NetSuite Planning and Budgeting (NSPB)

Oracle NetSuite Planning & Budgeting (NSPB) is a planning and budgeting tool that utilises market-leading, sophisticated functionality to enable critical business decisions to be made more quickly and effectively. NetSuite Planning and Budgeting automates labor-intensive planning and budgeting processes so finance teams can quickly and easily produce budgets and forecasts, model what-if scenarios and generate… Continue reading NetSuite Planning and Budgeting (NSPB)

Proposal for Punchout2Go Integration

Description We’re in the process of getting setup with a punchout and EDI provider Punchout2Go, and need to set up an integration to receive order files into Netsuite and create a sales order. Solution Proposal summary  This proposal describes the process of creating Sales orders in Netsuite by receiving order files from EDI Provider Punchout2Go… Continue reading Proposal for Punchout2Go Integration

Send Email Notification on Item Fulfilment

Requirement We need to send Email notification to the customer, when the status of an order changes from Pending Fulfilment to Pending Billing Solution In NetSuite there is a standard way to send Item fulfilment Emails. For that we need enable the Send Order Fulfilled Confirmation Emails feature. When this feature is enabled, we can… Continue reading Send Email Notification on Item Fulfilment

Custom Field for Store Invoice Number on Time Record when an Invoice is Created for the Billable Time

Requirement Time Transactions are created through Transactions > Employees > Track Time for billable time to a Customer or Project. When the time is Invoiced, a custom field holding the Invoice Number should be automatically populated on the Time Tacking record. Solution Create a Transaction Line Field on the Time Tracking Record with Type = List/Record of Transaction, Applied To = Time, Display Type = Disabled Create a User Event Script deployed on Invoice with After Submit Function that stamps the Custom Transaction Line Field value… Continue reading Custom Field for Store Invoice Number on Time Record when an Invoice is Created for the Billable Time