NetSuite has a great deal of resources that will help you pinpoint the data that you are searching for. The saved search can help you optimize your reporting and analysis especially after a net new implementation or account optimization.
How to Create a Saved Search
Tags: NetSuite, ERP, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, Saved Search
Timing Out and Unexpected Error When Viewing Records
An "Unexpected Error" is encountered when viewing a list of record (Example: Lists > Relationships > Customers). This is often caused by a customization on the List View. Meanwhile, when performing a global search on a Customer records, it is working fine.To avoid this, reset the List View of the current user by providing the URL of the Standard View.
Tags: NetSuite, ERP, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, Errors, Customer Records, Timing Out, Items
You need to prepare accurate, detailed customs documents to help keep your international shipments on track. In Netsuite, UPS and FedEx shipping integration enables you to electronically submit trade documents for international shipments. After you fulfill an order using FedEx or UPS, it generates an electronic version of the trade documents and then transmits them with your shipment. PDF versions of the documents are attached to the fulfillment record order.
Tags: NetSuite, ERP, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, Order Fulfillment, Shipping, International Shipping, Shipping Form
Item Purchase Prices and Currency in a OneWorld Account
If your business has vendors who use multiple currencies, you will need to understand the behavior of purchase price, preferred vendor, and different subsidiaries when you are in aOneWorld Account. When you add a new preferred vendor in a different subsidiary, the old Purchase Price is converted to the currency of the new Preferred Vendor.In a non-OneWorld account, the Purchase Price field in the body of the form is in the Preferred Vendor currency. This is straight forward since each item can only have one Preferred Vendor. But in aOneWorld account, when there is a Preferred Vendor for each subsidiary, the Purchase Price is expressed in the currency of the last Preferred Vendor in the item, hence the automatic conversion of the previous purchase price.
Tags: NetSuite, ERP, Project Management, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, Vendor, OneWorld, Currency, Purchase Price
NetSuite Fixed Asset Management: 2022-2023 Updates
In the fast-paced world of business software, NetSuite continues to evolve and improve its offerings. NetSuite has 2 major enhancement releases a year. Let’s talk about the most recent 2022 and 2023 Fixed Asset Management Module enhancements.
Tags: NetSuite, ERP, Project Management, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, Fixed Asset Management, Netsuite Updates, asset management, Hard Assets
How to Compare Roles in Your NetSuite Account
Have you been placed in a new role or need to change roles within NetSuite?Are you an Administrator setting up new users/roles after a Net New Implementation? There can be so many roles to choose from within NetSuite. How do you see the difference in roles/users to compare between users? Let me show you how to do just that.
Tags: NetSuite, ERP, Project Management, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, New User, Users, User Access, Roles
Adding KPI Scorecards and Why it is Important
We all know the importance of data and how it can drive future decisions. Especially if you just had a new implementation, you want to make the best use of the information you are obtaining in NetSuite. Setting up your KPIsto measure a company’s progress toward a set of objectives is a great way to start. Tracked over a set period, KPIs help an organization make informed, data-driven decisions.
Tags: NetSuite, ERP, Project Management, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, KPI, KPI Scorecard
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
Saved Search Tip: How to Filter Out a List of Specific Transactions
Save searches have emerged as a powerful tool to sift through high volumes of data and uncover relevant information. However, there are instances when you need to extract data for a specific subset of transactions, without the overload of excess information. In this article, we will explore ways to leverage unique identifiers, such as Transaction IDs or Internal IDs, to streamline your search and focus solely on data that matters to you most.
Tags: NetSuite, ERP, Project Management, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, Saved Search, Transactions, Transaction Lines, Implementation, Transaction IDs
Managing NetSuite Pricing – Quantity Pricing Schedules
In previous blogs, we’ve seen how native Netsuite functionality can be leveraged to support your pricing process. Pricing scenarios such as customer specific pricing and group pricing allow us to implement robust and logical pricing structures to ensure we charge customers the right price. We extend those concepts in this blog by reviewing quantity based pricing. In Netsuite, quantity based pricing can be set up using standard functionality to help us offer discounts based on quantity sold.
Tags: NetSuite, ERP, Project Management, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, Implementation, Pricing, Item Pricing, Prices, Discounts, Quantity Pricing, Pricing Schedules