Monday, March 9, 2020

CSV Import: Sales Order > Error: Invalid item reference key xx.


1. The CSV Import file shouldcontain the same Item Name format as shown in Transactions > Sales > Enter Sales Orders > Items tab > Items subtab> Item drop down field. 

2. Internal ID can also beused instead of Item Name. Just make sure that on the field mapping page, clickon the pencil icon beside the Item field and ChooseReference Type = Internal ID.

3. Verify if theItem is Inactive. If the Item record is inactive, set it to active statusbefore importing.

-Navigate to Lists > Accounting Items.

-Check the ShowInactives box.

-Uncheck the Inactive boxbeside the Item Name.

-Click on Submit.

Saturday, March 7, 2020

Sales Order Saved Search that Shows Billing Schedule and Revenue Recognition

1. Navigate to Lists > Search > Saved Searches > New> Transaction.

2. On the Criteria tab > Standard subtab add the following filters:

  • Type = is Sales Order
  • Billing Schedule = specify billing schedules.

3. On the Results tab > Columns subtab add the following fields:

  • Number > Summary type = Group
  • Name > Summary type = Group
  • Account > Summary type = Group
  • Reseller (Custom) > Summary type = Group
  • Billing Schedule > Summary type = Group
  • Next Bill Date > Summary type = Group
  • Rev. Rec. Start Date  > Summary type = Group
  • Rev. Rec. End Date > Summary type = Group

4. Rename the search and click Save & Run.

Wednesday, February 26, 2020

Avoid "Attempting to access memorized transaction as a non-memorized transaction" when doing a search via Web Services.

User receives "Attempting to access memorized transaction as a non-memorized transaction" when performing Web Services search operation. One possible way to avoid this is to set Memorized = false on search filter, see sample SOAP request below:

      <platformMsgs:searchRecord xsi:type="tranSales:TransactionSearch">

          <platformCommon:status operator="anyOf">
          <platformCommon:type operator="anyOf">


Friday, February 21, 2020

Reference Checkout: Switch from Three-Step Checkout to One-Page Checkout

Duration: 5 minutes

For Reference Checkout version 2.0 (Bundle ID:41420) and version 2.02 (Bundle ID: 49333), users can switch from the default three-step Checkout process to the One-Page Checkout process by following these steps:

1. Navigate to Documents > Files > File Cabinet, then open this folder: Web Site Hosting Files > Live Hosting Files > SSP Applications > NetSuite Inc. - Checkout 2.02.0 > Reference Checkout.

Note: For Reference Checkout 2.0, the SSP Application folder to navigate to is Netsuite Inc. - Checkout.

2. Copy the files listed below from the Reference Checkout application folder to their corresponding folders in the Custom Checkout application folder: /js/src/app/Configuration.js


3. Navigate to Documents > Files > File Cabinet, then open this folder: Web Site Hosting Files > Live Hosting Files > SSP Applications > NetSuite Inc. - Checkout 2.02.0 Custom Checkout > js > src > app. Click Edit next to the Configuration.js file, and click the Edit link in the file record.


4. Search for this comment in the code: /* the normal three step checkout */


5. Below this comment is the code which displays Reference Checkout as a three-step Checkout process.


6. Enclose the entire code in an HTML comment tag (/* {code} */) to comment out the entire code.




/* , checkoutSteps: [
    name: _('Shipping').translate()









7. Next, search for this comment in the code: /* The One Page Checkout Scenario */


8. Below this comment is the code which displays Reference Checkout as a One-Page Checkout process.


9. Remove the HTML comment tags which encloses this entire code.




  , checkoutSteps: [
    name: _('Place Order').translate()
   , steps: [









10. Click Save to save the changes to the file.




- In order for the customization to take effect, make sure that the Custom Checkout 2.02.0 SSP application has precedence over the Reference Checkout 2.02.0 SSP application. If Reference Checkout 2.0 is used, make sure that the Custom Checkout SSP application has precedence over the Reference Checkout SSP application.


- Kindly refer to the article, Changing SSP Application Precedence (Answer ID: 27494) for the steps.


- Depending on the Reference Checkout version used, make sure the Custom Checkout Touch Points are deployed in the web store.


- Kindly refer to the article, Deploying an SSP Application to Your Site (Answer ID: 27503) for steps on how to deploy the Touch Points to the web store.



Wednesday, February 19, 2020

Search to Get the Percentage of Fulfilled Quantity Out of Ordered Quantity

1. Navigate to Lists > Search > Saved Searches > New > Select Transaction.

2. Under Criteria tab, set the following:
Type is Sales Order
Date is (specify a specific period)
Main Line is false
Tax Line is false
COGS Line is false
Shipping Line is false

*Set other criteria needed.


3. Under Results tab, set the following:  

Quantity Fulfilled/Received
Formula (Percent) > Formula =

4. Enter a Search Title.

5. Hit Save & Run.

Sunday, February 16, 2020

Customer Records for PayPal Integration Without Express Checkout

When PayPal Express Checkout is enabled in NetSuite account, a new customer record is created each time the shopper uses express checkout.

When PayPal is integrated without Express Checkout, the same customer record is used upon log-in regardless of what PayPal email login was used after clicking on the Pay with PayPal button.

Thursday, February 6, 2020

Reprocess R03 Script to Add Additional Contract Items in Contract Record

View Contract with contract item> Go to Transaction tab> Click on Sales order> Add new item> Run the R03> Contract item not processing for additional item on to the Sales Order


1. Edit the sales Order

2. Under the Option & Log> Set the Check Log Status to Pending

3. Run again the R03 script in Setup> Customization> Scripts.

Tuesday, February 4, 2020

Effect on Sales Tax Liability Report and Pay Sales tax page if Credit memo for Sales Tax Refund is Issued

Given: Credit Memo for Sales Tax Refund was issued and this is to be reflected on Sales Tax Reports

The credit memo will just have the effect of offsetting the invoice for the customer for whom sales tax was refunded to. The effects will wash out in the report, since the tax due amount is cumulative.

The Pay sales tax page will have an amount once the amount of the credit memo has already been offset by a new sales tax invoice i.e. the page will only have an amount once the tax due column is positive again.

See below for sample computation:

In the example below, sales tax charged for the whole invoice = 9




Tax Collected



Month 1

Invoice in Month 1 (to be refunded)



Total Before payment, Month 1



Payment in Month 1



Total After payment, Month 1



Month 2

Other invoice 1 in Month 2



Other invoice 2 in Month 2

CM in Month 2



Total Before payment, Month 2



Payment in Month 2



Total After payment, Month 2




Tax Collected






Credit memo









Related article: Issue Credit Memo for Sales Tax Refund and Have It Reflected on Sales Tax Report

Difference between Resource Allocation Feature and Project Task Manager Bundle

The Resource Allocation feature helps resource managers allocate the right resources to projects based on availability, skill sets, and other criteria.

The Project task manager will allow you to manage and edit project task assignments using a graphic interface that displays project resources and assigned tasks.

In summary, the Resource Allocation feature helps you to allocate project resources to different projects based on certain criteria whereas, the Project Task Manager bundle enables you to allocate project resources to different tasks using a graphic interface.

Sunday, February 2, 2020

Reference My Account: Add space between State and Zip code in Order Details page

Reference My Account's Order Details page displays a Ship To section. Currently, the address is displayed where State and Zip Code are not separated. 

To resolve this, users will need to modify the Address.Model.js file.

1. Custom My Account folder is already populated with files copied from the Reference My Account folder.
2. Setup > Site Builder > Set Up Web Site > Touch Points tab:
Name: View Customer Center
SSP Application: Custom My Account

1. Navigate to Setup > Site Builder > Web Site Hosting Files.
2. Navigate to SSP Applications > NetSuite Inc. - My Account > Custom My Account > js > src > app > modules > Address folder.
3. Edit Address.Model.js.
4. On Line 29, add "+ ' ' +" between this.get('state')) and this.get('zip') to add a space like below:

 this.get('city') + ' ' + (this.get('state') === null ? '' :  this.get('state')) +' '+ this.get('zip') + ' ' + this.get('country');

5. Save.

After making the changes above, state and zip codes will now be separated by a space.

Note:  State and Zip Code in Order Details is already separated by a space in Reference My Account 1.06.0

Monday, January 20, 2020

An email template that uses anchor tags (jump links) to different areas of the message inserts the BASE tag to all relative anchors

An email template that uses anchor tags (jump links) to different areas of the message inserts the BASE tag to all relative anchors such as <a href="#top">Back to top</a>.  

i.e. The email message includes a "Back to Top of Page" link and clicking it should return the user to the top of the page. This looks like:

<a name=top></a>

<a href="#top">Back to top</a>

The "Back to top" link now has a URL of The link opens a new page when clicked from within Outlook. 

To make sure isn't appended to any of the anchor tags, open the template file in Mircrosoft FrontPage and configure the anchor tag urls and copy/paste the html into the template record in NetSuite. This method ensures no additional html is added to the template and anchor links work as expected. 

Wednesday, July 17, 2019

Save / approve transaction (Bill, Cash Sales, Sales Order, Expense Report) > Error: The currency on the transaction, xxxx is different from yyyy, the currency of the entity, zzzz on this transaction


        Save / approve transaction (i.e. Vendor Bill, Invoice, SalesOrder, Credit Memo, Cash Sale, Expense Report)

        Error: The currency on the transaction,xxxx is different from yyyy, the currency of the entity, zzzz on thistransaction

Example: The currency on the transaction, GBP isdifferent from USD, the currency of the entity, {Employee Name} on thistransaction."


        The error is derived from amismatch between the transactioncurrency and the entity's availablecurrencies in the entity record's Financial tab > Currencies subtab or

        The employee record'scurrency and its transaction(s) are different from the base currency of itssubsidiary



        Verify that the EntityRecord (customer, project, vendor) has the same currency asthe Sales/Purchase transaction (Invoice, Sales Order, Vendor Bill,Purchase Order)

        If there is a mismatchbetween the two (entity and transaction), user has the option of either:

1.   Adding the Currencyin the entity record's Financial tab > Currencies sub tab or

2.   Choosing another entityfor that transaction with the same currency as the transaction


        Verify that the Employee record's currency and its transaction(s)are the same as its subsidiary

1.   Delete the transaction(i.e. Expense Report)

2.   Edit the Employee record tomatch the employee's currency to the base currency of its subsidiary

3.   Re-create the transactionfor that employee with the correct currency

Tuesday, July 16, 2019

Tax Rate is incorrect in Check/Credit Card transaction created from Reconciliation's New Charges/New Deposit


·        User has default Tax Codewith rate other than zero under Setup > Accounting> Set Up Taxes

·        User navigated to Transactions> Bank > Reconcile Bank Statement / Credit Card Statement

·        User entered an Other Chargein the New Charges tab

·        User opened the Check/Credit Cardvia Transactions > Bank > WriteCheck/Use Credit Card > List

·        Tax Rate for the Tax Code is zero



·        Bank Reconciliation is only concern with the bank account part of a transaction andnot the tax computation of a transaction

·        Adding Tax Code in Bank Reconciliation is still an enhancement (133497)


·        NetSuite is not designed to split the amount entered in the Account line in the New Charges tab between the account and the Tax Code account (using the TaxCode's Tax Rate)


·        NetSuite will enter in the full amount to the account specified in the NewCharge tab and a zero Tax Ratein the transaction


·        NetSuite will use a zero Tax Ratebecause it will be misleading to end users who will view the transaction ifthere is a non-zero Tax Rate but zero Tax Amount in the transaction.


·        The same is true with the amount and Tax Code from Deposit/ CCard Refund created via Bank/Credit Card Reconciliation'sNew Deposits/New Credits