October 2024 – Page 2 – knowledgebase JJ

Calibrating your FDM 3D printer – Bed Leveling

Calibration is one of the most important steps in getting high-quality prints from your FDM (Fused Deposition Modeling) 3D printer. Proper calibration ensures that your machine operates accurately, minimizing issues like warping, poor adhesion, and dimensional inaccuracies. This guide will walk you through the basics of calibration, starting with bed leveling and Z-axis calibration, the… Continue reading Calibrating your FDM 3D printer – Bed Leveling

Understanding the Dunning Process in NetSuite

The Dunning process is an essential component of accounts receivable management in NetSuite. It involves systematically following up with customers regarding overdue invoices to encourage timely payment. Effective dunning helps maintain cash flow and strengthens customer relationships by addressing payment issues promptly. In NetSuite, the Dunning process can be automated using the Dunning Management feature.… Continue reading Understanding the Dunning Process in NetSuite

Bank Deposit

In NetSuite, the Make Deposit function records deposits into a bank account, allowing users to log incoming funds from various sources such as customer payments, refunds, or other types of cash inflows. This function helps keep bank account balances accurate and provides a clear record of deposits for reconciliation. Key Aspects of Make Deposit: Bank… Continue reading Bank Deposit

Best Practices for Using Custom Forms in NetSuite

Custom forms in NetSuite are essential for tailoring the user interface to meet specific business requirements. They allow organizations to streamline data entry processes and enhance user experience by presenting only relevant fields to users. To create a custom form, navigate to Customization > Forms > Transaction Forms or Entity Forms, depending on your needs. When designing custom forms, consider the following best practices: 1. Limit the Number of Fields: Only include fields that are necessary for the user’s task to avoid overwhelming them. 2. Group Related Fields: Use tabs or sections to organize fields logically, making it easier for users to find what they need. 3. Utilize Help Tips: Provide help tips for complex fields to guide users during data entry. 4. Test Your Form: Before rolling out a new custom form, test it with actual users to gather feedback and make necessary adjustments. By following these best practices, businesses can create effective custom forms that improve data accuracy and enhance user productivity in NetSuite.

Multi-block plugin in WordPress

A “multi-block plugin” in WordPress refers to a custom plugin that provides multiple, individual content blocks within the WordPress Block Editor (Gutenberg). Each block represents a unique piece of content (like text, images, or interactive components) that users can add to their pages and posts. This setup is ideal for users looking to expand their… Continue reading Multi-block plugin in WordPress

The Importance of Custom Fields in NetSuite

Custom fields in NetSuite allow businesses to tailor the platform to meet their unique operational needs. By creating custom fields, organizations can capture specific data essential for their processes, reporting, and analytics. This flexibility enables companies to enhance their workflows and improve overall efficiency. To create a custom field, navigate to Customization > Lists, Records, Fields > Field Types. Here, you can define the field type (e.g., text, date, checkbox) and set various attributes such as mandatory status, default values, and help tips. Once created, custom fields can be added to forms, allowing users to input relevant information directly into records. The effective use of custom fields can lead to better data management and reporting capabilities. By ensuring that the right data is collected, businesses can make informed decisions based on accurate insights derived from their operations.

Understanding and Changing Field Visibility in NetSuite

Field visibility in NetSuite is a crucial aspect of customizing forms to enhance user experience and streamline data entry. Each custom field can be configured with different display types, including “Normal,” “Hidden,” and “Display.” These settings determine whether users can see or interact with the field on a record, allowing administrators to control the flow of information effectively. To change a field’s visibility, navigate to Customization > Lists, Records, Fields > Field Types. Locate the desired custom field and click “Edit.” In the “Display Type” dropdown menu, you can select options like “Normal” for visible fields or “Hidden” to restrict access. If you want a field to be conditionally visible, consider using the “Display” option and managing its visibility through client scripts or workflows. Properly configuring field visibility enhances user experience, reduces errors, and improves compliance by ensuring that sensitive data is only visible to authorized personnel. By understanding and effectively managing field visibility, you can create a more efficient data entry process within NetSuite.

Proposal for Discount Policy Impact on GL

Proposal summary This proposal outlines a new enhancement to the Sales Order discount management process in NetSuite. The proposed solution will allow users to either input a discount percentage or a flat discount amount directly within “Discount Value” column in the item sublist. Additionally, a custom column will display the calculated discounted amount for each… Continue reading Proposal for Discount Policy Impact on GL

Proposal for Manager and Customer Order Approval

Proposal summary This proposal outlines the development and implementation of a comprehensive approval for sales orders in NetSuite. The customization will facilitate approval processes for both customers and managers by integrating custom buttons, email notifications, and automated status changes based on approvals or rejections. The aim is to streamline order approval, enhance communication, and reduce… Continue reading Proposal for Manager and Customer Order Approval