Month: June 2024

Efficient Project Code Retrieval with Caching and Grouping by Department

This article provides an in-depth look at how to efficiently retrieve and cache project codes from a NetSuite custom record, and how to group them by department. The code includes error handling and logging to ensure reliability and traceability. Retrieving the List of Project Codes The getProjectCodeList method aims to fetch a list of project… Continue reading Efficient Project Code Retrieval with Caching and Grouping by Department

System Folders in the File Cabinet

To support your activity in the system, NetSuite creates folders in the File Cabinet and automatically adds relevant files to these folders. Some system folders include, but are not limited to: Attachments Sent Attachments Received SuiteBundles SuiteApps User Documents Web Site Hosting Files Note – Only users with the Administrator role can see the User Documents… Continue reading System Folders in the File Cabinet

NetSuite File Cabinet filename character limit

The NetSuite File Cabinet allows all the special characters to be used in a file name, unlike standard file managers in Windows or Mac. However, it has a limit for the maximum number of characters allowed in a file name. According to NetSuite documentation, the best practice is to keep the file names under 100… Continue reading NetSuite File Cabinet filename character limit

Hiding Attachment Folders

Users with the Administrator role can set the Hide Attachment Folders preference at Setup > Company > Preferences > General Preferences to prevent access to the following folders: Attachments Received Attachments Sent Mail Merge When this preference is set, employees and partners still have access to files that are attached to customer and other record types even… Continue reading Hiding Attachment Folders

Expense Report Attachments Migration Tool

Users with administrative permissions can optionally use the Expense Report Attachments Migration Tool to migrate existing expense attachments to the File Cabinet dedicated employee expense folders. The migration tool uses internal logic to search all expense reports for files that should be moved to the predefined user folders. You can automatically schedule the migration, or… Continue reading Expense Report Attachments Migration Tool

Enabling Employee Specific Expense Folders

You can configure NetSuite to predefine dedicated folders where employee-specific expense report attachments are automatically saved. If you have the Administrator role, you can see the contents of these folders, but employees cannot locate or access these attachments from the File Cabinet. Employees must instead access their expense attachments from the expense report record. To… Continue reading Enabling Employee Specific Expense Folders

Validation Testing & Verification Testing

Validation Testing: Validation testing in NetSuite ensures that the system meets the business requirements and user needs. This type of testing involves executing the software in a real-world scenario to confirm that it fulfills its intended purpose. It includes activities like User Acceptance Testing (UAT), functional testing, and end-to-end testing to verify that workflows, reports,… Continue reading Validation Testing & Verification Testing

Mastering the Art of Consultative Selling in IT

Introduction: In the ever-evolving IT industry, traditional sales approaches often fail to address the complex needs of clients. Consultative selling, which prioritizes understanding and solving client-specific challenges, has emerged as a vital strategy for IT sales professionals. This article explores the principles and strategies for mastering consultative selling in IT. What is Consultative Selling? Consultative… Continue reading Mastering the Art of Consultative Selling in IT