---
title: Blog | NetSuite | Concentrus | Isaias Torres, Consultant
---

[![logo-concentrus-blog](https://blog.concentrus.com/hs-fs/hubfs/logo-concentrus-blog.png?width=341&name=logo-concentrus-blog.png)](http://www.concentrus.com/)

 

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## Isaias Torres, Consultant

Find me on:

<https://www.linkedin.com/in/itorres97/>

### Recent Posts

## [Upgrade the WSDL Version Used](https://blog.concentrus.com/upgrade-the-wsdl-version-used?hsLang=en-us)

 Posted by [Isaias Torres, Consultant](https://blog.concentrus.com/author/isaias-torres-consultant) on Dec 3, 2024 9:00:00 AM

- [Tweet](https://twitter.com/share)

[![](https://blog.concentrus.com/hubfs/pexels-thisisengineering-3861943.jpg)](https://blog.concentrus.com/upgrade-the-wsdl-version-used?hsLang=en-us)

It is important to upgrade the WSDL version used, because:

[Read More](https://blog.concentrus.com/upgrade-the-wsdl-version-used?hsLang=en-us)

 Tags: [NetSuite](https://blog.concentrus.com/tag/netsuite?hsLang=en-us), [ERP](https://blog.concentrus.com/tag/erp?hsLang=en-us), [Reporting](https://blog.concentrus.com/tag/reporting?hsLang=en-us), [NetSuite Partner](https://blog.concentrus.com/tag/netsuite-partner?hsLang=en-us), [NetSuite How To's](https://blog.concentrus.com/tag/netsuite-how-tos?hsLang=en-us), [NetSuite Tips](https://blog.concentrus.com/tag/netsuite-tips?hsLang=en-us), [Integrations](https://blog.concentrus.com/tag/integrations?hsLang=en-us), [API](https://blog.concentrus.com/tag/api?hsLang=en-us)

## [SOAP Web Services Permissions](https://blog.concentrus.com/soap-web-services-permissions?hsLang=en-us)

 Posted by [Isaias Torres, Consultant](https://blog.concentrus.com/author/isaias-torres-consultant) on Nov 28, 2024 9:00:00 AM

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[![](https://blog.concentrus.com/hubfs/pexels-padrinan-1111367.jpg)](https://blog.concentrus.com/soap-web-services-permissions?hsLang=en-us)

SOAP Web Services stands for Simple Object Access Protocol, which is a messaging protocol that allows applications to exchange structured information over the web. This is sometimes used for integrations in NetSuite to other Platforms such as VersaPay, Tipalti, and many more. The integration allows information to come in, out, or both depending on your system configurations.

[Read More](https://blog.concentrus.com/soap-web-services-permissions?hsLang=en-us)

 Tags: [NetSuite](https://blog.concentrus.com/tag/netsuite?hsLang=en-us), [ERP](https://blog.concentrus.com/tag/erp?hsLang=en-us), [Reporting](https://blog.concentrus.com/tag/reporting?hsLang=en-us), [NetSuite Partner](https://blog.concentrus.com/tag/netsuite-partner?hsLang=en-us), [NetSuite How To's](https://blog.concentrus.com/tag/netsuite-how-tos?hsLang=en-us), [NetSuite Tips](https://blog.concentrus.com/tag/netsuite-tips?hsLang=en-us), [Integrations](https://blog.concentrus.com/tag/integrations?hsLang=en-us), [SOAP Logs](https://blog.concentrus.com/tag/soap-logs?hsLang=en-us)

## [To Be Printed Checkbox on Pay Bills or Single Vendor](https://blog.concentrus.com/to-be-printed-checkbox-on-pay-bills-or-single-vendor?hsLang=en-us)

 Posted by [Isaias Torres, Consultant](https://blog.concentrus.com/author/isaias-torres-consultant) on Oct 29, 2024 4:22:53 PM

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[![](https://blog.concentrus.com/hubfs/To%20Be%20Printed%20Checkbox%20on%20Pay%20Bills%20or%20Single%20Vendor.jpg)](https://blog.concentrus.com/to-be-printed-checkbox-on-pay-bills-or-single-vendor?hsLang=en-us)

NetSuite has a few options when it comes to paying vendor bills. Users can pay bills in bulk or pay single vendors. Depending on the Accounting Preferences setup the To Be Printed may be defaulting to check or true on the Pay Bills page.

[Read More](https://blog.concentrus.com/to-be-printed-checkbox-on-pay-bills-or-single-vendor?hsLang=en-us)

 Tags: [NetSuite](https://blog.concentrus.com/tag/netsuite?hsLang=en-us), [ERP](https://blog.concentrus.com/tag/erp?hsLang=en-us), [Reporting](https://blog.concentrus.com/tag/reporting?hsLang=en-us), [NetSuite Partner](https://blog.concentrus.com/tag/netsuite-partner?hsLang=en-us), [NetSuite How To's](https://blog.concentrus.com/tag/netsuite-how-tos?hsLang=en-us), [NetSuite Tips](https://blog.concentrus.com/tag/netsuite-tips?hsLang=en-us), [Pay Bills](https://blog.concentrus.com/tag/pay-bills?hsLang=en-us), [Single Vendor](https://blog.concentrus.com/tag/single-vendor?hsLang=en-us)

## [Grant Users Run Server SuiteScript and Trigger Workflows Permission](https://blog.concentrus.com/grant-users-run-server-suitescript-and-trigger-workflows-permission?hsLang=en-us)

 Posted by [Isaias Torres, Consultant](https://blog.concentrus.com/author/isaias-torres-consultant) on Sep 17, 2024 10:00:00 AM

- [Tweet](https://twitter.com/share)

[![](https://blog.concentrus.com/hubfs/pexels-markusspiske-177598.jpg)](https://blog.concentrus.com/grant-users-run-server-suitescript-and-trigger-workflows-permission?hsLang=en-us)

CSV imports is a great and powerful tool for all users to master. However, there is a function that is not available to all users on imports which is the Run Server SuiteScript and Trigger Workflows checkbox.

[Read More](https://blog.concentrus.com/grant-users-run-server-suitescript-and-trigger-workflows-permission?hsLang=en-us)

 Tags: [NetSuite](https://blog.concentrus.com/tag/netsuite?hsLang=en-us), [ERP](https://blog.concentrus.com/tag/erp?hsLang=en-us), [Reporting](https://blog.concentrus.com/tag/reporting?hsLang=en-us), [NetSuite Partner](https://blog.concentrus.com/tag/netsuite-partner?hsLang=en-us), [NetSuite How To's](https://blog.concentrus.com/tag/netsuite-how-tos?hsLang=en-us), [Inventory Management](https://blog.concentrus.com/tag/inventory-management?hsLang=en-us), [NetSuite Tips](https://blog.concentrus.com/tag/netsuite-tips?hsLang=en-us), [CSV Import](https://blog.concentrus.com/tag/csv-import?hsLang=en-us), [Workflow](https://blog.concentrus.com/tag/workflow?hsLang=en-us), [NetSuite Scripts](https://blog.concentrus.com/tag/netsuite-scripts?hsLang=en-us)

## [Creating a Credit Memo with No Impact to Inventory](https://blog.concentrus.com/creating-a-credit-memo-with-no-impact-to-inventory?hsLang=en-us)

 Posted by [Isaias Torres, Consultant](https://blog.concentrus.com/author/isaias-torres-consultant) on Sep 12, 2024 10:00:00 AM

- [Tweet](https://twitter.com/share)

[![](https://blog.concentrus.com/hubfs/pexels-markus-winkler-1430818-19867473.jpg)](https://blog.concentrus.com/creating-a-credit-memo-with-no-impact-to-inventory?hsLang=en-us)

Returns can be a complicated process if the proper steps are not followed. The proper steps for returns in NetSuite include three to four records. This is the breakdown of that process RMA > Item Receipt > Credit Memo > Customer Refund (optional). As you can see, these are the required steps, but each one could be done by different users and cause delay if proper communication is not done.

[Read More](https://blog.concentrus.com/creating-a-credit-memo-with-no-impact-to-inventory?hsLang=en-us)

 Tags: [NetSuite](https://blog.concentrus.com/tag/netsuite?hsLang=en-us), [ERP](https://blog.concentrus.com/tag/erp?hsLang=en-us), [Reporting](https://blog.concentrus.com/tag/reporting?hsLang=en-us), [NetSuite Partner](https://blog.concentrus.com/tag/netsuite-partner?hsLang=en-us), [NetSuite How To's](https://blog.concentrus.com/tag/netsuite-how-tos?hsLang=en-us), [Inventory Management](https://blog.concentrus.com/tag/inventory-management?hsLang=en-us), [NetSuite Tips](https://blog.concentrus.com/tag/netsuite-tips?hsLang=en-us), [Item Receipt](https://blog.concentrus.com/tag/item-receipt?hsLang=en-us), [RMA](https://blog.concentrus.com/tag/rma?hsLang=en-us), [Customer Refund](https://blog.concentrus.com/tag/customer-refund?hsLang=en-us)

## [Public or Private CSV Import](https://blog.concentrus.com/public-or-private-csv-import?hsLang=en-us)

 Posted by [Isaias Torres, Consultant](https://blog.concentrus.com/author/isaias-torres-consultant) on Sep 10, 2024 1:53:45 PM

- [Tweet](https://twitter.com/share)

[![](https://blog.concentrus.com/hubfs/pexels-andrea-piacquadio-874242.jpg)](https://blog.concentrus.com/public-or-private-csv-import?hsLang=en-us)

When creating saved csv imports, these saved mappings are defaulted to Private. This means that they are not able to other users in the system. Only Admin users would be able to see and use these if needed.

[Read More](https://blog.concentrus.com/public-or-private-csv-import?hsLang=en-us)

 Tags: [NetSuite](https://blog.concentrus.com/tag/netsuite?hsLang=en-us), [ERP](https://blog.concentrus.com/tag/erp?hsLang=en-us), [Reporting](https://blog.concentrus.com/tag/reporting?hsLang=en-us), [NetSuite Partner](https://blog.concentrus.com/tag/netsuite-partner?hsLang=en-us), [NetSuite How To's](https://blog.concentrus.com/tag/netsuite-how-tos?hsLang=en-us), [Inventory Management](https://blog.concentrus.com/tag/inventory-management?hsLang=en-us), [NetSuite Tips](https://blog.concentrus.com/tag/netsuite-tips?hsLang=en-us), [CSV Import](https://blog.concentrus.com/tag/csv-import?hsLang=en-us)

## [Use System Notes in Saved Search](https://blog.concentrus.com/use-system-notes-in-saved-search?hsLang=en-us)

 Posted by [Isaias Torres, Consultant](https://blog.concentrus.com/author/isaias-torres-consultant) on Jun 27, 2024 9:48:00 AM

- [Tweet](https://twitter.com/share)

[![](https://blog.concentrus.com/hubfs/pexels-anna-nekrashevich-7550891.jpg)](https://blog.concentrus.com/use-system-notes-in-saved-search?hsLang=en-us)

A common problem is updating values in NetSuite and then needing those old values or trying to recall what was there before. NetSuite system notes is a great tool that tracks changes throughout the system on essentially every record type. This will be an example of how to use systems notes on an item saved search.

[Read More](https://blog.concentrus.com/use-system-notes-in-saved-search?hsLang=en-us)

 Tags: [NetSuite](https://blog.concentrus.com/tag/netsuite?hsLang=en-us), [ERP](https://blog.concentrus.com/tag/erp?hsLang=en-us), [Reporting](https://blog.concentrus.com/tag/reporting?hsLang=en-us), [NetSuite Partner](https://blog.concentrus.com/tag/netsuite-partner?hsLang=en-us), [NetSuite How To's](https://blog.concentrus.com/tag/netsuite-how-tos?hsLang=en-us), [NetSuite Tips](https://blog.concentrus.com/tag/netsuite-tips?hsLang=en-us), [Saved Search](https://blog.concentrus.com/tag/saved-search?hsLang=en-us), [System Notes](https://blog.concentrus.com/tag/system-notes?hsLang=en-us)

## [Custom Field with Global Search](https://blog.concentrus.com/custom-field-with-global-search?hsLang=en-us)

 Posted by [Isaias Torres, Consultant](https://blog.concentrus.com/author/isaias-torres-consultant) on Jun 11, 2024 12:05:05 PM

- [Tweet](https://twitter.com/share)

[![](https://blog.concentrus.com/hubfs/pexels-padrinan-2882652.jpg)](https://blog.concentrus.com/custom-field-with-global-search?hsLang=en-us)

When creating custom fields that are many different options to choose from. The different options being in the field type, how the field is getting its value, are you using a list or saved search, do you need it to store its value, the list is quite long. There is one option that can be overlooked that is quite powerful, that field is the Global Search checkbox.

[Read More](https://blog.concentrus.com/custom-field-with-global-search?hsLang=en-us)

 Tags: [NetSuite](https://blog.concentrus.com/tag/netsuite?hsLang=en-us), [ERP](https://blog.concentrus.com/tag/erp?hsLang=en-us), [Reporting](https://blog.concentrus.com/tag/reporting?hsLang=en-us), [NetSuite Partner](https://blog.concentrus.com/tag/netsuite-partner?hsLang=en-us), [NetSuite How To's](https://blog.concentrus.com/tag/netsuite-how-tos?hsLang=en-us), [NetSuite Tips](https://blog.concentrus.com/tag/netsuite-tips?hsLang=en-us), [Custom Fields](https://blog.concentrus.com/tag/custom-fields?hsLang=en-us), [Search](https://blog.concentrus.com/tag/search?hsLang=en-us), [Global Search](https://blog.concentrus.com/tag/global-search?hsLang=en-us)

## [Workflow Converting Sales Orders to Cash](https://blog.concentrus.com/workflow-converting-sales-orders-to-cash?hsLang=en-us)

 Posted by [Isaias Torres, Consultant](https://blog.concentrus.com/author/isaias-torres-consultant) on May 23, 2024 11:48:43 AM

- [Tweet](https://twitter.com/share)

[![](https://blog.concentrus.com/hubfs/pexels-jakubzerdzicki-16978372.jpg)](https://blog.concentrus.com/workflow-converting-sales-orders-to-cash?hsLang=en-us)

In order to automate a sales order into a cash sale record there are certain fields that must be populated. On any sales order record, under the Billing subtab you will see the field Payment Method or Payment Option. This is the trigger point in the system to let NetSuite know that you are receiving a form of payment on this order rather than sending this to an Invoice record. By populating a value into this field NetSuite will convert this into a cash sale. If this field is empty, then by default the record will convert into an Invoice.

[Read More](https://blog.concentrus.com/workflow-converting-sales-orders-to-cash?hsLang=en-us)

 Tags: [NetSuite](https://blog.concentrus.com/tag/netsuite?hsLang=en-us), [ERP](https://blog.concentrus.com/tag/erp?hsLang=en-us), [Reporting](https://blog.concentrus.com/tag/reporting?hsLang=en-us), [NetSuite Partner](https://blog.concentrus.com/tag/netsuite-partner?hsLang=en-us), [NetSuite How To's](https://blog.concentrus.com/tag/netsuite-how-tos?hsLang=en-us), [NetSuite Tips](https://blog.concentrus.com/tag/netsuite-tips?hsLang=en-us), [Sales Order](https://blog.concentrus.com/tag/sales-order?hsLang=en-us), [Workflow](https://blog.concentrus.com/tag/workflow?hsLang=en-us), [Cash Sale](https://blog.concentrus.com/tag/cash-sale?hsLang=en-us)

## [PO Rate Field](https://blog.concentrus.com/po-rate-field?hsLang=en-us)

 Posted by [Isaias Torres, Consultant](https://blog.concentrus.com/author/isaias-torres-consultant) on Apr 18, 2024 11:00:00 AM

- [Tweet](https://twitter.com/share)

[![](https://blog.concentrus.com/hubfs/top-view-finances-elements-assortment-with-copy-space.jpg)](https://blog.concentrus.com/po-rate-field?hsLang=en-us)

Here's a handy tip for creating drop-shipped items: you can set your preferred vendor and purchase price on the item record itself! This sublist on the Purchasing/Inventory subtab of the item record will reference the vendor in which you are ordering the item from.

[Read More](https://blog.concentrus.com/po-rate-field?hsLang=en-us)

 Tags: [NetSuite](https://blog.concentrus.com/tag/netsuite?hsLang=en-us), [ERP](https://blog.concentrus.com/tag/erp?hsLang=en-us), [NetSuite Partner](https://blog.concentrus.com/tag/netsuite-partner?hsLang=en-us), [NetSuite How To's](https://blog.concentrus.com/tag/netsuite-how-tos?hsLang=en-us), [Accounting](https://blog.concentrus.com/tag/accounting?hsLang=en-us), [NetSuite Tips](https://blog.concentrus.com/tag/netsuite-tips?hsLang=en-us), [Financial](https://blog.concentrus.com/tag/financial?hsLang=en-us), [NetSuite Integrations](https://blog.concentrus.com/tag/netsuite-integrations?hsLang=en-us), [NetSuite Administrator](https://blog.concentrus.com/tag/netsuite-administrator?hsLang=en-us), [Netsuite Language](https://blog.concentrus.com/tag/netsuite-language?hsLang=en-us), [Netsuite ERP](https://blog.concentrus.com/tag/netsuite-erp?hsLang=en-us), [Custom Fields](https://blog.concentrus.com/tag/custom-fields?hsLang=en-us), [Netsuite Updates](https://blog.concentrus.com/tag/netsuite-updates?hsLang=en-us), [NetSuite Features](https://blog.concentrus.com/tag/netsuite-features?hsLang=en-us), [NetSuite Support](https://blog.concentrus.com/tag/netsuite-support?hsLang=en-us), [PO Rate](https://blog.concentrus.com/tag/po-rate?hsLang=en-us)

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