Customize Remittance Slip on the Invoice to show only specific Credit Card payment method

The Credit Card payment methods appear on the remittance slip depend upon the activate Credit Card payment methods. To remove a specific Credit Card payment method, either delete or inactivate it. Follow the steps below to do this:

1.      Navigate to Setup > Accounting > Accounting Lists

2.      Set Type = Payment Method

3.      Edit the payment method you do not want to include on the remittance slip

4.      Mark checkbox for Inactive to inactivate or if you want to delete, go to Actions > Delete

5.      Save

Please note that the payment method cannot be deleted if it has a child transaction or if it has been used on any transaction.

Fixed Assets: Delete the Acquisition History records in bulk

Currently, the ability to perform Mass Delete to Custom records associated with Fixed Asset records such as Acquisition History is not yet available. This is being tracked under Enhancement # 215320. Instead of deleting the Acquisition History records one by one, below steps may be considered.

 

 

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

 

2.    Click on FAM – Depreciation History link.

 

3.    Click on Criteria tab > Standard subtab > Add the following filters:

-Transaction Type = is Acquisition

-Asset = is xx

-Asset Type = is xx

-Date = is within xx and xx

*These filters may be used depending on the goal (If Acquisition History records for specific Asset(s), Asset Type(s) or certain period needs to be deleted).

 

      4.   Click on Results tab > Columns subtab > Add the following fields for reference purposes:

            -Asset

-Asset Type

 

5.    Edit the Search Title as desired.

 

6.    Click Save & Run.

 

7.    On the Depreciation History Search: Results Preview page, turn on the Inline Editing function.

 

8.    Click on the first field row below any column header which shows the small pencil icon (Example: Date) > Press Shift key > Click on the last field row that needs to be deleted > Press Delete key.

 

*There will be a prompt: All selected records will be deleted. Are you sure you want to continue.

 

      9.   Click OK.

 

 

 

 

 

 

Customer Deposit not automatically applied to Invoice

 

The user that is billing the sales order should also have a Deposit application role with Create or Edit or Full level. The Permission Level should be at least Create.

 

1.    Navigate to Setup > User/Roles > Manage Roles

2.    Click Edit link next to the Role

3.    Navigate to Permissions tab > Transactions subtab

4.    Locate Deposit Application > Check if the Level is Edit or Edit or Full

 

 

Delete Fixed Asset's Depreciation History Records in Bulk

Currently, the ability to perform Mass Delete to Custom records associated with Fixed Asset records such as Depreciation History is not yet available. This is being tracked under Enhancement # 215320. Instead of deleting the Depreciation History records one by one, below steps may be considered.

 

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

 

2.    Click on FAM - Depreciation History link.

 

3.    Click on Criteria tab > Standard subtab > Add the following filters:

-Transaction Type = is Depreciation

-Asset = is xx

-Asset Type = is xx

-Date = is within xx and xx

*These filters may be used depending on the goal (If Depreciation History records for specific Asset(s), Asset Type(s) or certain period needs to be deleted).

 

      4.  Click on Results tab > Columns subtab > Add the following fields for reference purposes:

           -Asset

           -Asset Type

 

5.    Edit the Search Title as desired.

 

6.    Hit Save & Run.

 

7.    On the Depreciation History Search: Results Preview page, turn on the Inline Editing function.

 

8.     Click on the first field row below any column header which shows the small pencil icon (Example: Date) > Press Shift key > Click on the last field row that needs to be deleted > Press Delete key.

 

*There will be a prompt: All selected records will be deleted. Are you sure you want to continue.

 

      9.  Hit OK.

 

 

 

 

Weekly Time Tracking > Error: There were some time entries that were not saved and must be re-entered. The failed time entries with their respective reason for failure are: xx - Invalid employee reference key xx.

Scenario: Employee tries to enter time through the Weekly Time Sheet using the Employee Center Role yet encounters above error message.

Recommendation:

1. Navigate to Home > Set Preferences > General tab > Defaults section > Check the Show Internal IDs box > Hit Save (Administrator).

2. Navigate to Lists > Employees > Employees.

-Check the Show Inactives box found on the lower left part of the page.

-Under Internal ID column > Look for the Internal ID being referenced on the error message.

-Verify if it was set to Inactive.

-If so, uncheck the Inactive box > Hit Submit.

3. Re-enter time.

Display Associated Contacts in a Task or Phone Call Search

It currently is not possible to display the associated contacts in a task or phone call search. Enhancement 207983 has been logged for this feature request. However, the following workaround can be used.

Alternate Solution:  

1. Navigate to Reports > Pipeline Analysis > Sales Activity By Customer > Customize detail.
2. Edit Columns section > Highlight Customer column and click Remove Column button.
3. Add Fields window > Expand Sales Activity folder > Expand Contact folder > select Name.
4. Filters tab/section > Add Fields window > Expand Sales Activity folder > Select Activity Type and set it equal to Task or Phone Call.
5. Click Preview.

The report should display tasks or phone calls with all associated contacts. Users can then return to the report customization window and customize further if required and save.

Bank Reconciliations for Existing Accounts

To start reconciling an account with an existing balance you will need to create a dummy reconciliation dated prior to the month you want to begin.  When creating the 'dummy' reconciliation be sure to set the 'Ending Statement Balance' to the correct opening balance for the next month and mark off the 'Reconcile' option for all transactions that have already cleared.

 

When using Reconcile Bank Statement page, make sure to uncheck the feature Use Imported Statement Reconciliation Form in the Bank Account and check this if you want to use the Reconcile Account Statement page.

Steps to create a dummy reconciliation:
1. Navigate to Transactions > Bank > Reconcile Bank Statement/Reconcile Account Statement
2. Select an Account
3. Enter the Statement Date
4. Deposits and Credits sublist > Mark off Reconcile if there are transactions to be reconciled
5. Enter an Ending Statement Balance
6. Click Save

Available Filter for the standard or custom column field doesn’t return any results

The saved searches don't return based on the Available Filter for column field if the Main Line is set to True under the Criteria tab. The search can't filter results by the column field as the search is looking at the Main area of the search. Edit the saved search and ensure that filter Main Line is set to False under the Criteria tab.

Employees do not Appear in the Default Owner Field on the Issue Role

To have employee available as Default Owner field on the Issue Role perform following steps:

1. Reference the Issue Role on the employee's role > navigate  to Setup > Users/Roles > Manage Roles.

• Edit/Customize beside the employee's role
• Select an appropriate role in the Issue Role field
• Click Save

 

2. Edit the Employee record > navigate to Lists > Employees > Employees

• Click on Access > Roles subtab
• Ensure that custom role from step 1 is selected  
• Click Save
  
  

Note: The issue role type sets the access level and issue status transitions that are possible for a role.

To view issue role types, go to Setup > Issues > Issue Roles. To view and set status transitions for each role, go to Setup > Issues > Manage Status Transitions.

Send Email to Employee When Expense Report is Approved by the Expense Approver/Supervisor/ Accounting

To send an email to the employeeonce the expense report has been approved by supervisor/expenseapprover/accounting, perform the following steps:

1. Navigate to Setup > Company > General Preferences.
2. Check the checkbox for Email Employee on Approvals.
3. Click Save.

Note:

For an email alert to fire onceaccounting approves Expense Reports, the Approve button should be usedinstead of the Accounting Approval check box.

Please refer to Answer ID: 8516 GivingAccounting Approval for Expense Report, for the steps on how accounting shouldapprove Expense Reports.

 

Create a Check Box Field Dependent on Another Check Box

The user needs to create two check boxes representing an approval hierarchy. The second check box should be disabled and cleared if the first check box has been unticked. This can be achieved by using the steps below:

A. Create Check Box Fields
1. Navigate to Customization > Lists, Records, & Fields > Entity Field > New
2. Use the following field information:
     - Label = Check Box 1 (preferred label)
     - Type = Check Box
     - Store Value = T
     - Applies To : Customer = T
3. Save as Check Box1
4. Repeat steps 1-2 and save the field as Check Box2

B. Create a Workflow
1. Navigate to Customization > Workflow > Workflows > New
2. Use the following workflow information:
     - Name = Nested Check Box (preferred label)
     - Record Type = Customer
     - Sub Types = Customer (choose preferred)
     - Release Status = "Choose preferred"
     - Enable Logging = T
     - Initiation:On Create = T
     - Initiation:On Update = T
3. Save
4. Click New State
5. Save as Nested State
6. Notice the page returning to the workflow screen
7. Click on Nested State
8. Navigate to Actions tab and click new action
9. Use the following action information below:
     - Type = Set Field Display Type
     - Trigger On = After Field Edit
     - Client Fields = Check Box1
     - Condition:Check Box1 = Checked
     - Parameters:Field = Check Box2
     - Parameters:Display Type = Normal
10. Save
11. Navigate to Actions tab and click new action
12. Use the following action information below:
     - Type = Set Field Value
     - Trigger On = After Field Edit
     - Client Fields = Check Box1
     - Condition:Check Box1 = Not Checked
     - Parameters:Field = Check Box2
     - Parameters:Value: Checked = F
13. Save
14. Navigate to Actions tab and click new action
15. Use the following action information below:
     - Type = Set Field Field Display Type
     - Trigger On = After Field Edit
     - Client Fields = Check Box1
     - Condition:Check Box1 = Not Checked
     - Parameters:Field = Check Box2
     - Parameters:Display Type = Disabled
16. Click Save

 

Create an Entity Search that will Look for Multiple Names

The user needs to create an employee search which is based on the name. This can be achieved without adding multiple filters for the employee name field.

The steps below will guide the user on how to create the saved search:

1. Navigate to Lists > Search > Saved Searches > New.
2. Choose type = Employee.
3. On the criteria tab, choose the field Formula (numeric) and use the formula below:

CASE WHEN ((INSTR(UPPER{entityid},'NAME1'))<>0) OR ((INSTR(UPPER{entityid},'NAME2'))<>0) OR ((INSTR(UPPER{entityid},'NAME3'))<>0) THEN 1 ELSE 0 END

     - Add as many string as needed 
     - Formula(Numeric) = equal to
     - Value = 1

4. Click on Save.

Note: Currently, if a NetSuite user uses the field = Name/ID, the contains will work if the names are added one line at a time. This is a tedious process for most users.

Create a Question on the Online Survey Form that has more than 50 Characters

The limit for the Label of a field when creating a custom record is 50 characters only. When creating a custom survey form, users willl need to create the questions via a custom field on a custom record. If the question is too long, users may follow the alternate solution below:

1. Create a Custom Record, Customization > Lists, Records, & Fields > Record Types > New.
2. Add a Name and click Save.
3. Add a field,  the questions can be entered there. If the question is over 50 characters, users will not be able to enter the whole label. Just enter "Question 1" Or maybe just a description.
4. After saving the field, navigate to the Online Forms tab and Create a New Online HTML Form. (Users will need an HTML Template).
5. Create an HTML Template via Notepad.

<html><head></head><body style="background-color: transparent;"><NLFORM><NLNAME><LABEL>Lorem ipsum dolor sit amet, consectetur adipiscing elit. Maecenas ut elit ipsum, eget tincidunt lectus. Vivamus varius, augue auctor interdum?: </LABEL><NLCUSTRECORD1><INPUT type='submit' style='' value='Submit' id='submitter' name='submitter'></TD><TD><INPUT type='button' style='' value='Reset' id='resetter' name='resetter' onclick="page_reset();return false;"></NLFORM></body></html>

Like the example above, enter the fieldID of the custom field (question) inside the HTML template, the example above shows NLCUSTRECORD1 as the fieldID of the question from the custom record.

6. Type in the whole question inside the Label as shown on the example above and save the HTML Codes above as an HTML file.
7. Create a new HTML Template and update the HTML File.
8. Click Save.

After saving the results should show you that the question is now showing as what was written down on the label from the HTML File.