Month: November 2024

Create a List of Customers with a Campaign Response of Opened for a Range of Campaign IDs to Create a New Target Group

After sending an Email Marketing Campaign, the best practice is to make a follow up with Customers who opened the campaign. It will be the advantage of the business if the assigned Sales Rep to have the list of these Customers. To Create a list of Customers with a Campaign Response of Opened for a range of Campaign IDs for the purpose… Continue reading Create a List of Customers with a Campaign Response of Opened for a Range of Campaign IDs to Create a New Target Group

Customer Saved Search for the number of Customers created last month per Sales Rep who has a Sales Order/s the current month

1)    Go to Reports > Saved Searches > All Saved Searches > New 2)    Click the Customer link 3)    Enter your desired Saved Search title 4)    Results tab > Columns sub tab > set the following Field and corresponding Summary Type: — Sales Rep | Group — Formula (Text) | Count     Formula : Case When TO_CHAR({datecreated}, ‘MM YYYY’) = TO_CHAR(ADD_MONTHS({today}, -1), ‘MM YYYY’) then {internalid} end     Custom Label : Customers created… Continue reading Customer Saved Search for the number of Customers created last month per Sales Rep who has a Sales Order/s the current month

Adding Partners to Customer Records via CSV Import

Creating CSV file for import 1. Navigate to Reports > Saved Searches > All Saved Searches > New > Customer. 2. Populate Search Title. 3. In Criteria subtab add selection criteria for Customers to be updated. 4. In Results subtab add new field: Partner. 5. Save & Run. 6. Click Export – CSV > Export – Microsoft Excel button and save the file. 7. Now open the file in Excel and edit it:   a. Update Partner column on those… Continue reading Adding Partners to Customer Records via CSV Import

Using TRIM, LTRIM, and RTRIM for Formula functions

This article gives examples on using some common string functions that can be used for NetSuite search formulas via user interface or script, and on custom formula fields.   TRIM: Removes leading or trailing characters (or both) from a character string Syntax: TRIM([ { { LEADING | TRAILING | BOTH } [ trim_character ]| trim_character}FROM… Continue reading Using TRIM, LTRIM, and RTRIM for Formula functions

Using REPLACE and SUBSTR for Formula functions

This article gives examples on using some common string functions that can be used for NetSuite search formulas via UI or script, and custom formula fields. REPLACE : Replaces a sequence of characters in a string with another set of characters. Syntax: REPLACE(char, search_string[, replacement_string ]) Examples: REPLACE(‘123123test’, ‘123’); would return ‘test’ REPLACE(‘123test123’, ‘123’); would return ‘test’… Continue reading Using REPLACE and SUBSTR for Formula functions

BUSINESS PROCESS FLOW DIAGRAMS

A business process flow diagram is a visual depiction of the sequence of activities required to achieve specific business objectives. It serves as a tool to document and analyze processes. The symbols used in a process flow diagram are

Asset Transfer in Netsuite.

In NetSuite, Asset Transfer refers to the process of transferring fixed assets from one location, department, or subsidiary to another. This functionality is typically managed within the Fixed Assets Management (FAM) module, which allows tracking, depreciation, and reporting of assets. Key Aspects of Asset Transfer in NetSuite: Prerequisites: The Fixed Assets Management SuiteApp must be… Continue reading Asset Transfer in Netsuite.

Order item page in netsuite

The Order Items page in NetSuite is typically used to review and manage purchase-related items in one centralized location. Purpose of the Order Items Page: The Order Items page provides a consolidated view of items associated with purchase orders. It is primarily used by purchasing and procurement teams to: Track and manage open purchase orders.… Continue reading Order item page in netsuite

Benefits Of Custom Transaction Types

In your business, there may be a wide variety of events that can require an adjustment to your general ledger. For example, you may need to record adjustments for nonoperational income, such as interest income that your company receives through investments. Conversely, you may need to record debits for rewards you give customers through customer… Continue reading Benefits Of Custom Transaction Types