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What is Sales Order in NetSuite? A sales order is a transaction that records a commitment to sell items or services to a customer. In addition, sales orders have no accounting impact until items are shipped or services are completed. Recording sales orders helps you...
In today's Suite Guide, we will focus on NetSuite workflow creation. Our example will require all Purchase Orders to undergo one-level of approval and allow Administrators to approve in the absence of the assigned approver.Step-by-Step Guide to NetSuite Workflow...
In today's Suite Guide, we will focus on how to close accounting period per book in NetSuite. Extended Accounting Period Close Process (a.k.a. “per-book closing”) permits individually closing and reopening accounting periods associated with any accounting book,...
In today's Suite Guide, we will focus on NetSuite data extraction. ScaleNorth will provide a clear step-by-step guide on how to extract data from NetSuite.Step-by-Step Guide to NetSuite Data ExtractionNetSuite provides an export function at Setup > Import/Export...
What are NetSuite CSV Imports & Exports? CSV imports are commonly used by NetSuite customers to transfer small or medium volumes of data from other applications into NetSuite. To begin implementing a CSV import, the user must first confirm the necessary...
What is External ID in NetSuite?The NetSuite external ID attribute of a RecordRef provides a means to reference an object by its foreign key in an external database. You can set the external ID attribute during an add or update operation. In addition, External IDs are...
In today’s NetSuite guide, we will share a saved search showcasing how to get the number of weekdays in a given month. This saved search can help in determining how many weekdays in a month.How to Calculate Weekdays in a MonthSample Use Case:This saved search is...
What Are Undeposited Funds?Undeposited Funds are simply payments received from customers that have not been deposited to your bank account or are not yet reflected immediately on your bank account. The most common example is a check received from your customer. You...
In today's NetSuite guide, we will focus on accessing and viewing NetSuite invoices. ScaleNorth will provide a clear step-by-step guide.Step-by-Step Guide to Viewing Invoices in NetSuiteStep 1: Log in to NetSuiteTo begin, open your web browser and navigate to the...
In today's NetSuite guide, we’re going to discuss how to setup dashboards in NetSuite. Step-by-Step Guide to NetSuite Dashboard Setup 1. Log in to the role where you wish to setup a dashboard. 2. Navigate to home dashboard. 3. Click Personalize dropdown to customize...