Purchase Request / Requisition

Some companies provide services/goods to customers but they can’t send the bill/invoice  to customer after item fulfillment/service provided time. They will generate a statement at the month end. At the time of statement generation total provided items/services cost is list down in ‘Generate Statement’ page.  After statement/bill generation send it to customer through email/fax.

Roles and Permissions:

NetSuite has strong calendar capabilities, using these calendar portlets you can coordinate the projects internally and also as an additional benefit we can track the employee usage and eliminates the external scheduling system. These calendars can be published to your teams and you can restrict by giving permissions to specific groups or employees.

Assigning cases

Use journal entries to adjust the balances in your general ledger accounts without entering a posting transaction. A general journal entry records debits and credits to be posted to ledger accounts. General journal entries adjust the value of any set of accounts without entering transactions such as invoices or bills. All accounting transactions are recorded through journal entries that show account names, amounts, and whether those accounts are recorded in debit or credit side of accounts.

Workflows work on specific record type and can only be used to configure changes on that selected record type. Once you have selected the record type, it cannot be changed after click on save button, so it is important to make sure that you select the correct record type when initially creating your workflow.

Bin Management helps to track how much quantity of items held within the warehouse in a particular bin. In NetSuite there are two features for bin management:

To use tax codes in transactions you need to setup some prerequisites like accounting periods, tax periods, tax nexus, tax types, tax codes , tax schedules.