330 results total
Browse practical NetSuite answers in Finance/accounting team, filtered by topic, audience, and difficulty.
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To apply externally managed gift cards as payment in NetSuite, a custom workaround involves creating a "dummy" NetSuite gift certificate. This dummy certificate, generated via an invoice with…
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Applying term discounts specifically to individual items on a vendor bill in NetSuite necessitates a customized solution. The standard NetSuite vendor term functionality must be disabled to prevent…
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NetSuite facilitates the addition of late payment charges through its 'Statement Charge' transaction. To implement this, users must navigate to Transactions > Sales > Create Statement Charges and…
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To apply a discount to only certain items on a NetSuite sales order, use a subtotal item. Place the items to be discounted above the subtotal, then the…
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To audit currency exchange rate changes, use a System Notes Saved Search with 'Field Exchange Rates' criteria or consult the dedicated 'Currency Exchange Rate History' page. Prevent unauthorized…
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Automate credit card re-authorization in NetSuite using the Credit Card Reauthorization Bundle (Bundle # 88050). This solution prevents sales orders from being held due to expired authorizations, ensuring…
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To calculate Annual Contract Value (ACV) on NetSuite line items, create two custom date fields for the line item to capture the start and end dates. Subsequently, implement…
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To calculate the discount amount per item in NetSuite, create a saved search and use the formula `{grossamount}-{amount}`. This formula subtracts the discounted sales amount from the gross…
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Financial ratios can be calculated in NetSuite using KPI screens and saved searches. For complex ratios like EPS or Dividend Payout, statistical accounts may be required. Custom formulas…
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Cancel a NetSuite contract mid-term by creating a Return Authorization (RMA) against the Sales Order, which initiates financial reversals. Prevent contract renewal using NetSuite's 'Cancel Contract' or 'Terminate…
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To charge a credit card directly from a sales order without creating an invoice in NetSuite, enable the accounting preference "Enable Sale Payment Operations on a Sales Order…
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For robust P&L reporting in NetSuite, prioritize general ledger segmentation options like sub-accounts in the Chart of Accounts or Classes. These methods provide a true GL Impact, simplifying…
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