Month: April 2025

Set up an HTTP connection in Monday.com

Create a Connection in Celigo: Go to the Resources menu in Celigo and select Connections. Click on + Create connection at the top right. Configure the HTTP Connection: In the Create connection panel, provide a clear and distinguishable name for your connection. Select HTTP as the application type. Set the mode to Cloud. Provide HTTP Account Information: Enter the base URI for Monday.com: https://api.monday.com/v2. Set the… Continue reading Set up an HTTP connection in Monday.com

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NetSuite System Management Best Practices

Effectively managing your NetSuite environment is important for ensuring optimal user performance, data security, and scalability for your business operations. The best practices laid out below will help you manage your NetSuite environment so that it is well-organized and high performing.  System Architecture  Create and maintain a graphic that shows NetSuite, the integrations associated with… Continue reading NetSuite System Management Best Practices

Utilize NetSuite Saved Searches for Automated Email Notifications

How To Schedule Email on a Saved Search: Go to Lists > Searches > Saved Searches. Select the desired saved search you want to schedule email on and click Edit. On the saved search page, click on Email subtab. On the email subtab, click the Send Emails According to Schedule checkbox. Note: After checking the box, the system will automatically enable both… Continue reading Utilize NetSuite Saved Searches for Automated Email Notifications

Best Practices of Billing Operations

Billing Operations matter for several reasons. Proper billing operations ensure invoices are accurate and sent out in a timely manner, thus accelerating cash flow, and decreasing revenue risks. Additionally, accurate billing data is also important for financial reporting and analysis, which is crucial for organizations to make informed business decisions and identify potential risks. Through… Continue reading Best Practices of Billing Operations

How to Test Saved Searches in NetSuite

Saved Searches are powerful tools used for reporting, alerts, and driving workflows. Testing ensures they return accurate and relevant results based on defined criteria and filters. What to Validate in Saved Search Testing 1. Filters and Criteria Open the saved search and review criteria. Verify: Fields used for filtering are appropriate (e.g., Subsidiary = India).… Continue reading How to Test Saved Searches in NetSuite

Suite Tax Benefit and Setup

Key features of SuiteTax include: A fully configurable tax engine that streamlines the complexities of tax management across multiple regions. Accurate and efficient tax calculations, significantly reducing the risk of errors in global tax compliance. The ability for businesses to save time, cut operational costs, and eliminate manual calculations. A comprehensive tool that ensures global tax compliance, making it an… Continue reading Suite Tax Benefit and Setup

Customizing Utility Scripts in NetSuite: Best Practices and Use Cases

NetSuite is a powerful cloud-based ERP solution that supports script-based customization through SuiteScript. Among the most versatile tools in a developer’s toolkit are utility scripts—modular, reusable scripts that streamline common operations and improve code maintainability across SuiteScript projects. This article dives into how to build, customize, and optimize utility scripts in NetSuite, with a focus… Continue reading Customizing Utility Scripts in NetSuite: Best Practices and Use Cases

How to Test Workflows in NetSuite

Workflows in NetSuite automate business processes without scripting. Testing them ensures they trigger correctly, perform actions as expected, and support business rules. What to Test in a Workflow Trigger Type When does the workflow run? (e.g., On Create, On Edit, Scheduled) Test each trigger separately. Conditions Do the workflow conditions match the expected scenario? E.g.,… Continue reading How to Test Workflows in NetSuite

Schema Validation in Postman for NetSuite Responses

Schema validation ensures that your API response from NetSuite maintains expected structure. How to implement: In Postman > Tests tab of your request, paste: javascript const schema = { type: “object”, properties: { id: { type: “number” }, entityid: { type: “string” }, isperson: { type: “boolean” } }, required: [“id”, “entityid”] }; pm.test(“Schema is… Continue reading Schema Validation in Postman for NetSuite Responses