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NetSuite Drop Down vs List

Posted by Jesse Guzman, Consultant on Sep 15, 2021 2:30:00 PM
This article is geared towards NetSuite Administrators and NetSuite super users. Personally, I’ve worked on quite a few implementations and early on, one of the NetSuite behaviors that stumped me was how some environments had a drop-down list versus others had the predictive search text or double down arrow to open a list. Specifically on any transaction when entering items.
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Tags: Project Management, NetSuite How To's

Accounting: Debits and Credits 101

Posted by Sara Duong, Consultant on Sep 14, 2021 4:06:23 PM

As a NetSuite User, Administrator or Implementor, you don’t have to be a professional accountant. However, knowing some basic concepts helps you understand how your department or function impacts the company’s financials. With some basic accounting knowledge, you can validate if the item or transaction is configured correctly, meaning is it hitting your financial statements the way that it should. For the non accountants, there are 2 accounting concepts that are helpful: a basic accounting equation that always have to balance plus the use of debits and credits.

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Tags: Project Management, NetSuite How To's

Memorized Transactions

Posted by Kevin Suh, NetSuite Administrator on Aug 29, 2021 7:35:36 PM

A memorized transaction is a transaction you set up to recur in NetSuite. Memorizing transactions allows user to record transactions frequently depending on the frequency that the user has defined.

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Tags: NetSuite How To's, NetSuite Tips

Landed Cost on Inbound Shipment

Posted by Nicole Watson, Senior NetSuite Consultant on Aug 3, 2021 11:25:24 AM

Did you know that you can include landed costs on your inbound shipments? In this blog, I am going to build upon the prior Inbound Shipments blog, by sharing with you NetSuite’s functionality on how to include landed costs with inbound shipments.

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Tags: NetSuite How To's, NetSuite Tips

Intercompany: How to create a paired intercompany invoice and vendor bill

Posted by Sara Duong, Consultant on Jul 6, 2021 8:26:42 AM

How many times have you created an intercompany bill and lost track of if you created the corresponding intercompany invoice to offset? Or you are doing your audits and take forever to find the corresponding intercompany transaction?

 

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Tags: Project Management, NetSuite How To's

Month End Challenge: Expense Allocations

Posted by Sara Duong, Consultant on Jun 27, 2021 5:17:54 PM

A common headache for our Client's accounting departments month end process is expense allocations. It's often time consuming and having to remember or keep track of the allocation methodology used each time. NetSuite has an Advance Financial tool that does just that automatically.

 

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Tags: Project Management, NetSuite How To's

NetSuite: Integrate Salesforce

Posted by Jesse Guzman, Consultant on Jun 14, 2021 11:21:41 AM
NetSuite and Salesforce are two powerhouses in the cloud business tools industry. In some ways they compete for customers. NetSuite can provide many of the same tools as Salesforce, however, there are many organizations who decided NetSuite will be the system of record for financials, manufacturing, inventory, order processing, etc yet rely on the power of Salesforce for CRM.
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Tags: Project Management, NetSuite How To's

Non For Profit: SuiteKeys - Shortcut for Filling in Segmentations

Posted by Sara Duong, Consultant on Jun 3, 2021 4:40:11 PM

A challenge for Non For Profit NetSuite Clients are the numerous segmentations that can be applied in a transaction. A Donation, Pledge, or Grant record could require multiple segmentations to help the Client manage funds that are coming into the organizations; many funds have specific applications or restrictions on how it can be used. If used improperly, it can cause Client to lose the funds. SuiteKey is designed specifically to help the User more efficiently enter data on a transaction level.

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Tags: Project Management, NetSuite How To's

Using Transaction Item Options in NetSuite

Posted by Sarah Emery, Senior Consultant on May 25, 2021 3:11:04 PM
If you maintain inventory that has variable attributes (commonly size, color, or style) in NetSuite, then you are probably familiar with matrix items. Matrix items are an excellent option for organizations that sell products which are fundamentally similar in form (i.e. t-shirts) but differ in one or two categories (i.e. size and color), as they allow you to group all of the related the child items under a common parent. While these capabilities are extremely useful for products with options that need to be tracked distinctly, there are some cases where item options need to be captured on transactions for informational purposes and are not actually separate products. In these scenarios, transaction item options might be a better fit. In this blog post, I’ll provide an overview of transaction item options to help you decide if it’s the right approach for your requirements.
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Tags: Project Management, NetSuite How To's

How to Remove Special Character in CSV File Export from NetSuite

Posted by Lincecum Lin, NetSuite Developer on May 11, 2021 4:18:06 PM

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In NetSuite, user can put almost everything in “name field, and NetSuite does a pretty good job on helping exported CSV file with correct format.
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Tags: NetSuite Partner, NetSuite How To's, NetSuite Tips