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NetSuite Admin Tips: Advanced PDF/HTML Template > Value has Quote
As Standard Behavior, in order for us to declare that the value is a string on the Advanced PDF/HTML Template, the syntax would be ${record.custbody == '1X1'}. String values are usually enclosed in single/double quotes and single/double quotes within the value will cause syntax errors. Sometimes, there are values that has…
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NetSuite Admin Tips | Purchase Order > Advanced Approval Not Routing Correctly
Using the SuiteSolutions Advanced Approval, some encounter Purchase Orders not completing the approval process based on the set up of the Approval Group. The Purchase Order status is set as Approved without getting completely routed. This may be due to designated Super Approver has approved the transaction. To check if…
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NetSuite Admin Tips: Printing Company Logos on Records
When printing Transaction records, users reported that the Company Logo printed is not the same in the Logo configured in the Company Preferences. Different reasons can be the cause for this scenario. One reason for this is because of the Custom Form's configuration, which is applicable when users are using Basic Printing.…
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NetSuite Admin Tips: A/R Aging Detail > Computation of Age Column
Some users are reporting that there are miscalculations of age when they try to adjust the As Of Date of the A/R Aging Detail Report. To avoid confusion, please be guided that the field affecting the Age column of A/R Aging Detail Report is the Age As Of Date field and not the As Of Date. This field can be found when we…
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NetSuite Admin Tips: Bulk Updating Website Configuration Record Sublists
Manually inputting a lot of data through the Website Configuration page can be a tedious job. One example for this can be when adding Color Palettes to your website's configuration Record. Currently, there are ongoing Enhancement requests to add CSV Import functionality for this, but there is also a workaround that you can…
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NetSuite Admin Tip | Privileges of Owners of Customization Record Type Definitions
The user that has been set as the Owner of Customization Record Type such as Custom Fields, Custom Records, Workflows, etc. has unrestricted access to those record types and their instances regardless of the roles and permissions set for that user. Novice administrators mistake this behavior as a defect when testing…
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NetSuite Admin Tip: User Access Email Template
Where to customize the User Access Email Template and how to assign it. In Setup > Company > Email Preferences > Templates tab. You can set a default User Access Email Template in the field. However, if you are using a OneWorld Account and you have a different email template for each subsidiary. Navigate to Setup > Company…
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NetSuite Admin Tips: Customize General Ledger and make Custom Segment as a filter
Custom Segments are utilized by NetSuite users to serve as an additional identifier in their transactions. Most of these custom segments are G/L impacting and are needed in analyzing reports such as General Ledger. When running the report, it is helpful to users to show the transactions and balances for a particular…
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NetSuite Admin Tip: Do not switch to WYSIWYG mode after Source edits are made in Advanced Template
Some NetSuite Administrators commonly overlook or ignore the warning messages that pop up the first time switching from WYSIWYG mode to Source Code mode and vice versa in the Advanced Template Editor. Below are screenshots of the said warning messages: The pop-up warnings state that switching back to WYSIWYG mode after…
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NSC | Show Custom Transaction Line Field in an Income Statement Detail Report as a column
Scenario: User is using a custom Transaction Line field to identify the transaction item's region: Their management wants to show this field as a column in the Income Statement Details. Solution: To be able to do this, users need to: 1.) Navigate to Reports > Financial > Income Statement > Detail 2.) Click Customize 3.) Go…
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NetSuite Admin Tip | Chart of Accounts > Guide in Merging Accounts
1. Accounts should both be Active Scenario: Merge 001 ABC Bank - Checking (Active) to 002 ABC Bank - Savings (Inactive). As you can see, on the Merge Accounts page, the inactive account is not on the Merge Into dropdown list. If you view the Account Record for the inactive account record, you also will not be able to see…
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NetSuite Admin Tip: Getting Inventory Number of an Item and its Number Internal ID.
A User would like to know the Inventory Number Internal ID/Inventory Number of a lot/serialized item using SOAP Web Services. The user could create a search via UI and call it on the SOAP request or use the search on the SOAP request with the criteria/filters to get the results. You could see below an example on how to do…
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NetSuite Admin Tip: Incorrect Average Cost
Users may encounter having incorrect average costs for their items. Causes of this scenario may vary from business to business. Here are some tips on what we can do: I. To check the cause of the behavior, we can do it through the help of different inventory-related reports such us, but not limited to, Inventory Valuation…
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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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Introducing LCS How Do I? Series
Search “How Do I” in the Learning Center to access quick and easy training for basic financial topics. The new learning paths in the How Do I? Series are designed to focus on specific financial user topics and provide targeted access to quick training that is easy to consume. Review these “How Do I” learning paths if you…
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NetSuite Admin Tip: Unable to see the entire folder lists in File Cabinet's Move To field
The ability to display all folders in the Move to list is currently being requested under Enhancement #197684 Documents > File > File Cabinet > Move Files > Mark folder > Click the Dropdown lists in the Move To field : Unable to see the entire folder lists. Below are the alternate solutions for the limitation: Move…
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NetSuite Admin Tips: Multi-book Accounting Transaction Saved Search: Add Name and Currencies
Multi-Book Accounting Transaction search type is essential when looking through transactions for a specific secondary accounting book/s. When navigating through the results of this search, users need to add the Name (Customers/Vendors), transaction currency and other fields to better analyze the data. Here’s how you can do…
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NetSuite Admin Tips: Replacing the List of Values in a Standard Field from a Saved Search
Replacing the values of a Standard Field is not possible unless a Custom List will be created and applied to a Custom Field. Sometimes, a user needs to source from a Saved Search that has been created to satisfy the requirements for the said list Here is what we can do to achieve this: Export the Results of the Saved…
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NetSuite Admin Tips: FAM > Old Account used in Depreciation Journal
Have you recently changed the Depreciation Account on your Asset Record but the Depreciation is still posting to the old Depreciation Account? Here’s something you might have missed! The basis of the Depreciation Journals are the BG Summary Records that are created from the Depreciation History Records. Therefore, we need…
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NetSuite Admin Tips: Which SuiteCommerce features are available for your version
The SuiteCommerce platform has a lot of different features and more of these features are added all the time. It can become hard to keep track of which features are available for us to use. For SuiteCommerce Standard users, we can expect that all of the latest features will be included once the bundle has been updated to…
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NetSuite Admin Tip: Understanding Field Errors
Challege: When a user runs a Saved Search and receives a "Field Not Found" error, it typically stops them in their tracks and generates a support request because they can clearly see the field on the record. Tip: Most likely when this happens, you are dealing with a custom fields. To ensure custom fields are visible in…
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NetSuite Admin Tip: Prevent an email from a purchase order
Email messages in NetSuite are linked to records and transactions. This connection allows NetSuite users to implement different kinds of customization around email messages. For example, let’s say that you want to prevent your users from sending an email from a purchase order if its status is still Pending Approval. The…
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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 Tip: Customizing Saved Searches
Challenge: You've taught your users how to run their own searches, yet they are still coming back to you with problems. Learning how to customize Saved Search results is key to overcoming this hurdle. Tip: As a NetSuite Administrator, you should create a baseline of Saved Searches for each team in your organization that…
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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: Defining Report Fields
Challenge: Users are requesting reports instead of creating their own, because they wrestle with determining what information the report should contain. Tip: NetSuite offers multiple types of reports. Standard reports address common use cases such as financial statements. These reports can be customzed to the extent of a…
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Community Care and Share: Additional Features in the New FAM Diagnostics Portlet
With our new version of FAM Diagnostics Portlet which is coming with NetSuite 2022.1 you will be able to search additionally for the following information: Scan for assets without an Asset Values record Missing field values on the asset records often occur if the asset is imported when the server scripts are not running.…
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NetSuite Admin Tips: Granting Admin Privileges While Protecting Sensitive Data
Challenge: What do you do when you have users that need admin-level privileges, yet as the Administrator, you need to be compliant and not allow them to view sensitive information? This is common when working with auditors and other financial users. Tip: An easy way to accomodate this is to use "Core Administrative…
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NetSuite Admin Tip: Matching Access to User Role
Challenge: Users come to you regularly requesting access to key records and pages they need for their daily or one-off activities. Yet planning out access to records, pages and tasks that much to a user's role and responsibilities can be a daunting effort, especially in a large organization. Tip: First, it is always best…
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NetSuite Admin Tip: Determining Workflow Permissions
Challenge: You get a "Saved Search does not exist" message, or worse, an unexpected error on a workflow that relies on a Saved Search. Ensuring you've selected the right permissions on your workflow and Saved Search can be the difference between whether a workflow can correctly execute or not. Tip: If yor workflow has the…