Last sales activity field is not populating in customer, contact, opportunity record
Author: Anju Joy
Proposal for Sales report
BTN-1234 Project Goals A new task, this is a company we purchase goods from. They send us this report every quarter. I would like to make a similar report for our Balaji customers from Netsuite. So we can pull this kind in PDF for a customer and send it to the customer. Yeah, separate pages… Continue reading Proposal for Sales report
SOAP request for Address search
DM-7 The below sample shows how to retrieve an address using SOAP for a customer. The below code added a filter to fetch only default billing is true. Also, added result columns Default ship address.
Proposal For Debit Merchant Fee For Paypal and Shopify Payments
CCH-92 Proposal summary This proposal is for debiting the merchant fee for shopify & paypal payments. Requirement If an order is created from BOTH DTC sites (Tableshop/shopify and crow canyon home/WooCommerce) then the amount should break out the merchant fees so it is easier to match up. 1) Debit merchant fee to “Merchant fees”. Merchant… Continue reading Proposal For Debit Merchant Fee For Paypal and Shopify Payments
Weighbridge Integration Proposal
This proposal describing the weighbridge integration with the Netsuite. DRF-225 Project Goals Weighbridge Integration with Netsuite. We have to add the weight from the weighbridge machine to Netsuite, to the Gate pass record. A file will be uploaded to NetSuite by the Diamond group. Also, we have to delete the file from the file cabinet… Continue reading Weighbridge Integration Proposal
CRM – API Integration & customization
NFC-3 This proposal was submitted to the client to create a 3rd party API integration with the Netsuite. Project Goals Get the estimation for CRM – API Integration and customization. Our Solution As per our best understanding, the task is to create an API integration with the 3rd party system OSCAR EMR. INTEGRATION We have… Continue reading CRM – API Integration & customization
Smartsheet Integration
Proposal summary This proposal describes the requirements and the solution for smartsheet integration with Netsuite. Requirement The requirement is to send the data from the Netsuite Saved search “Build Job Stages – Coloured” to the smartsheet. Our Solution The requirement is to create the saved search results on the smartsheet. We have to add each… Continue reading Smartsheet Integration
Automate purchase request creation from a sales order
The client would like to create a Purchase request whenever a user creating a sales order in their system. We have been informed about the special purchase order facility & dropship order facility available in Netsuite. But they need approval from the supervisor before a purchase order creates. Proposal summary This proposal covers the requirement… Continue reading Automate purchase request creation from a sales order
Sales Contract Proposal
Similar to the vendor agreement, this client has an agreement with their customers. So according to the customer sales agreement, the user can create sales orders. Proposal summary This proposal summarises the requirements and solution for the sales Agreement custom transaction. Requirement There will be sales contracts with hospitals. In the contract, there will be… Continue reading Sales Contract Proposal
Katna Integration Proposal
This proposal summarizes the possible solutions for Katana Integration with Netsuite. Proposal summary This proposal summarizes the possible solutions for Katana integration with Netsuite. Requirement The requirement is to check the possibilities of Katana Integration with the Netsuite. Our Solution This document summarizes the possibilities of Katana integration with Netsuite. The following can be integrated… Continue reading Katna Integration Proposal