Netsuite forms will contain native fields on their pages and sometimes that is not enough. When additional fields are needed on a form, custom fields come into play. Custom fields allow you to add a variety of options on your form. When deciding to add a custom field, you have a few options to find the page to create a custom field.
Tags: NetSuite, ERP, Project Management, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, Customize, Customization, Custom Fields
In the upcoming Netsuite Release 2023.2, there will be a key change to a saved search function. This alteration specifically affects the HTML option available to users when creating formulas within the search. In this article, we will review how to maintain the HTML hyperlink option in your saved search fields.
Tags: NetSuite, ERP, Project Management, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, Saved Search, Customization, HTML
Interchange Items and Expenses Tab on Vendor Bills & Purchase Orders
One of the most common edits requested by customers during a new NetSuite implementation is to customize the sublist display for several transaction records, namely the Items and Expenses subtabs on Vendor Bills and Purchase Orders.
Tags: NetSuite, ERP, Project Management, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, Purchase Order, Transactions, Vendor, Customization, Vendor Bill, Transaction Forms
Entity/Use Code in Customer Record & Transactions in Netsuite
Are you using Avalara AvaTax to calculate tax in Netsuite? Avalara AvaTax automatically calculates sales and use tax for transactions, invoices, and other activity powered by NetSuite.Avatax is a comprehensive cloud-based tax calculation.I shared how to set a Customer to be Tax Exempt in U.S. and Canada in Avalara account in the previous blog. In this blog, I will share how to exempt customers from sales tax in NetSuite with an entity use code.
Tags: NetSuite, ERP, Project Management, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, Customization, Customer Records, Entity/Use Code, Avalara, AvaTax, Sales Tax
Counting Selected Values in a Custom Field from Saved Search
NetSuite provides a variety of search tools to identifyimportant information, filter criteria, and obtainthe real-time data. I will shareone of the latest NetSuite search tips, methods, formula restrictions, and the importance of using NetSuite’s tools to quickly find information. In this blog, I will share the great tip to count the number of selected values from the custom field.
Tags: NetSuite, ERP, Project Management, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, Saved Search, Customization, Custom Fields
NetSuite is a system that evolves with your business. As your business expands, integrations or customizations will be necessary. There’s a great tool to help you manage optimizing NetSuite. Strongpoint is a SuiteApp that is a simple bundle implementation on your NetSuite environment. Whether it’s custom fields, workflows, or scripts, Strongpoint helps manage the customizations and minimize risks.
Tags: NetSuite, ERP, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, NetSuite Integrations, data, Troubleshoot, Customization, Support
Create an EBITDA Income Statement Layout
In a continuing series of customizing your Income Statement Layout, I wanted to show you how you can get a Statement with EBITDA calculated after Net Income. First, please review my previous blog here (or https://blog.concentrus.com/create-a-new-income-statement-layout).
Tags: NetSuite, NetSuite How To's, NetSuite Tips, Income Statement, Financial Report, Layout, Customization, EBITDA
Is your Income Statement in need of a face lift? If you are not able to over-haul your Chart of Accounts, you can update your Income Statement Layout directly in NetSuite. I will walk you through some steps that will consolidate the GL accounts on your Income Statement. From this walk through, you should have enough information for you to customize your own report.
Tags: NetSuite, NetSuite How To's, NetSuite Tips, Financial, Income Statement, Financial Report, Layout, Customization