Month: May 2022

Workflow to restrict the access of Sales Reps to not view Customer Records that are not assigned to them.

Create a Custom Field  Navigate to Customization > Lists, Records, & Fields > Entity Fields > New Label = (Example: Private Customer) Type = Checkbox Store Value = checked Applies to = Customer Click View Create the workflow Navigate to Customization > Workflow > Workflows > New Set the following: Name = Restrict View Sub Types = Lead, Prospect, Customer Release Status = Released Keep Instance and History = Always Enable Logging = Checked Release Status = Released Keep Instance… Continue reading Workflow to restrict the access of Sales Reps to not view Customer Records that are not assigned to them.

Customize the role to view the customers record that are assigned to respective Sales Rep

To provide permission to the sales rep to view the respective customer records only. Go to the role that is been assigned to the sales rep. Setup > Users/Roles > User Management > Manage Roles. Go to the restriction subtab select the segment, the restriction to own and subordinates only, allow viewing and apply to… Continue reading Customize the role to view the customers record that are assigned to respective Sales Rep

Handling Multiple Units of Measure in Netsuite WMS Mobile App

Enabling multiple Units of measure: Setup > Company > Enable featuresUnder ERP General subtab Check Multiple Units of Measure Create Unit type records: Lists > Accounting > Units of Measure > NewGive name for the Unit type in the Type Name fieldGive Name, Abbreviation in the respective columns Assigning Units of Measure to Items: Lists… Continue reading Handling Multiple Units of Measure in Netsuite WMS Mobile App

How to Add Print button in SCM Mobile App

Setup > Custom > Mobile – ApplicationsIn the Action tab, Click View NSWMSUnder Mobile – Process list,Select NSWMS_POReceiving custom process, click configurationIn the Page field, select page_poReceiving_enterLotQuantity from the dropdown liston the Page Elements subtab, in Mobile Page Element, select Print Action buttonUnder Element settings sub tab, In the Label field select PrintUnder Action settings… Continue reading How to Add Print button in SCM Mobile App

3 Photoshop Techniques for Removing Backgrounds From an Image

1. This is the easiest method for removing the image’s backdrop in Photoshop. This strategy is best if you don’t care too much about your subject’s edges being clean. To begin, open your picture in Photoshop and go to the Layers panel on the right-hand side. Press Command+J on macOS or CTRL+J on Windows to… Continue reading 3 Photoshop Techniques for Removing Backgrounds From an Image

Setting the Default Folder for Attachments

With the Health and Safety SuiteApp, you can attach files with supporting information when you complete workplace incident forms. You can select the default folder where these attachments are saved. To set the default folder for attachments: Go to Setup > Health and Safety > Preferences. On the Health and Safety Preferences page, click Edit. From… Continue reading Setting the Default Folder for Attachments