Be it an individual or any business/organization, all have to pay the respective taxes in various forms. These taxes are further subcategorized into direct and indirect taxes depending on the manner in which they are paid to the taxation authorities. Direct tax Direct tax is one that is levied directly on a taxpayer. It is… Continue reading Types of Taxes
Month: July 2023
Lead and prospect records are converted to customer record when status is changed.
LEAD TO CUSTOMER Steps: Create a lead. Lists -> Relationships -> Lead -> New Enter the required details. Save the record. Edit the record and change the status to “CUSTOMER- Closed Won” or “CUSTOMER- Lost Customer” or “CUSTOMER- Renewal“. Save the record. Now the Lead is converted to Customer. PROSPECT TO CUSTOMER Steps: Create a… Continue reading Lead and prospect records are converted to customer record when status is changed.
Set up a manual token-based auth connection to NetSuite
NetSuite StepsA. Enable your NetSuite account with Token-Based Auth (TBA) Log into NetSuite as an Administrator. Go to Setup > Company > Enable Features. Click SuiteCloud subtab. Scroll down to Manage Authentication section. Check the TOKEN-BASED AUTHENTICATION checkbox. Save your changes. B. Create custom NetSuite Role Log into NetSuite as an Administrator. Go to Setup > Users/Roles > Manage Roles. Click Customize beside the Celigo integrator.io Full… Continue reading Set up a manual token-based auth connection to NetSuite
SOAP WebServices – A Walkthrough
Setup Create an integration role and integration record Web Services Only Role – No NetSuite UI Permissions – Role > Permissions > Setup- Log on using Access Tokens and SOAP Web Services Data Access Allow access to only the Transactions, Lists, and Custom Records required by the external application or process. Only allow certain operations… Continue reading SOAP WebServices – A Walkthrough
What is a storyboard in animation?
In animation, a storyboard is a visual representation of a story or script that serves as a blueprint for the entire animation process. It is essentially a sequence of illustrations or images displayed in a sequence, resembling a comic strip or a graphic novel. Storyboarding is a crucial step in the pre-production phase of animation,… Continue reading What is a storyboard in animation?
Concurrency in NetSuite
Concurrency in NetSuite refers to the ability of multiple users to access and manipulate data in the system simultaneously without conflicts or data inconsistency issues. NetSuite employs several mechanisms to ensure concurrency, including locking mechanisms and record-level security. Locking mechanisms in NetSuite control access to records and prevent multiple users from making conflicting changes. When… Continue reading Concurrency in NetSuite
Unlock Bank Statement-Fast Four Reconciliation
SCENARIO: The Client Requires to unlock the Processing Bank statement done through fast four reconcilaition. SOLUTION Defaultly the unlock bank statement permission is only provided for the user with Administrator Role. To provide it for a custom role kinldy do as the following steps: Unlock statements permission With the unlock statement option users can unlock… Continue reading Unlock Bank Statement-Fast Four Reconciliation
Debit Management
Debt management is the process of getting your debt under control through financial planning and budgeting. The goal of a debt management plan is to use these strategies to help you lower your current debt and move toward eliminating it. There are two main types of debt management plans: Debt consolidation: This involves consolidating all of… Continue reading Debit Management
Setting the Date Created to a specified Date format
By using a transaction saved search we can set the Date Created to a specified Date format. For example, if the Date format of an account is MM/DD/YYYY and of another account is DD/MM/YYYY. In both these cases we can set to a specified format of Date as we required. Under the Result tab give… Continue reading Setting the Date Created to a specified Date format
How to Improve Typing Speed?
Keyboard Fundamentals Familiarize yourself with the keyboard. While most keyboards have a fairly standard set-up, some may have different features, layouts, and shortcuts. Once you understand what all of the keys do, try to create a visual layout of the keyboard in your mind that you can call upon when you’re typing.Many keyboards are equipped… Continue reading How to Improve Typing Speed?