case dataset.
Step I: Create dataset.
- In the case dataset, add Issues: Issue Type and Case Creation Date/Time fields.
- To get this week's cases with issue type created, create a formula field with formula =
CASE WHEN trunc({datecreated},'WW') = trunc(CURRENT_DATE,'WW') THEN 1 ELSE 0 END. - For Last Year's field formula, you can use
CASE WHEN EXTRACT(YEAR FROM {datecreated}) = EXTRACT(YEAR FROM CURRENT_DATE)-1 THEN 1 ELSE 0 END - Add a Days field with
365in the formula as you will need this to create a calculated measure in your workbook. - Set Criteria to
Issues: Issue Type = none of <NO VALUE>, so only cases with issue types will appear on the report.
Step II: Create a Workbook using the case dataset created.
- When creating a workbork, select Visualization Type = Chart.
- Put the Issue Type field in X-Axis and This Week and Last Year fields in Measures.
- Set the Summary type of Last Year field to Average or you can create a calculated measure using the formula =
Last Year (sum) / 365.
Step III: Dashboard
- Navigate to the Dashboard and add the Analytics portlet.
- Set up and configure the workbook.
For reference, please see below SuiteAnswers.
- User Guides | Answer Id: 50287
- SuiteAnalytics Workbook
- Sample Formula and Results Using Trunc Function With Dates in Saved Search | Answer Id: 63246
I hope this helps.
Regards,
