Communication Messages – Need to include all communication messages, excluding invoices and service order emails. Communication Activities – Need to include all activity types (calls, events, etc.). Sales Email Messages ST – Should fetch all email messages under Sales. Sales Email Activities ST – Should fetch all email activities under Sales. Provide a solution to… Continue reading Unable to Fetch Values from Email Message ST & Email Activities ST in Saved Search
Author: Diniya A J
Created By field Setup in Sales Order
For new transactions, create a new workflow as mentioned in the description. Navigate to Customization > Workflow > Workflows > New On the Workflow setup page, click the set the fields below: Name: <Set your Workflow name here> Record Type: Transaction Sub Types: <Select any transaction type> Execute as Admin: Yes Release Status: Testing/Released Keep… Continue reading Created By field Setup in Sales Order
The Planned Shipping Date should be calculated as: Current Due Date to Customer – 10 Working days
Formula is: {custcol_jj_ee_duedate} – CASE WHEN TO_NUMBER(TO_CHAR({custcol_jj_ee_duedate}, ‘D’)) = 1 THEN 13 — Sunday WHEN TO_NUMBER(TO_CHAR({custcol_jj_ee_duedate}, ‘D’)) = 7 THEN 12 — Saturday ELSE 14 — Other weekdays END How It Works Sunday (1): Subtract 13 days Saturday (7): Subtract 12 days Monday to Friday (2–6): Subtract 14 days
Add PO Number Filter to Print Purchase Orders Page
Navigate to Transactions > Management > Print Check and Forms Click Purchase Orders Click Customize button Under the Additional Filters tab, mark the field ‘Document Number/ID‘ that you want to add as a filter Click Save However, this setup is user-specific. If we apply this filter in our account, it won’t be reflected in the client’s… Continue reading Add PO Number Filter to Print Purchase Orders Page
Add Service Code to Bank Deposit Record
Enhance the Bank Deposit record in NetSuite by adding a ‘Service Code’ field, similar to its availability in other financial transactions like vendor bills and checks. This will ensure that all bank deposits are categorized with a Service Code, which is essential for aligning with organizational processes and reporting requirements. Unfortunately, the ability to Add… Continue reading Add Service Code to Bank Deposit Record
Effect of Inactivating Price Level and Defaulting to Base Price on Customer Master
Scope: Inactivating Price Level: Analyze the process of inactivating a price level and its effects on historical transactions, customer pricing, and future quotes or orders. Defaulting to Base Price: Evaluate how customers are impacted when the base price is applied as the default, especially in cases where a custom price level is in use. Review… Continue reading Effect of Inactivating Price Level and Defaulting to Base Price on Customer Master
Update item fulfillments via upload
Some item fulfillments are missing the department and want to update only that. Can it be done via upload? Upon checking, the ability to update item fulfillment fields via CSV import is currently a system limitation and related concerns are logged under Enhancement #: 164772 Ability to update all Item Fulfillment transaction fields via CSV Import… Continue reading Update item fulfillments via upload
Field IDs in send email action for workflow
A workflow with a send email action. It is using a custom template rather than an existing email template. Why does the mail merge work for the fields in red boxes though not for the other fields Resulting email: How can I work out the correct field ids as this uses a different format to… Continue reading Field IDs in send email action for workflow
Cash Sale Import
How can I relate the sales order in the Cash Sale Import? Scenario: I used the Sales Order to record the order of the client then it will be paid in cash afterwards. I will use the Cash Sale to record the payment. Creation of Invoice is not necessary in the process. I want to… Continue reading Cash Sale Import
How Can I Set My Balance Sheet Format In Horizontal Format?
Want to set the Balance Sheet format to horizontal. I couldn’t find any option to change the Balance Sheet from vertical to horizontal. For more clarification, please check the image below for reference. Answer: Per checking, there is currently no setting in which we can select to have the balance be formatted in a way… Continue reading How Can I Set My Balance Sheet Format In Horizontal Format?