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Workflow Converting Sales Orders to Cash

Posted by Isaias Torres, Consultant on May 23, 2024 11:48:43 AM

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.

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Tags: NetSuite, ERP, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, Sales Order, Workflow, Cash Sale

What are Grants in NetSuite’s Non for Profit Environment?

Posted by Sara Duong, Consultant on May 16, 2024 10:00:00 AM

 

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Tags: NetSuite, ERP, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, Financial Report, Grant

Creating Pricing Groups, and Add/ Remove Pricing Group in a Customer Record via CSV Import

Posted by Kevin Suh, NetSuite Administrator on May 14, 2024 10:18:10 AM

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.

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Tags: NetSuite, ERP, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, CSV Import, Pricing, Prices, Price Levels, Pricing Groups

Feature Overview: Item Substitution

Posted by Jose Moreno, Consultant on May 9, 2024 9:00:00 AM

NetSuite’s Supply Chain Management bundle includes a collection of features that can help drive efficiencies across the entire supply chain. We have covered several of these features on this blog including estimated landed costs, customer part numbers, and engineering change orders. This time, we will be covering the item substitution feature. Through the use of this feature, we are able to enter substitutions, which are alternative items offered to customers when their originally requested item is not available. Capturing this data in NetSuite can be helpful in driving supply chain efficiencies as it helps us analyze where supply failed to meet demand, and also helps us establish relationships between items that are suitable substitutions. Let us take a quick look at the feature and how it works.

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Tags: NetSuite, ERP, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, Sales Order, Item Alternatives, Food and Service, Item Substitution

Feature Overview: Intelligent Item Recommendations

Posted by Jose Moreno, Consultant on May 7, 2024 9:57:07 AM

With the continued increase in artificial intelligence algorithms, more technology companies are looking for opportunities to implement this new tool into their software catalogs. Oracle is no stranger here and has recently been deploying various AI tools across their software offerings, including NetSuite. One recently released AI driven tool is the intelligent recommendations feature. If you use NetSuite sales orders, there is a good chance you have seen a new spiffy Intelligent Recommendations button on your sales order forms. What does it do and what is all about? Read on to find out.

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Tags: NetSuite, ERP, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, Artificial Intelligent, Intelligent Item Recommendations

NetSuite User Multiple Subsidiary Access using Roles

Posted by Andre Tardio on Apr 11, 2024 11:30:00 AM

Have you ever come across a situation in your NetSuite where a complex subsidiary structure necessitates assigning certain users to specific subsidiaries while excluding others. Although seemingly straightforward, managing this can be a bit more intricate due to the limitation within the employee/user record, which only permits the selection of a Primary Subsidiary. This grants access solely to that subsidiary and any child subsidiaries linked to the chosen parent. If you need to grant access to multiple subsidiaries without a hierarchical relationship, the following steps will help you out!

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Tags: NetSuite, ERP, Project Management, Reporting, NetSuite Partner, NetSuite How To's, Accounting, NetSuite Tips, Segmentation, Financial, NetSuite Integrations, NetSuite Administrator, Netsuite ERP, Subsidiary, Netsuite Updates, Changing Subsidiary, NetSuite Features, NetSuite Support

Segmentation Dependencies

Posted by Andre Tardio on Apr 9, 2024 11:00:00 AM

We understand that some companies have a segmentation setup that requires dependencies.  For example, you might want to select a department on a transaction, and based on the department chosen, a specific group of classes from a list to follow.  

Natively, making native dependencies between segmentations/classifications (Department, Class, Location) is not directly supported. However, to achieve this scenario, you may create Custom Segment(s) and make them dependent by following the steps below: 

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Tags: NetSuite, ERP, Project Management, Reporting, NetSuite Partner, NetSuite How To's, Accounting, NetSuite Tips, Segmentation, Financial, NetSuite Integrations, NetSuite Administrator, Netsuite ERP, Netsuite Updates, NetSuite Features, NetSuite Support, Segmentation Dependencies

Advanced PDF Amount Paid

Posted by Andre Tardio on Apr 4, 2024 11:00:00 AM

In continuation of the Advanced PDF Amount Due, let's take a look adding Amount Paid on your Invoice PDF as well. 

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Tags: NetSuite, ERP, Project Management, Reporting, NetSuite Partner, NetSuite How To's, Accounting, NetSuite Tips, Financial, NetSuite Integrations, NetSuite Administrator, Transactions, Bill Payment, Netsuite ERP, Bill of Materials, Netsuite Updates, NetSuite Features, NetSuite Support, Amount Due

Advanced PDF Amount Due

Posted by Andre Tardio on Apr 2, 2024 11:00:00 AM

NetSuite standard invoice PDF configuration does not show the amount due when printing out an Invoice which can be a hinderance to a client that often has partially paid invoices. To resolve this, you will have to work in the Advanced PDF Source Code.

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Tags: NetSuite, ERP, Project Management, Reporting, NetSuite Partner, NetSuite How To's, Accounting, NetSuite Tips, Financial, NetSuite Integrations, NetSuite Administrator, Transactions, Bill Payment, Netsuite ERP, Bill of Materials, Netsuite Updates, NetSuite Features, NetSuite Support, Amount Due

Label Field Saved Search

Posted by Isaias Torres, Consultant on Feb 1, 2024 11:00:00 AM

Saved Searches are a powerful tool within NetSuite, allowing you to create custom reports by combining various records. But what if the native or custom field names don't exactly scream clarity for reporting purposes? That's where the Custom Label field comes in.

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Tags: NetSuite, ERP, Project Management, Reporting, Customer Service, NetSuite Partner, NetSuite How To's, NetSuite Tips, NetSuite Integrations, NetSuite Administrator, Customize, Saved Search, Netsuite ERP, New User, Customer Records, Netsuite Updates, NetSuite Features, NetSuite Support, Customer Preference

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