OdeCloud Community, Author at OdeBlog

Find NetSuite Body Fields with Internal Id or Label Using Chrome Extension

OdeCloud Community — Thu, 06 Oct 2022 10:44:48 +0000

Check out this new Google Chrome extension that helps NetSuite users save time when trying to find NetSuite body fields

Did you think a chrome extension can make NetSuite user’s life easier? It is very natural we look for instant help which can solve this without any difficulties.

By using this the Technical user, Functional user, Administrator, etc. can save their lot of time which they use for finding the fields on form, records which can contain n number of fields.

A user can experience this by adding the below “NetSuite: Show Field IDs” Chrome-extension to its browser :

https://chrome.google.com/webstore/detail/netsuite-show-field-ids/pnhdmfiakolonplgblabffnpfhfplmbh/related

How to use:

To Find Field By Using Internal Id

Use the Command CTRL+SHIFT+F.
An Input Popup will appear add the Internal Id.
Press Enter or OK Button, It will navigate to that field.

To Find Field By Using Label Text

Use the Command CTRL+SHIFT+L.
An Input Popup will appear add the Label Text.
Press Enter or OK Button, It will navigate to that field.

That’s it! It’s as simple as that. Add this Chrome extension now and simplify the process of finding NetSuite body fields.

And don’t forget to subscribe to OdeCloud for more content like this!

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The post Find NetSuite Body Fields with Internal Id or Label Using Chrome Extension appeared first on OdeBlog.

How to Display List of Open Cases on Item Record in NetSuite

OdeCloud Community — Mon, 18 Oct 2021 13:08:00 +0000

(Originally posted to LinkedIn.com by OdeCloud’s Ahad Arain)

(Updated Oct. 18, 2021)

For many day to day users, the world of NetSuite can be a difficult one to navigate. With two product releases each year, and a ton of new features being pushed, performing customizations can seem like a task strictly for experienced professionals or consultants.

Our goal at OdeCloud is to enable end-users (like yourself) to be able to perform such tasks with ease and efficiency. The above is a request I’ve come across many times throughout the years. I will summarize how you can perform this successfully, while also applying the same technique to multiple records in NetSuite, saving time and increasing efficiency in the long run.

First, let’s start by discussing the difference between a subtab and sublist in NetSuite. A subtab would be the various tabs you see throughout the system on records, regardless of the record type. For example, a Sales Order generally has the following subtabs: items, shipping, billing, accounting etc.

Each subtab may have a separate set of sublists within them. In the image below, Related Records is the selected subtab and Support Cases is an associated sublist.

It’s important to note that sublist data is mainly driven by saved searches. This means you can customize a set of existing subtabs to have multiple custom sublists, so long as the details you need are available in an existing saved search.

As the saved search criteria or columns are updated, so will the columns shown on sublist results. This characteristic is what makes these a very powerful tool that can be utilized with little effort to help make it easier to find key related information, without having to open multiple windows.

In order to create a list of items with associated cases, you will need to create or find a saved search that has the desired information.

Ensure Available as List View = True (checked)
Ensure Available as Sublist View = True (checked)

Under Available Filters, please ensure that Item is added to the list as shown below. This is added because we only want to source cases for the particular item selected, not all items.

Believe it or not, the toughest part is now complete. Next, we will assign this sublist to the item record. Note: you may need higher level permissions or need to contact an Administrator to access the customization capabilities.

Navigate to Customizations > Forms > Sublists: This is where you will be able to assign the saved search as a custom sublist to various record types.
Select the saved search you had just created and assign it to the item record. You will need to enter a label and select which tab, I chose to display this on the communication tab within the item record.
You will also want to specify each individual item type you would like this displayed on. You may click them one at a time in every column to apply to all item types (pro tip: press tab/shift+tab to move across columns and spacebar to check/uncheck the boxes on your keyboard). Once complete, click Save.

Now when you go to the item record and communications tab, you will see the “Related Cases” sublist we have just created. Feel free to create some custom cases to test the results and ensure they are working as you desire. If you need to make tweaks, no further customization needed. All you need to do is edit the saved search criteria, or change the results columns to modify the details in the sublist.

This technique can also be applied to transactions and entity records with the exact same process above.

If you have any NetSuite related concerns, feel free to connect with me on LinkedIn or submit a request to one of our talented team members at www.odecloud.com via Live Chat.
You can also book time with me directly: https://odecloud.com/meet-odecloud-plt

The post How to Display List of Open Cases on Item Record in NetSuite appeared first on OdeBlog.

How to Automate the “First Expired, First Out” Inventory Method Using NetSuite ERP

OdeCloud Community — Fri, 06 Nov 2020 23:54:57 +0000

Customer Challenge

Inventory shrinkage is the number one issue faced by businesses dealing with products with short shelf life. This category of products includes fresh food, soft drinks, shelf stable dry food, and health and beauty aids.

Expired products result in direct loss of profit in an already low margin industry. In addition, the negative impact on the environment is quite substantial, as these expired products are often disposed at landfills.

Pharmaceutical or food & beverages businesses that running NetSuite are often unable to systematically prioritize the picking of first-expired products during the fulfillment process. At best, the prioritization and selection is done through a tedious, manual process that is both time consuming and prone to errors.

Following our automation process, you will learn how to implement the FEFO (First Expired, First Out) technique in NetSuite ERP.

The Solution

Lot Management Feature: Lot items track the purchase, stock, and sale of a group or quantity of items by assigning a specific number to the group or quantity. For example, a food distributor can track goods by assigning a lot number and expiration date to a group of perishable products.

As products are purchased and sold, lot-numbered item records track the quantity of items and the specific cost for each lot. Using the lot-numbering feature, we can easily search for the item in the inventory.

According to the standard process of fulfilling the lot-numbered items, users need to manually search for the first-expiring lot and choose the items from that lot.

To overcome this problem, we have automated this process through a custom NetSuite solution.

Approach for the NetSuite Custom Solution : On the Sales Order record (only for approved Sales Orders), we will provide a custom “Fulfill” button in view mode.

After clicking on the fulfill button, we will run a backend Suitelet script to search for the lot that is expiring first. A Fulfillment will then be created, taking items from that lot.

If that lot doesn’t have sufficient items ordered by the customer, then the system will search for the next lot that expires next.

Example:

Lots — Expiration Dates
LotA — 16/12/2020
LotB — 21/10/2020
LotC — 13/6/2021

While fulfilling the Sales Order, the system will automatically take items from LotB because it’s expiring first.

Execution Flow: Standard Fulfillment Process

Click on standard fulfill button on Sales Order
Open the inventory detail box of lot numbered items
Check for the lot which is expiring first
Select the first expiring lot
Submit the inventory detail

Enhanced Fulfillment Process with FEFO

Click on the custom fulfill button on sales order
Item Fulfillment will generate automatically with the order of first expiring lots

Benefits After Implementation

No need to put time to search for the expiring products
You can efficiently fulfill the order
No waste of items due to expiration date
Real-time tracking of expiring products

Need help to set this up in your NetSuite account? Book time.

About the Author

Kiranmai

Senior NetSuite Developer

The post How to Automate the “First Expired, First Out” Inventory Method Using NetSuite ERP appeared first on OdeBlog.

NetSuite Tutorial: NetSuiteAmortization — An Accountant’s Best Alternative to Microsoft Excel

OdeCloud Community — Wed, 28 Oct 2020 18:31:29 +0000

The Challenge

From paper to computer, the life of an accountant is abundant with constant changes. As I look back to my accounting career, it brings back a lot of memories of preparing an amortization schedule, which includes things such as prepaid expenses.

One must be accurate and detail-oriented with each line of entry, and you must ensure each formula is just as precise as the other line. In situations where you might have many tasks and tight deadlines during closing, limiting this recipe for errors is key.

Here’s an example of what I used to do to keep track of my prepaid expenses, using Microsoft Excel as my primary platform:

Prior NetSuite Automation

#1. Time consuming

#2. Error prone

#3. Not scalable

When using NetSuite Amortization

Then, I started to learn NetSuite functionalities, which allowed me to build an amortization schedule in NetSuite.

Compared to the Excel spreadsheet, I find this NetSuite feature to be useful in few ways.

1. No manual entry to amortization schedule

You can easily generate a NetSuite amortization schedule when you enter a bill or a journal with just a few setups

2. You can create an amortization journal entry for your prepaid expenses as part of your closing process.

The system allows you to review your journal before you create them, giving you the flexibility to create one, many, or all entries within this page.

3. You can track your total amortization amount and your remaining balance on the same page.

You can see your balance and amounts on your right.

4. It gives the date that you post the journal entry, along with journal entry numbers for easy reference.

Although this NetSuite solution does not completely alleviate an accountant’s need of Excel, this significantly improves the efficiency and effectiveness of an accountant’s daily work life.

With NetSuite amortization, accountants can focus on looking for reconciliation items rather than using up far too much time and energy setting up the prepaid schedule, ensuring the accuracy of the formula, and capturing all transactions in a convoluted effort in complete reconciliation.

Let me know if you would like to learn more about amortization.

Jacky

Need help to set this up in your NetSuite account? Book time.

About the Author

Jacky Wong
Senior NetSuite Solution Architect

NetSuite Functional Guru who understands your accounting life.

The post NetSuite Tutorial: NetSuiteAmortization — An Accountant’s Best Alternative to Microsoft Excel appeared first on OdeBlog.

NetSuite Tutorial: How to Streamline Your Intercompany Transactions

OdeCloud Community — Sat, 14 Dec 2019 20:00:00 +0000

The Challenges

Often, companies with multiple subsidiaries will create transactions between those subsidiaries. For example, a subsidiary in Canada may need to supply its US subsidiary with inventory.

These intercompany transactions can be a time-consuming and costly problem, especially for expanding companies who may be acquiring companies during a growth period.

PREVIOUS POST — A Fast Growing Tech Business In San Francisco Enlists OdeCloud to Assist in Building Customer Credit Card Payment Automation Through NetSuite and Braintree

Consider a company who may be performing mergers and acquisitions, where a newly acquired company that becomes a subsidiary within NetSuite may have different invoicing, different payment systems and different accounting processes:

Neglecting the proper record-keeping for intercompany transactions can increase the likelihood of a business’s exposure to regulatory fines.

Follow along as we outline how to use NetSuite’s native Automated Intercompany Management feature.

Solution

In this situation, we’ll use NetSuite’s intercompany transaction to record the sale, receipt and billing of that inventory.

The way NetSuite accomplishes this is by a special field on the Customer and Vendor records called Represents Subsidiary. For any entity (Customer or Vendor) where the Represents Subsidiary field is populated, that entity is considered to represent that particular Represents Subsidiary chosen.

For instance, in the example above with the Canadian Subsidiary supplying inventory to a U.S. Subsidiary, we would create a new Vendor record to represent the Canadian Subsidiary.

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Although the Vendor record created to represent the Canadian Subsidiary would use a Subsidiary of U.S., we would set its Represents Subsidiary value to Canada. This would indicate that that particular Vendor record actually represents the entire Canadian Subsidiary.

Then we would create a new Customer record to represent the U.S. Subsidiary. That customer’s record would use the Subsidiary value of Canada, but a Represents Subsidiary value of U.S..

With the creation of these two entity records that use the Represents Subsidiary field, we can now perform intercompany transactions between the Canada and U.S. Subsidiaries.

RELATED POST — How to Unlock NetSuite for Your Company

We would enable the Automated Intercompany Management feature under Setup> Company > Enable Features. This gives us a new line item called Eliminate Intercompany Transactions under our Close Accounting Period checklist. That way, all intercompany transactions are balanced out.

What if Canada sold the U.S. $100 worth of inventory, but the U.S. also sold Canada $100 worth of inventory? Then those two transactions would simply cancel out upon closing the period. NetSuite performs this cancellation natively, when the Automated Intercompany Management feature is enabled.

Do note, that an Elimination Subsidiary must be created for each subsidiary present in OneWorld before enabling this feature.

Business Process

The entire NetSuite intercompany transaction process would go like this:

Create Purchase Order to indicate Subsidiary A needs to purchase from Subsidiary B.
Create Sales Order to match that PO, using the Manage Intercompany Sales Orders interface.
Create the Item Fulfillment to indicate the inventory has been shipped by Subsidiary B.
Create the Item Receipt to indicate that the inventory has been received by Subsidiary A.
Create the Invoice to indicate the Subsidiary B is billing Subsidiary A.
Create the Vendor Bill to indicate Subsidiary A has been billed by Subsidiary B for the product provided.

This is the native process in NetSuite to allow a company to create transactions between subsidiaries, manage intercompany transactions, and most importantly — automate month-end subsidiary reconciliation.

Further customizations can be created via script to optimize this workflow and ensure the transactions always balance between Subsidiaries.

A Word From A NetSuite User @Twilio Inc.

How did this help improve your month-end close?

As a prior accounting manager, I find this feature to be essential when it comes to consolidation and elimination with intercompany transactions. With multiple subsidiaries and multiple books, it is both a time-consuming and error-prone task to do consolidations with excel spreadsheet. Many of my previous clients find that the Automate Intercompany Management feature trimmed down their work anywhere between two-to-three days of work.

Jacky Wong,
Business System Analyst at Twilio Inc. Tweet

For more information, contact us.

About the Author

Brian Brown
Senior NetSuite Admin and Developer

The post NetSuite Tutorial: How to Streamline Your Intercompany Transactions appeared first on OdeBlog.

Building Credit Card Payment Automation Through NetSuite & Braintree

OdeCloud Community — Sun, 08 Dec 2019 10:03:25 +0000

Customer Challenges

The procedure of processing payments for customers who choose to pay by credit card is done manually and requires a lot time consuming efforts from the NetSuite user. Due to manual aspects of this process, invoices could be missed, or customers could be charged the wrong amount.

Process Before Automation

#1. The AR Clerk creates a list of open invoices in NetSuite for customers who chose to pay with credit card.

#2. He/She then goes to the Braintree payment platform, a separate application from NetSuite, to charge the customer credit card manually for all invoices listed.

#3. Finally goes back to NetSuite to create the payment transactions manually.

About the Customer

Location: San Francisco, California
Categories: Web Infrastructure, Internet Security, Enterprise Software
Stage: IPO/Public
Number of Employees: 500 – 1000
Number of NetSuite Users: 150-200
Number of Subsidiaries: 5

Project duration: 1 month

Solution

The suggested solution was to build a custom screen in NetSuite using NetSuite Suitelet to group customer invoices and mark them for automatic processing through a NetSuite <> Braintree Integration. This solution would allow the AR Clerk to mass process bills without logging into a separate application to process them one by one. This automated process would also create the Payment transaction in NetSuite as soon the invoice is proceed successfully in the Braintree payment platform.

Processing credit card payments manually takes approximately 5 min per invoice. Processing 40 to 50 invoices would take 4hrs of the AR Clerk’s time, which is highly ineffective and not scalable. With this newly deployed integration, 50, 100, 1000 invoices could be processed in a matter of minutes, not hours…

A smart way to use NetSuite Suitelet UI and automation capabilities

First of all, Suitelet is a great way to build custom UI that enhances the workflow of the user. In this case, it allows the user create a list of invoices by applying various criteria, checking them off for payment through Braintree — all in one screen.

Another great aspect of this particular Suitelet is that it is derived from a saved search. This allows business users to adjust, add or remove result columns and search criteria without the need to involve the developer to change the Suitelet code.

Process After Automation

#1. The AR Clerk opens the Suitelet screen, selects invoices to include in the payment batch, then hits the “Submit” button.

#2. Upon submit, the NetSuite <> Braintree integration automatically charges the customer’s card on Braintree.

#3. If payment was successfully processed in Braintree, the integration script automatically creates a Payment transaction for that invoice in NetSuite. If the payment failed in Braintree, the user is notified by email and payment is not created in NetSuite. Additionally, the error details and handling is built into the automation to help users take action from the Suiteltet screen for exception cases.

With this optimization project, our client is now able to bill credit cards in a timely manner, eliminating all manual efforts and potential errors.

NetSuite Customization and Technical Highlights

Suitelet

A Server Widget Form as a custom NetSuite page to the user with a grid displaying all the invoices to be paid. A submit button is added at the top and bottom of the form.

Upon submit, the Suitelet sends the appropriate information to Braintree in order to process payments for all selected invoices.

Integration

A HTTP POST call to Braintree, using the GraphQL architecture. The call includes structured information on the invoices, and requests the payment processing.

Upon reception of the response to the HTTP POST call, the Suitelet reads the response to differentiate the invoices successfully paid, from those denied or with error.

System calls a Map/Reduce script and sends the invoices information via Script Parameters to create the appropriate Payment transactions.

System sends an email to the desired users based on a predefined NetSuite email template.

Map/Reduce Script (triggered by the above Suitelet script)

#1. Reads and parses the information passed by the Suitelet as script parameters .

#2. Goes through the invoices to generate the appropriate payment transactions.

#3. Upon failure of a payment transaction creation, the script records the invoice and notifies the user via email.

For more information, contact us.

About the Team

Howard Szeto
Senior NetSuite Solution Architect

Louis-Philippe Baillargeon
Senior NetSuite Developer

The post Building Credit Card Payment Automation Through NetSuite & Braintree appeared first on OdeBlog.

Consolidated Picking Ticket Saved Search with Barcodes

OdeCloud Community — Wed, 29 Aug 2018 11:10:13 +0000

Customer Challenges:

The way NetSuite manages picking tickets natively, by printing a pick ticket per order, had slowed down the warehouse operations since the NetSuite go-live. The customer wanted a way to group orders for which items needed to be picked in the same zone within the warehouse in a consolidated “printable” list. They also wanted that list of orders to have barcodes compatible with code 39 and code 128 RF guns, as they wanted to use this list as a traveler sheet to expedite the picking process.

About the Customer:

Company: Missouri Star Quilt Co.
Location: Hamilton, Missouri
Industry: Retail, Consumer Business
Number of Users: 200
Number of Subsidiaries: 2

Solution:

It seems that the way NetSuite handles picking tickets is cause lot of delay in the warehouse as each order is printed on individual sheet and not grouped by picking zone.

Let the software do the heavy lifting

The trick here is to find an extremely creative solution leveraging one or a combination of out-of-the-box features. Going back to the problem. The goal was to group multiple picking tickets by warehouse bin on a single page. When I hear group transaction with a specific set of rules, I am thinking Saved Search. That would allow to group all orders pending fulfillment by bin where those items are located. That works!

There is so much you can do with Saved Search

For Missouri Star, the next step was to ensure that whatever solution we came up with will be able to display scannable barcodes, as most of their warehouse operations are performed using RF guns. We built a saved search that inlined barcode for use with Code 39 and 128 RF guns. The saved search displayed on each line a scannable Order #, scannable work order # and scannable Item #. We arranged the column properly so it prints easily as a PDF document. We optimized the search to make it easy to pick component of assemblies.

We optimized the saved search to groups orders by picking zone (bins), eliminating the need for multiple travels to same location within the warehouse to picks orders with same item.

With this optimization project, Missouri Star is now able to ship orders faster. The grouping of orders for a specific picking zone has made their picking process much more effective. The inlined barcode allows them to expedite the picking process with literally no manual data entry

Most importantly, the multiple orders on one page have saved hundreds of trees since the solution was implemented.

Feature Setup and Technical Highlights:

Transaction Saved Search on pick tickets. Barcode formula….

Thierry Klesse, Senior NeSuite Solution Architect and Developer, designed and built this solution in collaboration with Colin Emberley, NetSuite Administrator at Missouri Star Quilt. Thierry has over 10 years experience with Enterprise Resource Systems (NetSuite, MS Dynamics SL, Movex Lawson), Database development (TSQL, DML, DDL), Javascript and .NET

The post Consolidated Picking Ticket Saved Search with Barcodes appeared first on OdeBlog.