You might have received a notice last month regarding the news that JP Morgan Chase (JPMC) is moving away from Screen Scraping technology and will no longer support connections to their credential-based sites. Per notification, this change is part of JPMC’s transition to Open Banking technology which aims to improve security and ensure smooth bank feeds connection. If you are using the NetSuite Bank Feeds SuiteApp which may be importing data from the JP Morgan Chase & Co. (JPMC) financial institution, you might have encountered the bank data import errors on or after April 21, 2022.

Tags: NetSuite, Reporting, NetSuite How To's, Accounting, NetSuite Tips, Financial, Bank Reconciliation, Bank Account, data, Excel, Bank Statements

You find yourself working with columns and columns of data for a client. In this particular scenario, you need to find a combination of transactions that total a certain amount. As you can imagine, this can be endless amounts of combinations to iterate through. There is a data trick using an Excel add-in called Solver. Here’s how it works...

Tags: NetSuite, NetSuite How To's, NetSuite Tips, data, Calculate Total, Excel

What is Integration Governance? Integration Governance helps manage the multiple 3^rd party integration calls or internal script requests. It is very likely you may run into a concurrency issue if your NetSuite environment is heavily customized with scripts, have several API or EDI connections such as marketplace integrations (Amazon, eBay, HomeDepot, etc), and/or have 3PL connections. NetSuite limits the number of simultaneous calls into NetSuite at one time. When this happens, your call will fail and result in an error.

Tags: NetSuite, NetSuite How To's, NetSuite Tips, NetSuite Integrations, SuiteCloud, NetSuite Administrator, Concurrency, Performance, Connectors

In today’s competitive e-commerce environment, promotions can make all the difference. Managing effective promotions can help drive sales and increase customer satisfaction. After all, who doesn’t like a good deal? A customer is more likely to make a purchase when they see a savings opportunity, and Netsuite’s SuitePromotions can help incentivize customers to spend more by offering stackable promotions, best offer, and free shipping, to name a few features. We’ll take a brief look and learn how to set up a promotion using the SuitePromotions feature in Netsuite.

Tags: NetSuite, NetSuite How To's, NetSuite Tips, SuitePromotion, Marketing, Sales, Coupons, Promotions

Have you noticed small increments of one or two pennies in your A/R Aging report? Do you have some bad debt that you need to write off your books due to unresponsive clients? The following process will walk you through how to enter a Journal and process the customer payment to remove these from your Accounts Receivable reporting.

Tags: NetSuite, Reporting, NetSuite How To's, Accounting, NetSuite Tips, Financial

In a previous blog, we reviewed the Netsuite WMS wave release feature which offers a powerful tool for managing warehouse fulfillment activities. In this blog, we’ll further extend the concepts we’ve learned so far and step into wave automation.

Tags: NetSuite, NetSuite How To's, Warehouse Management System (WMS), NetSuite Tips, Wave Release, WMS, Wave, Netsuite WMS, Order Fulfillment

One of the most important decisions a warehouse manager has to make is how to prioritize order fulfillment activities in the warehouse. There are many parameters that determine what orders get fulfilled first, and it is important to have a tool that is both flexible and robust enough to support the warehouse manager’s activities and make sure both fulfillment deadlines and customer satisfaction goals are met. In comes Netsuite WMS Wave Release to the rescue. 

Tags: NetSuite, NetSuite How To's, Warehouse Management System (WMS), NetSuite Tips, Wave Release, WMS, Wave, Supply Chain Management, Netsuite WMS

Have you ever found yourself scrolling page after page after page to find the one transaction record you know is in Related Record or under the customer sales tab? You might benefit from adding filters to your view to easily reduce the transactions that populate and really dig into the data you’re searching for.

 

Tags: NetSuite, Reporting, NetSuite How To's, NetSuite Tips

In a previous blog we explored how to create a Purchase Request using the Employee Center role.  In this blog we’ll explore the differences between a Purchase Request and a Purchase Requisition. 

Tags: NetSuite, ERP, NetSuite How To's, NetSuite Tips, Purchase Order, Purchase Request, Administrator, Purchase Requisitions

As 2022 nears and the holiday season ramps up for consumerism, many distributors are still struggling to adjust to massive increases in shipping container costs. It’s no secret that this is a serious issue impacting the supply chain. Companies are working to keep their prices competitive but must also be mindful of their operating costs in order to protect their profit margins.

Tags: ERP, Wholesale Distribution, NetSuite Tips