Articles by CuriousRubik

Know how to track a Missing Check Number in NetSuite

Go to Transactions>Bank>Write Checks>List to see list of checks

Know the permissions required to Edit Exchange Rates on Existing Transactions

Login to NetSuite

Know how to Issue Customer Refund through Gift Certificate

Perform the following steps to Issue a Customer Refund to a customer through a “Gift Certificate”

Here is the reason why NetSuite shows different amounts for the same transaction in searches/list

Scenario:

Void a Customer Payment in a Closed Period

On a closed period a payment record cannot be voided without reopening the period. As a workaround a reverse journal entry can be created to apply against the payment transaction to essentially cancel the payment. Perform the below steps …

• Customization

Know how to disable "GL Impact" option under "More Actions" of Sales Transactions

Follow below steps to Disable GL Impact Option under More Actions on Sales Transactions.

• Customization

Know how to create a sub list on specific transaction type

Go to Setup > Customization > CRM Fields > Click New. Enter a value on Label field. Choose List/Record on Type field. Choose Transactions on List/Record field. Check on Store Value field. Check on Record is Parent. On Applies to > check on …

• Customization

Reprinting Checks

To reprint checks:

• Customization

Minimize the Spaces in between the Transaction Body Fields when Printing PDF Layouts

Go to Customization > Forms > Transaction PDF Layout > Choose PDF Layout Highlight the Body Field Element. The border will turn blue. On the Editor window on the left, under Element Size, set Height as 1.0. Click Save.

• Customization

Reason why Global Search showing (null) Beside the Transaction Name and Number

When searching for transactions using Global Search the quick results will display the transaction name followed by the customer/vendor name in parenthesis: