Month: September 2022

Proposal For KPI Dashboard Customization

Proposal Summary  This proposal covers the scope of creating a KPI in the dashboard based on some Saved Searches on various measures. The KPI indicators include the Sales, Inventory, Customers, and Employee measures.  Requirement   Graph Tech would like to implement a KPI dashboard with the details below:  Our Solution  We will create saved searches for… Continue reading Proposal For KPI Dashboard Customization

Proposal For DIFOTIS Updates

Proposal Summary   Hygiene Technologies Ltd would like to update the existing DIFOTIS setup in their account. Currently, the Trend Graph and KPI meter show the item count excluding some items that are included in the ‘DIFOTIS Exclude Items’ saved search. Hygiene Technologies Ltd wants to exclude the items that have the field of ‘Asterisk Item’… Continue reading Proposal For DIFOTIS Updates

Create a connection Between Celigo to NetSuite

Step 1: Installed the Bundle integrator.io Step 2 : Click the connection option and enter the details : Name ,Authorization type and Account ID Step 3 : Click save and authorize button Step 4 : Click Allow button .It automatically create the connection to NetSuite

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Categorized as Celigo

Show sub customer’s Transactions on Parent Customer’s record as a sublist

Requirement: To get all Sales Orders created by all the sub-customers on parent customer as a sublist. As per Netsuite’s standard functionality, the customer record shows all the transactions created by that customer only. Solutions: Step 1: Create a Saved Search on Customer record A) Set Criteria: 1. Type: is Sales Order 2. Main Line:… Continue reading Show sub customer’s Transactions on Parent Customer’s record as a sublist