Month: January 2023

Create a Company Search Without Originating Leads

1. Navigate to List> Search> Saved Searches> New> Company2. Criteria tab> Standard subtab> Formula (Text): {status} is not empty3. Click on Preview button> Notice there no more entries on the Results that shows ‘(Originating Lead)’4. Click on Return to Criteria button> Enter title into the Search Title field> Set Public=T> Click on Save&Run5. Double check by creating a Customer Search (List> Search> Saved Searches>… Continue reading Create a Company Search Without Originating Leads

Issue Customer Refund through Gift Certificate

1. View the Credit Memo for the customer. 2. Instead of issuing a Refund, create a new Invoice. o  Item = Gift Certificate o  Customer = same customer you issued the Credit Memo for. o  Enter the email address on the Gift Certificate column of the Invoice where the new code will be sent. o  Enter all pertinent information, memo may… Continue reading Issue Customer Refund through Gift Certificate

Get an attribute value from object using javascript and jQuery

The attr() is a function of jQuery It’s not a native function of Javascript. Below shows how to get the same information using both jQuery and Javascript: Javascript: The getAttribute() method of the element interface returns the value of a specified attribute on the element. If the given attribute does not exist, the value returned will either be null or “” (the empty… Continue reading Get an attribute value from object using javascript and jQuery

“This item cannot be deleted because it has child items” when Deleting an Item with no Transaction History

Solution:  This warning message is usually encountered when a user is trying to delete a record in the system and it has child records as indicated under History> Transactions.  User should investigate if this item has been a member of a kit or assembly item.   Any transaction under the kit or assembly item to which… Continue reading “This item cannot be deleted because it has child items” when Deleting an Item with no Transaction History

Resolve Error: “The Merge of Entity Was Blocked for the Following Reason: An Unexpected Error Has Occurred.” on Merge Vendor Page

Scenario: User is getting an error “The merge of entity was blocked for the following reason: An unexpected error has occurred.” on Merge Vendor Page when trying to merge vendor records. The error is caused when a Vendor record’s ‘Predicted Confidence Level’ field is not accurate. Solution: Review Vendor Performance Calculations Navigate to Lists > Supply Chain > Review Vendor… Continue reading Resolve Error: “The Merge of Entity Was Blocked for the Following Reason: An Unexpected Error Has Occurred.” on Merge Vendor Page

Comparison of Suite Script 2.1 and Suite Script 2.0

SuiteScript 2.1 uses a different runtime engine than SuiteScript 2.0, also supports ECMAScript language features that are not supported in SuiteScript 2.0. This causes some capabilities in SuiteScript 2.0 scripts to function differently when the script is executed using SuiteScript 2.1. The following sections describe important differences between SuiteScript 2.0 and SuiteScript 2.1: Reserved Words… Continue reading Comparison of Suite Script 2.1 and Suite Script 2.0

Proposal For Invoice Payment Tab in Invoice PDF

Requirement  Requirement is to adding the “Pay Invoice” tab to the Invoice PDF on the Platinum website.  Show the “Pay Invoice” button on the invoice PDF so customers can go to their account’s invoices page. They Should directly enter the invoice page after logging in; they could pay for all invoices, etc. Since when we… Continue reading Proposal For Invoice Payment Tab in Invoice PDF

Handle commas in a saved search result from the NSCONCAT function

Recently, I had to fetch some URLs and file names stored in a custom record related to another record. The challenge was to handle the commas inserted using the NSCONCAT function.My solution was to use the string.replace() function to replace commas in the file names with ‘%2C’ and URLs before concatenating the search result and… Continue reading Handle commas in a saved search result from the NSCONCAT function

Search Criteria – To get the data that were edited or created within 24 hours

Saved search formula to fetch the record data that were created or edited within the last 24 hours. Based on the updates that appeared in the “System notes,” the data for this saved search is fetched. provide these criteria in the ‘Formula text‘ CASE WHEN ({systemnotes.date}>= {today}-1 ) THEN ‘SYS_NOTE’ WHEN ({datecreated}>= {today}-1 ) THEN… Continue reading Search Criteria – To get the data that were edited or created within 24 hours