Sunday, September 30, 2018

Create a link to view Transaction search results that uses Group Summary

Create the Transaction Saved Search.
1. Navigate to Reports > New Search > Transactions > Create Saved Search
2. On the Criteria tab
***Type=Sales Order
***Main line = F
2. On the Results tab add the formula below.
***Insert a new line on top of the list of fields on the Results tab.
***Select the field "Formula (Text)"
***Set Summary type to "Group"
***On the Formula field, copy and paste the following:

to_char('<a href=https://' ||'' ||{internalid}|| '&e=T>Edit</a>')||' | '||to_char('<a href=https://' || '' ||{internalid}|| '>View</a>')

***Add the other fields you want to show on the report then set the corresponding Summary Type.
Note: The URL on the formula field depends on the type of the transaction search being created. Make sure to use the correct URL of the transaction. For example, for Item Fulfillment, the URL to be used is ''.


Item fulfillment via CSV import > tracking numbers with more than 12 digits (Numeric) are truncated when imported into NetSuite

 Here are some ways to edit the csv file to show the correct format of the tracking numbers when imported into NetSuite.


Option 1

  1. On the Menu tab of the csv file > click Data > Import External Data > Import Data
  2. Locate the csv file that needs to be imported.
  3. Double click on the file.
  4. A Text Import Wizard pop up will show.
  5. Set the Original Data Type = Delimited.
  6. Click Next.
  7. Uncheck Tab checkbox then mark/check the Comma checkbox.
  8. Click Next.
  9. Click on the Tracking number column.
  10. Column Data Format = Text
  11. Click Finish.
  12. Choose where you want to put the data. (Existing Worksheet or New Worksheet)
  13. Save the file.
  14. Click Yes on the first warning message that will appear such as "NSFulfillOrder.csv may contain features that are not compatible with CSV (Comma delimited). Do you want to keep the workbook on this format?"
  15. Close the csv file.
  16. Click NO on the second warning message such as "Do you want to save the changes you made to 'NSFulfillOrder.csv'?" or the formatting will be changed.
  17. Do not re-open the file on excel file because this will still show the truncated number but if you do the csv import, the tracking number on the Item Fulfillment will now show the complete number.

Option 2

  1. Highlight the tracking number column > right click > Format Cells > Number tab > choose Text > OK.
  2. Make sure to double click on each cell to show the correct format.
  3. Save the csv file > click Yes on the first warning message that appeared.
  4. Close the csv file > click NO on the second warning message or the formatting will be changed.
  5. Do not re-open the file on excel file.

Option 3

Set the cells/column for tracking numbers to Text before entering the tracking numbers when doing a new csv file so you don't have to do option 1 and 2 to import the correct tracking numbers.



Charge one customer (Company A) for another customer’s invoice (Company B)


·        Create Invoice for Company A, this will result toGL impact:

Dr. Accounts Receivable – CompanyA

Cr. Sales

  • Accepts customer deposit from Company B, this will result to GL impact:

Dr. Cash

Cr. Customer Deposit – Company B

  • Create a journal entry that will offset the two and thus allow application of payment and deposit on both companies:

Dr. Accounts Receivable – CompanyB

Cr. Accounts Receivable – CompanyA

  • Navigate to Transactions > Customers > Accept Customer Payment

Customer: Company A

     Apply credit (journal) on credit tab against the invoice on invoice tab

     Customer:  Company B

     Apply deposit on deposit tab against the journal on invoice tab 


Partially pay an Invoice by Credit Card and Cash

1. On the Invoice (with amount=1,000.00 for example), click on Accept Payment button (Another way is to navigate to Transactions > Customers > Accept Customer Payment)
2. On the Payment screen > Apply tab > Invoices subtab > Mark the Invoice > Enter the partial amount on the Payment Amount field (For example, a credit card payment is only 500.00; then, enter 500.00 on the Amount field.)
5. Navigate to the Payment Method tab > Enter all credit card information, make sure Charge Credit card=checked
6. Click Save.

To apply the remaining payment:

1. Navigate back to the Invoice > Click Accept Payment button (Another way is to navigate to Transactions > Customers > Accept Customer Payment)
2. On the Payment screen > Apply tab > Invoices subtab > Mark the Invoice > Enter the remaining amount on the Payment Amount field (500.00).
3. Navigate to the Payment Method tab > Enter another payment method (Cash/Check)
4. Click Save.









Payment does not Display on Issue Customer Refund

1. Go to the Payment
2. Click on Edit
3. On the Apply tab > unmark the checkbox on the Invoice
4. Save.
5. The payment should now appear on Transactions > Customers > Issue Customer Refund page to be refunded.

Note: Customers usually refund overpayments. These overpayments are recorded in Netsuite as 'Unapplied Payment', or payments that are not applied to any invoices. Such payments are showing on Issue Customer Refund screen > Apply tab > Credits subtab.
However, there are also instances when a customer wants to refund incorrectly entered and applied payments on invoices. Such payments, which are 'Applied Payments', do not normally show on Issue Customer Refund screen > Apply tab > Credits subtab.


Know if a Cash Refund originally posted to Un-deposited Funds has already been Deposited.


1.       Navigate to Transactions> Customers> Refund Cash Sale> List> View a specific Cash Refund that hasn't been deposited. Notice a field "Create Check= No"

2.        Open Deposit transactions and view all the transactions included to check if the Cash Refund was included or

3.        Once a Cash Refund has been deposited, notice the 'Create Check' field, it will now read as "No  Deposit#", which is not editable.

Issue Customer Refund through Gift Certificate

1. View the Credit Memo for the customer.

2. Instead of issuing a Refund, create a new Invoice.

o  Item = Gift Certificate

o  Customer = same customer you issued the Credit Memo for.

o  Enter the email address on the Gift Certificate column of the Invoice where the new code will be sent.

o  Enter all pertinent information, memo may be added. Save the Invoice. Invoice will now show an Open status.

3. Use the Credit Memo as a Payment for the Invoice.

o  From the Invoice, hit Accept Payment.

o  On the Payment transactions, navigate to Apply> Invoices, check the Apply box next to the Invoice.

o  Navigate to Apply> Credits. Check the Apply box on the Credit Memo.

o  Check the Payment Amount field, change it to $0 or make sure that To Apply and Applied amounts are equal. Save the payment transaction.

Create a Company Search Without Originating Leads

1. Navigate to List> Search> Saved Searches> New> Company
2. Criteria tab> Standard subtab> Formula (Text): {status} is not empty
3. Click on Preview button> Notice there no more entries on the Results that shows '(Originating Lead)'
4. Click on Return to Criteria button> Enter title into the Search Title field> Set Public=T> Click on Save&Run
5. Double check by creating a Customer Search (List> Search> Saved Searches> New> Customer> Click on Preview button. Notice the results are the same between the Company Search and the Customer Search.

Generate Sales Report that Shows Total Amount Related to Sales, Tax, Discount and Shipping

1. Go to Reports > New Report > Transactions.
2. Set the following:

Metric = Amount
Format = Detail
Component = Customer/Job
Field = Name

3. Click on More Customization Button.
4. In Edit Columns add the following fields:

Transactions: Date
Transactions: Transaction Number
Transactions: Transaction Type: Long Name
Transactions: Item: Name

Note: Name and Amount are the default fields that were automatically added.

5. Add the following filters in the Filters page:

Transactions: Transaction Type: Long Name = Invoice, Cash Sale, Credit Memo
Transactions: Account (Line): Account Type = OthIncome, OthCurrLiab, Income.

6. Re-arrange the columns & assign a title.
7. Hit Save.  


Sales Order Displays (On Hold) Text on View Mode

The (On Hold) text is triggered to show on the Sales Order when:
1) User use custom Sales Order form that shows the Balance field.
2) The customer is on credit hold.
Note: The (On Hold) text warns User of the current credit standing of their customer. This text is displayed on the Sales Order where the Balance field is set to show.

Hold field is missing on customer's Financial tab.

Hold field is missing on Customer's Financial tab.

User is unable find the Hold field under the Financial tab of the customer record even if the Standard Customer Form is selected. Other users using the same role can see the Hold field.
The Hold field is dependent on the Customer Credit Limit Handling preference of the user.

Navigate to Home > Set Preferences > Transactions tab > Customer Credit Limit Handling preference. Users are given three options - Ignore, Warn Only and Enforce Holds.

Set the preference to Warn Only or Enforce Holds for the Hold field to display on the customer record. 

Resubmission of EFT (Electronic Fund Transfer) customer payments with Canceled, Failed or Unknown Error status

Whenever users re-submit EFT customer payment, the bank information recorded in the Electronic Fund Transfer tab of the customer record is used. If users updated the bank information prior to resubmission, NetSuite will send the new bank details to Coastal for processing.

Fulfill an Order which Ships via UPS 2nd Day Air > Notice: The selected service is not available to residential destinations. But the customer’s address was not set as Residential Address

Fulfill an order which ships via UPS 2nd Day Air >  Notice: The selected service is not available to residential destinations. But the customer's address was not set as Residential Address


Here are some Items for the User to check:

1. Go to Lists > Accounting > Shipping Items.
2. Click UPS 2nd Day Air.
3. Verify if the user is using "UPS 2nd Day Air A.M." on both Shipping Label Integration and UPS Real time rate fields.
4. If yes, please select the correct one.
5. Save.

B. Go to and see if UPS calculates for the address to and from entered. If on the List, you cannot see UPS 2nd DAy Air, this means that this is not available within UPS line of services.

C. As an additional information, kindly refer to the following:
1. Navigate to Setup > Accounting > Shipping.
2. Under the Preferences Tab, Rates portlet, kindly check the Residential Address for Shipping checkbox.
3. Hit on Submit.

User may also verify if a specific customer record if a residential address has been tagged:
1. Go to Lists > Relationships > Customers.
2. Click on View hyperlink next to the Customer record.
3. Under Address Tab, verify if a Residential Address has been tagged as Yes in one of the Addresses.

Execute “label.bat” with Firefox Browser to automatically print EPL2 file


  1. In Firefox, go to Options > Applications.
  2. Select EPL2 file from the list of types.
  3. Click on the "Action" dropdown next to it and select "Internet Explorer"
  4. Click OK to close the Options windowClick Close to close the Preferences windowClose the Preferences window after making changes.

*Firefox will then let Internet Explorer send the EPL2 file to the thermal printer through label.bat.


Alternatively, the customer can also do these steps:


  1. Follow previous steps 1 and 2.
  2. The Action column will give you a drop-down menu, with options on action to take, whenever you click that type of file, choose "Use other…" (This automatically opens the file with an application or plug-in of you are choosing.)
  3. Click "Browse" when the "Select Helper Application" window opens and locate the label.bat batch file.
  4. Since batch files are not programs, per se, but just instructions batched  in one file, the label.bat will not appear. Instead, you can navigate to the folder containing it and just type "label.bat". (Or just type the path e.q. C:\Documents and Settings\user\Desktop\label.bat)
  5. Click OK to close the Options windowClick Close to close the Preferences windowClose the Preferences window after making changes.

Code: KB_IVR_1.2_SHIP-001

Stop Integrated Shipping Label from printing twice with Firefox browser and Thermal Printer


Uninstall UPS Thermal Printer Plug-in. (May require system reboot.)


To completely remove UPS Thermal Printer Plug-in from your computer, follow the steps below:


(Windows XP/2000):


1.         From the Start menu, select either Control Panel, or Settings and then Control Panel.

2.         In the Control Panel window, double-click the Add/Remove Programs icon.

3.         From the list of programs, click to select "UPS Thermal Printer Plug-in" and then click Remove.

4.         In Windows 2000 or XP, you will see a dialog box asking "Are you sure you want to remove Microsoft Office (version) from your computer?" Click Yes. The uninstaller will launch and complete with no further prompts.



(Windows Vista)


1.         From the Start menu, select Settings, and then Control Panel.

2.         In the Control Panel window, switch to Classic View then double-click Programs and Features.

3.         From the list of programs, click to select "UPS Thermal Printer Plug-in" and then, near the top, click Uninstall.

4.         Verify that you want to uninstall and continue.



To remove the Firefox plugin (if there's any).


1.       In Firefox go to Tools > Add-ons > look if there's thermal printer plug-in on the list.

2.       Click "Disable".




The Firefox/IE UPS Thermal Printer Plug-in is not compatible with NetSuite's shipping label printing.


Code: KB_IVR_1.2_SHIP-002

Error When Printing Integrated Shipping Labels: "The Shippers shipper number cannot be used for the shipment" (For UPS) "Cash Only Account" (For FedEx):


1. The UPS or FedEx account number of the customer was inactivated. Have the customer call their UPS or FedEx rep to verify the status of their account.


NetSuite generates lower USPS real-time rates than what is calculated in USPS website -


USPS real-time rates through Endicia is lower than what is calculated in USPS website because Endicia offers discounted Delivery Confirmation, Signature Confirmation® and low-cost insurance fee (



Notes: The insurance quoted through the NetSuite integration is not the same as what is provided in the USPS website. The insurance is being provided by a third party (U-PIC), through USPS postage reseller Endicia. That's why they charge lower insurance.




Code:  KB_IVR_1.2_SHIP-006





Customer received a Bill from Endicia stating that the service fee is $50/month. Customer said he only signed up for $34.95 plan


·          When customer actually added a USPS/Endicia account by going to Setup> Accounting> Shipping> Add USPS Account>  Click here to create an account with Endicia. 

Will be taken to a registration page. Sign Up For Endicia Free 30 Day Trial

Step 1 : Name and Address

Step 2 : Choose Password

Step 3 : Service Plan

o         Only one Billing Plan is listed on this page which states:

"$50.00 monthly minimum including unlimited Expedited Mail Classes (Priority Mail, Express Mail, International Priority Mail, and International Express Mail) and 416 non-Expedited Mail Class (First Class Parcel, Parcel Post, Media Mail, Bound Printer Matter and Library Mail) labels.


All other non-Expedited beyond the above mentioned amount will be invoiced at $0.12 per label.


Customer agrees to pay Endicia according to the selected plan as set forth above."


Then below it is the "Agree and Continue" button.


Step 4 : Payment Options

Step 5 : Sign Up Complete.


·          The lower version of $35/month cost is not yet available and is logged under Enhancement 153795: USPS/Endicia > implement a lower cost version of the USPS integration.  



Under Setup> Accounting> Shipping> Add USPS Account> Endicia Terms and Condition> Pricing> Click on the link It shows that Endicia Professional: Integrate your USPS Fulfillment is $34.95/mo, Free 30 Day trial.

Error when customer fulfills an order using USPS Global Priority Mail: “Unable to retrieve International Label barcode number: Error returned from International Label API: From First and Last Name are required.”

  1. Check the USPS setup in Setup > Accounting > Shipping.
  2. Take note of the location set in the USPS Account.
  3. Navigate  to Setup > Company > Locations.
  4. Click Edit on the location specified in the USPS Account setup.
  5. On the Address subtab, specify a First Name and Last Name in the Attention field.
  6. Click Save.

Customer enabled the Multi shipping route feature, thus the system requires that per line taxes per transaction also be enabled, however, all their customer is tax exempt


  • Sales Order form and invoice transaction form should have the tax column enabled to show per line taxes
  • On Setup > Accounting > Setup taxes:

1.    Enable Tax Lookup on Sales transaction = T

2.    Customers Default to Taxable = blank

3.    Charge out of district Sales taxes = blank

4.    Per Line Taxes on Transaction = T (but grayed out)

5.    Charge Sales tax on Store Order = Never

6.    Default Tax Code = -not taxable-

7.    Tax Code Lists Include = Tax Codes Only


Ship Using USPS Priority Mail to Guam


  •  Navigate to Setup > Company > States/Provinces/Counties > new
  • Set this up on the record:

1.        Country = United states

2.        Full Name = Guam

3.        Short Name = GU

4.        Save


  • Guam is now considered a State in the customer's system and thus will allow the processing using USPS Priority Mail

Shipper's Shipper Number cannot be used for the shipment notice shows when an Item Fulfillment is saved


This particular error means that there is something wrong on the user's UPS Account. Have the user contact UPS and check if the UPS Account number they are using is valid and active.

Possible reason why the customer may receive the above error is if their UPS Account is on hold/suspended (due to billing concerns).

Print a Thermal Printer Test Page through Windows XP and Windows Vista

For Windows XP:


1. Click on the Start button, and click Printers and Faxes

2. Right-click on the thermal printer icon, and click on the Properties option

3. Click on the Print Test Page button


For Windows 7/Vista:


1. Click on the Start button, and type in Devices and Printers on the search field

2. Click on the link for Devices and Printers

3. Right-click on the thermal printer icon, and click on the Printer Properties option

4. Click on the Print Test Page button




A Print Test Page is printed to check that text and graphics can be printed correctly by the Thermal Printer. The test page normally also shows you extra information such as the driver software version which can be used to if you need to troubleshoot problems.


It is imperative to print a Test Page first before proceeding further in troubleshooting Thermal Printer problems to isolate if it is a printer issue or not. If the Test Page fails to print, it would be very unlikely that you can print Integrated Shipping Labels from NetSuite.


Printing Integrated Shipping Label through Thermal Printer Prints Garbage Characters or Symbols

There are several steps that support reps can do depending on the cause of the problem. 


1. Reinstall the printer driver.

   - Garbage characters are usually a result of wrong or corrupt driver. Refer to the Thermal Printer guide or the manufacturer to reinstall the printer driver.


3. Replace the printer cable.

   - When a printer prints garbage, it is also because of a faulty cable or a loose connection. You can try to Power OFF your printer and computer. Disconnect and reconnect another cable on the printer and computer.


4. Perform Hex Dump.

   - Support will need to refer customer to their IT person or the printer manufacturer as this requires technical expertise to put the printer in the communications diagnostics mode and then analyze the hexadecimal values printed under such mode.





Thermal Printer Communications Diagnostics Mode (Hex Dump)


If there is a problem transferring data between the computer and the thermal printer, the printer can be set to "communications diagnostics mode". The printer will print the ASCII characters and their respective hexadecimal values for any data received from the host computer.


(For Eltron LP 2844)With the printer power off, press and hold the feed button while you turn on the power. The printer prints out a listing of its current configuration. After printing the label, the printer will automatically enter a diagnostic mode in which the printer prints out a literal representation of all data subsequently received. To exit the diagnostic mode and resume printing, turn off and then turn on the printer. The technician then analyzes the printed hexadecimal values to check any communication problem.

Saturday, September 29, 2018

Set the Browser to Automatically Open EPL2 file when Printing Integrated Shipping Label


For Internet Explorer user should first remove the IE pop-up for downloading files and modify the EPL2 file type to set correct action (which is "open")


1. Remove the IE pop-up for downloading files.

  - Open IE > Click on Tools > Internet Options >Security Tab> Click on Trusted Sites

  - Click on Sites button > Add > Close

  - Click on custom level button

          - ActiveX controls and plug-ins > Automatic prompting for ActiveX controls > select "Enable"

          - Downloads > Automatic prompting for file downloads > select "Enable"

  - Click on OK then OK again


2. Modify the EPL2 file type to set correct Open action.

1.       Navigate to Windows Start > Control Panel > Folder Options (or just Open any Folder then click the Tools menu and select Folder Options)

2.       Click File Types tab

3.       From the lists of Registered file types click EPL2 and click on the Advanced button (if you do not see the Advance button click the Restore button instead and it will turn to Advance button afterwards). This will open Edit File Type window.

4.       Under Actions are commands listed for EPL2 file type. Remove all commands except for Open by highlighting it and clicking the Remove button.

5.       Highlight Open and the click on Edit button. This will open a new window. Check if label.bat is selected under Application used to perform action box. If not, click the Browse button and select label.bat. (If Open is not listed as one of the actions, click the New button, type open in the action field then click the Browse button and select label.bat.)

6.       Uncheck Confirm Open after Download so that you do not get a popup when the EPL2 file is downloaded.

7.       Click on OK then OK again


NOTE: Alternatively, you can just uncheck Always ask before opening this type of file when downloading the EPL2 file for the first time. Un-checking this option before clicking the Open will deactivate this dialog window when attempting to open or save files of the same type or extension in the future. Your browser will automatically perform the selected action (either save or open) when finished. However, if user mistakenly click on Save you will still need to perform step #2.



For Firefox browsers, user needs to set "Use label.bat"  on the EPL2 action.


1.       Navigate to Tools > Tools > Options > Applications  (if customer is using a Mac machine, go to Preferences > Applications instead). The Applications panel lets you choose applications and other handlers to handle different types of content like EPL2 files.

2.       From the list of content type (file type) click EPL2.

3.       Then click on the Action column field dropdown and select Use label.bat. If that option is not available, select Use other instead and click the browse button to manually select it. There's one problem though, Firefox does not recognize label.bat as a valid application because it's extension is .bat and not .exe. What user can do it to manually type the path of the label.bat in the file name field while browsing for it (e.q. C:\Documents and Settings\[username]\Desktop\label.bat or navigate to the folder where the batch file is located and then just type label.bat)

4.       Then click Open then Ok.




*Alternatively, you can set the "Action" to "Use Internet Explorer" to rechannel the downloaded EPL2 file to IE.



For Google Chrome Browser all downloaded files appear in the downloads bar at the bottom of your browser. All you have to do is to click the menu arrow next to your downloaded file button, then select "Always open files of this type."




Hide FedEx Account Number when printing Integrated Shipping Labels

1. Setup > Accounting > Shipping.

2. Preferences Tab > Carrier Basics > Mask Account Number on Labels = T.

3. Click Save.

Note: This preference only affects FedEx Carrier.


Term is not Populating in a Standard Sales Order Form even if the Term is specified on the customer record.



1.       View the Customer record.

2.       Navigate to the Financial tab.

3.       On the Credit Cards sub tab, check if credit card information is provided and if Default Credit Card is checked.

4.       If you want the terms to populate on the Sales order, you could either:

          Uncheck Default Credit Card in Financial tab > Credit Cards sub tab of the customer record or;

          Use a Standard Sales Order – Invoice form instead.


Note: If Default Credit Card is marked, the credit card information of the customer automatically populates on the Payment tab of a Standard Sales Order form. A credit card sale is an automatic cash sale so terms would not be used.