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NetSuite Admin Tip | Exploring the Benefits and Differences of Enabling Consolidated Payment Feature
The Consolidated Payment feature allows all payments, credits, and deposits to be accepted through the highest-level customer in a customer-subcustomer hierarchy or through the individual subcustomer for whom the invoice is entered. You can enable this feature by navigating to Setup > Company > Enable Features > Accounting…
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Admins - Best "Hack" or Tip
Good Morning Admins and Super Users, What is your go to tip or trick that you share most often with users in your organization? Mine is holding ctrl to open a new window and typing T for todays date. I've only been an admin for a couple months though.
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NetSuite Admin Tip: How to Fix "Pending Fulfillment" SO When Defective Special Order Was Returned
NetSuite Admin Tip: How to Fix Sales Order "Pending Fulfillment" Status When a Defective Special Order Item Has Been Returned to the Vendor Sample Scenario: A defective Special Order Item is already returned to the vendor but the related Sales Order still has "Pending Fulfillment" status. This tip will help the user fix…
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NetSuite Admin Tip: Combining Values of Fields in Custom Field
When adding integer values from Standard or Custom Fields in NetSuite, users tend to use the formula {customfield1} + {customfield2} to generate the sum of the fields. But using this formula when we are dealing with a field that is not Integer or Decimal will generate an incorrect result. In order to display a correct…
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NetSuite Admin Tip: How to override Automatic Creation of Purchase Order for a Dropship Item?
Dropshipping has become a popular business model for companies that buy and sell products without physically stocking inventory. It allows businesses to streamline their operations by eliminating the need for warehousing and shipping. However, in certain scenarios, automatically creating a purchase order for dropship items…
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Community Care and Share: Effect of Changing Department Through Asset Transfers
In relation to the discussion: Fixed Asset Record > Updating the Department Field. Here are different scenarios that will explain what happens on the Journal Entry created and Depreciation Amounts previously recorded (if there are any) after the Asset Transfer. Take note that in each of these scenarios, Post on Department…
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NetSuite Admin Tips: How to Add Multiple Description Lines on the Aging Report Title?
Most users would like to customize their A/P or A/R Aging Report Title that will fit their business and reporting needs. For example, some users would like to edit Report Titles, especially those with multiple Subsidiaries. As each Subsidiaries report shows its respective Company Name instead of the Parent Company Name, it…
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NetSuite Admin Tips | Show Foreign Amounts and Transaction Currency in Transaction Detail Report
Users utilize Transaction Details Report to check chronology of transactions entered in a specific time and check its General Ledger association. Did you know that you can also identify the currency used and the foreign amount in the transaction without viewing the transaction record? Here’s how you can add a column so you…
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NetSuite Admin Tip: Adding Saved Search for Sales Orders Involving Special Orders and Service Items
For any business, it would help to add the open Sales Orders to the Reminders portlet in their dashboards to be reminded of open Sales Orders for processing. A Sales Order may include different types of item. It can be inventory items only, non-inventory items only, service items only, a combination of these, etc. This tip…
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NetSuite Admin Tip | How to Update Fixed Asset Records That Are Already Active?
For users that would like to closely keep track of their assets by adding the Asset Descriptions and Serial Numbers to the Fixed Asset records, this can be done through a CSV Import. These changes will not affect the asset record and other ongoing processes. Note: Before proceeding, make sure that the Run Server Scripts on…
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NetSuite Admin Tips | Exclude Gift Cert on Eligible Items by not Using Advance Promotion
There are some businesses who prefer to use the NetSuite's Standard Promotion feature instead of the Advanced Promotion in excluding an Item from their promotions. If users do not need the other functionalities of the Advanced Promotion feature, then they may simply utilize the standard promotion. Solution: Set Eligibility…
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NetSuite Admin Tip: Setting Default Item for Specific Entity
There are instances where users may notice a trend in the items being ordered from a specific Vendor or by a Customer. To ease the process of repeatedly adding the Item to every transactions for that Vendor or Customer, users may want to have a default Item set for a specific entity. However, the ability to set a…
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NetSuite Admin Tips | How to Remove the "Sub-item of" on Inventory Records through CSV Import?
When using the "Sub-item of" field in inventory records, item names can become unnecessarily long, making it difficult to view and organize purchase orders. When there is a sub-item of, the PO Item name format would be < Parent item name: Sub item name>. Below is a sample of an Item line in Purchase Order record: The red…
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NetSuite Admin Tips | How to Add Fields from Applying Transactions to an Email Template
When adding the fields from Applying Transactions, there is no direct freemarker to use. In this example below, a user wants to add the Payment Date and Payment Amount of customer's invoice to a custom Email Template. This information is sourced from the Invoice record > Related Records tab > Payments subtab. 1. Navigate…
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NetSuite Admin Tip: Deciphering Formula Errors
Challenge: Saved Search formulas are powerful. They provide as advanced view of data and manipulate results. Yet when creating Saved Searches for users, you run into an "Invalid Expression" error while using formulas. Tip: This error type is caused when the field type in either the search criteria or columns does not match…
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NetSuite Admin Tips | How to Pull Source Transaction and Date Billed on Revenue Elements?
Users customize their reports to align with their business needs and reporting purposes. There are instances when some users want to customize their deferred revenue waterfall report to pull out other necessary information such as the document number and the date when the Invoice was billed. However, this is not currently…
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NetSuite Admin Tip | Creating Custom Fields
Custom fields play a vital role in streamlining processes within any company by allowing users to capture and organize specific data tailored to their unique business needs. Whether tracking product specifications, production stages, or client preferences, custom fields provide the flexibility to adapt systems and…
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NetSuite Admin Tips | How to check Transactional Email Volume
A company might find it necessary to inspect emails sent from their NetSuite instance, particularly transaction and entity type emails, for several reasons, including: Compliance and Regulatory Requirements – Ensuring that emails comply with industry-specific regulations. Record-Keeping and Accountability - Keeping a…
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NetSuite Admin Tips | Optimizing Role with Core Administration Permissions
In a company, safeguarding sensitive data like employee information is crucial for legal compliance, privacy protection, and fraud prevention. In NetSuite, the Administrator role typically includes access to such data. There are situations where it's necessary to create a new role similar to the standard Administrator role…
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NetSuite Admin Tip: What to do with Fixed Assets that were skipped when Depreciation was run?
The main reason why an Asset Record was not considered when depreciation was processed is because the following fields have incorrect data: 1. Last Depreciation Date 2. Last Depreciation Period In both examples, Assets 001 and 002 will not be included in the depreciation process because the system will treat them as if…
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NetSuite Admin Tips: How to change Customer Deposit’s Billing information when printed?
When a Customer Deposit created directly from a Sales Order is printed, its Bill To information is being sourced from the Customer record, instead of the Sales Order Bill To information. This standard behavior has considered that Customer Deposits may be for more than one Bill, and multiple Bills may have different Billing…
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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: NetSuite: Go to Payments > Setup…
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NetSuite Admin Tips: How to run a large financial report in the background
In some scenarios, management may be required to run financial reports from previous years to date which can contain a lot of lines. Users may sometimes encounter a notice: "The results of this report are too large. Please narrow your results." which can render incomplete data. As per SuiteAnswers Id 8392, the limits for…
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NetSuite Admin Tip: Setting up a Return Email Address
The Return Email Address under Company Information is the default email used to send email forms and reports from the NetSuite Account. When a user enters an email address in the Return Email Address field, this would be the email used when sending out email from his NetSuite Account, as emails can be done through the…
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NetSuite Admin Tip: The Grid Order Management SuiteApp
In industries where there are extensive product variations, such as the chocolate industry with diverse flavors and sizes, cosmetic industries featuring an array of shades for each face foundation, or clothing apparel industries offering a spectrum of sizes, colors, and fabric types for every garment, the Grid Order…
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NetSuite Admin Tip: Ability to reference Summary Search Fields in Workflow Conditions
Previously, it was not possible to directly reference Summary Search Fields in Workflow Conditions since they are configured as Non-Store Value. As a workaround, their values must be copied first to a Store Value field, then that Store Value field is referenced in a Workflow Condition instead. However, the problem with…
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Due To/From Subsidiary Field is Not Available in Transaction Saved Searches and Analytics Datasets
The ability to add or expose the Due To/From Subsidiary field in a Transaction Saved Search and Analytics Dataset is currently a system limitation in NetSuite and logged as an Enhancement under Enhancement 471651 || Advanced Intercompany Journal Entry Search/Report > Ability to pull Due To/From Subsidiary field in a…
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NetSuite Admin Tip | Optimize Manufacturing Process with NetSuite's Outsourced Manufacturing Feature
According to Marlin Steel blog (), Contract Manufacturing is when a contract manufacturer enters an agreement with another company to make certain components or products over a specified period. Regarded as a type of outsourcing, a contract manufacturer may enter a business relationship with a company to produce parts,…
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NetSuite Admin Tip: Dynamic Date/Time Comparisons in Workflow Conditions using Custom Formula
The Condition Visual Builder in workflows only allows comparisons to a Static Date or Date/Time value as shown in the screenshot below. There are use cases that would require comparison to a Dynamic Date or Date/Time value such as the Date Today, the Day a Month Ago, Last Week at 5:00 PM, and so on. In these scenarios,…
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NetSuite Admin Tip | Automate the Process of Sending a Welcome Email to New Customers
The New Customer Welcome Email workflow is designed to automate the process of sending a warm and personalized welcome email to new customers in your retail business. By implementing this workflow, you can enhance the customer experience, save time, and ensure consistent communication with your new customers. Navigate to…