In NetSuite, you can create saved csv mappings, so that you can save time mapping fields for reoccurring imports. However, you must mark them as Public for other users to access the mapping.
Tags: NetSuite, ERP, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, CSV Import, CSV Import Mappings
CSV Import of Kit/Package Item record
Item records allow you to track and manage the goods and services your company buys and sells in the course of doing business. This can be done by using two files during the upload: one is for Primary, the other is for Item Members. Below are the steps:
Tags: NetSuite, ERP, Reporting, NetSuite Partner, NetSuite How To's, Inventory Management, NetSuite Tips, CSV Import
Grant Users Run Server SuiteScript and Trigger Workflows Permission
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.
Tags: NetSuite, ERP, Reporting, NetSuite Partner, NetSuite How To's, Inventory Management, NetSuite Tips, CSV Import, Workflow, NetSuite Scripts
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.
Tags: NetSuite, ERP, Reporting, NetSuite Partner, NetSuite How To's, Inventory Management, NetSuite Tips, CSV Import
Creating Pricing Groups, and Add/ Remove Pricing Group in a Customer Record via CSV Import
Price groups enable you to assign customer-specific price levels for groups of items. For example, you could create a pricing group called Bicycles and associate the pricing group with all of your bicycle items. The price level for a pricing group takes precedence over the customer's price level. It does not take precedence over item pricing. I will show you the way to mass create, add and remove pricing group in this blog.
Tags: NetSuite, ERP, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, CSV Import, Pricing, Prices, Price Levels, Pricing Groups
Understanding Data Extraction Options in Netsuite
When it comes to managing data in Netsuite, having a grasp of your data extraction options can significantly impact your workflow efficiency. In this article, we'll explore the various export options available in Netsuite and shed light on the differences between CSV and Excel exports. So, let's dive in!
Tags: NetSuite, NetSuite How To's, NetSuite Tips, data, Excel, CSV Import, Netsuite ERP, CSV, Pros Cons
Add/ Remove Multiple Line Items on a Transaction via CSV Import
Having trouble with the error: “Ambiguity error on logical key multi-match”? This article helps you to add multiple line items with the same item on a transaction via CSV Import or you would like to add new line items to existing transactions using CSV file uploads.
Tags: NetSuite, ERP, Reporting, NetSuite How To's, Transactions, Transaction Lines, Multi-Match, Sales Order, CSV Import