A product is anything that’s sold. Products are bundles of attributes that help a person (customer or user) do something. Product Lines: Companies collect a number of related products into product lines. It is a grouping of products geared toward similar markets or solving a particular type of customer problem. A product line is a… Continue reading PRODUCT MANAGEMENT
Month: December 2023
The ‘Create project’ checkbox in the item record
Using Project Management, you can set up a service item to a create project each time you sell the item. This option is available for Service For Sale and Service for Resale items only. To configure service items for project creation: Navigate to Lists > Accounting > Items. Click Edit next to the service item.… Continue reading The ‘Create project’ checkbox in the item record
Blender 4: A New Era of 3D Creation
Blender 4 is the latest major release of the popular open-source 3D creation software. It was released on November 14, 2023, and comes with a number of new features and improvements. What’s New in Blender 4 Blender 4 is a major release that brings a number of new features and improvements to the software. Some… Continue reading Blender 4: A New Era of 3D Creation
Report to get the last login date of employee
SCENARIO: Then client requires to know the employes that has used NetSuite and when was their last log in to NetSuite. SOLUTION: Create a Saved Employee Serach: Navigation: Report>Saved Search>New Select type of search: Employee. Once the transaction search page opens: In Criteria provide following details: Inactive: False Login Access: true In Results provide following… Continue reading Report to get the last login date of employee
Create a slider using Keyframes
We have created an animation using keyframes (slideshow), and on the main div (slideshow-wrapper), we have applied the animation with the following style: animation: slideshow 60s infinite;To add the code in SMT.
Update Contact Role through CSV Import
Note: Users must prepare a CSV file with the following details: Internal ID of the Contact records to be updated Internal ID of the Customer records associated to the Contacts intended Role for the contacts 1. Navigate to Lists > Import/Export > Import CSV Records.2. Import Type = Relationships.3. Record Type = Customers and Contacts Together.4. Select the CSV file.5. Click Next.6. Set Data Handling = Update.7. Click Next.8. In the field mapping page,… Continue reading Update Contact Role through CSV Import
Company Name is printing twice in the Remittance slip
The information being pulled into the remittance slip is coming from the Name in the Primary Information section of the Customer record as well as the Addressee field found in the Address tab. Normally, the entries made on the Name and Addressee fields are the same. To correct this, remove the entry on the Addressee field or at least, put in… Continue reading Company Name is printing twice in the Remittance slip
Unable to Delete Group due to Dependent Records
Users attempts to delete Group (List > Relationships > Groups > Edit Group > Actions > Delete) returns: This record cannot be deleted because it has dependent records. Any Group which has been used to Bulk Merge operation or Marketing Campaign cannot be removed anymore. Only one option is to inactivate the respective Group by marking Inactive checkbox on the Group record itself. Note: Bulk Merge history is stored in Documents > Mail Merge > Merge History. Appropriate Group is displayed in Group column. Marketing Campaigns are saved under Lists > Marketing > Marketing Campaigns.
Avalara: Error of This Document has used AvaTax Services. An Address is incomplete or invalid” is encountered when posting invoice
This error means that thereis a location on the line item that does not have valid zip code. According to Avalara theshipping address and the location on the item level is necessary to calculatesales tax. The address on location isuse to identify where the item is coming from while the shipping address is towhere the… Continue reading Avalara: Error of This Document has used AvaTax Services. An Address is incomplete or invalid” is encountered when posting invoice
PRICE LEVEL DISCOUNTING PROPOSAL
Proposal Summary This proposal summarizes the functionality of applying discounts based on customer price level and the order net total. Requirement When a customer places an order and we process the Estimate Or SO, the below discount should apply based on the NET cost. Corp Design would like the price level to change automatically once… Continue reading PRICE LEVEL DISCOUNTING PROPOSAL