To import the chart of accounts into the new accounts go to Setup -> Import/Export -> Import CSV records. Set ‘Import Type’ as Accounting. Set Record Type – Chart of accounts. Set Character Encoding – Western (Windows 1252). Set CSV column Delimiter – Comma. Select CSV file(s) as ‘One File To Upload’. Then select the… Continue reading Chart of account CSV Import
Month: January 2023
Set Up Store Navigation – Bigcommerce
This is to review your navigation menu and decide if you want to make changes. You can add menu pages by returning to your theme. Recall that you can access your theme from the Storefront option on your control panel. Once you select Storefront, click on My Themes. Select Customize to begin the theme customization process,… Continue reading Set Up Store Navigation – Bigcommerce
Jenkins – Automated Testing
One of the basic principles of Continuous Integration is that a build should be verifiable. You have to be able to objectively determine whether a particular build is ready to proceed to the next stage of the build process, and the most convenient way to do this is to use automated tests. Without proper automated… Continue reading Jenkins – Automated Testing
Supply Allocation > Order Management Dashboard is Missing
Supply Allocation > Order Management Dashboard is Missing
BALANCING SEGMENTS
Balancing Segments Definitions Segment – A custom classification field used to classify records, similar to class, department, and location. We can define possible values for each segment and add the segments to specific record types. Balancing segment – A segment within which we can balance debits and credits. Examples of balancing segments that we might… Continue reading BALANCING SEGMENTS
LinkedIn Just Released 3 New Features For Pages
During its most recent quarterly release, LinkedIn announced the rollout of new features to pages. Among the features, are the ‘Our featured commitments’ section, a new summary page and a new link sticker. The company also released the ‘LinkedIn Cover Story’, a ring of in-built video that plays around your profile photo. In a nutshell,… Continue reading LinkedIn Just Released 3 New Features For Pages
Print picking ticket template
Picking Tickets help you determine which inventory items are on-hand and which inventory items you need to order. To customize the picking ticket template Customization > forms > advanced PDF/HTML templates. Make required changes in the code and save it . To apply the customized picking ticket template in the created sales order, Go to… Continue reading Print picking ticket template
NS – HubSpot Integration
Prerequisites of NetSuite – HubSpot integration: A HubSpot account. A NetSuite account. “App Marketplace” permissions in your HubSpot account. “Administration” privileges in your NetSuite account. HubSpot is a marketing , sales, and services software that allows you to store all your business development data like lead, contacts, deals, etc. NetSuite- HubSpot integration is a 2… Continue reading NS – HubSpot Integration
Markup Items
We can use markup items to apply an additional charge to an order. Using markup items lets us to track markup amounts without affecting inventory valuation. For example, we can charge a rush fee for completing a service or delivering an item quicker than is usually guaranteed. We can choose to markup the amount for… Continue reading Markup Items
Restrict Custom Role From Using Custom as Price Level on Sales Order
A custom role should be restricted from using Custom as a Price Level on Items sublist when editing a Sales Order record. Solution Customize Sales Order form to hide the Price Level column Navigate to Customization > Forms > Transaction Forms Preferred Form: Click Customize/Edit Click Sublist Fields tab Price Level: Show: Remove Checkmark Click Save Restrict Custom Role to use the Custom Form Navigate to Setup > Users/Roles > Manage Roles Preferred Custom Role: Click Edit Click Forms tab Click Transaction subtab… Continue reading Restrict Custom Role From Using Custom as Price Level on Sales Order