In Custom Record to view the email button under mail merge, we need at least view permission for mail merge and at least create permission for Track Message for a specific role.
Month: February 2025
SEO and Images
Two important SEO considerations for image files are the image alternate text and the image file name. Image Alternate Text Image File Names Image Alternate Text The image alternate text tag serves three important functions: The alternate text is displayed on the page when an image does not load for whatever reason. For example, the… Continue reading SEO and Images
Investigate Meditrack Subscription Compatibility with Credit and Invoice Payment Methods
Jira Task: https://jobinandjismi.atlassian.net/browse/REDRX-671 Description Currently, the Meditrack subscription is functioning only for customers who provide default credit card payment details. Customers whose payment method is “Invoice” are encountering subscription cancellations when added to the subscription record. The task involves analyzing the root cause of this limitation and proposing a solution to enable Meditrack subscriptions… Continue reading Investigate Meditrack Subscription Compatibility with Credit and Invoice Payment Methods
Display a section as pop-up after logged in
Jira Task: https://jobinandjismi.atlassian.net/browse/REDRX-687 Analyze the requirement for displaying a section as a pop-up upon user login, ensuring it appears only once per session. Provide an estimate for implementation. Scope of Work: Show a pop-up only once after a user logs in. Ensure the pop-up does not appear again for subsequent logins. The pop-up should contain… Continue reading Display a section as pop-up after logged in
Analyse possible solution for identifying the domain of Customer Registration and Order Tracking in multidomain website.
Jira Task: https://jobinandjismi.atlassian.net/browse/BTIN-2310 Proposed Solution Overview Customer Record Enhancements: Add a custom field on the Customer Record to store the source domain. Default value: “Created through UI” to identify customers created outside the website (e.g., via NetSuite). For customers registered via the website, set this field dynamically using a SuiteCommerce extension to capture the domain… Continue reading Analyse possible solution for identifying the domain of Customer Registration and Order Tracking in multidomain website.
Understanding the Expense Line in Purchase Orders in NetSuite
In NetSuite, Purchase Orders (POs) serve as formal requests to procure goods or services from vendors. While most POs focus on items, NetSuite also provides an Expense Line option, which allows users to allocate non-inventory costs directly to specific accounts without tracking stock levels. This is particularly useful for services, office expenses, and overhead costs… Continue reading Understanding the Expense Line in Purchase Orders in NetSuite
How to Adjust Accounts Using Journal Entries in NetSuite
In NetSuite, Journal Entries are used to adjust account balances, record transactions that don’t originate from standard processes, and correct financial discrepancies. These manual entries allow users to debit and credit accounts while maintaining accurate financial records. When to Use Journal Entries Adjusting Account Balances (e.g., correcting errors in posted transactions). Recording Non-Cash Transactions (e.g.,… Continue reading How to Adjust Accounts Using Journal Entries in NetSuite
How to Check the Trial Balance in NetSuite
The Trial Balance in NetSuite provides a snapshot of all account balances within a specific period, helping businesses ensure financial accuracy before generating financial statements. It displays debits and credits for all general ledger accounts, confirming that the books are balanced. Why is the Trial Balance Important? Ensures Accuracy: Helps detect discrepancies in accounting records.… Continue reading How to Check the Trial Balance in NetSuite
How to Pay a Purchase Order Bill in NetSuite
Paying a purchase order bill in NetSuite ensures that vendor payments are properly recorded and reconciled. This process involves converting a purchase order into a vendor bill and making a payment using NetSuite’s Accounts Payable functionality. Step 1: Create a Vendor Bill from the Purchase Order Once goods or services are received, the next step… Continue reading How to Pay a Purchase Order Bill in NetSuite
Pledge and Donation Management in Non-Profit SuiteApps
Pledge and Donation Management Record pledges and cash donations received from your donors. You can convert pledges into invoices, which post to the general ledger. Donations impact the general ledger automatically. You can later report on the revenue from these categories. Specify any restrictions the donor may impose on the pledges or donations. If donors… Continue reading Pledge and Donation Management in Non-Profit SuiteApps