The Mac Address Book automatically creates a contact record for the current user. This entry has a “me” icon emblem. For example, in the screen shot below, the current user is “Guest Account” and is symbolized with a head icon emblem in the contact list and the “me” icon emblem on the detailed contact record.

The NetSuite login email address must be added to the current user’s contact record – this “me” contact record.  If this is not done, declined events will still be displayed on your iCal with the “declined” icon next to your attendee listing.

To complete the settings, ensure the email address you are using to login to Netsuite (pictured below) is also added to the “me” contact record for your Address Book entry.

Using Excel and the SmartClient greatly reduces the time you spend adjusting inventory levels, allows you to enter and manipulate the data using Excel’s features, and still enables you to track and view all history of inventory adjustments. You are able to designate all the same transaction attributes when importing inventory adjustments via the SmartClient, such as department, location, and bin.

To adjust inventory using the SmartClient, follow these simple steps:

1. Create an Inventory Adjustment results template in the SmartClient, specifying the fields you’d like to populate into the Inventory Adjustment transaction
2. Insert the results template into the Excel worksheet
3. Enter, select, and/or copy inventory adjustment information (You may select key values such as Account and Item via a SmartClient real-time lookup field)
4. Once you have all the appropriate data in the spreadsheet, click a button to update Netsuite

In the screen shot below, we will create one inventory adjustment transaction in Netsuite, dated on Sept. 8, 2009.
3 items will be adjusted, with the quantities on hand increased by the amounts shown below.

Please refer to SmartClient help for additional details on how to use the SmartClient, work with results templates, and update Netsuite. SmartClient help may be accessed here.

Do you want to add multiple Inventory Adjustments, Time Bills, Item Receipts, Item Fulfillments, or other record type not yet supported by CSV Import?

Our Excel SmartClient can be used with almost any record supported by web services and includes a wizard that creates a blank data entry template for you to fill in with your import data. You can push the data right into NetSuite with the click of a button, without having to upload as a CSV through NetSuite, and the template even provides you with list values, either in a drop down or as a real-time lookup, to help ensure that the data is valid.

Do you want to update hundreds of records ad hoc, but they’re not yet supported by Mass Update or you’re having second thoughts about hiring a temp to do it manually, screen by screen? Do you want to use formulas and business rules, or just make changes on the fly to hundreds of records, but can’t figure out an easier way to do it than through web services? Do it using the SmartClient. Access just about any record available through web services from Excel, and apply your formulas, business rules or manual changes there. Then simply push your changes on the fly into NetSuite with the push of a button.

Ask us for a free limited trial of the SmartClient, and you’ll quickly see that it pays for itself by saving you the time and effort you would otherwise spend doing these things manually or creating a web services program to do it for you.

Jacob