Pages

2012/02/02

February: Tips & Tricks

1 – Find deleted record information 

Ever needed to find information from a deleted record? In order to see records in NetSuite that have been deleted, modified, or added, there is a hidden page in NetSuite that can be found using the Global Search. The page is called “Audit Trail Page”, and you can search based on record type, user having done the modification, and date of the modification.

2 – Pass a filter as a parameter to a saved search, from a hyperlink on a record 

It is possible to pass a filter as a parameter to a saved search, from a hyperlink on a record in NetSuite. For this example: a hyperlink on Departments will redirect the user to a search displaying the list of Employees for this department.

1. Create the saved search of employees: in the "Available Filters" tab, add a filter for "Department" and Show in Footer = yes.

2. Preview the search: all employees are listed. Now filter on any Department using the dropdown "Department" in footer. Look at the URL and note the DEPARTMENT=xx (where xx is 11 in this example):

https://system.netsuite.com/app/common/search/searchresults.nl?searchtype=Employee&Employee_DEPARTMENT=11&sortcol=Employee_USETIMEDATA_raw&sortdir=ASC&csv=HTML&OfficeXML=F&pdf=&style=NORMAL&report=&grid=&dle= 

3. We now have the URL to paste in the custom field of Departments. In this field of type Hyperlink:

Uncheck "Store Value", Enter a label in "Link Text" that will hide the URL, * In the Validation & Defaulting tab, enter the URL as Default Value, with a little wrapping and by changing DEPARTMENT=11 by DEPARTMENT={internalid} :

concat(concat('https://system.netsuite.com/app/common/search/searchresults.nl?searchtype=Employee&Employee_DEPARTMENT=',{internalid}),'&sortcol=Employee_USETIMEDATA_raw&sortdir=ASC&csv=HTML&OfficeXML=F&pdf=&style=NORMAL&report=&grid=&searchid=251&dle=') 

5. The Hyperlink on a Department will now call the saved search passing it the Department's internal id.



3 – Tax Codes – Advanced Features 

NetSuite determines the proper Provincial Sales Tax (PST) code through the following criteria in the following order:

1. If the customer shipping address is not in Canada, the tax code that will be used is the one selected in the Tax Code for International Sale field on the Canada tab at Setup > Accounting > Taxes > Set Up Taxes .

2. If the customer record is marked PST Exempt on the customer record, then the tax code that will be used is the one selected in the Tax Code for Out-of-Province Sale field on the Canada tab at Setup > Accounting > Taxes > Set Up Taxes . Also, see Processing Goods and Services Tax (GST) Refunds -Canadian Edition/Nexus.

3. If the province in the customeru2019s shipping address is the same as yours, then, the tax code selected on the item record is used. If another value is selected in the tax item field of the customer record, then that value is used.

4. If there is a tax code that matches the province on the customeru2019s shipping address, the matching tax code is used.

5. If there is no tax code that matches the province on the customeru2019s shipping address, the tax code that will be used is the one selected in the Tax Code for Out-of-Province field on the Canada tab at Setup > Accounting > Taxes > Set Up Taxes . NetSuite determines the proper Provincial Sales Tax (PST) code through the following criteria in the following order:

6. If the customer shipping address is not in Canada, the tax code that will be used is the one selected in the Tax Code for International Sale field on the Canada tab at Setup > Accounting > Taxes > Set Up Taxes .

7. If the customer record is marked PST Exempt on the customer record, then the tax code that will be used is the one selected in the Tax Code for Out-of-Province Sale field on the Canada tab at Setup > Accounting > Taxes > Set Up Taxes . Also, see Processing Goods and Services Tax (GST) Refunds -Canadian Edition/Nexus.

8. If the province in the customeru2019s shipping address is the same as yours, then, the tax code selected on the item record is used. If another value is selected in the tax item field of the customer record, then that value is used.

9. If there is a tax code

3 comments:

  1. Audit trail page only works for transaction types, yes?

    ReplyDelete
  2. it should work for almost all record types, although the info provided is limited to when the record was modified and by whom.

    ReplyDelete
  3. Thanks for the article Cory. In Australia Netsuite Advice is hard to come by.

    ReplyDelete