The global search bar provides quick access to every search, page, report, record, list, and transaction inside your NetSuite system. To narrow your search results, simply add a shorthand search prefix of the first few characters of a record type, followed by a colon or caret to separate it from your search terms. For example,… Continue reading Global Search in Netsuite
Month: January 2023
Limitation of mass update
Mass update can be done for more than 100000 records at a time depending on some factors like one mass update can be done at a time, complexity in search criteria, peak hours, and connectivity. If we are processing with many records it will delay the process of the job beginning. Once the process is… Continue reading Limitation of mass update
To Make Code Portable
We can create a constants library file like below and add internal ids in objects for different environments.
Autoship: Scheduled 2 pm process
Script 1: Creates Sales Order for auto-ship(custom) record. Script is powered by search which pulls all line records/auto-ship that are created inside the 2 day window ranga Script 2: Creates future auto-ship by copying past auto-ship but the new set will have different shipping dates based on frequency set on the record.
Saved Search Formula to Get the Decimal Part of a Number
Solution The formula to use to get the decimal places of any given number is: mod({number},1) Note: Change {number} to any field ID of any given number.
How to add standard width to a ‘div’ using bootstrap classes.
The bootstrap classes can be used in template files for setting the width of particular divs across all screen width. This can be done instead of using the @media tag in CSS. While updating the theme or when creating new HTML forms, This can be used. Here are the width and corresponding tags are given… Continue reading How to add standard width to a ‘div’ using bootstrap classes.
Custom Sales Person Roles Are Able to View other Customers Who are not Assigned to them
Scenario: How to restrict the sales reps from viewing other customer’s which are not assigned to them Solution: First identify whether the sales rep has custom role. Then login as administrator 1 Go to Setup>Users/Roles>Manage Roles 2 Edit the custom role 3 In Employee restrictions drop down field set Own and subordinates only . If you want them to see Unassigned … Continue reading Custom Sales Person Roles Are Able to View other Customers Who are not Assigned to them
Hold field is missing on customer’s Financial tab.
Symptoms: User is unable find the Hold field under the Financial tab of the customer record even if the Standard Customer Form is selected. Other users using the same role can see the Hold field. Solution/Workaround/Gotcha/Recommendation: The Hold field is dependent on the Customer Credit Limit Handling preference of the user. Navigate to Home > Set Preferences > Transactions tab > Customer… Continue reading Hold field is missing on customer’s Financial tab.
Sales Order Displays (On Hold) Text on View Mode
The (On Hold) text is triggered to show on the Sales Order when: 1) User use custom Sales Order form that shows the Balance field.2) The customer is on credit hold. Note: The (On Hold) text warns User of the current credit standing of their customer. This text is displayed on the Sales Order where the Balance field is set to show.
Generate Sales Report that Shows Total Amount Related to Sales, Tax, Discount and Shipping
1. Go to Reports > New Report > Transactions.2. Set the following: Metric = AmountFormat = DetailComponent = Customer/JobField = Name 3. Click on More Customization Button.4. In Edit Columns add the following fields: Transactions: DateTransactions: Transaction NumberTransactions: Transaction Type: Long NameTransactions: Item: Name Note: Name and Amount are the default fields that were automatically added. 5. Add the following filters in… Continue reading Generate Sales Report that Shows Total Amount Related to Sales, Tax, Discount and Shipping