A new addition to the SuiteApp Marketplace is Purchase to Project, a new feature that allows users, especially project managers, to create purchase transactions that are related to projects and project tasks. Expenses related to projects can then easily be tracked and controlled. Having visibility over expenses and purchases related to projects and linked project… Continue reading NetSuite Purchase to Project
Month: November 2023
The best ways to design HTML templates for email templates and marketing campaigns
Plan and design the layout before writing the code. Remember that all assets and elements in the page is laid out in blocks of squares or rectangles, like a Spreadsheet, take note and take advantage of this. Once the layout is completed, and images for the HTML template are available, upload the images for use… Continue reading The best ways to design HTML templates for email templates and marketing campaigns
Fix CORS issue while running on localhost.
Add Allow CORS: Access-Control-Allow-Origin Extension in the browser. Activate by clicking on “ON”. Add CORS whitelisted domains in opening the page after clicking here.
Rescheduling the project invoices
Modifications made to projects, project tasks, and time entries can affect sales order invoice schedules if the project is assigned a billing schedule type. When such changes are entered, they trigger a project plan recalculation, as well as an invoice schedule recalculation. For example, you may have a weekly billing schedule associated with a sales… Continue reading Rescheduling the project invoices
Billing a Project in NetSuite
NetSuite provides flexible billing options for project billing. You can bill projects based on completing project work, achieving project milestones, or according to a schedule of dates. The project billing type determines which method of billing to use. The project billing schedule provides the details for when and how to bill the customer over a… Continue reading Billing a Project in NetSuite
Set Default Role in NetSuite
Roles in NetSuite are an efficient way to delegate specific permissions to Employees. If we need to set one default role for the employee those who had multiple roles The steps are as follows Step 1: Navigate to the View My Roles Page In the top right corner of NetSuite is the login information drop-down.… Continue reading Set Default Role in NetSuite
NetSuite for the Service Industry
NetSuite offers a unique set of features and functionality that can be tailored to the specific needs of service industry businesses—such as consulting, advertising, software development, web design, publishing, and marketing. NetSuite offers a robust set of customizable features to integrate and streamline your business processes from start to finish no matter what type of… Continue reading NetSuite for the Service Industry
Basic Project Module Details
Purpose of Projects Feature: The Projects feature is designed to help track information about projects for customers. It includes details such as time tracking, contacts, and associated transactions. Creating Project Records: Navigate to Lists > Customers and select the customer for whom the project is intended. Click on “Project” in the Create New menu to… Continue reading Basic Project Module Details
Testcase Documentation: SSRX NetSuite-TrackTraceRX Integration
Requirement: Item creation, update, inactive/deletion from NetSuite will be synced to TrackTraceRX in real-time. Address created and updated for Vendors and customers should be synced from NetSuite to TrackTraceRX. Sales order deleted in NetSuite should be removed from TrackTraceRX.