You may have stumbled across the Name field on a NetSuite customer record and scratched your head as to why you couldn’t add it to the criteria or results of a Saved Search. You hit up the Record Browser, but can’t find it listed anywhere… so then you do the next best thing… Google, orContinue reading “What is “glommedname” and why isn’t it in the Record Browser or Saved Search options??”
Author Archives: ADC
Packing Slip PDF is set as Preferred, but not being used?
So, you’ve created a new custom form for your packing slips and assigned the Print or Email Template as a new Advanced PDF/HTML Template, but for some reason when you try to print the PDF it’s using the wrong PDF Template? There is actually one more step for you to check…
Mystery! I can’t see any Undeposited Payments when Making a Deposit.
Today we have quite the mystery on our hands. You’ll be completely shocked by the solution as well! If you’ve found this page, you’ve probably run into an issue where when you navigate to Transactions > Bank > Make Deposits… You’re unable to see any payments listed just like this! Do you use any customContinue reading “Mystery! I can’t see any Undeposited Payments when Making a Deposit.”
Enabling and Using Consolidated Project Billing
To enable this feature, you must have the Project Management Option available to your NetSuite account. Setup: Navigate to Setup > Accounting > Accounting Preferences On the Accounting Preferences page, navigate to Items/Transactions. Scroll down to the Sales & Pricing section and check the box next “Consolidate projects on sales transactions” Once checked, save yourContinue reading “Enabling and Using Consolidated Project Billing”
Using a List of Internal ID’s in a Saved Search?
If you’re looking at this post, I’m sure you’ve realized that when you use the filter of Internal ID in a Saved Search that it’s extremely difficult. Unless your environment looks like my temporary account with only 8 transactions listed… You’ll more than likely know the pains of the horrendously long load times and thenContinue reading “Using a List of Internal ID’s in a Saved Search?”
Date/Time Formats
Working with dates and times can be very frustrating. I personally spent forever looking all over the internet for a very specific format. Finally I found it, and unfortunately now I cannot remember where I snagged this table from. However, I thought it could prove useful in the future for either my own future workContinue reading “Date/Time Formats”
Editing Amortization Schedules
In this example, our bill is to start being recognized at the end of August. The current schedule breaks the recognition down by month which is how in this example we have the schedule template configured. However, this case is unique and only for this entry we need it to be different. We pay aContinue reading “Editing Amortization Schedules”
How to Enable Amortization Schedule Editing
There may be cases in which you or a colleague/client will need to edit an Amortization Schedule. May it be because it was created incorrectly or just simply needs to be updated for a specific case. This is generally easy to do but… Oh no! I can’t edit the schedule?? Solution #1 The most commonContinue reading “How to Enable Amortization Schedule Editing”
Custom Role: Transactions Sublist Missing on Vendor Records
After creating a custom role for users you may stumble across an issue where the user is unable to see the Transaction Sublist under the Financial Subtab. It just doesn’t exist at all! This can be a major problem if the users within the role are expected to view Sales Orders, Invoices, etc that haveContinue reading “Custom Role: Transactions Sublist Missing on Vendor Records”
Saved Search to Count Records Created by Month
The above is created from a Saved Search and added to our Dashboard in a portlet for quick visibility. Something like this can come in handy when looking at essentially any type of record. The formula that we would use is: DECODE (to_char({datecreated}, ‘MM’), ’01’ , 1) This is in the most basic form andContinue reading “Saved Search to Count Records Created by Month”
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