In NetSuite, each customer record is assigned a status—such as Qualified, Close Won, or Renewal—based on their position in your sales pipeline. These statuses are stored internally using numerical IDs, which can be unclear when building reports or SuiteQL queries. To help with this, you can use the SuiteQL query below to generate a list of customer statuses. It allows you to easily… Continue reading Getting the List of Customer Statuses
Month: August 2025
Utilizing TimeZone in the N/Format module Effectively
We are using the format module to convert dates into a standardized string format. First, we parse the date using format.parse(), and then format it using format.format(). When dealing with time values, we plan to apply the timezone. However, we need to know where to use the timezone so that it does not affect the… Continue reading Utilizing TimeZone in the N/Format module Effectively
Tricentis Tosca: AI-supported testing tool
Tricentis Tosca is a leading AI-supported testing tool designed for end-to-end test automation, leveraging artificial intelligence to enhance efficiency and coverage across various applications. Key Features: AI-Driven Test Case Design: Uses AI to automatically generate and optimize test cases, reducing manual effort and improving coverage. End-to-End Testing: Supports testing of web, mobile, API, desktop, and… Continue reading Tricentis Tosca: AI-supported testing tool
Joining Employees and Vendors in Purchase Order Using SuiteQL
When working with SuiteQL to analyze Purchase Orders, you may want to include additional information about related Entities (e.g., Vendors) and Employees (e.g., Sales Reps). However, not all Purchase Orders are associated with an Employee, so it’s important to structure your joins correctly. This guide demonstrates how to build a SuiteQL query that pulls Purchase Orders along with: The Entity (Vendor) information — always required. The Employee information — if available. INNER JOIN vs LEFT… Continue reading Joining Employees and Vendors in Purchase Order Using SuiteQL
Benefits of Using External ID While Uploading Transaction Data in NetSuite
When you’re importing transactions like vendor bills or customer invoices in NetSuite, using an External ID can make the process much smoother. Here’s how it helps: Group Multiple Lines into One Transaction If a bill or invoice has many lines, giving all those lines the same External ID tells NetSuite they belong to one transaction.… Continue reading Benefits of Using External ID While Uploading Transaction Data in NetSuite
Benefits of AI in Finance
For financial institutions, AI lets organizations accelerate and automate historically manual and time-consuming tasks like market research. AI can quickly analyze large volumes of data to identify trends and help forecast future performance, letting investors chart investment growth and evaluate potential risk. Evaluation can also apply to insurance, where personal data can be harvested and… Continue reading Benefits of AI in Finance