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.

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.

RELATED POST — Agile vs. Waterfall: Which is Best?

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.

netsuite tutorial Archives - OdeBlog