Proposal Summary This proposal outlines the plan to implement an approval workflow for Credit Card Charges in NetSuite for Advantmed. The goal is to ensure that all credit card transactions are reviewed and approved before they are posted, thereby enhancing financial controls and reducing the risk of unauthorized or erroneous charges. Requirement from Advantmed Advantmed… Continue reading Proposal For Credit Card Charges Approval Workflow
Month: September 2024
Switching to NetSuite Connector from an Existing Integration
You may have a live integration outside NetSuite Connector which is syncing your items, orders, or other data. To ensure that there are no duplicate or missing items or orders, you should leave your existing service running during the activation process with NetSuite Connector. You may not use another service and are following manual steps… Continue reading Switching to NetSuite Connector from an Existing Integration
Enhancements to Bill Capture 2024.2
NetSuite 2024.2 includes the following Bill Capture enhancements: Scanned Vendor Bills Page Improvements: ■ You can now upload PDFs of more than 5 pages. For best performance, limit files to 30 pages. ■ Both drag and drop and emailed files that failed to upload can now be deleted. This makes it easier to locate files… Continue reading Enhancements to Bill Capture 2024.2
Remove related records/file from a parent record without delete the related records/files
In NetSuite, managing relationships between records is a common task, especially when dealing with files or other related subrecords attached to parent records like customers, vendors, or transactions. Sometimes, you may need to disassociate these related records or files from their parent records without deleting the actual files. This is where NetSuite’s record.detach() method becomes… Continue reading Remove related records/file from a parent record without delete the related records/files
Subsidiary Deletion
We can delete a subsidiary that does not have transactions or records. If there are any transactions associated with that subsidiary first need to delete it first. Then only one can delete the subsidiary. To delete an existing subsidiary record: Go to Setup > Company > Subsidiaries. Click the Edit link next to a subsidiary… Continue reading Subsidiary Deletion
Issue with SMT page
Issue: When we try to login to SMT (Site Management Tools) from the webstore (by clicking esc button) faced an issue. “Your browser does not support the Cookies Having Independent Partitioned State, CHIPS. For information on supported browsers, see Supported Browsers.” We can’t login to SMT to update the content. Solution: Regarding the behavior, it… Continue reading Issue with SMT page
Creating Intercompany Customers and Vendors
Intercompany customers and vendors are entity records with one or more assigned subsidiaries that NetSuite uses for intercompany transactions. They represent the buyer and seller in transactions between subsidiaries. The default receivable account for an intercompany customer must be an intercompany receivable account. For intercompany vendors, the default payable account must be an intercompany payable… Continue reading Creating Intercompany Customers and Vendors
Centralized Purchasing and Billing
The Centralized Purchasing and Billing feature enables you to receive orders and fulfill vendor returns across multiple subsidiaries and locations. This simplifies the procurement workflow, makes the item receipt process more flexible, and avoids unnecessary transfer of orders between locations. After you enable the Centralized Purchasing and Billing feature, you are not limited to receive… Continue reading Centralized Purchasing and Billing
Custom Role Cannot Access Configuration Record
Scenario A user with custom role cannot access a Configuration record. An error has occurred, Notice(SuiteScript) Error: Only the users with the following permissions: “Documents and Files”, “Website (External) publisher”, “Set Up Domains”, “Set Up Web Site”, “SuiteScript”, “Custom Record Types” can modify the configuration record. Solution Navigate to Setup > Users/Roles > Manage Roles Custom Role: Click Edit Click Permissions… Continue reading Custom Role Cannot Access Configuration Record
SuiteQL code to convert the internal id of a country to its ISO code
Scenario: You have a country’s internal ID. You have to get the ISO code for that particular country. This can be done using a simple suiteQL code. Code: let suiteql = `SELECT id FROM country WHERE uniquekey = ${requestBody.country}`; let queryResult = query.runSuiteQL({ query: suiteql… Continue reading SuiteQL code to convert the internal id of a country to its ISO code