Month: October 2024

Understanding Team Quota

In NetSuite, Team Quota refers to the collective sales target assigned to a group of sales representatives working as a team. This feature helps organizations track and manage the performance of sales teams by setting and monitoring quotas for the entire group, rather than just individual reps. Team quotas are typically used when sales are… Continue reading Understanding Team Quota

Proposal For Pricing Adjustments for Additional Pricing Tiers at the Customer Level

Proposal Summary  The proposal involves creating a custom record within NetSuite to manage customer-specific pricing levels, allowing for enhanced reporting and pricing adjustments. The custom record will support pricing tiers such as “Adjusted Pricing” and “C-Contract” at the customer level and integrate them into sales processes. This will enhance pricing flexibility and visibility for reporting… Continue reading Proposal For Pricing Adjustments for Additional Pricing Tiers at the Customer Level

Creating custom field in Address form using userevent Script

In NetSuite, address forms present a unique challenge when it comes to customization via SuiteScript. Unlike other records, it’s not possible to add new fields to address forms through a user event script. This limitation arises because the ScriptContext.form function is not available for address forms. Since it is impossible for scripts to be deployed… Continue reading Creating custom field in Address form using userevent Script

Empty Strings before and after cell content for IntegerValues in Excel or WPS

The error you’re encountering during a CSV import into NetSuite can often happen when numeric fields contain values that are formatted inconsistently or include non-numeric characters, such as commas, periods, or spaces. To handle these kinds of errors, you can use the NUMBERVALUE() function in Excel or Google Sheets to standardize numeric values in the… Continue reading Empty Strings before and after cell content for IntegerValues in Excel or WPS

Proposal for Automated Email Notifications for Outstanding Invoices

Proposal Summary This proposal covers the implementation of a solution that automates email notifications to customers with outstanding invoices for the client by the Implementer.  Requirement. The Client required to automate the sending of email notifications to customers with outstanding invoices based on two specific trigger dates: An email will be sent before the 20th… Continue reading Proposal for Automated Email Notifications for Outstanding Invoices

COGS account is not marked for Elimination

User expects to have no posting against the Standard COGS account and only the Intercompany COGS should be impacted.  For arm’s length intercompany inventory transfer/sale, users are NOT supposed to mark any COGS account as Elimination, including Intercompany COGS account. When the Intercompany COGS is marked for elimination, it will result in double booking of COGS, because the Standard COGS account is used for… Continue reading COGS account is not marked for Elimination

Bank Feeds SuiteApp: Replacement of TargoBank with Abanca

What is Changing? Starting October 17, 2024, the authorized Account Information Service Provider (AISP) of NetSuite is deactivating the TargoBank financial institution from bank feeds integration.  TargoBank financial institution will be replaced by Abanca. This change is a result of the merger of TargoBank with Abanca financial institution. As a result, you will no longer be… Continue reading Bank Feeds SuiteApp: Replacement of TargoBank with Abanca

Advanced PDF/HTML Templates for Printing Saved Search Results

Advanced PDF/HTML Templates support printing saved search results for any record type. You can define multiple print templates for a single saved search using the same Template Editor that you use to edit transaction templates. To create a template for printing saved search results, first you create and save a saved search. To create a… Continue reading Advanced PDF/HTML Templates for Printing Saved Search Results