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…
Tag Archives: NetSuite
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”
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”
When was the Sandbox last refreshed?
Navigate to: Setup > Company > Sandbox Accounts Oh no! I encountered this error, now what? Simple, this error is occurring because you’re trying to look it up from the Sandbox Environment. NetSuite is assuming at this point that there is a Sandbox within a Sandbox. Solution: Check that you are logged on to yourContinue reading “When was the Sandbox last refreshed?”
Deleting Amortization Schedules
1. Open the Amortization Schedule 2. Go to the Created From field > Click on Bill 3. Go to Expenses and Items tab > Expenses subtab > Click on the first line that has an Amortization Schedule 4. Click on Make Copy Button 5. On the copied line, delete all of the Amortization information from the new line. 6. Once the new line has been addedContinue reading “Deleting Amortization Schedules”
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