Navigate to Setup> Sales> Customer Statuses, where we can see for Unqualified leads, “include in lead reports” is kept default as False by NetSuite. While we edit this status we can see, the checkbox for include in leads report is kept as inactive and blank and it cannot be selected. This article conveys a solution… Continue reading Edit inactive “include in leads report” customer status
Month: February 2022
SOAP Web Services Integration Initial Setup
The SOAP web services platform provides programmatic access to your NetSuite data and business processes through an XML-based application programming interface (API). Using SOAP, we can read/write the data to and fro into the NetSuite. To maintain the highest security standards for connectivity, NetSuite periodically updates server certificates and the trusted certificate store we use… Continue reading SOAP Web Services Integration Initial Setup
R&A – Add incoterm as the item line field in Purchase Orders
Requirement: The incoterm value should be maintained as the item line field in a purchase order. And the value should source from the item record as per the preferred vendor setup. The following scenario will describe the requirement in detail. Incoterm values – A, B, C Items – Item 1, Item 2, item 3 Vendor – Vendor1.… Continue reading R&A – Add incoterm as the item line field in Purchase Orders
Vendor Details Bulk Extraction via SOAP Web Services
SOAP Web services can be used for extracting vendor details from the NetSuite account. We need to define the SOAP request with the body to fetch the datas. With the SOAP request, we can directly fetch the data from the NetSuite. SOAP is a standard NetSuite API. Following are the process for the Vendor Bulk… Continue reading Vendor Details Bulk Extraction via SOAP Web Services
Trolley Number Lookup Script
Trolley Number Lookup Script
Proposal For HSBC German EFT Template
Proposal For HSBC German EFT Template
Proposal For Backing Cards Image update
Proposal For Backing Cards Image update
Partner Discount in Netsuite
Usually, the Discount items will show up on List > Accounting > Items (Type: Discount). But Partner Discount won’t show up there. Because they are built-in records that have a negative internal ID which is hidden from the item list and Saved Searches. Partner Discount is a Discount for Sale Item with Internal Id as… Continue reading Partner Discount in Netsuite
Set Customer Price Level
NetSuite lets you set up customer price levels. After you have set up customer price levels, customers view this price in your web store after they log in. To set the price level for a customer: 1.Go to Lists > Relationships > Customers. 2.Click Edit next to the customer you want to set a price… Continue reading Set Customer Price Level
Suite Analytics Dashboard
We can create a unique dashboard setup to ensure maximum efficiency and ease when we use NetSuite. For each user, NetSuite displays a variable set of tabbed pages, called a center. The center is based on the user’s assigned role. Each NetSuite center provides the pages and links that users with the same role need… Continue reading Suite Analytics Dashboard