For a custom project manager role, in the project record, under the related records tab, the Transaction subtab is missing. The permission to the transaction records has been assigned but the custom role user is not able to see the Transactions tab. The permission to assign is ‘Financial History’ List permission at least view level.
Month: August 2024
Preferred Stock Level and Reorder point returning blank or no value in reports
As per BAU , the Preferred Stock Level and Reorder point will return blank whenever the item record doesn’t have any valid value in the Preferred Location field under the Purchasing /Inventory sub-tab. However, if the Preferred Location is set for an item which has multiple locations, the values will be picked only for the… Continue reading Preferred Stock Level and Reorder point returning blank or no value in reports
Artificial Intelligence (AI) in NetSuite
Artificial Intelligence (AI) in NetSuite Some NetSuite features you may be familiar with already use AI, including the following: Intelligent Recommendations uses AI algorithms to calculate and display items that your customer may be interested in buying. Your customers (and your business) benefit from showing alternative items. See Intelligent Item Recommendations for Websites. Your sales… Continue reading Artificial Intelligence (AI) in NetSuite
Send external IDs in the JavaScript part of the Pinterest tag
An external ID is a unique ID that you use to identify a single user. You can send external IDs alongside your conversions. Input external_id into partnerdata, either on tag load or using set: pintrk(“load”, “<YOUR_TAG_ID>”, {“external_id”: “<value>”}); pintrk(“track”, “<EVENT_TYPE_NAME>”); pintrk(“set”, {“external_id”: “<value>”}); pintrk(“track”, “<EVENT_TYPE_NAME>”); Replace YOUR_TAG_ID and VALUE with external IDs, featuring your specific… Continue reading Send external IDs in the JavaScript part of the Pinterest tag
Enable enhanced match in the part of the Pinterest tag
You have to format and hash <email_address> using the SHA-256, SHA-1 or MD5 algorithm. <email_address> needs to be lowercase and have all spaces removed. The formatted and hashed <email_address> has to be added to every Pinterest tag <img> tag URL on your website using the &pd[em]=<hashed_email_address> parameter. This parameter has to be added to both… Continue reading Enable enhanced match in the part of the Pinterest tag
Enable enhanced match in the JavaScript part of the tag for the Pinterest
To enable enhanced match, modify the Pinterest tag base code to include the em parameter in the pintrk() load function. You do not have to modify any of your event codes. The JavaScript base code becomes: <script type=”text/javascript”> !function(e){if(!window.pintrk){window.pintrk=function(){window.pintrk.queue.push(Array.prototype.slice.call(arguments))};var n=window.pintrk;n.queue=[],n.version=”3.0″;var t=document.createElement(“script”);t.async=!0,t.src=e;var r=document.getElementsByTagName(“script”)[0];r.parentNode.insertBefore(t,r)}}(“https://s.pinimg.com/ct/core.js”); pintrk(‘load’,'<YOUR_TAG_ID>’, { em: ‘<EMAIL_ADDRESS>’, }); pintrk(‘page’); </script> Replace YOUR_TAG_ID and EMAIL_ADDRESS with your… Continue reading Enable enhanced match in the JavaScript part of the tag for the Pinterest
Base Price Level is Used as the Purchase Price when Purchase Price Field is Blank on the Item Record
Scenario Purchase Price on a Purchase Order is being pulled from the Sales Price in the Base Price Level in the Item Record when there is No Purchase Price entered or when Purchase Price field is Blank or Null in the Item Record. The system use the Last Purchase Price on Purchase Transactions. However, for New Items with No Purchase History and No Purchase Price or Purchase Price on Item Record is Blank… Continue reading Base Price Level is Used as the Purchase Price when Purchase Price Field is Blank on the Item Record
Enable the OAuth 2.0 Feature
To enable OAuth 2.0 feature: Go to Setup > Company > Setup Tasks > Enable Features. Click the SuiteCloud subtab. In the SuiteScript section, check the following boxes: Client SuiteScript. Click I Agree on the SuiteCloud Terms of Service page. Server SuiteScript. Click I Agree on the SuiteCloud Terms of Service page. Note You must enable both the Client SuiteScript and Server SuiteScript… Continue reading Enable the OAuth 2.0 Feature
Using Journal Entry Import for Updates
The Single Journal Entry Import Assistant does not support updates. For existing journal entries and existing intercompany journal entries, you need to use the CSV Import Assistant at Setup > Import/Export > Import Tasks > Import CSV Records, which can: Update transaction body field values Add lines to existing transactions Update values in existing journal entry… Continue reading Using Journal Entry Import for Updates
Understanding Payment Instruments and Handling Mode
Overview: With the introduction of Payment Instruments in NetSuite, the process for handling payments on transactions has been enhanced and simplified. This explains the functionality of the Handling Mode field, which replaces the need for manually checking the Charge Credit Card and CC Approved boxes, and how it streamlines payment processing. Handling Mode Field The… Continue reading Understanding Payment Instruments and Handling Mode