Best Practices for HTML Templates in Marketing Campaigns & Email Templates

OverviewCreating HTML templates for NetSuite Marketing Campaigns and Email Templates requires careful design for compatibility across email clients. This quick guide offers essential tips for NetSuite admins to craft effective email content that renders well and communicates clearly. Key Terms:HTML Template: Code for designing email layouts for marketing campaigns.Marketing Campaigns: NetSuite feature for promotional email… Continue reading Best Practices for HTML Templates in Marketing Campaigns & Email Templates

Automating Notes on Transactions Using SuiteScript

As an Administrator, streamlining tasks through automation can save time and reduce manual errors. One often overlooked feature is the ability to create and attach Notes to records programmatically. Notes are useful for tracking internal communications, flagging important updates, or adding audit trails to transactions. In this article, we’ll walk through how to use a Scheduled… Continue reading Automating Notes on Transactions Using SuiteScript

View Record dynamic for transactions in saved search

View record generic link Formula (HTML) ‘<a href=”/app/accounting/transactions/transaction.nl?id=’||{internalid}||’” target=”_blank”>View Record</a>’ Multi associated transaction into one column using nsconcat &replace Formula (HTML) REPLACE(  ns_concat(   DISTINCT(    CASE     WHEN {applyingtransaction.type} = ‘Wave’THEN ‘WAVE #’ || {applyingtransaction.number} || ‘—><b>’ || {applyingtransaction.status} || ‘</b>’    END   )  ),  ‘,’,  ‘,’ )

Print picking ticket page saved search sample reference’s

Ignore Item Availability search below Search : JJ Print Picking Ticket   JJ Print Picking Ticket: Results – NetSuite (Magswitch Technology Worldwide Pty Ltd) Open image-20250522-053713.png   FYI: When you move to production, all three searches may be revamped as this is correct now based on the SB data only @Shekha E K @Angel Mariya… Continue reading Print picking ticket page saved search sample reference’s

NS concat formula with colour

replace(    ns_concat(        ‘<font color=”darkgreen”>’ || {billingtransaction} || ‘</font>’ ||         ‘ –>’ ||         ‘[ <font color=”red”>’ || ABS({billingtransaction.quantity}) || ‘</font> ]’ ||         ‘–>’ ||         ‘<font color=”blue”>’ || {billingtransaction.line} || ‘</font>’    ),     ‘,’,     ‘<br>’ )

Wave Record & Pick task deletion

For WMS, the Pick task records must be deleted first before the deletion of the Wave records. Note that you can only delete Pick Task subrecord in Pending or Ready status. After its deletion, you can now delete the Wave since there are no associated pick tasks. (This is documented in Updating or Deleting Pick Tasks Generated from Waves and Updating Waves… Continue reading Wave Record & Pick task deletion

Free form Text to Rich Text ADD HTML

Normal Text to Rich Text If you have MS Excel, you can use the Replace (Ctrl + H) functionality. Steps: Open your Excel file Press Ctrl + H on your keyboard Click the “Find what:” box, then press Ctrl + J on your keyboard Click the “Replace with:” box then put in <br> Click Replace All Save the file as a CSV It is important that… Continue reading Free form Text to Rich Text ADD HTML

Extract Rich Text Field Values without HTML Tags using Saved Search Formula

Workaround: Using Formula (Text) Fields To address this, you can utilize a Formula (Text) field in your Saved Search to strip the HTML tags from the exported data. This ensures that only the text values are extracted. Edit your Saved Search On the Results tab, add a Formula (Text) field with this formula: REGEXP_REPLACE({fieldid},'<[^<>]*>’,”) where… Continue reading Extract Rich Text Field Values without HTML Tags using Saved Search Formula

CSV import update for the Line Item Updates

The Import Assistant lets you update items data for the following types of transactions: Cash Sale, Estimate, Invoice, Opportunity, Purchase Order, Sales Order, Vendor Bill, Vendor Credit, and Vendor Return Authorization. You can modify data for existing line items and add line items to existing transactions. The Items sublist for transactions uses either Line/Order Line… Continue reading CSV import update for the Line Item Updates