In order to show Actual Vs. Quota KPI Meter, first we need to add Sales, Quota KPI under Key Performance Indicators portlet on dashboard screen.

A user, with the appropriate Role and Permissions, wants to delete an Employee record because, for instance, the said Employee has left the company. However, clicking the button Delete returns a message stating the deletion is blocked for the Employee record still has dependent records. Indeed, in a general way, all child/parent relationship must be all removed before preceding the deletion.

While importing the chart of accounts into NetSuite we have to follow a format for the subaccount of to the accounts present in the NetSuite.

A billing schedule defines the schedule to bill a sale over a range of time or a contract term. For example, you may want to bill monthly for the sale of a one-year membership, or bill quarterly for a three-year service contract. Billing schedules manage the billing process by tracking when to invoice customers and how much to bill.

NetSuite allows enabling of auto-generated numbering for many record types, including many types of transactions, so that records are numbered automatically in the order they are created.

Bounce: means when we send email was sent to a specific address, but the mail server that received the email for that person has sent it back, saying it could not be delivered.

Here is the difference between between “Voiding” and “Closing” transactions

Voiding Transaction: If we click on void button automatically order quantity will become “Zero” and transaction amount will become “Zero” and in memo field by we will get message called “VOID”

• Navigate to Setup > Customization > Workflow > New.
• Enter Restrict Create Custom Record in the Name field.
• Select the Custom Record Type in the Record Type field.
• Check the On Create check box.
• Set Trigger Type to Before Record Load.
• Set the Event Type to Create.
• Click the button next to the Condition field.
• Select User Role under the Field column.
• Set the Compare Type to any of.
• Click the Select Multiple button in the Selection column.
• Select the roles that should be restricted from creating new records.
• Click Done.
• Click Save.
• Check the Execute as Admin check box in the Basic Information section of the workflow summary.
• Set the Release Status to Released.
• Check the Enable Logging check box.

Many businesses charge late fees or finance charges on invoices that are overdue. This allows business owners to recover costs incurred by carrying unpaid bills on their books. Finance charges are usually calculated on a monthly basis for all transactions that meet the criteria that the business owner has set up.